Mediaalpha Inc (MAX)

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

Shares702,291 from 701,914

Change+377 (+0%)

Value$6.7M (-$2.1M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares677,533 from 1,068,308

Change-390,775 (-37%)

Value$6.5M (-$6.9M)

Filed 2026-11-06

Triad Investment Management

DECREASED

Shares324,382 from 368,731

Change-44,349 (-12%)

Value$3.1M (-$1.5M)

Filed 2026-10-13

Russell Investments Group, Ltd.

INCREASED

Shares197,860 from 130,360

Change+67,500 (+52%)

Value$1.9M (+$242.1K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares167,185

Change+167,185

Value$1.6M

Filed 2026-10-16

Bank of New York Mellon Corp

DECREASED

Shares81,316 from 81,504

Change-188 (0%)

Value$778.2K (-$246.3K)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares56,352 from 148,845

Change-92,493 (-62%)

Value$539.3K (-$1.3M)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares46,677 from 44,831

Change+1,846 (+4%)

Value$451.8K (-$111.7K)

Filed 2026-11-04

Amundi

DECREASED

Shares41,462 from 70,311

Change-28,849 (-41%)

Value$396.8K (-$487.0K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares38,741 from 30,349

Change+8,392 (+28%)

Value$370.8K (-$10.7K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares30,140 from 34,254

Change-4,114 (-12%)

Value$288.4K (-$142.1K)

Filed 2026-11-06

State of Alaska, Department of Revenue

INCREASED

Shares26,066 from 25,862

Change+204 (+1%)

Value$248 (-$300.8K)

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

NEW

Shares25,916

Change+25,916

Value$248.0K

Filed 2026-11-03

Imc-Chicago, LLC

NEW

Shares24,760

Change+24,760

Value$237.0K

Filed 2026-11-05

Abel Hall, LLC

INCREASED

Shares24,543 from 24,473

Change+70 (+0%)

Value$234.9K (-$72.7K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares18,242 from 16,220

Change+2,022 (+12%)

Value$174.6K (-$29.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,518 from 14,811

Change+707 (+5%)

Value$165.7K (-$32.3K)

Filed 2026-10-13

State of Wyoming

NEW

Shares11,357

Change+11,357

Value$108.7K

Filed 2026-10-28

DekaBank Deutsche Girozentrale

NEW

Shares11,290

Change+11,290

Value$108

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares8,705 from 24,003

Change-15,298 (-64%)

Value$83.3K (-$218.4K)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares5,788 from 4,777

Change+1,011 (+21%)

Value$56 (-$59.9K)

Filed 2026-10-30

New York State Teachers Retirement System

UNCHANGED

Shares3,128 from 3,128

Change0 (0%)

Value$30 (-$39.0K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares2,538 from 135

Change+2,403 (+1780%)

Value$24.3K (+$22.6K)

Filed 2026-10-20

Harbor Capital Advisors, Inc.

NEW

Shares1,039

Change+1,039

Value$10

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares1,012 from 105

Change+907 (+864%)

Value$9.7K (+$8.4K)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares961 from 829

Change+132 (+16%)

Value$9.2K (-$1.2K)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

INCREASED

Shares829 from 810

Change+19 (+2%)

Value$7.9K (-$2.2K)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares783 from 1,219

Change-436 (-36%)

Value$7.5K (-$7.8K)

Filed 2026-10-29

Allworth Financial LP

INCREASED

Shares652 from 605

Change+47 (+8%)

Value$8.2K (+$591)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares561 from 496

Change+65 (+13%)

Value$5.4K (-$866)

Filed 2026-10-08

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.8K (-$1.5K)

Filed 2026-11-02

Essential Partners LLC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$2.6K (-$825)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares159

Change+159

Value$1.5K

Filed 2026-10-21

Buck Wealth Strategies, LLC

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$1.5K (-$459)

Filed 2026-10-28

True Wealth Design, LLC

INCREASED

Shares150 from 80

Change+70 (+88%)

Value$1.4K (+$430)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares149 from 504

Change-355 (-70%)

Value$1.4K (-$4.9K)

Filed 2026-10-08

Marquette Asset Management, LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$1.3K (-$417)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares120

Change+120

Value$1.1K

Filed 2026-10-23

Fortitude Family Office, LLC

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$967 (-$303)

Filed 2026-10-14

Align Financial, LLC

NEW

Shares78

Change+78

Value$746

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares77 from 64

Change+13 (+20%)

Value$736 (-$68)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$651 (-$204)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares61 from 13

Change+48 (+369%)

Value$584 (+$420)

Filed 2026-10-26

Bell Investment Advisors, Inc

NEW

Shares47

Change+47

Value$450

Filed 2026-10-29

Parkside Financial Bank & Trust

NEW

Shares45

Change+45

Value$431

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares40

Change+40

Value$383

Filed 2026-10-30

LPL Financial LLC

CLOSED

Shares0 from 13,300

Change-13,300 (-100%)

Value$0 (-$167.2K)

Filed 2026-11-06

MacKenzie Financial Corp

CLOSED

Shares0 from 12,137

Change-12,137 (-100%)

Value$0 (-$152.6K)

Filed 2026-11-02

US Bancorp \de\

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$490)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$314)

Filed 2026-10-05

IFP Advisors, Inc

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$25)

Filed 2026-10-16

White Mountains Insurance Group LTD

N/A

Shares— from 17,856,614

Change-17,856,614 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,392,357

Change-3,392,357 (-100%)

Value—

Clearline Capital LP

N/A

Shares— from 2,713,890

Change-2,713,890 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,880,062

Change-1,880,062 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,276,369

Change-1,276,369 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 1,019,988

Change-1,019,988 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 971,232

Change-971,232 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 957,095

Change-957,095 (-100%)

Value—

Jacobs Asset Management, LLC

N/A

Shares— from 919,761

Change-919,761 (-100%)

Value—

State Street Corp

N/A

Shares— from 862,235

Change-862,235 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 829,958

Change-829,958 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 821,170

Change-821,170 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 752,447

Change-752,447 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 598,070

Change-598,070 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 589,696

Change-589,696 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 574,407

Change-574,407 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 570,000

Change-570,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 551,625

Change-551,625 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 535,926

Change-535,926 (-100%)

Value—

Speece Thorson Capital Group Inc

N/A

Shares— from 489,098

Change-489,098 (-100%)

Value—

EVR Research LP

N/A

Shares— from 440,000

Change-440,000 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 433,046

Change-433,046 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 428,866

Change-428,866 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 409,480

Change-409,480 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 391,641

Change-391,641 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 372,929

Change-372,929 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 371,840

Change-371,840 (-100%)

Value—

Stoic Point Capital Management LLC

N/A

Shares— from 297,150

Change-297,150 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 267,107

Change-267,107 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 259,224

Change-259,224 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 234,255

Change-234,255 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 223,917

Change-223,917 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 216,405

Change-216,405 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 211,450

Change-211,450 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 209,204

Change-209,204 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 180,171

Change-180,171 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 172,269

Change-172,269 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 170,870

Change-170,870 (-100%)

Value—

Man Group plc

N/A

Shares— from 156,754

Change-156,754 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 136,034

Change-136,034 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 126,175

Change-126,175 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 101,365

Change-101,365 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 101,046

Change-101,046 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 92,453

Change-92,453 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 84,022

Change-84,022 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 80,306

Change-80,306 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 74,587

Change-74,587 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 70,309

Change-70,309 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 70,176

Change-70,176 (-100%)

Value—

Winmill & Co. Inc

N/A

Shares— from 65,102

Change-65,102 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 60,800

Change-60,800 (-100%)

Value—

Blair William & Co

N/A

Shares— from 56,046

Change-56,046 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 55,850

Change-55,850 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 46,617

Change-46,617 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 45,932

Change-45,932 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 45,900

Change-45,900 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 44,637

Change-44,637 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 41,127

Change-41,127 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 37,515

Change-37,515 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 37,076

Change-37,076 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 37,065

Change-37,065 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 34,001

Change-34,001 (-100%)

Value—

UBS Group AG

N/A

Shares— from 33,602

Change-33,602 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,163

Change-28,163 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 27,533

Change-27,533 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 27,117

Change-27,117 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 26,868

Change-26,868 (-100%)

Value—

FMR LLC

N/A

Shares— from 26,386

Change-26,386 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 26,039

Change-26,039 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 25,748

Change-25,748 (-100%)

Value—

Allstate Corp

N/A

Shares— from 25,287

Change-25,287 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 25,117

Change-25,117 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 24,141

Change-24,141 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,247

Change-23,247 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 21,568

Change-21,568 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 21,402

Change-21,402 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 21,172

Change-21,172 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 18,642

Change-18,642 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 17,425

Change-17,425 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 17,179

Change-17,179 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,595

Change-16,595 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 16,058

Change-16,058 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 15,367

Change-15,367 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 15,273

Change-15,273 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,208

Change-14,208 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 13,862

Change-13,862 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,617

Change-13,617 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 12,254

Change-12,254 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 12,218

Change-12,218 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 11,327

Change-11,327 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 11,145

Change-11,145 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 11,123

Change-11,123 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,534

Change-10,534 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,494

Change-10,494 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 9,690

Change-9,690 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 7,013

Change-7,013 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,264

Change-6,264 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,933

Change-5,933 (-100%)

Value—

Elkhorn Partners Limited Partnership

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,026

Change-3,026 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,886

Change-2,886 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,728

Change-1,728 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 1,682

Change-1,682 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 684

Change-684 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 464

Change-464 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 390

Change-390 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 290

Change-290 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 192

Change-192 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 185

Change-185 (-100%)

Value—

Quarry LP

N/A

Shares— from 165

Change-165 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 142

Change-142 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 126

Change-126 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	702,291	701,914	+377	+0%	$8.8M	$6.7M	-$2.1M	2026-11-04
Geode Capital Management, LLC	DECREASED	677,533	1,068,308	-390,775	-37%	$13.4M	$6.5M	-$6.9M	2026-11-06
Triad Investment Management	DECREASED	324,382	368,731	-44,349	-12%	$4.6M	$3.1M	-$1.5M	2026-10-13
Russell Investments Group, Ltd.	INCREASED	197,860	130,360	+67,500	+52%	$1.6M	$1.9M	+$242.1K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	167,185	—	+167,185	—	—	$1.6M	—	2026-10-16
Bank of New York Mellon Corp	DECREASED	81,316	81,504	-188	0%	$1.0M	$778.2K	-$246.3K	2026-11-05
Principal Financial Group Inc	DECREASED	56,352	148,845	-92,493	-62%	$1.9M	$539.3K	-$1.3M	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	46,677	44,831	+1,846	+4%	$563.5K	$451.8K	-$111.7K	2026-11-04
