ALEXANDERS INC - ALX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 215,958 | 47,065 | 0.0% | 0.0% | 1 | +2,097 | 0.98% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 199,629 | 43,507 | 0.0% | 0.0% | 2 | -107,210 | -34.94% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 169,491 | 36,938 | 0.0% | 0.0% | 3 | +145,577 | 608.75% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 155,918 | 33,980 | 0.05% | 0.03% | 4 | +86,458 | 124.47% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 148,644 | 32,395 | 0.0% | 0.01% | 5 | -145,585 | -49.48% | Q4 2025 | Mar 25, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 122,712 | 26,743 | 1.19% | 1.47% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 57,402 | 12,512 | 0.0% | 0.0% | 7 | +234 | 0.41% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 52,771 | 11,500 | 0.0% | 0.0% | 8 | -1,887 | -3.45% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 43,600 | 9,502 | 0.02% | 0.0% | 9 | +37,600 | 626.67% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 40,218 | 8,765 | 0.0% | 0.0% | 10 | +9,067 | 29.11% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 33,720 | 7,349 | 0.0% | 0.0% | 11 | +519 | 1.56% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 32,726 | 7,132 | 0.01% | 0.01% | 12 | -15,600 | -32.28% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 30,784 | 6,709 | 0.0% | 0.0% | 13 | +7,379 | 31.53% | Q4 2025 | Jan 29, 2026 |
| DENALI ADVISORS LLC | History | No change | 29,900 | 6,516 | 0.72% | 0.79% | 14 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORGES BANK | History | New | 28,500 | 6,211 | 0.0% | — | 15 | +28,500 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,090 | 6,121 | 0.0% | 0.0% | 16 | +8,860 | 46.07% | Q4 2025 | Feb 11, 2026 |
| Bulldog Investors, LLP | History | Added to | 28,000 | 6,102 | 1.36% | 1.22% | 17 | +5,500 | 24.44% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 25,950 | 5,655 | 0.0% | 0.0% | 18 | +2,015 | 8.42% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 25,156 | 5,482 | 0.02% | — | 19 | +25,156 | New | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 21,238 | 4,628 | 0.79% | 0.84% | 20 | +952 | 4.69% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 20,291 | 4,422 | 0.0% | 0.0% | 21 | -1,078 | -5.04% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,698 | 3,857 | 0.0% | 0.0% | 22 | +6,992 | 65.31% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,687 | 3,418 | 0.0% | 0.0% | 23 | -5,424 | -25.69% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,620 | 3,404 | 0.0% | 0.0% | 24 | +2,149 | 15.95% | Q4 2025 | Feb 10, 2026 |
| Voss Capital, LP | History | Reduced | 15,000 | 3,269 | 0.16% | 0.29% | 25 | -10,290 | -40.69% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 14,349 | 3,127 | 0.0% | — | 26 | +14,349 | New | Q4 2025 | Feb 05, 2026 |
| Marnell Management LLC | History | New | 12,040 | 2,623 | 1.27% | — | 27 | +12,040 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,952 | 2,387 | 0.0% | 0.0% | 28 | +9,921 | 962.27% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,818 | 2,139 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 7,948 | 1,732 | 0.03% | 0.02% | 30 | +2,606 | 48.78% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 6,103 | 1,330 | 0.01% | — | 31 | +6,103 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 5,728 | 1,248 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | Added to | 5,503 | 1,199 | 0.01% | 0.01% | 33 | +542 | 10.93% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 5,207 | 1,134 | 0.01% | 0.02% | 34 | -1,884 | -26.57% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 4,920 | 1,072 | 0.0% | 0.0% | 35 | +263 | 5.65% | Q4 2025 | Feb 19, 2026 |
| May Hill Capital, LLC | History | Added to | 4,890 | 1,065 | 0.14% | 0.15% | 36 | +2,640 | 117.33% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 4,660 | 1,015 | 0.0% | 0.0% | 37 | -2,003 | -30.06% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 4,634 | 1,009 | 0.0% | 0.0% | 38 | -12,103 | -72.31% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 4,601 | 1,002 | 0.0% | — | 39 | +4,601 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 4,500 | 980 | 0.0% | 0.0% | 40 | +100 | 2.27% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 4,158 | 907 | 0.0% | 0.0% | 41 | +25 | 0.6% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,030 | 878 | 0.02% | — | 42 | +4,030 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 3,746 | 816 | 0.0% | 0.0% | 43 | +1,520 | 68.28% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 3,354 | 730 | 0.0% | 0.0% | 44 | +273 | 8.86% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 3,223 | 702 | 0.0% | 0.0% | 45 | -494 | -13.29% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,195 | 696 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | No change | 3,094 | 679 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,052 | 665 | 0.0% | 0.0% | 48 | -412 | -11.89% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,006 | 655 | 0.0% | 0.0% | 49 | -2,900 | -49.1% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Reduced | 2,965 | 651 | 0.03% | 0.15% | 50 | -1,973 | -39.96% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 2,868 | 625 | 0.03% | 0.04% | 51 | +500 | 21.11% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 2,712 | 591 | 0.0% | — | 52 | +2,712 | New | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,642 | 575 | 0.0% | 0.0% | 53 | -123 | -4.45% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 2,600 | 566 | 0.0% | — | 54 | +2,600 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 2,583 | 562 | 0.0% | 0.0% | 55 | -38 | -1.45% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,574 | 561 | 0.0% | 0.0% | 56 | +844 | 48.79% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 2,551 | 555 | 0.01% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,396 | 522 | 0.0% | 0.0% | 58 | -11,166 | -82.33% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 2,394 | 521 | 0.0% | 0.0% | 59 | -294 | -10.94% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,378 | 518 | 0.0% | 0.0% | 60 | +241 | 11.28% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,355 | 513 | 0.0% | 0.0% | 61 | +1,032 | 78.0% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 2,156 | 469 | 0.01% | — | 63 | +2,156 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 2,152 | 469 | 0.04% | 0.04% | 62 | +217 | 11.21% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,079 | 453 | 0.0% | 0.0% | 64 | -612 | -22.74% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,986 | 432 | 0.0% | 0.0% | 65 | -6,996 | -77.89% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,932 | 419 | 0.0% | 0.0% | 66 | +535 | 38.3% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 1,900 | 414 | 0.0% | 0.0% | 67 | -359 | -15.89% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,887 | 411 | 0.0% | 0.0% | 68 | +35 | 1.89% | Q4 2025 | Feb 18, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 1,849 | 402 | 0.36% | — | 69 | +1,849 | New | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,815 | 396 | 0.0% | 0.0% | 70 | +301 | 19.88% | Q4 2025 | Jan 05, 2026 |
