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NI Holdings Inc (NODK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
M3f, Inc.
INCREASED
Shares1,603,345 from 1,552,020
Change+51,325 (+3%)
Value$23.9K (-$24.4M)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares372,910 from 360,722
Change+12,188 (+3%)
Value$5.6M (-$103.6K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares16,922 from 17,164
Change-242 (-1%)
Value$252.5K (-$17.2K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares14,113 from 14,197
Change-84 (-1%)
Value$210.6K (-$12.5K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
DECREASED
Shares10,089 from 19,089
Change-9,000 (-47%)
Value$151 (-$149)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$44.8K (-$2.4K)
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$11.7K (-$620)
Filed 2026-10-14
Fortitude Family Office, LLC
NEW
Shares570
Change+570
Value$8.5K
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares332 from 3,117
Change-2,785 (-89%)
Value$5.0K (-$44.0K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$3.4K (-$180)
Filed 2026-10-05
Sterling Capital Management LLC
INCREASED
Shares133 from 128
Change+5 (+4%)
Value$2.0K (-$27)
Filed 2026-10-22
Essential Partners LLC
DECREASED
Shares69 from 76
Change-7 (-9%)
Value$1.0K (-$165)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares47 from 38
Change+9 (+24%)
Value$701 (+$103)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares46 from 19
Change+27 (+142%)
Value$686 (+$388)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$597 (-$32)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares36 from 21
Change+15 (+71%)
Value$537 (+$207)
Filed 2026-10-08
Bare Financial Services, Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$537 (-$29)
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares29
Change+29
Value$433
Filed 2026-10-26
TD Private Client Wealth LLC
NEW
Shares22
Change+22
Value$328
Filed 2026-10-28
Nisa Investment Advisors, LLC
DECREASED
Shares22 from 1,019
Change-997 (-98%)
Value$328 (-$15.7K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares19
Change+19
Value$283
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares15 from 6
Change+9 (+150%)
Value$224 (+$129)
Filed 2026-10-08
True Wealth Design, LLC
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$209 (+$83)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares11
Change+11
Value$164
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 ($0)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$31)
Filed 2026-10-07
Newtyn Management, LLC
N/A
Shares— from 670,000
Change-670,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 545,925
Change-545,925 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 288,170
Change-288,170 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 181,574
Change-181,574 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 181,564
Change-181,564 (-100%)
Value—
State Street Corp
N/A
Shares— from 134,886
Change-134,886 (-100%)
Value—
Minerva Advisors LLC
N/A
Shares— from 129,900
Change-129,900 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 126,899
Change-126,899 (-100%)
Value—
Orchard Capital Management, LLC
N/A
Shares— from 120,742
Change-120,742 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 92,991
Change-92,991 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 70,546
Change-70,546 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 66,474
Change-66,474 (-100%)
Value—
Arbiter Partners Capital Management LLC
N/A
Shares— from 62,592
Change-62,592 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 54,193
Change-54,193 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 50,770
Change-50,770 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 44,469
Change-44,469 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 44,468
Change-44,468 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 42,200
Change-42,200 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 30,974
Change-30,974 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,484
Change-26,484 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 25,329
Change-25,329 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,672
Change-23,672 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 18,573
Change-18,573 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,159
Change-18,159 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,909
Change-14,909 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 13,558
Change-13,558 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
UBS Group AG
N/A
Shares— from 992
Change-992 (-100%)
Value—
FMR LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 903
Change-903 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 757
Change-757 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 684
Change-684 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 661
Change-661 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 93
Change-93 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 47
Change-47 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25
Change-25 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
M3f, Inc.
INCREASED1,603,3451,552,020+51,325+3%$24.4M$23.9K-$24.4M2026-10-21
Dimensional Fund Advisors LP
INCREASED372,910360,722+12,188+3%$5.7M$5.6M-$103.6K2026-11-04
Bank of New York Mellon Corp
DECREASED16,92217,164-242-1%$269.6K$252.5K-$17.2K2026-11-05
Creative Planning
DECREASED14,11314,197-84-1%$223.0K$210.6K-$12.5K2026-11-02
Asset Allocation & Management Company, LLC
DECREASED10,08919,089-9,000-47%$300$151-$1492026-10-13
US Bancorp \de\
UNCHANGED3,0003,00000%$47.1K$44.8K-$2.4K2026-11-05
Thompson Investment Management, Inc.
UNCHANGED78578500%$12.3K$11.7K-$6202026-10-14
Fortitude Family Office, LLC
NEW570—+570——$8.5K—2026-10-14
Citigroup Inc
DECREASED3323,117-2,785-89%$49.0K$5.0K-$44.0K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED22822800%$3.6K$3.4K-$1802026-10-05
Sterling Capital Management LLC
INCREASED133128+5+4%$2.0K$2.0K-$272026-10-22
Essential Partners LLC
DECREASED6976-7-9%$1.2K$1.0K-$1652026-10-14
EverSource Wealth Advisors, LLC
INCREASED4738+9+24%$598$701+$1032026-11-04
IFP Advisors, Inc
INCREASED4619+27+142%$298$686+$3882026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED404000%$629$597-$322026-10-20
Gamma Investing LLC
INCREASED3621+15+71%$330$537+$2072026-10-08
Bare Financial Services, Inc
UNCHANGED363600%$566$537-$292026-11-04
SJS Investment Consulting Inc.
NEW29—+29——$433—2026-10-26
TD Private Client Wealth LLC
NEW22—+22——$328—2026-10-28
Nisa Investment Advisors, LLC
DECREASED221,019-997-98%$16.0K$328-$15.7K2026-10-20
Silver Grove Financial Group, Inc.
NEW19—+19——$283—2026-11-05
Farther Finance Advisors, LLC
INCREASED156+9+150%$95$224+$1292026-10-08
True Wealth Design, LLC
INCREASED148+6+75%$126$209+$832026-10-13
Root Financial Partners, LLC
NEW11—+11——$164—2026-10-21
Cornerstone Planning Group LLC
CLOSED085-85-100%$1.4K$0-$1.4K2026-10-16
Avion Wealth
CLOSED040-40-100%$0$0$02026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED02-2-100%$31$0-$312026-10-07
Newtyn Management, LLC
N/A—670,000-670,000-100%$10.5M———
BlackRock, Inc.
N/A—545,925-545,925-100%$8.6M———
Vanguard Capital Management LLC
N/A—288,170-288,170-100%$4.5M———
Geode Capital Management, LLC
N/A—181,574-181,574-100%$2.9M———
Morgan Stanley
N/A—181,564-181,564-100%$2.9M———
State Street Corp
N/A—134,886-134,886-100%$2.1M———
Minerva Advisors LLC
N/A—129,900-129,900-100%$2.0M———
TCW Group Inc
N/A—126,899-126,899-100%$2.0M———
Orchard Capital Management, LLC
N/A—120,742-120,742-100%$1.9M———
Renaissance Technologies LLC
N/A—92,991-92,991-100%$1.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—70,546-70,546-100%$1.1M———
Bridgeway Capital Management, LLC
N/A—66,474-66,474-100%$1.0M———
Arbiter Partners Capital Management LLC
N/A—62,592-62,592-100%$983.3K———
Northern Trust Corp
N/A—54,193-54,193-100%$851.4K———
Vanguard Fiduciary Trust Co
N/A—50,770-50,770-100%$797.6K———
Caldwell Sutter Capital, Inc.
N/A—44,469-44,469-100%$698.6K———
Vanguard Portfolio Management LLC
N/A—44,468-44,468-100%$698.6K———
Boothbay Fund Management, LLC
N/A—42,200-42,200-100%$663.0K———
Empowered Funds, LLC
N/A—30,974-30,974-100%$486.6K———
Goldman Sachs Group Inc
N/A—26,484-26,484-100%$416.1K———
Charles Schwab Investment Management Inc
N/A—25,329-25,329-100%$397.9K———
AQR Capital Management LLC
N/A—23,672-23,672-100%$371.9K———
Nuveen, LLC
N/A—18,573-18,573-100%$291.8K———
Citadel Advisors LLC
N/A—18,159-18,159-100%$285.3K———
AE Wealth Management LLC
N/A—14,909-14,909-100%$234.2K———
Russell Investments Group, Ltd.
N/A—13,558-13,558-100%$213.0K———
Rhumbline Advisers
N/A—9,350-9,350-100%$146.9K———
Deutsche Bank Ag\
N/A—6,603-6,603-100%$103.7K———
Wells Fargo & Company
N/A—5,727-5,727-100%$90.0K———
Vanguard Global Advisers, LLC
N/A—4,220-4,220-100%$66.3K———
JPMorgan Chase & Co
N/A—4,055-4,055-100%$64.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,113-3,113-100%$48.9K———
Barclays PLC
N/A—2,732-2,732-100%$42.9K———
Police & Firemen's Retirement System of New Jersey
N/A—1,911-1,911-100%$30.0K———
BNP Paribas Financial Markets
N/A—1,817-1,817-100%$28.5K———
Osaic Holdings, Inc.
N/A—1,727-1,727-100%$27.1K———
Royal Bank of Canada
N/A—1,613-1,613-100%$26.0K———
UBS Group AG
N/A—992-992-100%$15.6K———
FMR LLC
N/A—990-990-100%$15.6K———
Ameritas Investment Partners, Inc.
N/A—903-903-100%$14.2K———
Tower Research Capital LLC (TRC)
N/A—757-757-100%$11.9K———
Legal & General Group Plc
N/A—684-684-100%$10.7K———
Arax Advisory Partners
N/A—661-661-100%$10.4K———
UBS Asset Management Americas LLC
N/A—252-252-100%$4.0K———
NewEdge Advisors, LLC
N/A—250-250-100%$3.9K———
PNC Financial Services Group, Inc.
N/A—112-112-100%$1.8K———
California State Teachers Retirement System
N/A—93-93-100%$1.5K———
Allworth Financial LP
N/A—47-47-100%$739———
Rialto Wealth Management, LLC
N/A—39-39-100%$613———
Bogart Wealth, LLC
N/A—36-36-100%$566———
Jones Financial Companies Lllp
N/A—25-25-100%$408———
New York State Common Retirement Fund
N/A—19-19-100%$298———
Rothschild Investment LLC
N/A—14-14-100%$220———
Optiver Holding B.V.
N/A—6-6-100%$94———
Basecamp Wealth Advisors LLC
N/A—5-5-100%$79———
Clearstead Advisors, LLC
N/A—2-2-100%$32———
Showing 83 of 83 institutions