Amundi	DECREASED	41,462	70,311	-28,849	-41%	$883.8K	$396.8K	-$487.0K	2026-11-06
Barclays PLC	INCREASED	38,741	30,349	+8,392	+28%	$381.5K	$370.8K	-$10.7K	2026-11-06
Deutsche Bank Ag\	DECREASED	30,140	34,254	-4,114	-12%	$430.6K	$288.4K	-$142.1K	2026-11-06
State of Alaska, Department of Revenue	INCREASED	26,066	25,862	+204	+1%	$301.0K	$248	-$300.8K	2026-10-15
Mirae Asset Global Investments Co., Ltd.	NEW	25,916	—	+25,916	—	—	$248.0K	—	2026-11-03
Imc-Chicago, LLC	NEW	24,760	—	+24,760	—	—	$237.0K	—	2026-11-05
Abel Hall, LLC	INCREASED	24,543	24,473	+70	+0%	$307.6K	$234.9K	-$72.7K	2026-10-19
Creative Planning	INCREASED	18,242	16,220	+2,022	+12%	$203.9K	$174.6K	-$29.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	15,518	14,811	+707	+5%	$198.0K	$165.7K	-$32.3K	2026-10-13
State of Wyoming	NEW	11,357	—	+11,357	—	—	$108.7K	—	2026-10-28
DekaBank Deutsche Girozentrale	NEW	11,290	—	+11,290	—	—	$108	—	2026-10-27
Citigroup Inc	DECREASED	8,705	24,003	-15,298	-64%	$301.7K	$83.3K	-$218.4K	2026-11-04
Covestor Ltd	INCREASED	5,788	4,777	+1,011	+21%	$60.0K	$56	-$59.9K	2026-10-30
New York State Teachers Retirement System	UNCHANGED	3,128	3,128	0	0%	$39.0K	$30	-$39.0K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	2,538	135	+2,403	+1780%	$1.7K	$24.3K	+$22.6K	2026-10-20
Harbor Capital Advisors, Inc.	NEW	1,039	—	+1,039	—	—	$10	—	2026-10-22
Sterling Capital Management LLC	INCREASED	1,012	105	+907	+864%	$1.3K	$9.7K	+$8.4K	2026-10-22
Versant Capital Management, Inc	INCREASED	961	829	+132	+16%	$10.4K	$9.2K	-$1.2K	2026-10-02
EverSource Wealth Advisors, LLC	INCREASED	829	810	+19	+2%	$10.2K	$7.9K	-$2.2K	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	783	1,219	-436	-36%	$15.3K	$7.5K	-$7.8K	2026-10-29
Allworth Financial LP	INCREASED	652	605	+47	+8%	$7.6K	$8.2K	+$591	2026-11-06
Gamma Investing LLC	INCREASED	561	496	+65	+13%	$6.2K	$5.4K	-$866	2026-10-08
Murphy & Mullick Capital Management Corp	UNCHANGED	500	500	0	0%	$6.3K	$4.8K	-$1.5K	2026-11-02
Essential Partners LLC	UNCHANGED	275	275	0	0%	$3.5K	$2.6K	-$825	2026-10-14
Root Financial Partners, LLC	NEW	159	—	+159	—	—	$1.5K	—	2026-10-21
Buck Wealth Strategies, LLC	UNCHANGED	153	153	0	0%	$1.9K	$1.5K	-$459	2026-10-28
True Wealth Design, LLC	INCREASED	150	80	+70	+88%	$1.0K	$1.4K	+$430	2026-10-13
Farther Finance Advisors, LLC	DECREASED	149	504	-355	-70%	$6.3K	$1.4K	-$4.9K	2026-10-08
Marquette Asset Management, LLC	UNCHANGED	139	139	0	0%	$1.7K	$1.3K	-$417	2026-10-09
Financial Consulate, Inc	NEW	120	—	+120	—	—	$1.1K	—	2026-10-23
Fortitude Family Office, LLC	UNCHANGED	101	101	0	0%	$1.3K	$967	-$303	2026-10-14
Align Financial, LLC	NEW	78	—	+78	—	—	$746	—	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	77	64	+13	+20%	$804	$736	-$68	2026-11-06
Parallel Advisors, LLC	UNCHANGED	68	68	0	0%	$855	$651	-$204	2026-11-03
SJS Investment Consulting Inc.	INCREASED	61	13	+48	+369%	$164	$584	+$420	2026-10-26
Bell Investment Advisors, Inc	NEW	47	—	+47	—	—	$450	—	2026-10-29
Parkside Financial Bank & Trust	NEW	45	—	+45	—	—	$431	—	2026-10-27
Provenance Wealth Advisors, LLC	NEW	40	—	+40	—	—	$383	—	2026-10-30
LPL Financial LLC	CLOSED	0	13,300	-13,300	-100%	$167.2K	$0	-$167.2K	2026-11-06
MacKenzie Financial Corp	CLOSED	0	12,137	-12,137	-100%	$152.6K	$0	-$152.6K	2026-11-02
US Bancorp \de\	CLOSED	0	39	-39	-100%	$490	$0	-$490	2026-11-05
MassMutual Private Wealth & Trust, FSB	CLOSED	0	25	-25	-100%	$314	$0	-$314	2026-10-05
IFP Advisors, Inc	CLOSED	0	2	-2	-100%	$25	$0	-$25	2026-10-16
White Mountains Insurance Group LTD	N/A	—	17,856,614	-17,856,614	-100%	$224.5M	—	—	—
BlackRock, Inc.	N/A	—	3,392,357	-3,392,357	-100%	$42.6M	—	—	—
Clearline Capital LP	N/A	—	2,713,890	-2,713,890	-100%	$34.1M	—	—	—
JPMorgan Chase & Co	N/A	—	1,880,062	-1,880,062	-100%	$23.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,276,369	-1,276,369	-100%	$16.0M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	1,019,988	-1,019,988	-100%	$12.8M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	971,232	-971,232	-100%	$12.2M	—	—	—
Acadian Asset Management LLC	N/A	—	957,095	-957,095	-100%	$12.0M	—	—	—
Jacobs Asset Management, LLC	N/A	—	919,761	-919,761	-100%	$11.6M	—	—	—
State Street Corp	N/A	—	862,235	-862,235	-100%	$10.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	829,958	-829,958	-100%	$10.4M	—	—	—
Morgan Stanley	N/A	—	821,170	-821,170	-100%	$10.3M	—	—	—
Nuveen, LLC	N/A	—	752,447	-752,447	-100%	$9.5M	—	—	—
J. Goldman & Co LP	N/A	—	598,070	-598,070	-100%	$7.5M	—	—	—
Citadel Advisors LLC	N/A	—	589,696	-589,696	-100%	$7.4M	—	—	—
Renaissance Technologies LLC	N/A	—	574,407	-574,407	-100%	$7.2M	—	—	—
Shay Capital LLC	N/A	—	570,000	-570,000	-100%	$7.2M	—	—	—
Jane Street Group, LLC	N/A	—	551,625	-551,625	-100%	$6.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	535,926	-535,926	-100%	$6.7M	—	—	—
Speece Thorson Capital Group Inc	N/A	—	489,098	-489,098	-100%	$6.1M	—	—	—
EVR Research LP	N/A	—	440,000	-440,000	-100%	$5.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	433,046	-433,046	-100%	$5.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	428,866	-428,866	-100%	$5.4M	—	—	—
Two Sigma Investments, LP	N/A	—	409,480	-409,480	-100%	$5.1M	—	—	—
AQR Capital Management LLC	N/A	—	391,641	-391,641	-100%	$4.9M	—	—	—
HRT Financial LP	N/A	—	372,929	-372,929	-100%	$4.7M	—	—	—
Bank of America Corp	N/A	—	371,840	-371,840	-100%	$4.7M	—	—	—
Stoic Point Capital Management LLC	N/A	—	297,150	-297,150	-100%	$3.7M	—	—	—
Northern Trust Corp	N/A	—	267,107	-267,107	-100%	$3.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	259,224	-259,224	-100%	$3.3M	—	—	—
Squarepoint Ops LLC	N/A	—	234,255	-234,255	-100%	$2.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	223,917	-223,917	-100%	$2.8M	—	—	—
Teacher Retirement System of Texas	N/A	—	216,405	-216,405	-100%	$2.7M	—	—	—
Alliancebernstein L.P.	N/A	—	211,450	-211,450	-100%	$2.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	209,204	-209,204	-100%	$2.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	180,171	-180,171	-100%	$2.3M	—	—	—
XTX Topco Ltd	N/A	—	172,269	-172,269	-100%	$2.2M	—	—	—
Algert Global LLC	N/A	—	170,870	-170,870	-100%	$2.1M	—	—	—
Man Group plc	N/A	—	156,754	-156,754	-100%	$2.0M	—	—	—
Quantinno Capital Management LP	N/A	—	136,034	-136,034	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	126,175	-126,175	-100%	$1.6M	—	—	—
Victory Capital Management Inc	N/A	—	101,365	-101,365	-100%	$1.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	101,046	-101,046	-100%	$1.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	92,453	-92,453	-100%	$1.2M	—	—	—
PDT Partners, LLC	N/A	—	84,022	-84,022	-100%	$1.1M	—	—	—
Walleye Capital LLC	N/A	—	80,306	-80,306	-100%	$1.0M	—	—	—
Franklin Resources Inc	N/A	—	74,587	-74,587	-100%	$937.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	70,309	-70,309	-100%	$883.8K	—	—	—
Allianz Asset Management GmbH	N/A	—	70,176	-70,176	-100%	$882.1K	—	—	—
Winmill & Co. Inc	N/A	—	65,102	-65,102	-100%	$818.3K	—	—	—
Swiss National Bank	N/A	—	60,800	-60,800	-100%	$764.3K	—	—	—
Blair William & Co	N/A	—	56,046	-56,046	-100%	$704.5K	—	—	—
Globeflex Capital L P	N/A	—	55,850	-55,850	-100%	$702.0K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	46,617	-46,617	-100%	$586.0K	—	—	—
Rhumbline Advisers	N/A	—	45,932	-45,932	-100%	$577.4K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	45,900	-45,900	-100%	$577.0K	—	—	—
SEI Investments Co	N/A	—	44,637	-44,637	-100%	$561.1K	—	—	—
Mariner, LLC	N/A	—	41,127	-41,127	-100%	$517.0K	—	—	—
Caption Management, LLC	N/A	—	37,515	-37,515	-100%	$471.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	37,076	-37,076	-100%	$467.0K	—	—	—
Millennium Management LLC	N/A	—	37,065	-37,065	-100%	$465.9K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	34,001	-34,001	-100%	$427.4K	—	—	—
UBS Group AG	N/A	—	33,602	-33,602	-100%	$422.4K	—	—	—
Wells Fargo & Company	N/A	—	28,163	-28,163	-100%	$354.0K	—	—	—
Legal & General Group Plc	N/A	—	27,533	-27,533	-100%	$346.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	27,117	-27,117	-100%	$340.9K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	26,868	-26,868	-100%	$338.0K	—	—	—
FMR LLC	N/A	—	26,386	-26,386	-100%	$331.7K	—	—	—
Invesco Ltd.	N/A	—	26,039	-26,039	-100%	$327.3K	—	—	—
Tudor Investment Corp ET AL	N/A	—	25,748	-25,748	-100%	$323.7K	—	—	—
Allstate Corp	N/A	—	25,287	-25,287	-100%	$317.9K	—	—	—
AXQ Capital, LP	N/A	—	25,117	-25,117	-100%	$315.7K	—	—	—
California State Teachers Retirement System	N/A	—	24,141	-24,141	-100%	$303.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,247	-23,247	-100%	$292.2K	—	—	—
Quantbot Technologies LP	N/A	—	21,568	-21,568	-100%	$271.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	21,402	-21,402	-100%	$269.0K	—	—	—
Jupiter Asset Management LTD	N/A	—	21,172	-21,172	-100%	$266.1K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	18,642	-18,642	-100%	$234.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	17,425	-17,425	-100%	$219.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	17,179	-17,179	-100%	$215.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,595	-16,595	-100%	$208.6K	—	—	—
Nomura Holdings Inc	N/A	—	16,058	-16,058	-100%	$201.8K	—	—	—
IEQ Capital, LLC	N/A	—	15,367	-15,367	-100%	$193.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	15,273	-15,273	-100%	$192.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,208	-14,208	-100%	$178.6K	—	—	—
Jupiter Topco LLC	N/A	—	13,862	-13,862	-100%	$174.2K	—	—	—
Cerity Partners LLC	N/A	—	13,617	-13,617	-100%	$171.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	12,254	-12,254	-100%	$154.0K	—	—	—
Glenmede Trust Co NA	N/A	—	12,218	-12,218	-100%	$153.6K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	11,327	-11,327	-100%	$142.4K	—	—	—
Prudential Financial Inc	N/A	—	11,145	-11,145	-100%	$140.1K	—	—	—
Cresset Asset Management, LLC	N/A	—	11,123	-11,123	-100%	$139.8K	—	—	—
Arax Advisory Partners	N/A	—	10,534	-10,534	-100%	$132.4K	—	—	—
Bank of Montreal	N/A	—	10,494	-10,494	-100%	$131.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	9,690	-9,690	-100%	$121.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	7,013	-7,013	-100%	$88.2K	—	—	—
New York State Common Retirement Fund	N/A	—	6,264	-6,264	-100%	$78.7K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,933	-5,933	-100%	$74.6K	—	—	—
Elkhorn Partners Limited Partnership	N/A	—	4,500	-4,500	-100%	$56.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,026	-3,026	-100%	$38.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,886	-2,886	-100%	$36.3K	—	—	—
Royal Bank of Canada	N/A	—	1,728	-1,728	-100%	$22.0K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	1,682	-1,682	-100%	$21.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,037	-1,037	-100%	$13.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	684	-684	-100%	$8.6K	—	—	—
BFC Planning, Inc.	N/A	—	500	-500	-100%	$6.3K	—	—	—
Federated Hermes, Inc.	N/A	—	464	-464	-100%	$5.8K	—	—	—
Huntington National Bank	N/A	—	390	-390	-100%	$4.9K	—	—	—
Raffa Wealth Management, LLC	N/A	—	290	-290	-100%	$3.6K	—	—	—
Picton Mahoney Asset Management	N/A	—	192	-192	-100%	$2.4K	—	—	—
Group One Trading LLC	N/A	—	185	-185	-100%	$2.3K	—	—	—
Quarry LP	N/A	—	165	-165	-100%	$2.1K	—	—	—
Rothschild Investment LLC	N/A	—	142	-142	-100%	$1.8K	—	—	—
Optiver Holding B.V.	N/A	—	126	-126	-100%	$1.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	44	-44	-100%	$545	—	—	—

Showing 166 of 166 institutions