Loan Brokers - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-02 13F-HR/A TREE / LendingTree Optiver Holding B.V. 137 50 -63.50
2026-05-29 SCHEDULE 13D/A BETR / Better Home & Finance Holding Garg Vishal 1,927,619 2,029,224 5.27
2026-05-28 13F-HR TREE / LendingTree Henshaw Capital LLC 495
2026-05-28 13F-HR TREE / LendingTree Henshaw Capital LLC 495 0 -100.00
2026-05-27 13F-HR/A NFJ / Virtus Dividend, Interest & Premium Strategy Fund Morgan Stanley 10,980,686 10,841,427 -1.27
2026-05-27 13F-HR/A TREE / LendingTree Morgan Stanley 114,691 82,749 -27.85
2026-05-27 13F-HR/A FINV / FinVolution Group - Depositary Receipt Morgan Stanley 2,655,337 2,722,051 2.51
2026-05-27 13F-HR/A AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Morgan Stanley 1,164,316 1,076,406 -7.55
2026-05-27 13F-HR/A BETR / Better Home & Finance Holding Morgan Stanley 23,518 128,311 445.59
2026-05-27 13F-HR/A NFJ / Virtus Dividend, Interest & Premium Strategy Fund Morgan Stanley 10,925,255 10,980,686 0.51
2026-05-27 13F-HR/A TREE / LendingTree Morgan Stanley 128,504 114,691 -10.75
2026-05-27 13F-HR/A FINV / FinVolution Group - Depositary Receipt Morgan Stanley 2,237,057 2,655,337 18.70
2026-05-27 13F-HR/A AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Morgan Stanley 1,186,537 1,164,316 -1.87
2026-05-27 13F-HR/A BETR / Better Home & Finance Holding Morgan Stanley 26,634 23,518 -11.70
2026-05-26 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Axiom Investment Management LLC 419
2026-05-21 13F-HR TREE / LendingTree Essential Partners LLC 10 249 2,390.00
2026-05-21 13F-HR BETR / Better Home & Finance Holding Essential Partners LLC 218 218 0.00
2026-05-21 13F-HR TREE / LendingTree Essential Partners LLC 11 10 -9.09
2026-05-21 13F-HR BETR / Better Home & Finance Holding Essential Partners LLC 218 218 0.00
2026-05-21 13F-HR TREE / LendingTree Essential Partners LLC 50 11 -78.00
2026-05-21 13F-HR BETR / Better Home & Finance Holding Essential Partners LLC 218
2026-05-21 13F-HR TREE / LendingTree Essential Partners LLC 50
2026-05-20 13F-HR/A NFJ / Virtus Dividend, Interest & Premium Strategy Fund Arete Wealth Advisors, LLC 0 533,912
2026-05-20 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund SOA Wealth Advisors, LLC. 704 721 2.41
2026-05-19 13F-HR TREE / LendingTree McIlrath & Eck, LLC 1,117 0 -100.00
2026-05-19 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Western Wealth Management, LLC 7,146
2026-05-19 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Independent Financial Group, Llc 46,190
2026-05-18 13F-HR/A FINV / FinVolution Group - Depositary Receipt RBF Capital, LLC 40,000 40,000 0.00
2026-05-18 13F-HR/A TREE / LendingTree Janus Henderson Group Plc 4,600 0 -100.00
2026-05-18 13F-HR/A FINV / FinVolution Group - Depositary Receipt Janus Henderson Group Plc 1,746,206 2,171,339 24.35
2026-05-18 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Ashton Thomas Securities, Llc 17,425 17,425 0.00
2026-05-16 13F-HR TREE / LendingTree Sunbelt Securities, Inc. 11,996 11,970 -0.22
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Bank Of America Corp /de/ 845,745 818,600 -3.21
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Bank Of America Corp /de/ 2,913,921 2,627,954 -9.81
2026-05-15 13F-HR TREE / LendingTree Bank Of America Corp /de/ 53,213 82,203 54.48
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Bank Of America Corp /de/ 3,611,793 4,176,817 15.64
2026-05-15 13F-HR BETR / Better Home & Finance Holding Bank Of America Corp /de/ 55,909 6,557 -88.27
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund GWM Advisors LLC 104,722 105,272 0.53
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund GWM Advisors LLC 12,605 0 -100.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt GWM Advisors LLC 1,768 0 -100.00
2026-05-15 13F-HR TREE / LendingTree GWM Advisors LLC 3,750 0 -100.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Core Wealth Advisors, Inc. 17,203
2026-05-15 13F-HR BETR / Better Home & Finance Holding California State Teachers Retirement System 5,468 5,504 0.66
2026-05-15 13F-HR TREE / LendingTree California State Teachers Retirement System 11,572 10,848 -6.26
2026-05-15 13F-HR/A BETR / Better Home & Finance Holding EverSource Wealth Advisors, LLC 9 12 33.33
2026-05-15 13F-HR/A TREE / LendingTree EverSource Wealth Advisors, LLC 243 332 36.63
2026-05-15 13F-HR/A NFJ / Virtus Dividend, Interest & Premium Strategy Fund EverSource Wealth Advisors, LLC 2,965 2,965 0.00
2026-05-15 13F-HR/A FINV / FinVolution Group - Depositary Receipt EverSource Wealth Advisors, LLC 1,077 2,996 178.18
