Hagerty, Inc.(HGTY)

$13.08—

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Hagerty, Inc.(HGTY)

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$13.08—

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HGTY(HGTY)

HGTY

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	51.80M	Jun 30, 26	--	15.09%
Neuberger Berman Group LLC	9.53M	Jun 30, 26	+807.14K	2.78%
T. Rowe Price Investment Management, Inc.	6.09M	Jun 30, 26	+448.50K	1.77%
Polar Capital Holdings Plc	6.00M	Jun 30, 26	--	1.75%
MARKEL GROUP INC.	3.11M	Jun 30, 26	--	0.91%
VANGUARD CAPITAL MANAGEMENT LLC	1.93M	Jun 30, 26	+60.92K	0.56%
Greenhaven Road Investment Management, L.P.	1.87M	Jun 30, 26	-504.55K	0.54%
Pembroke Management, LTD	1.70M	Jun 30, 26	-35.08K	0.50%
VANGUARD PORTFOLIO MANAGEMENT LLC	1.65M	Jun 30, 26	+19.36K	0.48%
Lincoln Capital LLC	973.65K	Jun 30, 26	+23.00K	0.28%
BlackRock, Inc.	718.48K	Jun 30, 26	+28.39K	0.21%
ROYCE & ASSOCIATES LP	525.00K	Jun 30, 26	--	0.15%
GEODE CAPITAL MANAGEMENT, LLC	446.89K	Jun 30, 26	+28.08K	0.13%
DIMENSIONAL FUND ADVISORS LP	374.62K	Jun 30, 26	+103.27K	0.11%
FIRST TRUST ADVISORS LP	335.85K	Jun 30, 26	+335.85K	0.10%
SCHOLTZ & COMPANY, LLC	308.40K	Jun 30, 26	-17.10K	0.09%
MORGAN STANLEY	307.15K	Jun 30, 26	+9.99K	0.09%
Gillson Capital LP	276.95K	Jun 30, 26	+74.94K	0.08%
STATE STREET CORP	264.36K	Jun 30, 26	+30.57K	0.08%
VANGUARD FIDUCIARY TRUST CO	238.88K	Jun 30, 26	+4.06K	0.07%
BROWN ADVISORY INC	218.00K	Jun 30, 26	+109.00K	0.06%
Sixth Street Partners Management Company, L.P.	213.95K	Jun 30, 26	+213.95K	0.06%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	213.95K	Jun 30, 26	-3.58K	0.06%
Woodline Partners LP	212.92K	Jun 30, 26	-47.63K	0.06%
UBS Group AG	205.59K	Jun 30, 26	-140.37K	0.06%
Garner Asset Management Corp	172.82K	Jun 30, 26	+172.82K	0.05%
OXFORD FINANCIAL GROUP LTD	170.00K	Jun 30, 26	--	0.05%
LPL Financial LLC	152.50K	Jun 30, 26	+11.25K	0.04%
National Philanthropic Trust	150.00K	Jun 30, 26	--	0.04%
RAYMOND JAMES FINANCIAL INC	136.31K	Jun 30, 26	+10.35K	0.04%
CONFLUENCE INVESTMENT MANAGEMENT LLC	132.06K	Jun 30, 26	-8.79K	0.04%
PALISADE CAPITAL MANAGEMENT, LP	118.66K	Jun 30, 26	+8.02K	0.03%
NORTHERN TRUST CORP	109.72K	Jun 30, 26	+4.30K	0.03%
GABELLI & Co INVESTMENT ADVISERS, INC.	103.30K	Jun 30, 26	--	0.03%
TD ASSET MANAGEMENT INC	100.18K	Jun 30, 26	--	0.03%
OPPENHEIMER & CO INC	89.42K	Jun 30, 26	+89.42K	0.03%
Swiss National Bank	81.06K	Jun 30, 26	+1.80K	0.02%
RENAISSANCE TECHNOLOGIES LLC	73.27K	Jun 30, 26	-84.40K	0.02%
TWO SIGMA INVESTMENTS, LP	71.61K	Jun 30, 26	-19.97K	0.02%
Connor, Clark & Lunn Investment Management Ltd.	69.13K	Jun 30, 26	-46.91K	0.02%
Bristlecone Value Partners, LLC	60.09K	Jun 30, 26	--	0.02%
17 CAPITAL PARTNERS, LLC	54.77K	Jun 30, 26	--	0.02%
GOLDMAN SACHS GROUP INC	51.91K	Jun 30, 26	+18.34K	0.02%
Trexquant Investment LP	51.16K	Jun 30, 26	-13.57K	0.01%
D. E. Shaw & Co., Inc.	48.13K	Jun 30, 26	-38.42K	0.01%
AMERICAN CENTURY COMPANIES INC	46.37K	Jun 30, 26	+15.45K	0.01%
BANK OF MONTREAL /CAN/	46.33K	Jun 30, 26	+13.00K	0.01%
E. Ohman J:or Asset Management AB	46.11K	Jun 30, 26	+469	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	43.87K	Jun 30, 26	-1.35K	0.01%
Vident Advisory, LLC	42.81K	Jun 30, 26	-11.46K	0.01%
Bank of New York Mellon Corp	39.00K	Jun 30, 26	-726	0.01%
Schonfeld Strategic Advisors LLC	37.56K	Jun 30, 26	+12.20K	0.01%
AQR CAPITAL MANAGEMENT LLC	36.41K	Jun 30, 26	+14.74K	0.01%
CITADEL ADVISORS LLC	32.34K	Jun 30, 26	+19.73K	0.01%
VANGUARD ASSET MANAGEMENT, Ltd	30.54K	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	27.56K	Jun 30, 26	-6	0.01%
Dockside LLC	25.96K	Jun 30, 26	+25.96K	0.01%
BARCLAYS PLC	25.61K	Jun 30, 26	+281	0.01%
Meixler Investment Management, Ltd.	25.52K	Jun 30, 26	-725	0.01%
Legal & General Group Plc	25.52K	Jun 30, 26	+7.56K	0.01%
BANK OF AMERICA CORP /DE/	24.02K	Jun 30, 26	+24.02K	0.01%
CANADA PENSION PLAN INVESTMENT BOARD	22.40K	Jun 30, 26	-28.50K	0.01%
HSBC HOLDINGS PLC	21.64K	Jun 30, 26	--	0.01%
Painted Porch Advisors LLC	18.64K	Jun 30, 26	--	0.01%
KLP KAPITALFORVALTNING AS	16.90K	Jun 30, 26	--	0.00%
XTX Topco Ltd	16.04K	Jun 30, 26	-829	0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)	15.36K	Jun 30, 26	+9.52K	0.00%
Vanguard Global Advisers, LLC	15.27K	Jun 30, 26	--	0.00%
Waverly Advisors, LLC	15.04K	Jun 30, 26	+15.04K	0.00%
Jupiter Topco LLC	14.93K	Jun 30, 26	+14.93K	0.00%
Sequoia Financial Advisors, LLC	14.25K	Jun 30, 26	+14.25K	0.00%
MILLENNIUM MANAGEMENT LLC	14.18K	Jun 30, 26	-38.43K	0.00%
Steward Partners Investment Advisory, LLC	13.43K	Jun 30, 26	--	0.00%
Vanguard Investments Australia, Ltd.	13.28K	Jun 30, 26	--	0.00%
R Squared Ltd	12.63K	Jun 30, 26	+12.63K	0.00%
VICTORY CAPITAL MANAGEMENT INC	11.32K	Jun 30, 26	+190	0.00%
Arizona State Retirement System	11.15K	Jun 30, 26	+94	0.00%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	10.84K	Jun 30, 26	-37	0.00%
WCM INVESTMENT MANAGEMENT, LLC	10.02K	Jun 30, 26	--	0.00%
CAZ INVESTMENTS LP	7.50K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	5.25K	Jun 30, 26	+5.25K	0.00%
IFP Advisors, Inc	3.06K	Jun 30, 26	-7	0.00%
MRP Capital Investments, LLC	3.00K	Jun 30, 26	-2.00K	0.00%
Ancora Advisors, LLC	2.36K	Jun 30, 26	-2.13K	0.00%
SIMPLEX TRADING, LLC	2.06K	Jun 30, 26	+1.73K	0.00%
WELLS FARGO & COMPANY/MN	1.61K	Jun 30, 26	+1.51K	0.00%
DEUTSCHE BANK AG\	1.57K	Jun 30, 26	-2.81K	0.00%
Center for Financial Planning, Inc.	1.50K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1.50K	Jun 30, 26	+995	0.00%
CITIGROUP INC	1.47K	Jun 30, 26	-458	0.00%
EverSource Wealth Advisors, LLC	1.46K	Jun 30, 26	-1.61K	0.00%
TRUST CO OF VERMONT	1.30K	Jun 30, 26	+1.30K	0.00%
GW&K Investment Management, LLC	1.02K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.00K	Jun 30, 26	--	0.00%
Covestor Ltd	881	Jun 30, 26	+881	0.00%
FMR LLC	838	Jun 30, 26	+819	0.00%
MERCER GLOBAL ADVISORS INC /ADV	793	Jun 30, 26	+793	0.00%
JPMORGAN CHASE & CO	740	Jun 30, 26	-1.78K	0.00%
Rockefeller Capital Management L.P.	720	Jun 30, 26	+720	0.00%
ADVISOR GROUP HOLDINGS, INC.	554	Jun 30, 26	-812	0.00%
Farther Finance Advisors, LLC	507	Jun 30, 26	-1	0.00%
SRS Capital Advisors, Inc.	441	Jun 30, 26	+440	0.00%
Tower Research Capital LLC (TRC)	400	Jun 30, 26	-123	0.00%
Essential Partners LLC	342	Jun 30, 26	+333	0.00%
BNP PARIBAS ARBITRAGE, SNC	238	Jun 30, 26	-19	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	193	Jun 30, 26	+193	0.00%
Bare Financial Services, Inc	150	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	150	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	132	Jun 30, 26	+123	0.00%
SJS Investment Consulting Inc.	121	Jun 30, 26	+118	0.00%
Allworth Financial LP	102	Jun 30, 26	-16	0.00%
SIGNATUREFD, LLC	96	Jun 30, 26	--	0.00%
Quarry LP	77	Jun 30, 26	+77	0.00%
Aster Capital Management (DIFC) Ltd	74	Jun 30, 26	+74	0.00%
FIDUCIARY FINANCIAL ADVISORS	72	Jun 30, 26	+72	0.00%
Rialto Wealth Management, LLC	56	Jun 30, 26	+54	0.00%
CVA Family Office, LLC	56	Jun 30, 26	+41	0.00%
GAMMA Investing LLC	31	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	26	Jun 30, 26	+25	0.00%
Fortitude Family Office, LLC	24	Jun 30, 26	+18	0.00%
Clearstead Advisors, LLC	13	Jun 30, 26	+13	0.00%
Creative Capital Management Investments LLC	12	Jun 30, 26	+12	0.00%
JFS WEALTH ADVISORS, LLC	9	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	6	Jun 30, 26	+4	0.00%
Bay Harbor Wealth Management, LLC	3	Jun 30, 26	--	0.00%
LRI Investments, LLC	3	Jun 30, 26	+3	0.00%
DecisionPoint Financial, LLC	2	Jun 30, 26	+2	0.00%
ROTHSCHILD INVESTMENT LLC	2	Jun 30, 26	-5	0.00%
RAFFA WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-1	--
MAI Capital Management	--	Jun 30, 26	-57	--
Vermillion Wealth Management, Inc.	--	Jun 30, 26	-3	--
GROUP ONE TRADING, L.P.	--	Jun 30, 26	-43	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-67	--
Root Financial Partners, LLC	--	Jun 30, 26	-74	--
Yorktown Management & Research Co Inc	--	Jun 30, 26	-20.10K	--
LOS ANGELES CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-6.67K	--
JT Stratford LLC	--	Jun 30, 26	-38.11K	--
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	33.41K	Mar 31, 26	--	0.01%
JANUS HENDERSON GROUP PLC	14.93K	Mar 31, 26	--	0.00%
CWM, LLC	315	Mar 31, 26	+43	0.00%
VANGUARD GROUP INC	3.42M	Dec 31, 25	-40.43K	0.99%
TWO SIGMA ADVISERS, LP	79.20K	Dec 31, 25	-15.90K	0.02%
COMERICA BANK	--	Dec 31, 25	-882	--
Corton Capital Inc.	24.16K	Sep 30, 25	-2.85K	0.01%
Parkworth Wealth Management, Inc.	30	Jun 30, 25	+30	0.00%
Sandy Spring Bank	150	Mar 31, 25	--	0.00%
Raymond James Financial Services Advisors, Inc.	57.75K	Sep 30, 24	-71	0.02%
RAYMOND JAMES & ASSOCIATES	32.30K	Sep 30, 24	-200	0.01%
BlackRock Inc.	456.36K	Jun 30, 24	-1.47K	0.13%
CREDIT SUISSE AG/	25.08K	Mar 31, 24	--	0.01%
ADIRONDACK RETIREMENT SPECIALISTS, INC.	--	Sep 30, 23	-100	--
Clear Perspectives Financial Planning, LLC	--	Mar 31, 23	-6.00K	--
NEXT Financial Group, Inc	853	Dec 31, 21	+853	0.00%

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Holder

Date

Change

% Held

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

51.80M

Jun 30, 26

15.09%

Neuberger Berman Group LLC

9.53M

Jun 30, 26

+807.14K

2.78%

T. Rowe Price Investment Management, Inc.

6.09M

Jun 30, 26

+448.50K

1.77%

Polar Capital Holdings Plc

6.00M

Jun 30, 26

1.75%

MARKEL GROUP INC.

3.11M

Jun 30, 26

0.91%

VANGUARD CAPITAL MANAGEMENT LLC

1.93M

Jun 30, 26

+60.92K

0.56%

Greenhaven Road Investment Management, L.P.

1.87M

Jun 30, 26

-504.55K

0.54%

Pembroke Management, LTD

1.70M

Jun 30, 26

-35.08K

0.50%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.65M

Jun 30, 26

+19.36K

0.48%

Lincoln Capital LLC

973.65K

Jun 30, 26

+23.00K

0.28%

BlackRock, Inc.

718.48K

Jun 30, 26

+28.39K

0.21%

ROYCE & ASSOCIATES LP

525.00K

Jun 30, 26

0.15%

GEODE CAPITAL MANAGEMENT, LLC

446.89K

Jun 30, 26

+28.08K

0.13%

DIMENSIONAL FUND ADVISORS LP

374.62K

Jun 30, 26

+103.27K

0.11%

FIRST TRUST ADVISORS LP

335.85K

Jun 30, 26

+335.85K

0.10%

SCHOLTZ & COMPANY, LLC

308.40K

Jun 30, 26

-17.10K

0.09%

MORGAN STANLEY

307.15K

Jun 30, 26

+9.99K

0.09%

Gillson Capital LP

276.95K

Jun 30, 26

+74.94K

0.08%

STATE STREET CORP

264.36K

Jun 30, 26

+30.57K

0.08%

VANGUARD FIDUCIARY TRUST CO

238.88K

Jun 30, 26

+4.06K

0.07%

BROWN ADVISORY INC

218.00K

Jun 30, 26

+109.00K

0.06%

Sixth Street Partners Management Company, L.P.

213.95K

Jun 30, 26

+213.95K

0.06%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

213.95K

Jun 30, 26

-3.58K

0.06%

Woodline Partners LP

212.92K

Jun 30, 26

-47.63K

0.06%

UBS Group AG

205.59K

Jun 30, 26

-140.37K

0.06%

Garner Asset Management Corp

172.82K

Jun 30, 26

+172.82K

0.05%

OXFORD FINANCIAL GROUP LTD

170.00K

Jun 30, 26

0.05%

LPL Financial LLC

152.50K

Jun 30, 26

+11.25K

0.04%

National Philanthropic Trust

150.00K

Jun 30, 26

0.04%

RAYMOND JAMES FINANCIAL INC

136.31K

Jun 30, 26

+10.35K

0.04%

CONFLUENCE INVESTMENT MANAGEMENT LLC

132.06K

Jun 30, 26

-8.79K

0.04%

PALISADE CAPITAL MANAGEMENT, LP

118.66K

Jun 30, 26

+8.02K

0.03%

NORTHERN TRUST CORP

109.72K

Jun 30, 26

+4.30K

0.03%

GABELLI & Co INVESTMENT ADVISERS, INC.

103.30K

Jun 30, 26

0.03%

TD ASSET MANAGEMENT INC

100.18K

Jun 30, 26

0.03%

OPPENHEIMER & CO INC

89.42K

Jun 30, 26

+89.42K

0.03%

Swiss National Bank

81.06K

Jun 30, 26

+1.80K

0.02%

RENAISSANCE TECHNOLOGIES LLC

73.27K

Jun 30, 26

-84.40K

0.02%

TWO SIGMA INVESTMENTS, LP

71.61K

Jun 30, 26

-19.97K

0.02%

Connor, Clark & Lunn Investment Management Ltd.

69.13K

Jun 30, 26

-46.91K

0.02%

Bristlecone Value Partners, LLC

60.09K

Jun 30, 26

0.02%

17 CAPITAL PARTNERS, LLC

54.77K

Jun 30, 26

0.02%

GOLDMAN SACHS GROUP INC

51.91K

Jun 30, 26

+18.34K

0.02%

Trexquant Investment LP

51.16K

Jun 30, 26

-13.57K

0.01%

D. E. Shaw & Co., Inc.

48.13K

Jun 30, 26

-38.42K

0.01%

AMERICAN CENTURY COMPANIES INC

46.37K

Jun 30, 26

+15.45K

0.01%

BANK OF MONTREAL /CAN/

46.33K

Jun 30, 26

+13.00K

0.01%

E. Ohman J:or Asset Management AB

46.11K

Jun 30, 26

+469

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

43.87K

Jun 30, 26

-1.35K

0.01%

Vident Advisory, LLC

42.81K

Jun 30, 26

-11.46K

0.01%

Bank of New York Mellon Corp

39.00K

Jun 30, 26

-726

0.01%

Schonfeld Strategic Advisors LLC

37.56K

Jun 30, 26

+12.20K

0.01%

AQR CAPITAL MANAGEMENT LLC

36.41K

Jun 30, 26

+14.74K

0.01%

CITADEL ADVISORS LLC

32.34K

Jun 30, 26

+19.73K

0.01%

VANGUARD ASSET MANAGEMENT, Ltd

30.54K

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

27.56K

Jun 30, 26

-6

0.01%

Dockside LLC

25.96K

Jun 30, 26

+25.96K

0.01%

BARCLAYS PLC

25.61K

Jun 30, 26

+281

0.01%

Meixler Investment Management, Ltd.

25.52K

Jun 30, 26

-725

0.01%

Legal & General Group Plc

25.52K

Jun 30, 26

+7.56K

0.01%

BANK OF AMERICA CORP /DE/

24.02K

Jun 30, 26

+24.02K

0.01%

CANADA PENSION PLAN INVESTMENT BOARD

22.40K

Jun 30, 26

-28.50K

0.01%

HSBC HOLDINGS PLC

21.64K

Jun 30, 26

0.01%

Painted Porch Advisors LLC

18.64K

Jun 30, 26

0.01%

KLP KAPITALFORVALTNING AS

16.90K

Jun 30, 26

0.00%

XTX Topco Ltd

16.04K

Jun 30, 26

-829

0.00%

Zurcher Kantonalbank (Zurich Cantonalbank)

15.36K

Jun 30, 26

+9.52K

0.00%

Vanguard Global Advisers, LLC

15.27K

Jun 30, 26

0.00%

Waverly Advisors, LLC

15.04K

Jun 30, 26

+15.04K

0.00%

Jupiter Topco LLC

14.93K

Jun 30, 26

+14.93K

0.00%

Sequoia Financial Advisors, LLC

14.25K

Jun 30, 26

+14.25K

0.00%

MILLENNIUM MANAGEMENT LLC

14.18K

Jun 30, 26

-38.43K

0.00%

Steward Partners Investment Advisory, LLC

13.43K

Jun 30, 26

0.00%

Vanguard Investments Australia, Ltd.

13.28K

Jun 30, 26

0.00%

R Squared Ltd

12.63K

Jun 30, 26

+12.63K

0.00%

VICTORY CAPITAL MANAGEMENT INC

11.32K

Jun 30, 26

+190

0.00%

Arizona State Retirement System

11.15K

Jun 30, 26

+94

0.00%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

10.84K

Jun 30, 26

-37

0.00%

WCM INVESTMENT MANAGEMENT, LLC

10.02K

Jun 30, 26

0.00%

CAZ INVESTMENTS LP

7.50K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

5.25K

Jun 30, 26

+5.25K

0.00%

IFP Advisors, Inc

3.06K

Jun 30, 26

-7

0.00%

MRP Capital Investments, LLC

3.00K

Jun 30, 26

-2.00K

0.00%

Ancora Advisors, LLC

2.36K

Jun 30, 26

-2.13K

0.00%

SIMPLEX TRADING, LLC

2.06K

Jun 30, 26

+1.73K

0.00%

WELLS FARGO & COMPANY/MN

1.61K

Jun 30, 26

+1.51K

0.00%

DEUTSCHE BANK AG\

1.57K

Jun 30, 26

-2.81K

0.00%

Center for Financial Planning, Inc.

1.50K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

1.50K

Jun 30, 26

+995

0.00%

CITIGROUP INC

1.47K

Jun 30, 26

-458

0.00%

EverSource Wealth Advisors, LLC

1.46K

Jun 30, 26

-1.61K

0.00%

TRUST CO OF VERMONT

1.30K

Jun 30, 26

+1.30K

0.00%

GW&K Investment Management, LLC

1.02K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.00K

Jun 30, 26

0.00%

Covestor Ltd

881

Jun 30, 26

+881

0.00%

FMR LLC

838

Jun 30, 26

+819

0.00%

MERCER GLOBAL ADVISORS INC /ADV

793

Jun 30, 26

+793

0.00%

JPMORGAN CHASE & CO

740

Jun 30, 26

-1.78K

0.00%

Rockefeller Capital Management L.P.

720

Jun 30, 26

+720

0.00%

ADVISOR GROUP HOLDINGS, INC.

554

Jun 30, 26

-812

0.00%

Farther Finance Advisors, LLC

507

Jun 30, 26

-1

0.00%

SRS Capital Advisors, Inc.

441

Jun 30, 26

+440

0.00%

Tower Research Capital LLC (TRC)

400

Jun 30, 26

-123

0.00%

Essential Partners LLC

342

Jun 30, 26

+333

0.00%

BNP PARIBAS ARBITRAGE, SNC

238

Jun 30, 26

-19

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

193

Jun 30, 26

+193

0.00%

Bare Financial Services, Inc

150

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

150

Jun 30, 26

0.00%

Parallel Advisors, LLC

132

Jun 30, 26

+123

0.00%

SJS Investment Consulting Inc.

121

Jun 30, 26

+118

0.00%

Allworth Financial LP

102

Jun 30, 26

-16

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Quarry LP

Jun 30, 26

+77

0.00%

Aster Capital Management (DIFC) Ltd

Jun 30, 26

+74

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+72

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

+54

0.00%

CVA Family Office, LLC

Jun 30, 26

+41

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

+25

0.00%

Fortitude Family Office, LLC

Jun 30, 26

+18

0.00%

Clearstead Advisors, LLC

Jun 30, 26

+13

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

+12

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

Jun 30, 26

0.00%

Bay Harbor Wealth Management, LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-5

0.00%

RAFFA WEALTH MANAGEMENT, LLC

Jun 30, 26

-1

MAI Capital Management

Jun 30, 26

-57

Vermillion Wealth Management, Inc.

Jun 30, 26

-3

GROUP ONE TRADING, L.P.

Jun 30, 26

-43

Ronald Blue Trust, Inc.

Jun 30, 26

-67

Root Financial Partners, LLC

Jun 30, 26

-74

Yorktown Management & Research Co Inc

Jun 30, 26

-20.10K

LOS ANGELES CAPITAL MANAGEMENT LLC

Jun 30, 26

-6.67K

JT Stratford LLC

Jun 30, 26

-38.11K

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

33.41K

Mar 31, 26

0.01%

JANUS HENDERSON GROUP PLC

14.93K

Mar 31, 26

0.00%

CWM, LLC

315

Mar 31, 26

+43

0.00%

VANGUARD GROUP INC

3.42M

Dec 31, 25

-40.43K

0.99%

TWO SIGMA ADVISERS, LP

79.20K

Dec 31, 25

-15.90K

0.02%

COMERICA BANK

Dec 31, 25

-882

Corton Capital Inc.

24.16K

Sep 30, 25

-2.85K

0.01%

Parkworth Wealth Management, Inc.

Jun 30, 25

+30

0.00%

Sandy Spring Bank

150

Mar 31, 25

0.00%

Raymond James Financial Services Advisors, Inc.

57.75K

Sep 30, 24

-71

0.02%

RAYMOND JAMES & ASSOCIATES

32.30K

Sep 30, 24

-200

0.01%

BlackRock Inc.

456.36K

Jun 30, 24

-1.47K

0.13%

CREDIT SUISSE AG/

25.08K

Mar 31, 24

0.01%

ADIRONDACK RETIREMENT SPECIALISTS, INC.

Sep 30, 23

-100

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-6.00K

NEXT Financial Group, Inc

853

Dec 31, 21

+853

0.00%