| CITIGROUP INC | History | Reduced | 1,793 | 390 | 0.0% | 0.0% | 71 | -406 | -18.46% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,699 | 370 | 0.01% | — | 72 | +1,699 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,648 | 360 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,553 | 338 | 0.0% | 0.0% | 74 | -316 | -16.91% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 1,383 | 300 | 0.0% | — | 75 | +1,383 | New | Q4 2025 | Mar 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,323 | 288 | 0.0% | — | 77 | +1,323 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,325 | 288 | 0.0% | 0.0% | 76 | -500 | -27.4% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,296 | 282 | 0.0% | 0.0% | 78 | +1,059 | 446.84% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,286 | 280 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,174 | 255 | 0.01% | 0.02% | 80 | -1,221 | -50.98% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 1,096 | 238 | 0.0% | 0.0% | 81 | -164 | -13.02% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,077 | 234 | 0.0% | — | 82 | +1,077 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,036 | 224 | 0.0% | 0.0% | 83 | -266 | -20.43% | Q4 2025 | Jan 23, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 1,000 | 218 | 0.05% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 977 | 213 | 0.0% | — | 85 | +977 | New | Q4 2025 | Jan 30, 2026 |
| Jain Global LLC | History | New | 938 | 204 | 0.0% | — | 86 | +938 | New | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 888 | 194 | 0.0% | 0.0% | 87 | -104 | -10.48% | Q4 2025 | Feb 06, 2026 |
| MACQUARIE GROUP LTD | History | No change | 819 | 178 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 795 | 173 | 0.0% | 0.0% | 89 | +29 | 3.79% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 777 | 169 | 0.0% | 0.0% | 90 | -285 | -26.84% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 749 | 163 | 0.0% | — | 91 | +749 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 687 | 150 | 0.0% | 0.0% | 92 | -247 | -26.45% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 605 | 131 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 507 | 110 | 0.0% | 0.0% | 94 | -215 | -29.78% | Q4 2025 | Jan 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 500 | 108 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 462 | 101 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 401 | 87 | 0.0% | 0.0% | 97 | -100 | -19.96% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | No change | 400 | 87 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 373 | 81 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 333 | 72 | 0.0% | 0.0% | 100 | +228 | 217.14% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 274 | 59 | 0.0% | 0.0% | 101 | +4 | 1.48% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Added to | 241 | 53 | 0.03% | 0.02% | 102 | +54 | 28.88% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 218 | 47 | 0.0% | — | 103 | +218 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 201 | 43 | 0.0% | 0.0% | 104 | -3 | -1.47% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 180 | 39 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 176 | 38 | 0.02% | — | 106 | +176 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 164 | 35 | 0.0% | 0.0% | 107 | -10 | -5.75% | Q4 2025 | Jan 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 146 | 32 | 0.0% | 0.0% | 108 | +8 | 5.8% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 121 | 26 | 0.0% | — | 109 | +121 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 108 | 23 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 68 | 15 | 0.0% | 0.0% | 111 | -8 | -10.53% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 70 | 15 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 68 | 14 | 0.0% | 0.0% | 113 | +18 | 36.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 57 | 12 | 0.0% | 0.0% | 114 | +4 | 7.55% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 54 | 11 | 0.0% | 0.0% | 115 | +7 | 14.89% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47 | 10 | 0.0% | 0.0% | 116 | -31 | -39.74% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45 | 9 | 0.0% | 0.0% | 118 | +33 | 275.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 43 | 9 | 0.0% | 0.0% | 117 | +6 | 16.22% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 37 | 8 | 0.0% | 0.0% | 119 | +30 | 428.57% | Q4 2025 | Jan 21, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 38 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30 | 6 | 0.0% | 0.0% | 121 | -6 | -16.67% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21 | 4 | 0.0% | 0.0% | 122 | -16 | -43.24% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 19 | 4 | 0.0% | 0.0% | 125 | -6 | -24.0% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 21 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 15 | 3 | 0.0% | — | 126 | +15 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 14 | 3 | 0.0% | — | 128 | +14 | New | Q4 2025 | Mar 16, 2026 |
| Sterling Capital Management LLC | History | Added to | 15 | 3 | 0.0% | 0.0% | 127 | +10 | 200.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 14 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 10 | 2 | 0.0% | 0.0% | 130 | -12 | -54.55% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 10 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 9 | 1 | 0.0% | 0.0% | 132 | -945 | -99.06% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 6 | 1 | 0.0% | — | 133 | +6 | New | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -6,241 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,656 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,670 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,038 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -579 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -49 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -4 | -66.67% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Mar 03, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |