UNITED FIRE GROUP INC - UFCS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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 3,383,605 177,943 0.0% 0.0% 1 -108,700 -3.11% Q3 2026 Nov 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,542,460 81,119 0.01% 0.01% 2 +37,277 2.48% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 952,621 50,098 0.0% 0.0% 3 -12,658 -1.31% Q3 2026 Nov 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 869,025 45,702 0.02% 0.02% 4 +147,779 20.49% Q3 2026 Nov 12, 2026
STATE STREET CORP History Reduced 847,794 44,585 0.0% 0.0% 5 -12,839 -1.49% Q3 2026 Nov 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 679,835 35,759 0.0% 0.0% 6 -30,363 -4.28% Q3 2026 Nov 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 586,067 30,821 0.0% 0.0% 7 +27,438 4.91% Q3 2026 Nov 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 582,930 30,568 0.61% 0.61% 8 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 475,517 24,936 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 422,099 22,198 0.0% 0.0% 10 -11,144 -2.57% Q3 2026 Nov 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 405,797 21,280 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 250,242 13,160 0.0% 0.0% 12 -67,438 -21.23% Q3 2026 Nov 13, 2026
Hillsdale Investment Management Inc. History Added to 242,468 12,751 0.29% 0.29% 13 +900 0.37% Q3 2026 Nov 12, 2026
NORTHERN TRUST CORP History No change 241,255 12,651 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History Reduced 209,944 11,040 0.1% 0.11% 15 -40,225 -16.08% Q3 2026 Nov 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 210,176 11,021 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 206,522 10,830 0.01% 0.01% 17 0 0.0% Q2 2026 Sep 02, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 189,997 9,991 0.03% 0.02% 18 +40,112 26.76% Q3 2026 Nov 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 190,184 9,973 0.18% 0.18% 19 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 180,012 9,466 0.0% 0.0% 20 -4,747 -2.57% Q3 2026 Nov 05, 2026
Amundi History New 170,314 8,956 0.0% — 21 +170,314 New Q3 2026 Nov 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 162,147 8,527 0.01% 0.02% 22 -23,212 -12.52% Q3 2026 Nov 10, 2026
EARNEST PARTNERS LLC History Reduced 152,430 8,016 0.03% 0.03% 23 -6,057 -3.82% Q3 2026 Nov 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 147,879 7,776 0.0% 0.0% 24 +13,662 10.18% Q3 2026 Nov 02, 2026
Empowered Funds, LLC History Added to 146,886 7,724 0.04% 0.03% 25 +33,702 29.78% Q3 2026 Nov 13, 2026
LSV ASSET MANAGEMENT History Added to 143,300 7,536 0.01% 0.01% 26 +15,309 11.96% Q3 2026 Nov 06, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 141,629 7,448 0.0% 0.0% 27 -3,639 -2.51% Q3 2026 Nov 13, 2026
Qube Research & Technologies Ltd History Added to 117,166 6,161 0.01% 0.0% 28 +50,185 74.92% Q3 2026 Nov 13, 2026
PRUDENTIAL FINANCIAL INC History No change 117,347 6,153 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 112,740 5,912 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 112,026 5,874 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History Reduced 106,560 5,605 0.12% 0.13% 32 -8,630 -7.49% Q3 2026 Nov 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 103,681 5,437 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 103,160 5,425 0.0% 0.0% 34 -1,876 -1.79% Q3 2026 Nov 12, 2026
WELLS FARGO & COMPANY/MN History No change 101,172 5,305 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 99,376 5,211 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 95,912 5,133 0.0% 0.0% 37 +13,264 16.05% Q3 2026 Nov 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 93,963 4,941 0.0% 0.0% 38 -36,952 -28.23% Q3 2026 Nov 13, 2026
ROYAL BANK OF CANADA History No change 88,624 4,647 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 82,224 4,311 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 77,832 4,081 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 72,566 4,067 0.01% 0.01% 42 -3,188 -4.21% Q3 2026 Nov 10, 2026
FRANKLIN TEMPLETON INC History Added to 71,159 3,509 0.0% 0.0% 43 +2,918 4.28% Q3 2026 Nov 12, 2026
NORGES BANK History No change 66,200 3,471 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History Reduced 63,300 3,328 0.0% 0.0% 45 -22,816 -26.49% Q3 2026 Nov 10, 2026
BARCLAYS PLC History Reduced 58,654 3,084 0.0% 0.0% 46 -4,615 -7.29% Q3 2026 Nov 06, 2026
Integrated Quantitative Investments LLC History Added to 55,198 2,902 0.5% 0.3% 47 +20,105 57.29% Q3 2026 Nov 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 54,166 2,848 0.07% 0.1% 48 -23,734 -30.47% Q3 2026 Nov 12, 2026
Quantinno Capital Management LP History Added to 53,225 2,799 0.0% 0.0% 49 +5,545 11.63% Q3 2026 Nov 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 53,139 2,787 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Reduced 51,928 2,730 0.0% 0.0% 51 -568 -1.08% Q3 2026 Nov 10, 2026
Legal & General Group Plc History No change 51,088 2,679 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 50,902 2,676 0.01% 0.01% 53 +4,673 10.11% Q3 2026 Nov 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 50,690 2,665 0.03% 0.02% 54 +7,188 16.52% Q3 2026 Nov 09, 2026
IEQ CAPITAL, LLC History Reduced 44,140 2,321 0.01% 0.01% 55 -3,504 -7.35% Q3 2026 Nov 10, 2026
Swiss National Bank History Added to 44,100 2,319 0.0% 0.0% 56 +500 1.15% Q3 2026 Nov 12, 2026
GLOBEFLEX CAPITAL L P History No change 43,882 2,301 0.29% 0.29% 57 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History Added to 43,638 2,294 0.0% 0.0% 58 +749 1.75% Q3 2026 Nov 10, 2026
MARSHALL WACE, LLP History Added to 43,259 2,274 0.0% 0.0% 59 +32,804 313.76% Q3 2026 Nov 13, 2026
LPL Financial LLC History Added to 43,143 2,268 0.0% 0.0% 60 +7,089 19.66% Q3 2026 Nov 06, 2026
Cerity Partners LLC History Added to 40,601 2,135 0.0% 0.0% 61 +4,120 11.29% Q3 2026 Nov 13, 2026
Man Group plc History No change 37,048 1,942 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 33,170 1,744 0.0% 0.0% 63 +69 0.21% Q3 2026 Nov 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 32,700 1,714 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 31,982 1,677 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 30,991 1,625 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 27,904 1,467 0.0% 0.0% 67 +5,241 23.13% Q3 2026 Nov 02, 2026
Wilmington Savings Fund Society, FSB History No change 27,499 1,446 0.03% 0.03% 68 0 0.0% Q3 2026 Oct 23, 2026
XTX Topco Ltd History No change 27,174 1,425 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 25,698 1,351 0.0% 0.0% 70 -17,318 -40.26% Q3 2026 Nov 13, 2026
Ellsworth Advisors, LLC History Reduced 25,662 1,349 0.22% 0.21% 71 -72 -0.28% Q3 2026 Oct 15, 2026
SIERRA SUMMIT ADVISORS LLC History New 25,109 1,320 0.15% — 72 +25,109 New Q3 2026 Oct 27, 2026
Focus Partners Wealth History Reduced 24,987 1,314 0.0% 0.0% 73 -1,892 -7.04% Q3 2026 Nov 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 24,922 1,310 0.0% 0.01% 74 -12,169 -32.81% Q3 2026 Nov 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 23,798 1,251 0.0% 0.0% 75 -24,415 -50.64% Q3 2026 Nov 12, 2026
Allspring Global Investments Holdings, LLC History Added to 23,184 1,250 0.0% 0.0% 76 +909 4.08% Q3 2026 Nov 04, 2026
VCI Wealth Management LLC History New 23,079 1,213 0.29% — 77 +23,079 New Q3 2026 Oct 29, 2026
Northwest & Ethical Investments L.P. History New 22,900 1,204 0.03% — 78 +22,900 New Q3 2026 Nov 10, 2026
Cetera Investment Advisers History Reduced 21,973 1,155 0.0% 0.0% 79 -1,328 -5.7% Q3 2026 Nov 13, 2026
WINTON GROUP Ltd History Added to 21,759 1,144 0.04% 0.01% 80 +15,689 258.47% Q3 2026 Nov 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 21,638 1,138 0.0% 0.0% 81 -285 -1.3% Q3 2026 Oct 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 21,118 1,107 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History Added to 20,900 1,099 0.0% 0.0% 83 +4,500 27.44% Q3 2026 Oct 30, 2026
FMR LLC History Added to 20,843 1,096 0.0% 0.0% 84 +61 0.29% Q3 2026 Nov 10, 2026
DEUTSCHE BANK AG\ History Reduced 20,807 1,094 0.0% 0.0% 85 -1,736 -7.7% Q3 2026 Nov 06, 2026
Tidal Investments LLC History Added to 20,708 1,089 0.0% 0.0% 86 +2,603 14.38% Q3 2026 Nov 13, 2026
Russell Investments Group, Ltd. History Reduced 19,602 1,030 0.0% 0.0% 87 -30,999 -61.26% Q3 2026 Nov 06, 2026
Vanguard Global Advisers, LLC History Added to 19,560 1,028 0.0% 0.0% 88 +1,433 7.91% Q3 2026 Nov 13, 2026
CITADEL ADVISORS LLC History No change 19,337 1,014 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 02, 2026
ALLIANCEBERNSTEIN L.P. History No change 27,155 1,006 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History New 18,183 956 0.0% — 91 +18,183 New Q3 2026 Nov 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 18,180 953 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History New 16,282 856 0.08% — 93 +16,282 New Q3 2026 Nov 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 15,846 833 0.0% 0.0% 94 0 0.0% Q3 2026 Nov 13, 2026
Mariner, LLC History Added to 15,557 818 0.0% 0.0% 95 +973 6.67% Q3 2026 Nov 10, 2026
CANADA LIFE ASSURANCE Co History Reduced 15,525 816 0.0% 0.0% 96 -1,013 -6.13% Q3 2026 Nov 13, 2026
Horizon Investments, LLC History Reduced 15,513 815 0.01% 0.01% 97 -3,114 -16.72% Q3 2026 Nov 13, 2026
SG Americas Securities, LLC History No change 14,878 780 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History No change 14,474 759 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History Added to 14,309 752 0.21% 0.15% 100 +2,503 21.2% Q3 2026 Nov 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 13,710 721 0.0% 0.0% 101 -18,717 -57.72% Q3 2026 Nov 12, 2026
HANCOCK WHITNEY CORP History No change 13,741 720 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,570 714 0.0% 0.0% 103 -919 -6.34% Q3 2026 Nov 05, 2026
Aquatic Capital Management LLC History No change 13,287 696 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 12,028 678 0.0% 0.0% 105 +701 6.19% Q3 2026 Oct 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 12,850 673 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 12,766 669 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 12,500 657 0.01% 0.01% 108 0 0.0% Q3 2026 Oct 13, 2026
MetLife Investment Management, LLC History No change 12,503 655 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,408 650 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 19, 2026
Edgestream Partners, L.P. History New 12,291 646 0.02% — 111 +12,291 New Q3 2026 Nov 09, 2026
Artemis Investment Management LLP History New 12,058 634 0.01% — 112 +12,058 New Q3 2026 Oct 08, 2026
Campbell & CO Investment Adviser LLC History Added to 11,795 620 0.03% 0.02% 113 +5,842 98.14% Q3 2026 Nov 13, 2026
Illinois Municipal Retirement Fund History Added to 11,367 597 0.01% 0.01% 114 +567 5.25% Q3 2026 Nov 05, 2026
&PARTNERS History No change 10,489 550 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 10,428 548 0.0% 0.0% 116 +751 7.76% Q3 2026 Nov 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 10,121 530 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 9,949 521 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 9,804 515 0.0% 0.0% 119 +4,000 68.92% Q3 2026 Nov 13, 2026
R Squared Ltd History Reduced 9,428 495 0.26% 0.28% 120 -750 -7.37% Q3 2026 Nov 05, 2026
Jupiter Topco LLC History No change 9,171 481 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History Added to 9,120 479 0.17% 0.12% 122 +2,918 47.05% Q3 2026 Nov 09, 2026
Louisiana State Employees Retirement System History Reduced 9,100 478 0.01% 0.01% 123 -600 -6.19% Q3 2026 Oct 20, 2026
FIRST TRUST ADVISORS LP History Reduced 8,600 452 0.0% 0.0% 124 -72,124 -89.35% Q3 2026 Nov 12, 2026
Graham Capital Management, L.P. History No change 8,550 448 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 8,486 446 0.0% 0.0% 126 -2,476 -22.59% Q3 2026 Nov 02, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 8,500 445 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 8,349 439 0.0% — 129 +8,349 New Q3 2026 Oct 30, 2026
Sterling Capital Management LLC History Reduced 8,364 439 0.01% 0.01% 128 -15 -0.18% Q3 2026 Oct 22, 2026
Janney Montgomery Scott LLC History Added to 8,263 435 0.0% 0.0% 130 +2,129 34.71% Q3 2026 Nov 12, 2026
Quadrature Capital Ltd History New 8,223 432 0.0% — 131 +8,223 New Q3 2026 Nov 13, 2026
US BANCORP \DE\ History No change 8,009 421 0.0% 0.0% 132 0 0.0% Q3 2026 Nov 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,977 418 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 29, 2026
D. E. Shaw & Co., Inc. History No change 7,483 392 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History New 7,414 389 0.0% — 135 +7,414 New Q3 2026 Nov 10, 2026
Savant Capital, LLC History Reduced 6,960 366 0.0% 0.0% 136 -1,477 -17.51% Q3 2026 Nov 05, 2026
SEI INVESTMENTS CO History New 6,783 356 0.0% — 137 +6,783 New Q3 2026 Nov 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 6,743 354 0.0% 0.0% 138 0 0.0% Q3 2026 Nov 12, 2026
State of Alaska, Department of Revenue History Reduced 6,686 350 0.0% 0.01% 139 -3,682 -35.51% Q3 2026 Oct 15, 2026
MAIRS & POWER INC History No change 6,600 346 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 6,301 331 0.0% 0.0% 141 -8,000 -55.94% Q3 2026 Nov 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,228 328 0.0% 0.0% 142 0 0.0% Q3 2026 Nov 12, 2026
Arizona State Retirement System History Added to 6,141 322 0.0% 0.0% 143 +133 2.21% Q3 2026 Nov 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,041 317 0.0% 0.0% 144 0 0.0% Q3 2026 Nov 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,021 316 0.0% 0.0% 145 0 0.0% Q3 2026 Nov 10, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 5,928 311 0.0% 0.0% 146 -760 -11.36% Q3 2026 Nov 09, 2026
Cornerstone Investment Partners, LLC History No change 5,866 307 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 07, 2026
Diversified Trust Co History Added to 5,826 306 0.01% 0.0% 148 +654 12.65% Q3 2026 Nov 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,756 302 0.0% 0.0% 149 -7 -0.12% Q3 2026 Nov 06, 2026
STIFEL FINANCIAL CORP History Added to 5,701 299 0.0% 0.0% 150 +21 0.37% Q3 2026 Nov 12, 2026
Vanguard Investments Australia, Ltd. History No change 5,614 295 0.0% 0.0% 151 0 0.0% Q3 2026 Nov 13, 2026
PFG Investments, LLC History Added to 5,585 293 0.01% 0.01% 152 +1,010 22.08% Q3 2026 Nov 12, 2026
AMALGAMATED BANK History Reduced 5,541 291 0.0% 0.0% 153 -375 -6.34% Q3 2026 Oct 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,493 289 0.0% 0.0% 154 0 0.0% Q3 2026 Nov 09, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,443 286 0.0% 0.0% 155 -20 -0.37% Q3 2026 Oct 22, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 5,027 264 0.0% 0.0% 156 -205 -3.92% Q3 2026 Nov 03, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 5,016 263 0.0% 0.0% 157 +616 14.0% Q3 2026 Nov 12, 2026
MANGROVE PARTNERS IM, LLC History No change 4,865 255 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,806 252 0.0% 0.0% 159 +1,548 47.51% Q3 2026 Oct 20, 2026
Swiss Life Asset Management Ltd History Added to 4,766 250 0.0% 0.0% 160 +29 0.61% Q3 2026 Nov 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,752 249 0.0% 0.0% 161 -300 -5.94% Q3 2026 Oct 29, 2026
NICOLET BANKSHARES INC History No change 4,749 249 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History New 4,714 247 0.0% — 163 +4,714 New Q3 2026 Nov 05, 2026
KLP KAPITALFORVALTNING AS History No change 4,600 241 0.0% 0.0% 164 0 0.0% Q3 2026 Nov 10, 2026
BRIGHTON JONES LLC History Reduced 4,434 233 0.0% 0.0% 165 -49 -1.09% Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History Added to 4,385 230 0.0% 0.0% 166 +45 1.04% Q3 2026 Nov 05, 2026
FJ Capital Management LLC History New 4,343 228 0.03% — 168 +4,343 New Q3 2026 Nov 13, 2026
Pictet Asset Management Holding SA History No change 4,340 228 0.0% 0.0% 167 0 0.0% Q3 2026 Nov 03, 2026
Farther Finance Advisors, LLC History Added to 4,211 221 0.0% 0.0% 169 +152 3.74% Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History Added to 4,131 217 0.0% 0.0% 170 +86 2.13% Q3 2026 Nov 12, 2026
State of Wyoming History New 4,024 211 0.02% — 171 +4,024 New Q3 2026 Oct 28, 2026
Orion Porfolio Solutions, LLC History New 3,997 210 0.0% — 172 +3,997 New Q3 2026 Nov 12, 2026
CHOREO, LLC History Reduced 3,884 204 0.0% 0.0% 173 -428 -9.93% Q3 2026 Oct 28, 2026
Merit Financial Group, LLC History New 3,837 201 0.0% — 174 +3,837 New Q3 2026 Nov 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 3,657 192 0.0% 0.0% 175 -27,029 -88.08% Q3 2026 Nov 09, 2026
Vestcor Inc History No change 3,203 168 0.0% 0.0% 176 0 0.0% Q3 2026 Nov 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 2,486 130 0.0% 0.0% 177 -1,781 -41.74% Q3 2026 Nov 12, 2026
GAMMA Investing LLC History Added to 2,293 120 0.0% 0.0% 178 +192 9.14% Q3 2026 Oct 08, 2026
Ensign Peak Advisors, Inc History No change 1,979 104 0.0% 0.0% 179 0 0.0% Q3 2026 Nov 12, 2026
Ameritas Investment Partners, Inc. History No change 1,969 103 0.0% 0.0% 180 0 0.0% Q3 2026 Nov 13, 2026
Tower Research Capital LLC (TRC) History No change 1,917 100 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 11, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,471 77 0.0% 0.0% 182 0 0.0% Q3 2026 Nov 10, 2026
USA FINANCIAL FORMULAS History New 1,390 73 0.01% — 183 +1,390 New Q3 2026 Oct 16, 2026
IFP Advisors, Inc History Reduced 1,302 68 0.0% 0.0% 184 -98 -7.0% Q3 2026 Oct 16, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,265 66 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,218 64 0.0% 0.0% 186 +177 17.0% Q3 2026 Oct 28, 2026
USA FINANCIAL FORMULAS History No change 1,196 62 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History Reduced 1,069 56 0.0% 0.0% 188 -12 -1.11% Q3 2026 Nov 04, 2026
BFC Planning, Inc. History No change 912 47 0.0% 0.0% 189 0 0.0% Q3 2026 Nov 13, 2026
FEDERATED HERMES, INC. History Reduced 848 44 0.0% 0.0% 190 -19 -2.19% Q3 2026 Nov 12, 2026
HARBOUR INVESTMENTS, INC. History Reduced 790 41 0.0% 0.0% 191 -97 -10.94% Q3 2026 Nov 09, 2026
Smartleaf Asset Management LLC History Added to 626 33 0.0% 0.0% 193 +68 12.19% Q3 2026 Nov 10, 2026
Allworth Financial LP History No change 642 33 0.0% 0.0% 192 0 0.0% Q3 2026 Nov 06, 2026
Covestor Ltd History Reduced 539 28 0.02% 0.02% 194 -163 -23.22% Q3 2026 Oct 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 443 23 0.0% 0.0% 195 +239 117.16% Q3 2026 Nov 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 423 22 0.0% 0.0% 196 +4 0.95% Q3 2026 Oct 27, 2026
Rockefeller Capital Management L.P. History Reduced 341 17 0.0% 0.0% 197 -21 -5.8% Q3 2026 Nov 13, 2026
SJS Investment Consulting Inc. History Added to 314 16 0.0% 0.0% 198 +176 127.54% Q3 2026 Oct 26, 2026
Salomon & Ludwin, LLC History No change 289 15 0.0% 0.0% 199 0 0.0% Q3 2026 Oct 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 274 14 0.0% 0.0% 200 -17 -5.84% Q3 2026 Nov 09, 2026
Versant Capital Management, Inc History No change 283 14 0.0% 0.0% 201 0 0.0% Q3 2026 Oct 01, 2026
Nykredit A/S History No change 267 14 0.0% 0.0% 202 0 0.0% Q3 2026 Nov 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 210 11 0.0% 0.0% 203 -15 -6.67% Q3 2026 Nov 10, 2026
ASSETMARK, INC History Added to 209 10 0.0% 0.0% 204 +29 16.11% Q3 2026 Oct 21, 2026
Fortitude Family Office, LLC History Reduced 206 10 0.0% 0.0% 205 -8 -3.74% Q3 2026 Oct 14, 2026
Essential Partners LLC History No change 205 10 0.0% 0.0% 206 0 0.0% Q3 2026 Oct 14, 2026
Transamerica Financial Advisors, LLC History Added to 174 9 0.0% 0.0% 207 +154 770.0% Q3 2026 Nov 12, 2026
Optiver Holding B.V. History No change 176 9 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 155 8 0.0% 0.0% 209 0 0.0% Q3 2026 Oct 23, 2026
Larson Financial Group LLC History Reduced 122 6 0.0% 0.0% 211 -7 -5.43% Q3 2026 Nov 05, 2026
UMB Bank, n.a. History No change 129 6 0.0% 0.0% 210 0 0.0% Q3 2026 Nov 06, 2026
True Wealth Design, LLC History No change 125 6 0.0% 0.0% 212 0 0.0% Q3 2026 Oct 13, 2026
BESSEMER GROUP INC History Reduced 84 5 0.0% 0.0% 214 -31 -26.96% Q3 2026 Nov 09, 2026
DANSKE BANK A/S History No change 100 5 0.0% 0.0% 213 0 0.0% Q3 2026 Nov 09, 2026
Continuum Advisory, LLC History Added to 90 4 0.0% 0.0% 215 +1 1.12% Q3 2026 Nov 13, 2026
Steward Partners Investment Advisory, LLC History Added to 70 3 0.0% 0.0% 216 +50 250.0% Q3 2026 Nov 13, 2026
Bare Financial Services, Inc History No change 61 3 0.0% 0.0% 217 0 0.0% Q3 2026 Nov 04, 2026
Physician Wealth Advisors, Inc. History Added to 56 2 0.0% 0.0% 218 +21 60.0% Q3 2026 Oct 20, 2026
Quarry LP History No change 43 2 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History New 27 1 0.0% — 228 +27 New Q3 2026 Oct 30, 2026
Root Financial Partners, LLC History New 21 1 0.0% — 227 +21 New Q3 2026 Oct 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 22 1 0.0% — 220 +9 69.23% Q3 2026 Oct 22, 2026
Silver Grove Financial Group, Inc. History Added to 22 1 0.0% 0.0% 225 +1 4.76% Q3 2026 Nov 05, 2026
Capital Advisors, Ltd. LLC History No change 10 1 0.0% 0.0% 221 0 0.0% Q3 2026 Oct 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 20 1 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 28 1 0.0% 0.0% 223 0 0.0% Q3 2026 Nov 03, 2026
Torren Management, LLC History No change 36 1 0.0% 0.0% 224 0 0.0% Q3 2026 Oct 29, 2026
Basecamp Wealth Advisors LLC History No change 26 1 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.01% — -21,277 -100.0% Q3 2026 Oct 28, 2026
Heron Bay Capital Management History Closed out 0 0 — 0.04% — -9,198 -100.0% Q3 2026 Nov 12, 2026
Magnetar Financial LLC History Closed out 0 0 — 0.0% — -9,173 -100.0% Q3 2026 Nov 13, 2026
HighTower Advisors, LLC History Closed out 0 0 — 0.0% — -4,376 -100.0% Q3 2026 Nov 09, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.0% — -3,880 -100.0% Q3 2026 Nov 02, 2026
Clearstead Advisors, LLC History Reduced 6 0 — 0.0% — -2,562 -99.77% Q3 2026 Nov 06, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.01% — -2,000 -100.0% Q3 2026 Nov 10, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.01% — -912 -100.0% Q3 2026 Nov 13, 2026
Basepoint Wealth LLC History Closed out 0 0 — 0.02% — -716 -100.0% Q3 2026 Nov 12, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.0% — -198 -100.0% Q3 2026 Nov 12, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -153 -100.0% Q3 2026 Oct 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 15 0 — 0.0% — -50 -76.92% Q3 2026 Nov 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Oct 28, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2026 Oct 23, 2026
UMB Private Wealth Management, LLC History New 10 0 — — — +10 New Q3 2026 Oct 19, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History New 4 0 — — — +4 New Q3 2026 Oct 23, 2026
Ascentis Wealth Management, LLC History New 4 0 — — — +4 New Q3 2026 Nov 03, 2026
FINANCIAL CONSULATE, INC History New 2 0 — — — +2 New Q3 2026 Oct 23, 2026
Superior Planning, LLC History New 2 0 — — — +2 New Q3 2026 Nov 12, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 10, 2026
JFS WEALTH ADVISORS, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
JPL Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Nov 12, 2026
Ankerstar Wealth, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Nov 13, 2026
Hughes Financial Services, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Keating Financial Advisory Services, Inc. History No change 19 0 — — — 0 0.0% Q3 2026 Nov 12, 2026