UNITED FIRE GROUP INC - UFCS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 3,426,975 124,570 0.0% 0.0% 1 -36,410 -1.05% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 1,511,541 54,944 0.0% 0.0% 2 +35,338 2.39% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,477,639 53,712 0.01% 0.01% 3 +10,887 0.74% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 809,086 29,410 0.0% 0.0% 4 +3,289 0.41% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 615,052 22,361 0.0% 0.0% 5 +29,679 5.07% Q4 2025 Feb 09, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 613,873 22,314 0.53% 0.46% 6 -7,219 -1.16% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Reduced 502,103 18,251 0.0% 0.0% 7 -29,154 -5.49% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 464,233 16,874 0.01% 0.01% 8 +62,933 15.68% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 389,875 14,171 0.01% 0.01% 9 +58,302 17.58% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 362,634 13,181 0.0% 0.0% 10 -56,543 -13.49% Q4 2025 Feb 19, 2026
MORGAN STANLEY History Added to 322,293 11,715 0.0% 0.0% 11 +50,450 18.56% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Added to 235,925 8,575 0.09% 0.02% 12 +165,789 236.38% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 204,166 7,421 0.0% 0.0% 13 -13,074 -6.02% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 201,803 7,335 0.0% 0.0% 14 +770 0.38% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Reduced 201,768 7,334 0.2% 0.21% 15 -25,500 -11.22% Q4 2025 Feb 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 192,432 6,994 0.02% 0.02% 16 +2,803 1.48% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 183,115 6,656 0.0% 0.0% 17 +4,184 2.34% Q4 2025 Feb 10, 2026
EARNEST PARTNERS LLC History Reduced 179,723 6,532 0.03% 0.02% 18 -8,029 -4.28% Q4 2025 Feb 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 172,430 6,267 0.13% 0.11% 19 0 0.0% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 171,327 6,227 0.0% 0.0% 20 +17,247 11.19% Q4 2025 Mar 25, 2026
Allianz Asset Management GmbH History Reduced 171,185 6,222 0.01% 0.01% 21 -24,085 -12.33% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 146,406 5,321 0.0% 22 +146,406 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 141,538 5,144 0.01% 0.0% 23 -600 -0.42% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 140,510 5,107 0.01% 0.0% 24 +68,227 94.39% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 128,782 4,681 0.0% 0.0% 25 +6,812 5.58% Q4 2025 Feb 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 128,722 4,679 0.0% 0.0% 26 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 124,173 4,513 0.0% 0.0% 27 -6,476 -4.96% Q4 2025 Feb 10, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 117,098 4,256 0.01% 0.01% 28 0 0.0% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 115,438 4,196 0.0% 0.0% 29 -95,901 -45.38% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 111,598 4,056 0.0% 0.0% 30 +4,395 4.1% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 104,084 3,783 0.0% 0.0% 31 -3,419 -3.18% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 102,405 3,722 0.01% 32 +102,405 New Q4 2025 Feb 13, 2026
CSM Advisors, LLC History Reduced 97,435 3,542 0.1% 0.1% 33 -23,865 -19.67% Q4 2025 Feb 11, 2026
LSV ASSET MANAGEMENT History No change 95,000 3,453 0.01% 0.01% 34 0 0.0% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 90,117 3,275 0.0% 0.0% 35 +17,695 24.43% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 87,973 3,197 0.03% 36 +87,973 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 76,213 2,770 0.0% 0.0% 37 -56,681 -42.65% Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History Reduced 76,227 2,770 0.0% 0.0% 38 -12,259 -13.85% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 75,985 2,762 0.01% 0.01% 39 -9,529 -11.14% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 69,721 2,534 0.0% 0.0% 40 +1,352 1.98% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 69,170 2,514 0.06% 0.05% 41 -535 -0.77% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 68,186 2,478 0.0% 0.0% 42 -26,890 -28.28% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 67,672 2,459 0.0% 0.0% 43 -44,153 -39.48% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 62,697 2,279 0.01% 0.01% 44 -10,720 -14.6% Q4 2025 Jan 28, 2026
Brandywine Global Investment Management, LLC History New 62,670 2,278 0.02% 45 +62,670 New Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 58,429 2,123 0.0% 0.0% 46 -5,678 -8.86% Q4 2025 Feb 13, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 54,754 1,990 0.01% 0.01% 47 +24 0.04% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 53,844 1,956 0.0% 0.0% 48 -7,396 -12.08% Q4 2025 Feb 10, 2026
Legal & General Group Plc History Reduced 52,987 1,926 0.0% 0.0% 49 -922 -1.71% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Added to 52,968 1,925 0.01% 0.0% 50 +6,963 15.14% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 52,477 1,907 0.0% 0.0% 51 -1,270 -2.36% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 50,925 1,851 0.02% 0.0% 52 +38,825 320.87% Q4 2025 Feb 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 57,647 1,747 0.01% 0.0% 53 +30,328 111.01% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History Added to 43,914 1,596 0.05% 0.03% 54 +8,210 22.99% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 43,257 1,573 0.0% 0.0% 55 -8,675 -16.7% Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History Added to 42,967 1,561 0.24% 0.15% 56 +10,976 34.31% Q4 2025 Feb 11, 2026
Swiss National Bank History Added to 42,800 1,555 0.0% 0.0% 57 +900 2.15% Q4 2025 Feb 12, 2026
JUPITER ASSET MANAGEMENT LTD History New 41,924 1,523 0.01% 58 +41,924 New Q4 2025 Feb 10, 2026
WINTON GROUP Ltd History Reduced 39,703 1,443 0.05% 0.05% 59 -4,938 -11.06% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 39,704 1,443 0.0% 0.0% 60 -2,832 -6.66% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 39,037 1,418 0.0% 0.0% 61 +1,501 4.0% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 38,800 1,410 0.0% 0.0% 62 -452 -1.15% Q4 2025 Jan 30, 2026
Trexquant Investment LP History Reduced 38,427 1,396 0.01% 0.02% 63 -14,657 -27.61% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 36,259 1,318 0.0% 0.0% 64 +2,039 5.96% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Reduced 35,530 1,291 0.0% 0.01% 65 -56,600 -61.43% Q4 2025 Feb 17, 2026
Cerity Partners LLC History New 35,220 1,280 0.0% 66 +35,220 New Q4 2025 Feb 11, 2026
FMR LLC History Reduced 34,954 1,270 0.0% 0.0% 67 -10,003 -22.25% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 34,712 1,261 0.0% 0.0% 68 -13,058 -27.34% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 33,953 1,234 0.0% 0.0% 69 -14,511 -29.94% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 32,493 1,181 0.0% 0.0% 70 +567 1.78% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Added to 30,587 1,111 0.05% 0.03% 71 +19,669 180.15% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 29,034 1,055 0.0% 72 +29,034 New Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 28,075 1,020 0.0% 0.0% 73 +1,691 6.41% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 27,485 999 0.02% 0.02% 74 0 0.0% Q4 2025 Feb 12, 2026
Focus Partners Wealth History New 26,005 945 0.0% 75 +26,005 New Q4 2025 Feb 13, 2026
Ellsworth Advisors, LLC History Added to 25,583 914 0.18% 0.17% 76 +626 2.51% Q4 2025 Jan 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 24,792 901 0.0% 0.0% 77 +604 2.5% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 22,262 809 0.0% 0.0% 78 +10,203 84.61% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 21,676 788 0.0% 0.0% 79 +16,177 294.18% Q4 2025 Jan 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 21,371 776 0.0% 0.0% 80 +1,291 6.43% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 21,121 767 0.0% 0.0% 81 +4,583 27.71% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 19,855 721 0.0% 0.0% 82 +337 1.73% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 19,367 689 0.0% 0.0% 83 +1,689 9.55% Q4 2025 Jan 15, 2026
STRS OHIO History Reduced 17,900 650 0.0% 0.0% 84 -2,300 -11.39% Q4 2025 Feb 02, 2026
CANADA LIFE ASSURANCE Co History No change 17,777 647 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 17,409 633 0.0% 0.0% 86 +1,878 12.09% Q4 2025 Jan 26, 2026
Horizon Investments, LLC History Reduced 16,897 614 0.01% 0.01% 87 -1,325 -7.27% Q4 2025 Feb 02, 2026
FRANKLIN RESOURCES INC History Added to 16,398 596 0.0% 0.0% 88 +1,825 12.52% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 16,316 593 0.0% 0.0% 89 +6,088 59.52% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 16,232 590 0.0% 0.0% 90 -1,302 -7.43% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 16,133 586 0.0% 0.0% 91 -7,559 -31.91% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 15,979 580 0.0% 0.0% 92 +7,661 92.1% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Added to 15,983 574 0.0% 0.0% 93 +727 4.77% Q4 2025 Feb 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,077 548 0.0% 0.0% 94 -739 -4.67% Q4 2025 Feb 05, 2026
DEUTSCHE BANK AG\ History Reduced 14,903 541 0.0% 0.0% 95 -106 -0.71% Q4 2025 Feb 11, 2026
Integrated Quantitative Investments LLC History Added to 14,621 531 0.11% 0.1% 96 +2,821 23.91% Q4 2025 Feb 12, 2026
Creative Planning History Added to 14,536 528 0.0% 0.0% 97 +4,559 45.7% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 14,273 517 0.01% 0.0% 98 +2,142 17.66% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Reduced 13,746 499 0.01% 0.01% 99 -227 -1.62% Q4 2025 Feb 13, 2026
Legato Capital Management LLC History New 13,404 487 0.04% 100 +13,404 New Q4 2025 Feb 06, 2026
Mariner, LLC History Added to 12,653 460 0.0% 0.0% 101 +4,680 58.7% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Added to 12,338 448 0.01% 0.0% 102 +1,115 9.93% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 12,233 444 0.0% 0.0% 103 +873 7.68% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 12,103 439 0.01% 0.01% 104 -6,792 -35.95% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 11,991 435 0.0% 0.0% 105 -1,519 -11.24% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History Reduced 11,806 429 0.17% 0.17% 106 -2,288 -16.23% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 11,791 428 0.02% 0.0% 107 +11,155 1753.93% Q4 2025 Feb 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 11,014 400 0.0% 0.0% 108 -420 -3.67% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,203 370 0.0% 109 +10,203 New Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 10,121 367 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History No change 10,100 367 0.01% 0.01% 111 0 0.0% Q4 2025 Jan 16, 2026
HSBC HOLDINGS PLC History Reduced 10,003 364 0.0% 0.0% 112 -22,296 -69.03% Q4 2025 Mar 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 9,779 355 0.0% 0.0% 113 +76 0.78% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 9,918 354 0.0% 0.0% 114 +1,479 17.53% Q4 2025 Jan 08, 2026
GSA CAPITAL PARTNERS LLP History Added to 9,625 350 0.03% 0.02% 115 +2,667 38.33% Q4 2025 Feb 06, 2026
BAILARD, INC. History No change 9,500 345 0.01% 0.01% 116 0 0.0% Q4 2025 Feb 04, 2026
INTEGRITY ALLIANCE, LLC. History New 9,350 339 0.01% 117 +9,350 New Q4 2025 Feb 09, 2026
JANUS HENDERSON GROUP PLC History No change 9,171 333 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 8,800 319 0.0% 119 +8,800 New Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 8,194 297 0.03% 0.05% 120 -6,511 -44.28% Q4 2025 Feb 11, 2026
Polymer Capital Management (US) LLC History New 8,165 296 0.03% 121 +8,165 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History No change 7,989 290 0.0% 0.0% 122 0 0.0% Q4 2025 Jan 30, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,977 289 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History New 7,691 279 0.0% 124 +7,691 New Q4 2025 Feb 10, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 6,880 250 0.01% 125 +6,880 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 6,735 244 0.0% 0.0% 126 -17,888 -72.65% Q4 2025 Feb 17, 2026
MAIRS & POWER INC History No change 6,600 239 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 17, 2026
MANGROVE PARTNERS IM, LLC History New 6,574 238 0.02% 128 +6,574 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 6,361 231 0.0% 130 +6,361 New Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 6,358 231 0.0% 0.0% 129 +72 1.15% Q4 2025 Feb 05, 2026
Squarepoint Ops LLC History Reduced 6,322 229 0.0% 0.0% 131 -3,910 -38.21% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History New 6,259 228 0.0% 132 +6,259 New Q4 2025 Feb 18, 2026
Graham Capital Management, L.P. History Reduced 6,286 228 0.01% 0.0% 133 -3,208 -33.79% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,228 226 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History New 6,044 219 0.0% 137 +6,044 New Q4 2025 Jan 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 6,041 219 0.0% 136 +6,041 New Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,042 219 0.0% 0.0% 135 -26 -0.43% Q4 2025 Feb 06, 2026
VIRTUS ADVISERS, LLC History No change 6,050 219 0.1% 0.1% 138 0 0.0% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,021 218 0.0% 0.0% 139 0 0.0% Q4 2025 Jan 27, 2026
XTX Topco Ltd History New 5,989 217 0.01% 140 +5,989 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,810 211 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History New 5,659 205 0.0% 142 +5,659 New Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,841 203 0.0% 0.0% 143 -795 -11.98% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 5,493 200 0.0% 0.0% 144 -603 -9.89% Q4 2025 Jan 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 5,020 182 0.0% 0.0% 145 +100 2.03% Q4 2025 Feb 04, 2026
COMERICA BANK History Reduced 4,758 172 0.0% 0.0% 146 -1,137 -19.29% Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History No change 4,600 167 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Reduced 4,255 154 0.0% 0.0% 148 -175 -3.95% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 4,029 146 0.0% 0.0% 149 -4,312 -51.7% Q4 2025 Feb 17, 2026
Vestcor Inc History No change 3,203 116 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History No change 2,000 72 0.01% 0.01% 151 0 0.0% Q4 2025 Feb 10, 2026
Ensign Peak Advisors, Inc History Reduced 1,979 71 0.0% 0.0% 152 -9,300 -82.45% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 1,743 63 0.0% 0.0% 154 +288 19.79% Q4 2025 Jan 05, 2026
Ameritas Investment Partners, Inc. History No change 1,759 63 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 1,726 62 0.0% 0.0% 155 +329 23.55% Q4 2025 Feb 06, 2026
MEEDER ASSET MANAGEMENT INC History New 1,471 53 0.0% 156 +1,471 New Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 1,483 53 0.0% 0.0% 157 +555 59.81% Q4 2025 Feb 17, 2026
Kemnay Advisory Services Inc. History New 1,309 47 0.01% 158 +1,309 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 1,190 43 0.0% 0.0% 159 +622 109.51% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 885 32 0.0% 0.0% 161 +264 42.51% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 881 32 0.0% 0.0% 160 +136 18.26% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History Reduced 836 30 0.0% 0.0% 162 -867 -50.91% Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 828 30 0.02% 0.03% 163 -794 -48.95% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 780 28 0.0% 0.0% 164 +12 1.56% Q4 2025 Feb 09, 2026
Basepoint Wealth LLC History New 708 25 0.02% 166 +708 New Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 686 25 0.0% 0.0% 165 +387 129.43% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History New 500 18 0.0% 167 +500 New Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History No change 436 15 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 403 14 0.0% 169 +403 New Q4 2025 Feb 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 384 13 0.0% 170 +384 New Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 300 11 0.0% 0.0% 171 -5 -1.64% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History No change 283 10 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 08, 2026
Salomon & Ludwin, LLC History Reduced 255 9 0.0% 0.0% 173 -1 -0.39% Q4 2025 Jan 28, 2026
ROTHSCHILD INVESTMENT LLC History Added to 170 6 0.0% 0.0% 174 +53 45.3% Q4 2025 Feb 10, 2026
True Wealth Design, LLC History Added to 145 5 0.0% 0.0% 175 +3 2.11% Q4 2025 Jan 08, 2026
Torren Management, LLC History New 118 4 0.0% 181 +118 New Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Added to 115 4 0.0% 0.0% 177 +31 36.9% Q4 2025 Feb 05, 2026
UMB Bank, n.a. History Added to 120 4 0.0% 0.0% 176 +14 13.21% Q4 2025 Feb 13, 2026
ASSETMARK, INC History No change 111 4 0.0% 0.0% 178 0 0.0% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History No change 127 4 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 20, 2026
Fortitude Family Office, LLC History No change 123 4 0.0% 0.0% 180 0 0.0% Q4 2025 Jan 15, 2026
Sound Income Strategies, LLC History New 91 3 0.0% 184 +91 New Q4 2025 Jan 21, 2026
Optiver Holding B.V. History Reduced 94 3 0.0% 0.0% 185 -64 -40.51% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 89 3 0.0% 0.0% 183 +26 41.27% Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History No change 98 3 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 02, 2026
Arax Advisory Partners History Reduced 35 1 0.0% 0.01% 188 -19,185 -99.82% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 35 1 0.0% 187 +35 New Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 33 1 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History No change 28 1 0.0% 189 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 35 1 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 29, 2026
Empowered Funds, LLC History Closed out 0 0 0.03% -95,430 -100.0% Q3 2025 Nov 13, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 8.11% -57,433 -100.0% Q3 2025 Dec 09, 2025
Inspire Investing, LLC History Closed out 0 0 0.1% -32,821 -100.0% Q3 2025 Oct 15, 2025
R Squared Ltd History Closed out 0 0 0.11% -8,726 -100.0% Q3 2025 Nov 12, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -7,404 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -5,224 -100.0% Q3 2025 Nov 12, 2025
Founders Capital Management History Closed out 0 0 0.02% -1,000 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -639 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -430 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.0% -245 -100.0% Q3 2025 Nov 14, 2025
Clearstead Advisors, LLC History Reduced 7 0 0.0% -239 -97.15% Q4 2025 Feb 09, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -224 -100.0% Q3 2025 Nov 12, 2025
TOMPKINS FINANCIAL CORP History New 27 0 +27 New Q4 2025 Jan 08, 2026
Rise Advisors, LLC History Closed out 0 0 -18 -100.0% Q3 2025 Oct 08, 2025
MAI Capital Management History New 17 0 +17 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History New 7 0 +7 New Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History New 6 0 +6 New Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Reduced 8 0 -4 -33.33% Q4 2025 Mar 16, 2026
Ankerstar Wealth, LLC History New 4 0 +4 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3 0 +3 New Q4 2025 Jan 21, 2026
Stone House Investment Management, LLC History New 3 0 +3 New Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 6 0 +2 50.0% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 13 0 0 0.0% Q4 2025 Feb 03, 2026
Capital Advisors, Ltd. LLC History No change 10 0 0 0.0% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History No change 16 0 0 0.0% Q4 2025 Feb 20, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q4 2025 Feb 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 8 0 0 0.0% Q4 2025 Feb 09, 2026
Bare Financial Services, Inc History No change 18 0 0 0.0% Q4 2025 Feb 06, 2026