Donegal Group Inc (DGICA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares1,848,151 from 1,809,165

Change+38,986 (+2%)

Value$32.9M (-$1.2M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares447,437 from 596,546

Change-149,109 (-25%)

Value$8.0M (-$3.3M)

Filed 2026-11-06

Old Republic International Corp

UNCHANGED

Shares425,500 from 425,500

Change0 (0%)

Value$7.6M (+$7.6M)

Filed 2026-10-26

Creative Planning

INCREASED

Shares200,853 from 159,860

Change+40,993 (+26%)

Value$3.6M (+$558.2K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares168,978 from 167,590

Change+1,388 (+1%)

Value$3.0M (-$154.6K)

Filed 2026-11-05

Philadelphia Trust Co

DECREASED

Shares136,725 from 223,650

Change-86,925 (-39%)

Value$2.4M (-$1.8M)

Filed 2026-11-05

Pinnacle Associates LTD

INCREASED

Shares96,138 from 92,874

Change+3,264 (+4%)

Value$1.7M (-$41.3K)

Filed 2026-10-20

Barclays PLC

INCREASED

Shares44,811 from 40,114

Change+4,697 (+12%)

Value$797.2K (+$40.6K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares38,033 from 11,271

Change+26,762 (+237%)

Value$676.6K (+$464.0K)

Filed 2026-10-16

Russell Investments Group, Ltd.

INCREASED

Shares22,747 from 13,481

Change+9,266 (+69%)

Value$404.7K (+$150.4K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,382 from 20,946

Change+436 (+2%)

Value$396.4K (+$1.2K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares21,290 from 19,954

Change+1,336 (+7%)

Value$378.8K (+$2.4K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares15,394 from 17,465

Change-2,071 (-12%)

Value$273.9K (-$55.5K)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares15,231 from 15,231

Change0 (0%)

Value$271.0K (-$16.3K)

Filed 2026-11-05

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares15,219 from 15,130

Change+89 (+1%)

Value$270.7K (-$14.6K)

Filed 2026-10-23

Savant Capital, LLC

INCREASED

Shares14,430 from 12,475

Change+1,955 (+16%)

Value$256.7K (+$21.4K)

Filed 2026-11-06

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares12,936 from 12,936

Change0 (0%)

Value$230.0K (-$14.0K)

Filed 2026-11-04

Ascent Group, LLC

DECREASED

Shares11,051 from 12,666

Change-1,615 (-13%)

Value$196.6K (-$42.3K)

Filed 2026-10-30

Vise Technologies, Inc.

INCREASED

Shares10,897 from 10,668

Change+229 (+2%)

Value$193.9K (-$7.3K)

Filed 2026-10-29

State of Wyoming

NEW

Shares9,949

Change+9,949

Value$177.0K

Filed 2026-10-28

IAG Wealth Partners, LLC

DECREASED

Shares9,736 from 9,892

Change-156 (-2%)

Value$173.2K (-$13.4K)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares7,962 from 9,214

Change-1,252 (-14%)

Value$141.6K (-$32.1K)

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares5,889 from 1,873

Change+4,016 (+214%)

Value$104.8K (+$69.4K)

Filed 2026-10-20

PhiloSmith Capital Corp

UNCHANGED

Shares5,192 from 5,192

Change0 (0%)

Value$92.4K (-$5.6K)

Filed 2026-10-23

Capital Advisors, Ltd. LLC

DECREASED

Shares4,718 from 4,746

Change-28 (-1%)

Value$84.0K (+$83.9K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares3,734 from 13,020

Change-9,286 (-71%)

Value$66.4K (-$179.1K)

Filed 2026-11-04

Allworth Financial LP

INCREASED

Shares3,058 from 3,026

Change+32 (+1%)

Value$57.7K (+$603)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares2,069 from 506

Change+1,563 (+309%)

Value$36.8K (+$27.3K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares1,802 from 1,681

Change+121 (+7%)

Value$32.1K (+$354)

Filed 2026-10-23

Larson Financial Group LLC

DECREASED

Shares1,407 from 1,822

Change-415 (-23%)

Value$25.0K (-$9.3K)

Filed 2026-11-05

State of Alaska, Department of Revenue

UNCHANGED

Shares1,359 from 1,359

Change0 (0%)

Value$24.0K (+$24.0K)

Filed 2026-10-15

Versant Capital Management, Inc

UNCHANGED

Shares1,325 from 1,325

Change0 (0%)

Value$23.6K (-$1.4K)

Filed 2026-10-02

Parallel Advisors, LLC

INCREASED

Shares1,068 from 862

Change+206 (+24%)

Value$19.0K (+$2.7K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

DECREASED

Shares953 from 1,049

Change-96 (-9%)

Value$17.0K (-$2.8K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares842 from 787

Change+55 (+7%)

Value$15.0K (+$136)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares673 from 499

Change+174 (+35%)

Value$12.0K (+$2.6K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares341 from 348

Change-7 (-2%)

Value$6.1K (-$497)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

INCREASED

Shares269 from 265

Change+4 (+2%)

Value$4.8K (-$208)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares261

Change+261

Value$4.6K

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares232 from 474

Change-242 (-51%)

Value$4.1K (-$4.8K)

Filed 2026-10-05

Assetmark, Inc

INCREASED

Shares212 from 118

Change+94 (+80%)

Value$3.8K (+$1.5K)

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares180

Change+180

Value$3.2K

Filed 2026-10-09

Planning Strategies Inc.

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$2.1K (-$128)

Filed 2026-10-02

Avion Wealth

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$1 (-$1)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares90 from 72

Change+18 (+25%)

Value$2 (+$1)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares89

Change+89

Value$1.6K

Filed 2026-10-21

Fifth Third Bancorp

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$1.6K (-$96)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$1.4K (-$83)

Filed 2026-10-13

Provenance Wealth Advisors, LLC

NEW

Shares75

Change+75

Value$1.3K

Filed 2026-10-30

Blue Trust, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.3K (-$80)

Filed 2026-10-15

SJS Investment Consulting Inc.

NEW

Shares67

Change+67

Value$1.2K

Filed 2026-10-26

TD Private Client Wealth LLC

NEW

Shares51

Change+51

Value$907

Filed 2026-10-28

Essential Partners LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$818 (-$50)

Filed 2026-10-14

Trust Co

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$658 (-$40)

Filed 2026-10-09

SBI Securities Co., Ltd.

DECREASED

Shares22 from 24

Change-2 (-8%)

Value$391 (-$62)

Filed 2026-10-22

CoreCap Advisors, LLC

DECREASED

Shares13 from 33

Change-20 (-61%)

Value$231 (-$391)

Filed 2026-10-08

Clearstead Advisors, LLC

DECREASED

Shares6 from 8

Change-2 (-25%)

Value$107 (-$44)

Filed 2026-11-06

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$38 ($0)

Filed 2026-10-30

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CLOSED

Shares0 from 44,875

Change-44,875 (-100%)

Value$0 (-$846.3K)

Filed 2026-10-27

Salem Investment Counselors Inc

CLOSED

Shares0 from 3,760

Change-3,760 (-100%)

Value$0 (-$70.9K)

Filed 2026-10-13

Stone House Investment Management, LLC

CLOSED

Shares0 from 186

Change-186 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$132)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 2,169,284

Change-2,169,284 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 706,706

Change-706,706 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 469,881

Change-469,881 (-100%)

Value—

State Street Corp

N/A

Shares— from 406,603

Change-406,603 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 359,911

Change-359,911 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 330,680

Change-330,680 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 322,288

Change-322,288 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 289,040

Change-289,040 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 267,074

Change-267,074 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 259,723

Change-259,723 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 226,439

Change-226,439 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 223,703

Change-223,703 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 217,942

Change-217,942 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 209,183

Change-209,183 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 197,233

Change-197,233 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 170,415

Change-170,415 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 169,734

Change-169,734 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 167,046

Change-167,046 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 143,443

Change-143,443 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 142,414

Change-142,414 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 136,781

Change-136,781 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 113,689

Change-113,689 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 112,113

Change-112,113 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 110,704

Change-110,704 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 105,245

Change-105,245 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 100,638

Change-100,638 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 100,095

Change-100,095 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 90,606

Change-90,606 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 89,951

Change-89,951 (-100%)

Value—

Cannell Capital LLCA

N/A

Shares— from 82,939

Change-82,939 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 75,242

Change-75,242 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 71,501

Change-71,501 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 63,179

Change-63,179 (-100%)

Value—

Norges Bank

N/A

Shares— from 61,000

Change-61,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 58,000

Change-58,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 57,561

Change-57,561 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 56,519

Change-56,519 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 47,915

Change-47,915 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 46,767

Change-46,767 (-100%)

Value—

Minerva Advisors LLC

N/A

Shares— from 46,490

Change-46,490 (-100%)

Value—

UBS Group AG

N/A

Shares— from 46,045

Change-46,045 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 45,443

Change-45,443 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 42,103

Change-42,103 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 40,168

Change-40,168 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 39,019

Change-39,019 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 38,121

Change-38,121 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 34,700

Change-34,700 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,339

Change-34,339 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 30,411

Change-30,411 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,850

Change-29,850 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 24,844

Change-24,844 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 21,372

Change-21,372 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 21,190

Change-21,190 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 18,222

Change-18,222 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 17,556

Change-17,556 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 15,313

Change-15,313 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 15,108

Change-15,108 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 14,751

Change-14,751 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,448

Change-14,448 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,351

Change-13,351 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,109

Change-13,109 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 12,646

Change-12,646 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 11,640

Change-11,640 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 11,357

Change-11,357 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,792

Change-10,792 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,483

Change-10,483 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 8,449

Change-8,449 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,960

Change-7,960 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 7,831

Change-7,831 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,937

Change-4,937 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,881

Change-4,881 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,766

Change-4,766 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,456

Change-4,456 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,731

Change-3,731 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 3,639

Change-3,639 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,444

Change-3,444 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,417

Change-3,417 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 3,325

Change-3,325 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,625

Change-2,625 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,616

Change-2,616 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,877

Change-1,877 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,516

Change-1,516 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 366

Change-366 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 236

Change-236 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 196

Change-196 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 100

Change-100 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 60

Change-60 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,848,151	1,809,165	+38,986	+2%	$34.1M	$32.9M	-$1.2M	2026-11-04
Geode Capital Management, LLC	DECREASED	447,437	596,546	-149,109	-25%	$11.3M	$8.0M	-$3.3M	2026-11-06
Old Republic International Corp	UNCHANGED	425,500	425,500	0	0%	$8.0K	$7.6M	+$7.6M	2026-10-26
Creative Planning	INCREASED	200,853	159,860	+40,993	+26%	$3.0M	$3.6M	+$558.2K	2026-11-02
Bank of New York Mellon Corp	INCREASED	168,978	167,590	+1,388	+1%	$3.2M	$3.0M	-$154.6K	2026-11-05
Philadelphia Trust Co	DECREASED	136,725	223,650	-86,925	-39%	$4.2M	$2.4M	-$1.8M	2026-11-05
Pinnacle Associates LTD	INCREASED	96,138	92,874	+3,264	+4%	$1.8M	$1.7M	-$41.3K	2026-10-20
Barclays PLC	INCREASED	44,811	40,114	+4,697	+12%	$756.6K	$797.2K	+$40.6K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	38,033	11,271	+26,762	+237%	$212.6K	$676.6K	+$464.0K	2026-10-16
Russell Investments Group, Ltd.	INCREASED	22,747	13,481	+9,266	+69%	$254.2K	$404.7K	+$150.4K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	21,382	20,946	+436	+2%	$395.2K	$396.4K	+$1.2K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	21,290	19,954	+1,336	+7%	$376.3K	$378.8K	+$2.4K	2026-11-02
Deutsche Bank Ag\	DECREASED	15,394	17,465	-2,071	-12%	$329.4K	$273.9K	-$55.5K	2026-11-06
US Bancorp \de\	UNCHANGED	15,231	15,231	0	0%	$287.3K	$271.0K	-$16.3K	2026-11-05
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	15,219	15,130	+89	+1%	$285.4K	$270.7K	-$14.6K	2026-10-23
Savant Capital, LLC	INCREASED	14,430	12,475	+1,955	+16%	$235.3K	$256.7K	+$21.4K	2026-11-06
Hazlett, Burt & Watson, Inc.	UNCHANGED	12,936	12,936	0	0%	$244.0K	$230.0K	-$14.0K	2026-11-04
Ascent Group, LLC	DECREASED	11,051	12,666	-1,615	-13%	$238.9K	$196.6K	-$42.3K	2026-10-30
Vise Technologies, Inc.	INCREASED	10,897	10,668	+229	+2%	$201.2K	$193.9K	-$7.3K	2026-10-29
State of Wyoming	NEW	9,949	—	+9,949	—	—	$177.0K	—	2026-10-28
IAG Wealth Partners, LLC	DECREASED	9,736	9,892	-156	-2%	$186.6K	$173.2K	-$13.4K	2026-11-06
IFP Advisors, Inc	DECREASED	7,962	9,214	-1,252	-14%	$173.8K	$141.6K	-$32.1K	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	5,889	1,873	+4,016	+214%	$35.3K	$104.8K	+$69.4K	2026-10-20
PhiloSmith Capital Corp	UNCHANGED	5,192	5,192	0	0%	$97.9K	$92.4K	-$5.6K	2026-10-23
Capital Advisors, Ltd. LLC	DECREASED	4,718	4,746	-28	-1%	$90	$84.0K	+$83.9K	2026-10-27
Citigroup Inc	DECREASED	3,734	13,020	-9,286	-71%	$245.6K	$66.4K	-$179.1K	2026-11-04
Allworth Financial LP	INCREASED	3,058	3,026	+32	+1%	$57.1K	$57.7K	+$603	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	2,069	506	+1,563	+309%	$9.5K	$36.8K	+$27.3K	2026-11-06
Signaturefd, LLC	INCREASED	1,802	1,681	+121	+7%	$31.7K	$32.1K	+$354	2026-10-23
Larson Financial Group LLC	DECREASED	1,407	1,822	-415	-23%	$34.4K	$25.0K	-$9.3K	2026-11-05
State of Alaska, Department of Revenue	UNCHANGED	1,359	1,359	0	0%	$25	$24.0K	+$24.0K	2026-10-15
Versant Capital Management, Inc	UNCHANGED	1,325	1,325	0	0%	$25.0K	$23.6K	-$1.4K	2026-10-02
Parallel Advisors, LLC	INCREASED	1,068	862	+206	+24%	$16.3K	$19.0K	+$2.7K	2026-11-03
EverSource Wealth Advisors, LLC	DECREASED	953	1,049	-96	-9%	$19.8K	$17.0K	-$2.8K	2026-11-04
Gamma Investing LLC	INCREASED	842	787	+55	+7%	$14.8K	$15.0K	+$136	2026-10-08
Farther Finance Advisors, LLC	INCREASED	673	499	+174	+35%	$9.4K	$12.0K	+$2.6K	2026-10-08
Sterling Capital Management LLC	DECREASED	341	348	-7	-2%	$6.6K	$6.1K	-$497	2026-10-22
Silver Grove Financial Group, Inc.	INCREASED	269	265	+4	+2%	$5.0K	$4.8K	-$208	2026-11-05
Fortitude Family Office, LLC	NEW	261	—	+261	—	—	$4.6K	—	2026-10-14
MassMutual Private Wealth & Trust, FSB	DECREASED	232	474	-242	-51%	$8.9K	$4.1K	-$4.8K	2026-10-05
Assetmark, Inc	INCREASED	212	118	+94	+80%	$2.2K	$3.8K	+$1.5K	2026-10-21
GK Wealth Management LLC	NEW	180	—	+180	—	—	$3.2K	—	2026-10-09
Planning Strategies Inc.	UNCHANGED	120	120	0	0%	$2.3K	$2.1K	-$128	2026-10-02
Avion Wealth	UNCHANGED	108	108	0	0%	$2	$1	-$1	2026-11-04
Covestor Ltd	INCREASED	90	72	+18	+25%	$1	$2	+$1	2026-10-30
Root Financial Partners, LLC	NEW	89	—	+89	—	—	$1.6K	—	2026-10-21
Fifth Third Bancorp	UNCHANGED	89	89	0	0%	$1.7K	$1.6K	-$96	2026-11-05
True Wealth Design, LLC	UNCHANGED	77	77	0	0%	$1.5K	$1.4K	-$83	2026-10-13
Provenance Wealth Advisors, LLC	NEW	75	—	+75	—	—	$1.3K	—	2026-10-30
Blue Trust, Inc.	UNCHANGED	74	74	0	0%	$1.4K	$1.3K	-$80	2026-10-15
SJS Investment Consulting Inc.	NEW	67	—	+67	—	—	$1.2K	—	2026-10-26
TD Private Client Wealth LLC	NEW	51	—	+51	—	—	$907	—	2026-10-28
Essential Partners LLC	UNCHANGED	46	46	0	0%	$868	$818	-$50	2026-10-14
Trust Co	UNCHANGED	37	37	0	0%	$698	$658	-$40	2026-10-09
SBI Securities Co., Ltd.	DECREASED	22	24	-2	-8%	$453	$391	-$62	2026-10-22
CoreCap Advisors, LLC	DECREASED	13	33	-20	-61%	$622	$231	-$391	2026-10-08
Clearstead Advisors, LLC	DECREASED	6	8	-2	-25%	$151	$107	-$44	2026-11-06
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$38	$38	$0	2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	CLOSED	0	44,875	-44,875	-100%	$846.3K	$0	-$846.3K	2026-10-27
Salem Investment Counselors Inc	CLOSED	0	3,760	-3,760	-100%	$70.9K	$0	-$70.9K	2026-10-13
Stone House Investment Management, LLC	CLOSED	0	186	-186	-100%	$3.5K	$0	-$3.5K	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	7	-7	-100%	$132	$0	-$132	2026-10-29
BlackRock, Inc.	N/A	—	2,169,284	-2,169,284	-100%	$40.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	706,706	-706,706	-100%	$13.3M	—	—	—
American Century Companies Inc	N/A	—	469,881	-469,881	-100%	$8.9M	—	—	—
State Street Corp	N/A	—	406,603	-406,603	-100%	$7.7M	—	—	—
Renaissance Technologies LLC	N/A	—	359,911	-359,911	-100%	$6.8M	—	—	—
Morgan Stanley	N/A	—	330,680	-330,680	-100%	$6.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	322,288	-322,288	-100%	$6.1M	—	—	—
CSM Advisors, LLC	N/A	—	289,040	-289,040	-100%	$5.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	267,074	-267,074	-100%	$5.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	259,723	-259,723	-100%	$4.9M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	226,439	-226,439	-100%	$4.3M	—	—	—
Logan Capital Management Inc	N/A	—	223,703	-223,703	-100%	$4.2M	—	—	—
Wells Fargo & Company	N/A	—	217,942	-217,942	-100%	$4.1M	—	—	—
Royce & Associates LP	N/A	—	209,183	-209,183	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	197,233	-197,233	-100%	$3.7M	—	—	—
AQR Capital Management LLC	N/A	—	170,415	-170,415	-100%	$3.2M	—	—	—
Northern Trust Corp	N/A	—	169,734	-169,734	-100%	$3.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	167,046	-167,046	-100%	$3.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	143,443	-143,443	-100%	$2.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	142,414	-142,414	-100%	$2.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	136,781	-136,781	-100%	$2.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	113,689	-113,689	-100%	$2.1M	—	—	—
Teacher Retirement System of Texas	N/A	—	112,113	-112,113	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	110,704	-110,704	-100%	$2.1M	—	—	—
Millennium Management LLC	N/A	—	105,245	-105,245	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	100,638	-100,638	-100%	$1.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	100,095	-100,095	-100%	$1.9M	—	—	—
Empowered Funds, LLC	N/A	—	90,606	-90,606	-100%	$1.7M	—	—	—
Trexquant Investment LP	N/A	—	89,951	-89,951	-100%	$1.7M	—	—	—
Cannell Capital LLCA	N/A	—	82,939	-82,939	-100%	$1.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	75,242	-75,242	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	71,501	-71,501	-100%	$1.3M	—	—	—
Quantinno Capital Management LP	N/A	—	63,179	-63,179	-100%	$1.2M	—	—	—
Norges Bank	N/A	—	61,000	-61,000	-100%	$1.2M	—	—	—
Victory Capital Management Inc	N/A	—	58,000	-58,000	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	57,561	-57,561	-100%	$1.1M	—	—	—
First Trust Advisors LP	N/A	—	56,519	-56,519	-100%	$1.1M	—	—	—
Numerai GP LLC	N/A	—	47,915	-47,915	-100%	$903.7K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	46,767	-46,767	-100%	$882.0K	—	—	—
Minerva Advisors LLC	N/A	—	46,490	-46,490	-100%	$876.8K	—	—	—
UBS Group AG	N/A	—	46,045	-46,045	-100%	$868.4K	—	—	—
MML Investors Services, LLC	N/A	—	45,443	-45,443	-100%	$857.1K	—	—	—
HRT Financial LP	N/A	—	42,103	-42,103	-100%	$794.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	40,168	-40,168	-100%	$757.6K	—	—	—
Nuveen, LLC	N/A	—	39,019	-39,019	-100%	$735.9K	—	—	—
Martingale Asset Management L P	N/A	—	38,121	-38,121	-100%	$719.0K	—	—	—
Swiss National Bank	N/A	—	34,700	-34,700	-100%	$654.4K	—	—	—
Ameriprise Financial Inc	N/A	—	34,339	-34,339	-100%	$647.6K	—	—	—
Panagora Asset Management Inc	N/A	—	30,411	-30,411	-100%	$573.6K	—	—	—
Invesco Ltd.	N/A	—	29,850	-29,850	-100%	$563.0K	—	—	—
Alliancebernstein L.P.	N/A	—	24,844	-24,844	-100%	$426.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	21,372	-21,372	-100%	$403.1K	—	—	—
Rhumbline Advisers	N/A	—	21,190	-21,190	-100%	$399.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	18,222	-18,222	-100%	$343.7K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	17,556	-17,556	-100%	$331.1K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	15,313	-15,313	-100%	$288.8K	—	—	—
Fidelis Capital Partners, LLC	N/A	—	15,108	-15,108	-100%	$284.9K	—	—	—
California State Teachers Retirement System	N/A	—	14,751	-14,751	-100%	$278.2K	—	—	—
Ancora Advisors LLCA	N/A	—	14,500	-14,500	-100%	$273.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	14,448	-14,448	-100%	$273.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,351	-13,351	-100%	$251.8K	—	—	—
JPMorgan Chase & Co	N/A	—	13,109	-13,109	-100%	$246.8K	—	—	—
Balyasny Asset Management L.P.	N/A	—	12,646	-12,646	-100%	$238.5K	—	—	—
Allianz Asset Management GmbH	N/A	—	11,640	-11,640	-100%	$219.5K	—	—	—
Bleakley Financial Group, LLC	N/A	—	11,357	-11,357	-100%	$214.2K	—	—	—
Mariner, LLC	N/A	—	10,792	-10,792	-100%	$203.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	10,483	-10,483	-100%	$197.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8,500	-8,500	-100%	$160.3K	—	—	—
Virtus Advisers, LLC	N/A	—	8,449	-8,449	-100%	$159.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,960	-7,960	-100%	$150.1K	—	—	—
Legal & General Group Plc	N/A	—	7,831	-7,831	-100%	$147.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,430	-5,430	-100%	$102.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,937	-4,937	-100%	$93.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,881	-4,881	-100%	$92.1K	—	—	—
New York State Common Retirement Fund	N/A	—	4,766	-4,766	-100%	$89.9K	—	—	—
Royal Bank of Canada	N/A	—	4,456	-4,456	-100%	$84.0K	—	—	—
FMR LLC	N/A	—	3,731	-3,731	-100%	$70.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,700	-3,700	-100%	$69.8K	—	—	—
Canada Life Assurance Co	N/A	—	3,639	-3,639	-100%	$69.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,444	-3,444	-100%	$65.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,417	-3,417	-100%	$64.4K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	3,325	-3,325	-100%	$62.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,625	-2,625	-100%	$49.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,616	-2,616	-100%	$49.3K	—	—	—
Arax Advisory Partners	N/A	—	1,877	-1,877	-100%	$35.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,516	-1,516	-100%	$28.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	366	-366	-100%	$6.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	236	-236	-100%	$4.4K	—	—	—
Optiver Holding B.V.	N/A	—	196	-196	-100%	$3.7K	—	—	—
Danske Bank A/S	N/A	—	100	-100	-100%	$1.9K	—	—	—
Bellevue Asset Management, LLC	N/A	—	89	-89	-100%	$1.7K	—	—	—
Rothschild Investment LLC	N/A	—	68	-68	-100%	$1.3K	—	—	—
Huntington National Bank	N/A	—	60	-60	-100%	$1.1K	—	—	—
Kilter Group LLC	N/A	—	38	-38	-100%	$717	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	36	-36	-100%	$679	—	—	—
Rialto Wealth Management, LLC	N/A	—	29	-29	-100%	$547	—	—	—
Harbour Investments, Inc.	N/A	—	3	-3	-100%	$58	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2	-2	-100%	$38	—	—	—

Showing 160 of 160 institutions