Community Healthcare Trust Inc - CHCT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
VANGUARD GROUP INC History Reduced 2,801,627 46,002 0.0% 0.0% 1 -2,671 -0.1% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,666,119 43,777 0.0% 0.0% 2 +4,295 0.16% Q4 2025 Feb 12, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 1,123,736 18,451 0.43% 0.4% 3 +38,532 3.55% Q4 2025 Feb 09, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 1,019,810 16,745 0.35% 0.27% 4 +213,349 26.45% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 909,352 14,931 0.0% 0.0% 5 -150,861 -14.23% Q4 2025 Feb 19, 2026
STATE STREET CORP History Reduced 777,261 12,762 0.0% 0.0% 6 -99,658 -11.36% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 741,982 12,185 0.0% 0.0% 7 +14,044 1.93% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 723,886 11,886 0.02% 0.02% 8 +12,761 1.79% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 578,296 9,495 0.01% 0.02% 9 -165,028 -22.2% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 563,209 9,247 0.0% 0.0% 10 +92,538 19.66% Q4 2025 Feb 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 521,210 8,558 0.25% 0.25% 11 -74,260 -12.47% Q4 2025 Feb 17, 2026
Aristotle Capital Boston, LLC History Reduced 507,441 8,332 0.46% 0.44% 12 -53,755 -9.58% Q4 2025 Feb 17, 2026
DEPRINCE RACE & ZOLLO INC History Added to 489,072 8,030 0.15% 0.13% 13 +56,126 12.96% Q4 2025 Jan 23, 2026
AMERIPRISE FINANCIAL INC History Added to 482,911 7,929 0.0% 0.0% 14 +103,246 27.19% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 402,836 6,614 0.0% 0.0% 15 +60,779 17.77% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 402,458 6,608 0.0% 0.0% 16 +31,371 8.45% Q4 2025 Feb 13, 2026
Phocas Financial Corp. History Reduced 398,893 6,549 0.85% 0.79% 17 -1,134 -0.28% Q4 2025 Jan 26, 2026
ProShare Advisors LLC History Reduced 392,278 6,441 0.01% 0.01% 18 -9,435 -2.35% Q4 2025 Feb 06, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 381,836 6,269 0.0% 0.0% 19 +764 0.2% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 345,548 5,673 0.01% 0.01% 20 +25,130 7.84% Q4 2025 Feb 17, 2026
DAVIS SELECTED ADVISERS History Reduced 325,560 5,345 0.02% 0.03% 21 -7,630 -2.29% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Reduced 280,268 4,602 0.0% 0.0% 22 -158,149 -36.07% Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 276,103 4,533 0.01% 0.01% 23 -397 -0.14% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 274,932 4,514 0.0% 0.0% 24 -40,799 -12.92% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 268,802 4,413 0.0% 0.0% 25 +137,726 105.07% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 263,219 4,322 0.0% 0.0% 26 +143,688 120.21% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 234,675 3,853 0.0% 0.0% 27 +61,442 35.47% Q4 2025 Mar 25, 2026
TWO SIGMA INVESTMENTS, LP History Added to 228,225 3,747 0.01% 0.0% 28 +67,386 41.9% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 207,700 3,410 0.0% 0.0% 29 -47,583 -18.64% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 192,800 3,165 0.01% 0.01% 30 +9,200 5.01% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 187,411 3,077 0.0% 0.0% 31 +2,052 1.11% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 159,445 2,618 0.0% 0.0% 32 +32,008 25.12% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 153,758 2,525 0.01% 0.01% 33 -14,300 -8.51% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 146,527 2,405 0.0% 10.93% 34 -7,364 -4.79% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 138,398 2,272 0.01% 35 +138,398 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History No change 120,223 1,974 0.01% 0.01% 36 0 0.0% Q4 2025 Jan 30, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 119,615 1,961 0.0% 0.01% 37 -87,367 -42.21% Q4 2025 Feb 10, 2026
FMR LLC History Added to 114,151 1,874 0.0% 0.0% 38 +19,333 20.39% Q4 2025 Feb 17, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Reduced 109,471 1,797 1.65% 1.72% 39 -1,146 -1.04% Q4 2025 Jan 21, 2026
BANK OF AMERICA CORP /DE/ History Reduced 97,172 1,595 0.0% 0.0% 40 -18,454 -15.96% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 95,946 1,575 0.0% 0.0% 41 +73,523 327.89% Q4 2025 Feb 11, 2026
Penserra Capital Management LLC History Added to 76,152 1,250 0.01% 0.01% 42 +9,171 13.69% Q4 2025 Feb 12, 2026
LDR Capital Management LLC History Reduced 75,825 1,245 1.73% 2.36% 43 -29,057 -27.7% Q4 2025 Jan 22, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 55,894 917 0.0% 0.0% 44 -603 -1.07% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 54,231 890 0.01% 0.0% 45 +15,511 40.06% Q4 2025 Feb 12, 2026
Creative Planning History Added to 48,468 795 0.0% 0.0% 46 +35,123 263.19% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 48,208 791 0.02% 0.03% 47 -28,882 -37.47% Q4 2025 Feb 10, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 44,790 735 0.02% 0.01% 48 +190 0.43% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 44,148 725 0.0% 0.0% 49 -4,720 -9.66% Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Added to 42,893 704 0.25% 0.21% 50 +2,362 5.83% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Added to 42,646 700 0.0% 0.0% 51 +4,105 10.65% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 41,004 673 0.0% 0.0% 52 +12,725 45.0% Q4 2025 Feb 02, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 40,607 666 0.0% 0.0% 53 +9,712 31.44% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 38,920 639 0.0% 0.0% 54 +4,000 11.45% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 38,563 633 0.0% 0.0% 55 -1,880 -4.65% Q4 2025 Jan 29, 2026
Kovack Advisors, Inc. History New 37,891 622 0.03% 56 +37,891 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 37,523 616 0.0% 0.0% 57 -5,598 -12.98% Q4 2025 Feb 13, 2026
STRS OHIO History No change 36,227 594 0.0% 0.0% 58 0 0.0% Q4 2025 Feb 02, 2026
Asset Management One Co., Ltd. History No change 36,267 588 0.0% 0.0% 59 0 0.0% Q4 2025 Jan 27, 2026
Quantinno Capital Management LP History Added to 34,782 571 0.0% 0.0% 60 +13,795 65.73% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Added to 34,359 564 0.01% 0.0% 61 +16,509 92.49% Q4 2025 Feb 03, 2026
WELLS FARGO & COMPANY/MN History Added to 31,755 521 0.0% 0.0% 62 +10,733 51.06% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 30,765 505 0.0% 0.0% 63 -48 -0.16% Q4 2025 Feb 13, 2026
Pensionfund PDN History New 30,000 493 0.32% 64 +30,000 New Q4 2025 Jan 12, 2026
CITADEL ADVISORS LLC History Reduced 29,300 481 0.0% 0.0% 65 -102,264 -77.73% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 28,631 470 0.0% 0.0% 66 -11,201 -28.12% Q4 2025 Feb 13, 2026
Odyssean, LLC History New 26,459 434 0.31% 67 +26,459 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 26,341 427 0.02% 68 +26,341 New Q4 2025 Feb 12, 2026
Polymer Capital Management (US) LLC History Added to 25,914 425 0.04% 0.03% 70 +4,504 21.04% Q4 2025 Feb 17, 2026
ALBERT D MASON INC History Added to 25,893 425 0.28% 0.25% 69 +671 2.66% Q4 2025 Jan 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 25,809 423 0.0% 0.0% 71 +13,009 101.63% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 25,807 423 0.0% 0.0% 72 -504 -1.92% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 25,545 419 0.0% 0.0% 73 -47,131 -64.85% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 25,431 417 0.0% 0.0% 74 -350 -1.36% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 25,133 412 0.0% 0.0% 75 +2,715 12.11% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 24,982 410 0.0% 0.0% 76 -98 -0.39% Q4 2025 Feb 17, 2026
TrueMark Investments, LLC History New 24,556 403 0.08% 77 +24,556 New Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 24,295 399 0.0% 78 +24,295 New Q4 2025 Feb 05, 2026
AlphaQuest LLC History Added to 24,226 397 0.02% 0.0% 79 +22,785 1581.19% Q4 2025 Feb 09, 2026
Man Group plc History Reduced 23,662 388 0.0% 0.0% 80 -47,440 -66.72% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History New 23,134 379 0.0% 81 +23,134 New Q4 2025 Feb 12, 2026
Round Rock Advisors LLC History New 22,837 374 0.06% 82 +22,837 New Q4 2025 Apr 07, 2026
Capital Square, LLC History Reduced 22,570 370 0.19% 0.2% 83 -3,012 -11.77% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 21,701 356 0.0% 84 +21,701 New Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 21,476 352 0.0% 0.0% 85 -8,859 -29.2% Q4 2025 Feb 13, 2026
Catalyst Funds Management Pty Ltd History New 21,257 349 0.08% 86 +21,257 New Q4 2025 Feb 09, 2026
MARSHALL WACE, LLP History New 20,356 334 0.0% 87 +20,356 New Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 20,100 330 0.02% 0.02% 88 0 0.0% Q4 2025 Jan 21, 2026
Pensionfund Sabic History No change 20,000 328 0.09% 0.08% 89 0 0.0% Q4 2025 Jan 12, 2026
State of Alaska, Department of Revenue History Added to 19,424 317 0.0% 0.0% 90 +4,771 32.56% Q4 2025 Jan 23, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 18,477 303 0.11% 0.88% 91 -133,169 -87.82% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 18,274 300 0.0% 0.0% 92 +328 1.83% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 18,140 296 0.0% 0.0% 93 -251 -1.36% Q4 2025 Feb 03, 2026
Engineers Gate Manager LP History Added to 17,492 287 0.0% 0.0% 94 +6,055 52.94% Q4 2025 Feb 17, 2026
TBH Global Asset Management, LLC History Reduced 16,885 277 0.05% 0.05% 95 -500 -2.88% Q4 2025 Jan 29, 2026
Caprock Group, LLC History New 16,823 276 0.01% 96 +16,823 New Q4 2025 Jan 28, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 16,452 271 0.0% 0.0% 97 -10,273 -38.44% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History New 15,740 258 0.06% 98 +15,740 New Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 15,707 257 0.0% 0.0% 99 -3 -0.02% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History New 15,143 248 0.01% 100 +15,143 New Q4 2025 Feb 12, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 14,866 244 0.01% 0.07% 101 -165,952 -91.78% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Reduced 14,320 235 0.0% 0.0% 102 -5,532 -27.87% Q4 2025 Feb 12, 2026
Arrow Investment Advisors, LLC History Added to 13,486 221 0.25% 0.2% 103 +1,649 13.93% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,227 217 0.0% 0.0% 104 -460 -3.36% Q4 2025 Feb 10, 2026
Versor Investments LP History Added to 12,800 210 0.03% 0.03% 105 +935 7.88% Q4 2025 Feb 04, 2026
Argent Trust Co History No change 12,470 204 0.01% 0.01% 106 0 0.0% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 12,100 198 0.0% 0.0% 107 -273 -2.21% Q4 2025 Feb 13, 2026
Accel Wealth Management History Added to 12,000 197 0.05% 0.04% 108 +2,000 20.0% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 11,459 188 0.0% 0.0% 109 -8,761 -43.33% Q4 2025 Feb 18, 2026
Black Maple Capital Management LP History New 11,340 186 0.13% 110 +11,340 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 6,213 182 0.0% 0.0% 111 0 0.0% Q4 2025 Jan 28, 2026
Resona Asset Management Co.,Ltd. History Reduced 11,052 179 0.0% 0.0% 112 -60 -0.54% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 10,838 177 0.0% 113 +10,838 New Q4 2025 Jan 27, 2026
SG Americas Securities, LLC History Added to 10,768 177 0.0% 0.0% 114 +3,824 55.07% Q4 2025 Jan 09, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 10,501 172 0.12% 115 +10,501 New Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 10,506 172 0.0% 0.0% 116 -7,080 -40.26% Q4 2025 Feb 10, 2026
MARTINGALE ASSET MANAGEMENT L P History New 10,106 165 0.0% 117 +10,106 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 11,004 163 0.0% 0.0% 118 -16,155 -59.48% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 9,610 157 0.0% 0.0% 119 +90 0.95% Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History Added to 9,449 155 0.0% 0.0% 120 +432 4.79% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 8,712 143 0.0% 0.0% 121 -1,523 -14.88% Q4 2025 Jan 26, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,632 125 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 7,111 116 0.0% 0.0% 123 +1,225 20.81% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,307 87 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 5,000 82 0.0% 125 +5,000 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,521 74 0.0% 0.0% 126 +4,107 992.03% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,553 58 0.0% 0.0% 127 +1,817 104.67% Q4 2025 Feb 06, 2026
Quantbot Technologies LP History New 3,442 56 0.0% 128 +3,442 New Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History New 3,000 49 0.0% 129 +3,000 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 2,523 41 0.0% 0.0% 130 -24,487 -90.66% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,555 41 0.0% 0.0% 131 -1,762 -40.82% Q4 2025 Jan 15, 2026
Ameritas Investment Partners, Inc. History No change 2,538 41 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Reduced 2,196 36 0.0% 0.0% 133 -35 -1.57% Q4 2025 Feb 26, 2026
State of Tennessee, Department of Treasury History Reduced 1,828 31 0.0% 0.0% 134 -144 -7.3% Q4 2025 Feb 18, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,685 27 0.0% 0.0% 136 -31,645 -94.94% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 1,664 27 0.0% 0.0% 135 -3,136 -65.33% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 1,578 25 0.0% 0.0% 137 -311 -16.46% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 1,385 22 0.0% 0.0% 138 +354 34.34% Q4 2025 Jan 30, 2026
SIMPLEX TRADING, LLC History Reduced 1,335 21 0.0% 0.0% 139 -465 -25.83% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 1,229 20 0.0% 0.0% 140 +1,088 771.63% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Reduced 1,168 19 0.0% 0.0% 141 -1,937 -62.38% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 1,116 18 0.0% 0.0% 142 +15 1.36% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 860 14 0.0% 0.0% 143 -58 -6.32% Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Reduced 840 13 0.0% 0.0% 144 -539 -39.09% Q4 2025 Jan 20, 2026
ROYAL BANK OF CANADA History New 768 12 0.0% 145 +768 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 727 11 0.0% 0.0% 146 +27 3.86% Q4 2025 Feb 10, 2026
Covestor Ltd History Reduced 515 8 0.0% 0.0% 147 -1 -0.19% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 444 7 0.0% 0.0% 148 +282 174.07% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Reduced 391 6 0.0% 0.0% 151 -648 -62.37% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 422 6 0.0% 0.0% 149 +110 35.26% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History No change 393 6 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Added to 342 5 0.0% 0.0% 152 +146 74.49% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 287 4 0.0% 0.0% 153 +108 60.34% Q4 2025 Jan 05, 2026
Versant Capital Management, Inc History Reduced 205 3 0.0% 0.0% 157 -1,933 -90.41% Q4 2025 Jan 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 211 3 0.0% 154 +211 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 204 3 0.0% 155 +204 New Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Reduced 237 3 0.0% 0.0% 156 -47 -16.55% Q4 2025 Feb 06, 2026
Wealth Preservation Advisors, LLC History No change 225 3 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 23, 2026
Red Tortoise LLC History New 160 2 0.0% 160 +160 New Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History New 137 2 0.0% 159 +137 New Q4 2025 Feb 18, 2026
Arax Advisory Partners History Reduced 80 1 0.0% 0.0% 161 -3,867 -97.97% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History New 113 1 0.0% 163 +113 New Q4 2025 Jan 15, 2026
Pinnacle Wealth Planning Services, Inc. History New 109 1 0.0% 162 +109 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 61 1 0.0% 164 +17 38.64% Q4 2025 Jan 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -173,500 -100.0% Q3 2025 Nov 13, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.03% -105,317 -100.0% Q3 2025 Nov 14, 2025
Swiss National Bank History Closed out 0 0 0.0% -54,500 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -38,398 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -30,506 -100.0% Q3 2025 Nov 14, 2025
Aberdeen Group plc History Closed out 0 0 0.0% -14,900 -100.0% Q3 2025 Nov 07, 2025
CONNORS INVESTOR SERVICES INC History Closed out 0 0 0.02% -12,763 -100.0% Q3 2025 Nov 25, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -12,349 -100.0% Q3 2025 Nov 14, 2025
M&G Plc History Closed out 0 0 0.0% -11,950 -100.0% Q3 2025 Nov 07, 2025
Hazelview Securities Inc. History Closed out 0 0 0.03% -10,300 -100.0% Q3 2025 Nov 14, 2025
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.0% -10,114 -100.0% Q3 2025 Nov 14, 2025
Ensign Peak Advisors, Inc History Closed out 0 0 0.0% -7,842 -100.0% Q3 2025 Nov 13, 2025
KLP KAPITALFORVALTNING AS History Closed out 0 0 0.0% -5,600 -100.0% Q3 2025 Oct 23, 2025
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 0.0% -4,921 -100.0% Q3 2025 Nov 14, 2025
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 0.0% -850 -100.0% Q3 2025 Nov 04, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -621 -100.0% Q3 2025 Nov 03, 2025
GF FUND MANAGEMENT CO. LTD. History Closed out 0 0 0.0% -474 -100.0% Q3 2025 Nov 07, 2025
MassMutual Private Wealth & Trust, FSB History New 60 0 +60 New Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History New 55 0 +55 New Q4 2025 Feb 10, 2026
MAI Capital Management History New 39 0 +39 New Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History New 24 0 +24 New Q4 2025 Feb 02, 2026
SJS Investment Consulting Inc. History New 22 0 +22 New Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History New 12 0 +12 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 10 0 +9 900.0% Q4 2025 Feb 20, 2026
Clearstead Advisors, LLC History New 4 0 +4 New Q4 2025 Feb 09, 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
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 12, 2026