2026-05-15 13F-HR BETR / Better Home & Finance Holding Stoic Point Capital Management LLC 13,100
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Wealth Watch Advisors, INC 1,485 0 -100.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Saba Capital Management, L.P. 243,827
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Saba Capital Management, L.P. 8,640,031 10,213,194 18.21
2026-05-15 13F-HR TREE / LendingTree Quantinno Capital Management LP 6,096 27,483 350.84
2026-05-15 13F-HR BETR / Better Home & Finance Holding Quantinno Capital Management LP 14,177
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Lazard Asset Management Llc 1,432,708 1,405,522 -1.90
2026-05-15 13F-HR TREE / LendingTree Lazard Asset Management Llc 4,040 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Optiver Holding B.V. 50
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Millennium Management Llc 130,312 135,188 3.74
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Millennium Management Llc 202,974 0 -100.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Millennium Management Llc 21,004 0 -100.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Millennium Management Llc 10,000 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Millennium Management Llc 16,419 368,119 2,142.03
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Wealth Architects, LLC 19,146 19,146 0.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Aqr Capital Management Llc 13,769 15,758 14.45
2026-05-15 13F-HR TREE / LendingTree Aqr Capital Management Llc 42,904 203,300 373.85
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Summit Financial, LLC 100,157 108,651 8.48
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Advisors Asset Management, Inc. 349,789 213,532 -38.95
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Advisors Asset Management, Inc. 1,190,070 862,480 -27.53
2026-05-15 13F-HR/A NFJ / Virtus Dividend, Interest & Premium Strategy Fund Independent Financial Group, Llc 45,849 46,841 2.16
2026-05-15 13F-HR/A TREE / LendingTree Independent Financial Group, Llc 7,970 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Zurcher Kantonalbank (Zurich Cantonalbank) 5,940 5,940 0.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Schonfeld Strategic Advisors LLC 82,518 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Schonfeld Strategic Advisors LLC 0 6,065
2026-05-15 13F-HR TREE / LendingTree G2 Investment Partners Management LLC 92,467 175,339 89.62
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Rivernorth Capital Management, Llc 9,246 0 -100.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Ancora Advisors, LLC 377 100 -73.47
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Ancora Advisors, LLC 100 100 0.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Voloridge Investment Management, Llc 284,855 73,005 -74.37
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Man Group plc 26,688 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Man Group plc 19,376 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Canada Pension Plan Investment Board 3,800 0 -100.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Mercer Global Advisors Inc /adv 24,002 18,215 -24.11
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Mercer Global Advisors Inc /adv 0 9,938
2026-05-15 13F-HR TREE / LendingTree Mercer Global Advisors Inc /adv 6,997
2026-05-15 13F-HR TREE / LendingTree Brevan Howard Capital Management LP 16,182 10,908 -32.59
2026-05-15 13F-HR TREE / LendingTree Tudor Investment Corp Et Al 4,200 17,700 321.43
2026-05-15 13F-HR BETR / Better Home & Finance Holding Tudor Investment Corp Et Al 9,113
2026-05-15 13F-HR TREE / LendingTree Keating Financial Advisory Services, Inc. 1
2026-05-15 13F-HR TREE / LendingTree Citadel Advisors Llc 19,300 22,800 18.13
2026-05-15 13F-HR TREE / LendingTree Citadel Advisors Llc 32,300 54,900 69.97
2026-05-15 13F-HR TREE / LendingTree Citadel Advisors Llc 45,708 74,409 62.79
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Citadel Advisors Llc 663,571 15,344 -97.69
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Citadel Advisors Llc 59,600 67,000 12.42
2026-05-15 13F-HR BETR / Better Home & Finance Holding Citadel Advisors Llc 245,091 229,966 -6.17
2026-05-15 13F-HR BETR / Better Home & Finance Holding Citadel Advisors Llc 47,500 112,000 135.79
2026-05-15 13F-HR BETR / Better Home & Finance Holding Citadel Advisors Llc 46,800 26,900 -42.52
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Citadel Advisors Llc 36,400 0 -100.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Ionic Capital Management LLC 40,000 40,000 0.00
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant D. E. Shaw & Co., Inc. 27,202 27,202 0.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Readystate Asset Management Lp 139,148 36,872 -73.50
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Readystate Asset Management Lp 32,530 0 -100.00
2026-05-15 13F-HR TREE / LendingTree VARCOV Co. 10,256 0 -100.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Guggenheim Capital Llc 607,745 449,895 -25.97
2026-05-15 13F-HR/A TREE / LendingTree S Squared Technology, LLC 0 90,768
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Two Sigma Securities, Llc 10,478 0 -100.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Two Sigma Securities, Llc 8,015 0 -100.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Two Sigma Securities, Llc 0 12,984
2026-05-15 13F-HR TREE / LendingTree Two Sigma Investments, Lp 27,566 71,443 159.17
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Alliancebernstein L.p. 245,755 242,185 -1.45
2026-05-15 13F-HR TREE / LendingTree Alliancebernstein L.p. 10,423 10,423 0.00
2026-05-15 13F-HR TREE / LendingTree Morgan Stanley 82,749 105,011 26.90
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Morgan Stanley 2,722,051 2,417,474 -11.19
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Morgan Stanley 1,076,406 1,084,779 0.78
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Morgan Stanley 10,841,427 10,702,631 -1.28
2026-05-15 13F-HR BETR / Better Home & Finance Holding Morgan Stanley 128,311 195,985 52.74
2026-05-15 13F-HR BETR / Better Home & Finance Holding Gratia Capital, Llc 101,663 110,353 8.55
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Capstone Investment Advisors, Llc 526,672 526,672 0.00
2026-05-15 13F-HR/A TREE / LendingTree Vanguard Capital Management Llc 478,016
2026-05-15 13F-HR/A FINV / FinVolution Group - Depositary Receipt Vanguard Capital Management Llc 3,279,153
2026-05-15 13F-HR/A BETR / Better Home & Finance Holding Vanguard Capital Management Llc 387,330
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Smartleaf Asset Management LLC 26
2026-05-15 13F-HR TREE / LendingTree Smartleaf Asset Management LLC 280 312 11.43
2026-05-15 13F-HR TREE / LendingTree MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 19,556 13,741 -29.74
2026-05-15 13F-HR BETR / Better Home & Finance Holding MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,586 2,654 2.63
2026-05-15 13F-HR TREE / LendingTree Aquatic Capital Management LLC 0 3,105
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Harbour Investments, Inc. 1,260 360 -71.43
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Harbour Investments, Inc. 150 2,584 1,622.67
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Balyasny Asset Management Llc 30,199 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Balyasny Asset Management Llc 29,394 33,376 13.55
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Davidson Kempner Capital Management Lp 100,000 100,000 0.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Qtron Investments LLC 51,482 0 -100.00
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Aristeia Capital Llc 169,300 169,300 0.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Diametric Capital, LP 52,449
2026-05-15 13F-HR TREE / LendingTree Blue Grotto Capital, LLC 584,931 0 -100.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund 1607 Capital Partners, LLC 0 20,110
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Equitable Holdings, Inc. 10,330 11,771 13.95
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt OMERS ADMINISTRATION Corp 105,949 105,949 0.00
2026-05-15 13F-HR TREE / LendingTree Jacobs Asset Management, Llc 0 15,000
2026-05-15 13F-HR BETR / Better Home & Finance Holding MAI Capital Management 1
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund MAI Capital Management 1,089 1,089 0.00
2026-05-15 13F-HR TREE / LendingTree MAI Capital Management 2 155 7,650.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt MAI Capital Management 164 164 0.00
2026-05-15 13F-HR TREE / LendingTree Cerity Partners LLC 0 7,424
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Cerity Partners LLC 59,393 54,302 -8.57
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Clear Street Group Inc. 2,808 2,908 3.56
2026-05-15 13F-HR TREE / LendingTree Shay Capital LLC 5,000 0 -100.00
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant LMR Partners LLP 35,080 35,080 0.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Strategic Advocates LLC 21,935 323 -98.53
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Nomura Holdings Inc 76,390 92,390 20.95
2026-05-15 13F-HR TREE / LendingTree Nomura Holdings Inc 28,574 9,856 -65.51
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Change Path, LLC 25,943 26,485 2.09
2026-05-15 13F-HR BETR / Better Home & Finance Holding Alpine Global Management, LLC 14,000 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Royal Bank Of Canada 55,665 2,370 -95.74
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Royal Bank Of Canada 427,602 364,064 -14.86
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Royal Bank Of Canada 1,589 596 -62.49
2026-05-15 13F-HR BETR / Better Home & Finance Holding Royal Bank Of Canada 200 2,728 1,264.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Royal Bank Of Canada 519,411 509,218 -1.96
2026-05-15 13F-HR TREE / LendingTree Trexquant Investment LP 26,835 18,000 -32.92
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Goldman Sachs Group Inc 1,958,106 1,839,356 -6.06
2026-05-15 13F-HR BETR / Better Home & Finance Holding Goldman Sachs Group Inc 73,685 289,692 293.15
2026-05-15 13F-HR TREE / LendingTree Goldman Sachs Group Inc 111,987 189,867 69.54
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Resources Management Corp /ct/ /adv 2,200
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Point Nemo Capital, LLC 75,523 92,253 22.15
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Point Nemo Capital, LLC 75,523
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Vestmark Advisory Solutions, Inc. 17,318 17,318 0.00
2026-05-15 13F-HR TREE / LendingTree Jacobs Levy Equity Management, Inc 308,114 320,678 4.08
2026-05-15 13F-HR BETRW / Better Home & Finance Holding Company - Equity Warrant Toronto Dominion Bank 50,000 50,100 0.20
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt JMN Financial LLC 49,686
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt JMN Financial LLC 49,686 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Graham Capital Management, L.P. 4,195 6,793 61.93
2026-05-15 13F-HR TREE / LendingTree Boothbay Fund Management, Llc 21,690 43,391 100.05
2026-05-15 13F-HR BETR / Better Home & Finance Holding Squarepoint Ops LLC 18,281 11,757 -35.69
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Squarepoint Ops LLC 77,266 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Credit Agricole S A 49,837 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Geode Capital Management, Llc 268,833 277,928 3.38
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Geode Capital Management, Llc 64,821 64,821 0.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Geode Capital Management, Llc 151,187 160,893 6.42
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Campbell & CO Investment Adviser LLC 25,849 0 -100.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Integrated Wealth Concepts LLC 8,351
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Integrated Wealth Concepts LLC 132,359 124,099 -6.24
2026-05-15 13F-HR TREE / LendingTree Connors Investor Services Inc 3,814 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Divisadero Street Capital Management, LP 469,269
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Ameriprise Financial Inc 461,223 378,044 -18.03
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Ameriprise Financial Inc 11,879 0 -100.00
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Ameriprise Financial Inc 10,531 15,459 46.80
2026-05-15 13F-HR TREE / LendingTree Ameriprise Financial Inc 504,234 554,716 10.01
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt BlueCrest Capital Management Ltd 80,000 80,000 0.00
2026-05-15 13F-HR TREE / LendingTree Dynamic Technology Lab Private Ltd 11,560 5,670 -50.95
2026-05-15 13F-HR TREE / LendingTree Wealth Preservation Advisors, LLC 9
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Independent Financial Group, Llc 46,430 46,667 0.51
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Independent Financial Group, Llc 46,190 46,430 0.52
2026-05-15 13F-HR TREE / LendingTree Huntington National Bank 1 1 0.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Huntington National Bank 1,036 0 -100.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Advisory Services Network, LLC 2,529
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Advisory Services Network, LLC 0 100
2026-05-15 13F-HR TREE / LendingTree Advisory Services Network, LLC 0 556
2026-05-15 13F-HR TREE / LendingTree Advisor Group Holdings, Inc. 82,242 86,329 4.97
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Advisor Group Holdings, Inc. 184,841 168,975 -8.58
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Advisor Group Holdings, Inc. 13,251 22,355 68.70
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Advisor Group Holdings, Inc. 10,623 2,031 -80.88
2026-05-15 13F-HR BETR / Better Home & Finance Holding Advisor Group Holdings, Inc. 437 347 -20.59
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Verdad Advisers, LP 27,982 15,145 -45.88
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Quarry LP 2,976 0 -100.00
2026-05-15 13F-HR TREE / LendingTree American Century Companies Inc 31,165 20,578 -33.97
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt American Century Companies Inc 1,101,671 1,121,896 1.84
2026-05-15 13F-HR BETR / Better Home & Finance Holding Mangrove Partners 19,132 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Mangrove Partners 4,955 0 -100.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund XTX Topco Ltd 11,556
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt XTX Topco Ltd 504,741 389,298 -22.87
2026-05-15 13F-HR BETR / Better Home & Finance Holding XTX Topco Ltd 0 5,772
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Maven Securities LTD 488,809 588,746 20.44
2026-05-15 13F-HR TREE / LendingTree EFG International AG 17,180 17,180 0.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Ameriflex Group, Inc. 8,400 10,800 28.57
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Ascent Group, LLC 13,484 10,001 -25.83
2026-05-15 13F-HR BETR / Better Home & Finance Holding Frontier Capital Management Co Llc 877,822 793,934 -9.56
2026-05-15 13F-HR TREE / LendingTree State Of Wisconsin Investment Board 148,484 130,867 -11.86
2026-05-15 13F-HR BETR / Better Home & Finance Holding Tower Research Capital LLC (TRC) 1,942 993 -48.87
2026-05-15 13F-HR TREE / LendingTree Tower Research Capital LLC (TRC) 306 486 58.82
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Tower Research Capital LLC (TRC) 24 10 -58.33
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Tower Research Capital LLC (TRC) 2,314 0 -100.00
2026-05-15 13F-HR TREE / LendingTree State Street Corp 244,954 249,875 2.01
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt State Street Corp 2,080,720 1,993,106 -4.21
2026-05-15 13F-HR BETR / Better Home & Finance Holding State Street Corp 116,597 123,376 5.81
2026-05-15 13F-HR TREE / LendingTree Price T Rowe Associates Inc /md/ 11,398 13,194 15.76
2026-05-15 13F-HR BETR / Better Home & Finance Holding Jones Financial Companies Lllp 550 130 -76.36
2026-05-15 13F-HR TREE / LendingTree Jones Financial Companies Lllp 655 1,069 63.21
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Janus Henderson Group Plc 2,171,339
2026-05-15 13F-HR TREE / LendingTree Janus Henderson Group Plc 4,600 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Victory Capital Management Inc 103,250 52,805 -48.86
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Quadrature Capital Ltd 37,185 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Fmr Llc 170,101 183,030 7.60
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Fmr Llc 2 2 0.00
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Fmr Llc 15 1 -93.33
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Fmr Llc 206 206 0.00
2026-05-15 13F-HR BETR / Better Home & Finance Holding Fmr Llc 194 986 408.25
2026-05-15 13F-HR BETR / Better Home & Finance Holding Engineers Gate Manager LP 13,812 26,096 88.94
2026-05-15 13F-HR TREE / LendingTree Engineers Gate Manager LP 27,154 20,228 -25.51
2026-05-15 13F-HR TREE / LendingTree Bridgeway Capital Management Inc 5,000 5,000 0.00
2026-05-15 13F-HR TREE / LendingTree Cullen Capital Management, LLC 24,636 19,941 -19.06
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Larson Financial Group LLC 25
2026-05-15 13F-HR BETR / Better Home & Finance Holding Larson Financial Group LLC 1 30 2,900.00
2026-05-15 13F-HR TREE / LendingTree Larson Financial Group LLC 335 537 60.30
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Larson Financial Group LLC 1,000 0 -100.00
2026-05-15 13F-HR TREE / LendingTree Punch & Associates Investment Management, Inc. 469,647 647,038 37.77
2026-05-15 SCHEDULE 13G/A BETR / Better Home & Finance Holding Frontier Capital Management Co Llc 877,822 793,934 -9.56
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Wellington Management Group Llp 47,222 0 -100.00
2026-05-15 13F-HR AIO / Virtus Artificial Intelligence & Technology Opportunities Fund Susquehanna International Group, Llp 0 13,203
2026-05-15 13F-HR NFJ / Virtus Dividend, Interest & Premium Strategy Fund Susquehanna International Group, Llp 39,471 44,928 13.83
2026-05-15 13F-HR FINV / FinVolution Group - Depositary Receipt Susquehanna International Group, Llp 16,492,230 16,490,230 -0.01