SAUL CENTERS, INC. - BFS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 2,150,527 | 67,806 | 0.0% | 0.0% | 1 | +76,374 | 3.68% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,966,888 | 62,015 | 0.0% | 0.0% | 2 | +56,758 | 2.97% | Q4 2025 | Jan 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 740,000 | 23,332 | 0.04% | 0.03% | 3 | +50,767 | 7.37% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 606,480 | 19,122 | 0.01% | 0.01% | 4 | -25,855 | -4.09% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Added to | 492,840 | 15,539 | 0.0% | 0.0% | 5 | +96 | 0.02% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 475,847 | 15,004 | 0.01% | 0.02% | 6 | -789,497 | -62.39% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 326,568 | 10,298 | 0.0% | 0.0% | 7 | -1,092 | -0.33% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 249,966 | 7,881 | 0.0% | 0.0% | 8 | +60,136 | 31.68% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 225,641 | 7,114 | 0.01% | 0.01% | 9 | -56,013 | -19.89% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 221,955 | 6,998 | 0.0% | 0.0% | 10 | +23,566 | 11.88% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 200,857 | 6,333 | 0.0% | 0.0% | 11 | +3,184 | 1.61% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 166,070 | 5,236 | 0.0% | 0.0% | 12 | +6,670 | 4.18% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 138,323 | 4,361 | 0.0% | 0.0% | 13 | -7,920 | -5.42% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 130,782 | 4,123 | 0.01% | 0.01% | 14 | -11,774 | -8.26% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 120,707 | 3,805 | 0.0% | 0.0% | 15 | +7,116 | 6.26% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 119,828 | 3,778 | 0.0% | 0.0% | 16 | +11,256 | 10.37% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 118,571 | 3,738 | 0.0% | 0.0% | 17 | +5,276 | 4.66% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 92,250 | 2,908 | 0.07% | 0.07% | 18 | +6,625 | 7.74% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 88,458 | 2,789 | 0.0% | 0.0% | 19 | +26,605 | 43.01% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 87,829 | 2,769 | 0.0% | 0.0% | 20 | -37,516 | -29.93% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 74,429 | 2,346 | 0.0% | 0.0% | 21 | +20,637 | 38.36% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 60,304 | 1,901 | 0.0% | 0.0% | 22 | +5,359 | 9.75% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 53,889 | 1,699 | 0.0% | 0.0% | 23 | -4,019 | -6.94% | Q4 2025 | Feb 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 51,740 | 1,631 | 0.6% | 0.71% | 24 | -6,820 | -11.65% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Added to | 48,400 | 1,526 | 0.17% | 0.08% | 25 | +24,952 | 106.41% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 45,407 | 1,431 | 0.0% | 0.0% | 26 | -35,883 | -44.14% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,354 | 1,430 | 0.0% | 0.0% | 27 | +4,571 | 11.21% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 43,098 | 1,358 | 0.0% | 0.01% | 28 | -5,033 | -10.46% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 42,069 | 1,327 | 0.0% | 0.0% | 29 | +1,580 | 3.9% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,699 | 1,188 | 0.0% | — | 30 | +37,699 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 36,945 | 1,164 | 0.01% | 0.01% | 31 | +4,390 | 13.48% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 34,900 | 1,100 | 0.0% | — | 32 | +34,900 | New | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,793 | 1,097 | 0.0% | 0.0% | 33 | -1,144 | -3.18% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 32,203 | 1,015 | 0.41% | 0.42% | 34 | +77 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 31,627 | 997 | 0.0% | 0.0% | 35 | -2,010 | -5.98% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 31,216 | 984 | 0.0% | 0.0% | 36 | +1,695 | 5.74% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,196 | 983 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,055 | 948 | 0.0% | 0.0% | 38 | +5,657 | 23.19% | Q4 2025 | Feb 17, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 30,000 | 946 | 0.27% | 0.48% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 30,000 | 945 | 0.94% | — | 40 | +30,000 | New | Q4 2025 | Feb 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 29,672 | 935 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 29,577 | 932 | 0.0% | 0.0% | 42 | +4,995 | 20.32% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,045 | 915 | 0.0% | 0.0% | 43 | +14,127 | 94.7% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 27,664 | 872 | 0.0% | 0.0% | 44 | +6,884 | 33.13% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 26,656 | 840 | 0.0% | 0.0% | 45 | -7,211 | -21.29% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 26,383 | 831 | 0.0% | 0.0% | 46 | +1,000 | 3.94% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 25,939 | 817 | 0.0% | 0.0% | 47 | +1,892 | 7.87% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,363 | 768 | 0.0% | 0.0% | 48 | +6,722 | 38.1% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 23,546 | 742 | 0.01% | 0.01% | 49 | -690 | -2.85% | Q4 2025 | Jan 14, 2026 |
| Allianz Asset Management GmbH | History | New | 20,638 | 650 | 0.0% | — | 50 | +20,638 | New | Q4 2025 | Feb 11, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 20,351 | 641 | 0.08% | 0.11% | 51 | -2,900 | -12.47% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 19,864 | 626 | 0.0% | 0.0% | 52 | +336 | 1.72% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | New | 19,831 | 613 | 0.01% | — | 53 | +19,831 | New | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 18,830 | 593 | 0.0% | 0.0% | 54 | +1,900 | 11.22% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 18,598 | 586 | 0.0% | 0.0% | 55 | +7,300 | 64.61% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 18,030 | 568 | 0.0% | — | 56 | +18,030 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 17,524 | 552 | 0.0% | 0.0% | 57 | +2,622 | 17.59% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | No change | 17,454 | 550 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 16,300 | 513 | 0.0% | 0.0% | 59 | -5,600 | -25.57% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,524 | 489 | 0.0% | 0.0% | 60 | -5 | -0.03% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 15,252 | 480 | 0.03% | 0.04% | 61 | -2,292 | -13.06% | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | Added to | 14,860 | 468 | 0.04% | 0.04% | 62 | +607 | 4.26% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 14,278 | 449 | 0.0% | — | 63 | +14,278 | New | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,474 | 423 | 0.0% | 0.0% | 64 | +45 | 0.34% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,350 | 420 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,191 | 415 | 0.0% | 0.0% | 66 | +689 | 5.51% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 10,381 | 411 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,027 | 410 | 0.0% | 0.0% | 68 | +420 | 3.33% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 12,585 | 396 | 0.03% | 0.05% | 69 | -5,000 | -28.43% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,199 | 384 | 0.0% | 0.0% | 70 | -191 | -1.54% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,018 | 378 | 0.0% | 0.0% | 71 | -976 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 11,147 | 351 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,103 | 350 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Odyssean, LLC | History | New | 11,060 | 348 | 0.25% | — | 74 | +11,060 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 10,611 | 334 | 0.0% | — | 75 | +10,611 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 10,379 | 327 | 0.0% | 0.0% | 76 | +1,151 | 12.47% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,694 | 305 | 0.0% | — | 77 | +9,694 | New | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 9,499 | 299 | 0.01% | — | 78 | +9,499 | New | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 9,176 | 289 | 0.0% | — | 79 | +9,176 | New | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,160 | 288 | 0.0% | 0.0% | 80 | -1,429 | -13.5% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,555 | 270 | 0.0% | 0.0% | 81 | -410 | -4.57% | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,476 | 267 | 0.0% | 0.0% | 82 | +1,810 | 27.15% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,206 | 258 | 0.0% | 0.0% | 83 | -1 | -0.01% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 8,149 | 256 | 0.0% | — | 84 | +8,149 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 8,016 | 253 | 0.0% | 0.0% | 85 | +1,044 | 14.97% | Q4 2025 | Jan 09, 2026 |
| PharVision Advisers, LLC | History | New | 7,862 | 247 | 0.13% | — | 86 | +7,862 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,440 | 234 | 0.0% | 0.0% | 87 | +1,682 | 29.21% | Q4 2025 | Feb 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 7,405 | 233 | 0.01% | 0.01% | 88 | -10,017 | -57.5% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 7,218 | 227 | 0.0% | — | 89 | +7,218 | New | Q4 2025 | Feb 18, 2026 |
| INCEPTIONR LLC | History | New | 6,988 | 220 | 0.06% | — | 90 | +6,988 | New | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,890 | 217 | 0.02% | 0.07% | 91 | -17,582 | -71.85% | Q4 2025 | Feb 06, 2026 |
| ALPS ADVISORS INC | History | Reduced | 6,878 | 216 | 0.0% | 0.0% | 92 | -2,779 | -28.78% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,877 | 216 | 0.0% | 0.0% | 93 | +96 | 1.42% | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 6,641 | 209 | 0.0% | — | 95 | +6,641 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 6,651 | 209 | 0.0% | 0.0% | 94 | -2,239 | -25.19% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 5,864 | 184 | 0.0% | 0.0% | 96 | +2,570 | 78.02% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,723 | 180 | 0.0% | 0.0% | 97 | -68 | -1.17% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,574 | 176 | 0.0% | 0.0% | 98 | -247 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,578 | 175 | 0.0% | 0.0% | 99 | +1,224 | 28.11% | Q4 2025 | Jan 27, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 5,418 | 170 | 0.0% | 0.0% | 100 | -32 | -0.59% | Q4 2025 | Feb 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,935 | 156 | 0.0% | 0.0% | 101 | -641 | -11.5% | Q4 2025 | Feb 18, 2026 |
| Daiwa Securities Group Inc. | History | No change | 4,410 | 139 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 4,284 | 135 | 0.0% | — | 103 | +4,284 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,685 | 116 | 0.0% | 0.0% | 104 | -21 | -0.57% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,505 | 110 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,110 | 98 | 0.0% | 0.0% | 106 | -338 | -9.8% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 2,867 | 90 | 0.0% | 0.0% | 107 | +100 | 3.61% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,750 | 86 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,539 | 80 | 0.0% | 0.0% | 109 | -33 | -1.28% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,362 | 74 | 0.0% | 0.0% | 110 | -955 | -28.79% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,101 | 66 | 0.0% | 0.0% | 112 | +1,912 | 1011.64% | Q4 2025 | Mar 16, 2026 |
| STRS OHIO | History | No change | 2,100 | 66 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,018 | 63 | 0.0% | 0.8% | 113 | -1,339,172 | -99.85% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 63 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,795 | 56 | 0.0% | 0.0% | 115 | +1,469 | 450.61% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,700 | 53 | 0.01% | — | 116 | +1,700 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 1,444 | 46 | 0.0% | 0.0% | 117 | +381 | 35.84% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,207 | 38 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,025 | 32 | 0.0% | — | 119 | +1,025 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 952 | 30 | 0.0% | 0.0% | 120 | +573 | 151.19% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 772 | 25 | 0.0% | 0.0% | 121 | +375 | 94.46% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 748 | 23 | 0.0% | 0.0% | 122 | +469 | 168.1% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 658 | 21 | 0.0% | 0.0% | 123 | -434 | -39.74% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 631 | 19 | 0.0% | 0.0% | 124 | -165 | -20.73% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 600 | 18 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 547 | 17 | 0.0% | 0.0% | 126 | +228 | 71.47% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Reduced | 554 | 17 | 0.0% | 0.0% | 127 | -51 | -8.43% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 512 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 467 | 14 | 0.0% | 0.0% | 130 | -254 | -35.23% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | No change | 414 | 13 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 391 | 12 | 0.0% | 0.0% | 132 | +99 | 33.9% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 368 | 11 | 0.0% | — | 133 | +368 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 350 | 11 | 0.0% | — | 135 | +350 | New | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 335 | 11 | 0.0% | — | 134 | +335 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 372 | 11 | 0.0% | 0.0% | 136 | +234 | 169.57% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 380 | 11 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 292 | 9 | 0.0% | 0.0% | 138 | +161 | 122.9% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 304 | 9 | 0.0% | 0.0% | 139 | -60 | -16.48% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 260 | 8 | 0.0% | 0.01% | 141 | -250 | -49.02% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 270 | 8 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 252 | 7 | 0.0% | — | 142 | +252 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 224 | 7 | 0.0% | 0.0% | 143 | -1 | -0.44% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 203 | 6 | 0.0% | 0.0% | 144 | +135 | 198.53% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160 | 5 | 0.0% | 0.0% | 145 | +89 | 125.35% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 140 | 4 | 0.0% | — | 148 | +140 | New | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 142 | 4 | 0.0% | 0.0% | 147 | +47 | 49.47% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 120 | 4 | 0.0% | 0.0% | 146 | -2 | -1.64% | Q4 2025 | Jan 20, 2026 |
| High Note Wealth, LLC | History | New | 104 | 3 | 0.0% | — | 149 | +104 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 70 | 2 | 0.0% | 0.0% | 151 | -1,017 | -93.56% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | New | 79 | 2 | 0.0% | — | 150 | +79 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 68 | 2 | 0.0% | — | 152 | +67 | 6700.0% | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 79 | 2 | 0.0% | — | 154 | +59 | 295.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 70 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Added to | 50 | 1 | 0.0% | — | 156 | +34 | 212.5% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 44 | 1 | 0.0% | 0.0% | 155 | -3 | -6.38% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.47% | — | -9,966 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,526 | -100.0% | Q3 2025 | Nov 10, 2025 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,770 | -100.0% | Q3 2025 | Nov 07, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,602 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Star Investment Management Corp. | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -21 | -52.5% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 24, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 03, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 23 | 0 | — | 0.0% | — | -14 | -37.84% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +2 | 13.33% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 20, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |