Community Healthcare Trust Inc - CHCT
Detailed investor-level table based on 13F positions.
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 | No change | 2,637,919 | 48,221 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,057,305 | 37,607 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,458,228 | 26,656 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,183,409 | 21,632 | 0.43% | 0.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,181,281 | 21,593 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 979,051 | 17,897 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 943,390 | 17,245 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 872,381 | 15,947 | 0.28% | 0.28% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 827,440 | 15,141 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 813,920 | 14,881 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 577,354 | 10,554 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 553,463 | 10,117 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 513,420 | 9,385 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 443,896 | 8,114 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 428,486 | 7,832 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 426,569 | 7,797 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 350,431 | 6,405 | 0.43% | 0.43% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 428,140 | 6,071 | 0.11% | 0.12% | 18 | +34,086 | 8.65% | Q3 2026 | Oct 13, 2026 |
| DAVIS SELECTED ADVISERS | History | No change | 322,890 | 5,902 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 302,914 | 5,537 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phocas Financial Corp. | History | No change | 296,939 | 5,428 | 0.75% | 0.75% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 282,103 | 5,156 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 252,037 | 4,607 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 243,951 | 4,459 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 221,262 | 4,044 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 212,282 | 3,880 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 202,866 | 3,708 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 193,943 | 3,586 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 178,980 | 3,271 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 173,779 | 3,176 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 201,239 | 2,853 | 0.0% | 0.0% | 31 | -89,994 | -30.9% | Q3 2026 | Nov 04, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 147,600 | 2,698 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 134,355 | 2,456 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 119,047 | 2,176 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 119,001 | 2,175 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 120,223 | 1,704 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FMR LLC | History | No change | 87,276 | 1,595 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 86,494 | 1,581 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 76,421 | 1,396 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 70,792 | 1,294 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 89,176 | 1,264 | 0.4% | 0.29% | 41 | +37,754 | 73.42% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 63,600 | 1,162 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 58,630 | 1,071 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 57,169 | 1,045 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 56,811 | 1,038 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 54,290 | 992 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 51,227 | 936 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 49,993 | 913 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 63,727 | 903 | 0.0% | 0.0% | 49 | +30,800 | 93.54% | Q3 2026 | Oct 30, 2026 |
| Round Rock Advisors LLC | History | No change | 43,918 | 802 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 42,489 | 777 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 40,920 | 748 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,831 | 746 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 40,212 | 735 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 37,588 | 687 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 47,072 | 667 | 0.02% | 0.03% | 56 | -1,723 | -3.53% | Q3 2026 | Nov 05, 2026 |
| Ballentine Partners, LLC | History | No change | 33,606 | 614 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Added to | 42,204 | 598 | 0.0% | 0.0% | 58 | +3,295 | 8.47% | Q3 2026 | Nov 02, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 40,360 | 572 | 0.01% | 0.02% | 59 | -1,553 | -3.71% | Q3 2026 | Nov 03, 2026 |
| Odyssean, LLC | History | No change | 31,238 | 571 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund PDN | History | No change | 40,000 | 567 | 0.33% | 0.38% | 61 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BROWN ADVISORY INC | History | No change | 30,765 | 562 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 29,742 | 543 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 29,275 | 536 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,371 | 536 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 28,502 | 521 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 36,178 | 513 | 0.0% | 0.0% | 67 | -89 | -0.25% | Q3 2026 | Oct 27, 2026 |
| State of Wyoming | History | Added to | 34,661 | 491 | 0.04% | 0.02% | 69 | +22,306 | 180.54% | Q3 2026 | Oct 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 26,900 | 491 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,632 | 486 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,582 | 485 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,621 | 450 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 30,103 | 426 | 0.02% | 0.02% | 73 | +9,993 | 49.69% | Q3 2026 | Oct 29, 2026 |
| CITIGROUP INC | History | Added to | 29,994 | 425 | 0.0% | 0.0% | 74 | +3,455 | 13.02% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,300 | 425 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,693 | 424 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,015 | 421 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | No change | 22,258 | 406 | 0.23% | 0.23% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 22,030 | 402 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 20,792 | 380 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 20,497 | 374 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 20,446 | 373 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,599 | 358 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 23,951 | 339 | 0.0% | 0.0% | 84 | -357 | -1.47% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 18,562 | 339 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 23,891 | 338 | 0.0% | 0.0% | 86 | +4,304 | 21.97% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 16,971 | 310 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,666 | 304 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 16,595 | 303 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 16,392 | 299 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund Sabic | History | No change | 20,000 | 284 | 0.34% | 0.39% | 91 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 19,800 | 280 | 0.0% | 0.0% | 92 | +5,200 | 35.62% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,456 | 274 | 0.0% | 0.0% | 93 | -373 | -1.88% | Q3 2026 | Oct 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 19,256 | 273 | 0.01% | — | 94 | +19,256 | New | Q3 2026 | Oct 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,900 | 272 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 14,400 | 263 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Square, LLC | History | Reduced | 18,019 | 255 | 0.11% | 0.17% | 97 | -3,992 | -18.14% | Q3 2026 | Oct 19, 2026 |
| XTX Topco Ltd | History | No change | 13,346 | 243 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 16,455 | 233 | 0.0% | 0.0% | 99 | +2,365 | 16.78% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 16,212 | 229 | 0.0% | 0.0% | 100 | +15,312 | 1701.33% | Q3 2026 | Nov 04, 2026 |
| Abacus Wealth Partners, LLC | History | New | 16,099 | 228 | 0.03% | — | 101 | +16,099 | New | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,324 | 225 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 10,912 | 201 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,967 | 200 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 14,024 | 198 | 0.17% | 0.23% | 105 | +1,046 | 8.06% | Q3 2026 | Nov 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,298 | 188 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,303 | 188 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,121 | 185 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Added to | 12,822 | 181 | 0.02% | 0.02% | 109 | +1,202 | 10.34% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,438 | 172 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accel Wealth Management | History | No change | 12,000 | 170 | 0.04% | 0.05% | 111 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,002 | 164 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,632 | 139 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daiwa Securities Group Inc. | History | No change | 9,731 | 137 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,607 | 136 | 0.01% | 0.0% | 115 | +4,152 | 76.11% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 5,603 | 102 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,307 | 97 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 4,124 | 75 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 3,186 | 58 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 2,801 | 51 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,538 | 46 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,224 | 40 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,713 | 38 | 0.0% | 0.0% | 123 | +1,812 | 201.11% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,042 | 37 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,968 | 36 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,828 | 33 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,303 | 32 | 0.01% | 0.0% | 127 | +2,181 | 1787.7% | Q3 2026 | Oct 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,287 | 23 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,044 | 19 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,324 | 18 | 0.0% | 0.0% | 130 | +152 | 12.97% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 920 | 16 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 818 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 924 | 13 | 0.0% | 0.0% | 133 | +348 | 60.42% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 700 | 12 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | Added to | 788 | 11 | 0.0% | 0.0% | 135 | +18 | 2.34% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 741 | 10 | 0.0% | 0.0% | 136 | +29 | 4.07% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 588 | 8 | 0.01% | 0.01% | 137 | -40 | -6.37% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | New | 550 | 7 | 0.0% | — | 140 | +550 | New | Q3 2026 | Nov 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 501 | 7 | 0.0% | 0.0% | 139 | +126 | 33.6% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 545 | 7 | 0.0% | 0.0% | 138 | -12 | -2.15% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 486 | 6 | 0.0% | 0.0% | 142 | +281 | 137.07% | Q3 2026 | Oct 01, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 381 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 368 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 312 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 393 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 278 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allied Private Wealth LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 323 | 4 | 0.0% | — | 149 | +323 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 266 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 227 | 3 | 0.0% | 0.0% | 151 | -329 | -59.17% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 172 | 2 | 0.0% | 0.0% | 153 | -383 | -69.01% | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 170 | 2 | 0.0% | — | 154 | +170 | New | Q3 2026 | Oct 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 154 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 108 | 1 | 0.0% | — | 158 | +60 | 125.0% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 69 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 109 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Optiver Holding B.V. | History | No change | 66 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 121 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -376,657 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,394 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ALBERT D MASON INC | History | Closed out | 0 | 0 | — | 0.28% | — | -27,077 | -100.0% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,349 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,885 | -100.0% | Q3 2026 | Nov 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,582 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.11% | — | -10,320 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Park Capital Management, LLC / WI | History | Closed out | 0 | 0 | — | 0.11% | — | -10,085 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,526 | -100.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 59 | 0 | — | 0.0% | — | -210 | -78.07% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 43 | 0 | — | 0.0% | — | -112 | -72.26% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |