DIVERSIFIED HEALTHCARE TRUST - DHC
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 | Added to | 23,878,687 | 158,554 | 0.0% | 0.0% | 1 | +880,011 | 3.83% | Q1 2026 | May 13, 2026 |
| Flat Footed LLC | History | No change | 23,487,002 | 155,953 | 16.94% | 12.45% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Point Capital L.P. | History | No change | 15,504,810 | 102,951 | 7.91% | 3.39% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 14,917,366 | 99,051 | 19.82% | 15.84% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 19,768,282 | 95,876 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,599,703 | 63,742 | 0.0% | — | 6 | +9,599,703 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 8,986,912 | 59,673 | 0.0% | 0.0% | 7 | +2,339,324 | 35.19% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 8,817,820 | 58,550 | 0.0% | — | 8 | +8,817,820 | New | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 7,332,272 | 48,686 | 0.13% | 0.07% | 9 | -3,080,594 | -29.58% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,608,497 | 43,887 | 0.0% | 0.0% | 10 | +735,179 | 12.52% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 6,247,830 | 41,485 | 0.57% | — | 11 | +6,247,830 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 5,884,820 | 39,075 | 0.01% | 0.0% | 12 | +775,990 | 15.19% | Q1 2026 | May 15, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Added to | 5,268,435 | 34,982 | 0.46% | 0.31% | 13 | +504,898 | 10.6% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 5,000,000 | 33,200 | 0.05% | 0.04% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackBarn Capital Partners LP | History | Reduced | 4,812,413 | 31,954 | 2.57% | 2.08% | 15 | -1,717,727 | -26.3% | Q1 2026 | May 15, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,862,431 | 19,006 | 0.2% | 0.15% | 16 | -366,741 | -11.36% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,773,388 | 18,359 | 0.0% | 0.0% | 17 | +1,779,437 | 179.03% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,682,265 | 17,810 | 0.0% | 0.0% | 18 | +1,273,681 | 90.42% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,399,804 | 15,934 | 0.0% | 0.0% | 19 | +138,708 | 6.13% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,390,413 | 15,872 | 0.0% | 0.0% | 20 | +1,328,648 | 125.14% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,354,824 | 15,636 | 0.01% | 0.01% | 21 | +552,794 | 30.68% | Q1 2026 | May 14, 2026 |
| Park West Asset Management LLC | History | Added to | 2,327,403 | 15,453 | 1.31% | 0.75% | 22 | +477,401 | 25.81% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,199,273 | 14,603 | 0.0% | 0.0% | 23 | +311,258 | 16.49% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 2,004,550 | 13,310 | 0.05% | 0.03% | 24 | +4,550 | 0.23% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 1,648,707 | 10,948 | 0.01% | — | 25 | +1,648,707 | New | Q1 2026 | May 15, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 1,600,000 | 10,624 | 1.58% | 2.33% | 26 | -1,400,000 | -46.67% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,425,489 | 9,465 | 0.0% | — | 27 | +1,425,489 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 1,401,602 | 9,306 | 0.0% | 0.0% | 28 | +45,928 | 3.39% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,298,097 | 8,619 | 0.0% | 0.0% | 29 | -554,804 | -29.94% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,123,639 | 7,460 | 0.01% | 0.01% | 30 | -698,636 | -38.34% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,081,184 | 7,179 | 0.0% | — | 31 | +1,081,184 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 999,855 | 6,639 | 0.01% | 0.0% | 32 | +136,383 | 15.79% | Q1 2026 | May 08, 2026 |
| RBF Capital, LLC | History | Reduced | 966,829 | 6,419 | 0.31% | 0.25% | 33 | -177,475 | -15.51% | Q1 2026 | May 18, 2026 |
| Nuveen, LLC | History | Added to | 932,947 | 6,194 | 0.0% | 0.0% | 34 | +291,524 | 45.45% | Q1 2026 | Apr 30, 2026 |
| CastleKnight Management LP | History | Reduced | 863,142 | 5,731 | 0.1% | 0.13% | 35 | -311,600 | -26.52% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 688,124 | 4,569 | 0.0% | 0.0% | 36 | +555,913 | 420.47% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 924,528 | 4,483 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Informed Momentum Co LLC | History | New | 649,023 | 4,309 | 0.5% | — | 38 | +649,023 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 571,058 | 3,791 | 0.01% | — | 39 | +571,058 | New | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 532,774 | 3,537 | 0.0% | 0.0% | 40 | +338,786 | 174.64% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 482,904 | 3,206 | 0.0% | 0.0% | 41 | +369,756 | 326.79% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 476,492 | 3,163 | 0.0% | 0.0% | 42 | +274,920 | 136.39% | Q1 2026 | May 05, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 456,110 | 3,028 | 1.5% | 1.07% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aberdeen Group plc | History | Added to | 433,746 | 2,880 | 0.0% | 0.0% | 44 | +76,026 | 21.25% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 406,422 | 2,698 | 0.0% | 0.0% | 45 | +128,788 | 46.39% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 398,920 | 2,648 | 0.0% | 0.0% | 46 | +92,545 | 30.21% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 381,632 | 2,534 | 0.0% | 0.0% | 47 | +325,457 | 579.36% | Q1 2026 | Apr 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 373,318 | 2,478 | 0.02% | 0.02% | 48 | -27,198 | -6.79% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 343,779 | 2,285 | 0.0% | 0.0% | 49 | -3,322 | -0.96% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 338,600 | 2,248 | 0.01% | 0.0% | 50 | +18,100 | 5.65% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | No change | 333,206 | 2,212 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 332,294 | 2,206 | 0.0% | 0.0% | 52 | +88,482 | 36.29% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 330,492 | 2,194 | 0.0% | 0.0% | 53 | +68,078 | 25.94% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 444,673 | 2,156 | 0.0% | 0.0% | 54 | +188,287 | 73.44% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 315,000 | 2,091 | 0.0% | 0.0% | 55 | +62,200 | 24.6% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 307,213 | 2,039 | 0.0% | 0.0% | 56 | -11,374 | -3.57% | Q1 2026 | May 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 301,921 | 2,004 | 0.01% | 0.0% | 57 | -636 | -0.21% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 279,038 | 1,853 | 0.0% | 0.0% | 58 | +50,094 | 21.88% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 261,146 | 1,734 | 0.01% | 0.0% | 59 | -52,580 | -16.76% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 245,845 | 1,632 | 0.0% | 0.0% | 60 | -4,492 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 234,977 | 1,560 | 0.0% | 0.0% | 61 | +1,007 | 0.43% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 233,100 | 1,547 | 0.0% | 0.0% | 62 | -110,894 | -32.24% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 227,493 | 1,510 | 0.0% | 0.0% | 63 | +49,359 | 27.71% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 225,883 | 1,499 | 0.02% | 0.02% | 64 | +250 | 0.11% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 217,810 | 1,446 | 0.0% | 0.0% | 65 | -29,916 | -12.08% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 214,139 | 1,421 | 0.32% | — | 66 | +214,139 | New | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 207,291 | 1,376 | 0.0% | 0.0% | 67 | +117,073 | 129.77% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 200,000 | 1,328 | 0.0% | 0.0% | 69 | +49,557 | 32.94% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | No change | 200,000 | 1,328 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Militia Capital Partners, LP | History | No change | 257,239 | 1,247 | 0.47% | 0.47% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 186,311 | 1,237 | 0.0% | 0.0% | 71 | +123,746 | 197.79% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 185,487 | 1,231 | 0.0% | 0.0% | 72 | +137,020 | 282.71% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 183,566 | 1,218 | 0.0% | — | 73 | +183,566 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 173,827 | 1,154 | 0.0% | 0.0% | 74 | +9,163 | 5.56% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 169,145 | 1,123 | 0.0% | 0.0% | 75 | -1,634 | -0.96% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 155,237 | 1,031 | 0.0% | 0.0% | 76 | -60,301 | -27.98% | Q1 2026 | Apr 16, 2026 |
| Eversept Partners, LP | History | New | 151,283 | 1,004 | 0.05% | — | 77 | +151,283 | New | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 150,112 | 996 | 0.02% | 0.02% | 78 | -10,096 | -6.3% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 148,747 | 987 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 147,946 | 982 | 0.02% | 0.02% | 80 | -35,016 | -19.14% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 143,170 | 950 | 0.0% | 0.0% | 81 | -5,716 | -3.84% | Q1 2026 | May 15, 2026 |
| Amundi | History | New | 127,594 | 847 | 0.0% | — | 82 | +127,594 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 123,777 | 821 | 0.0% | 0.0% | 83 | +4,071 | 3.4% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 123,620 | 820 | 0.01% | 0.0% | 84 | +54,220 | 78.13% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 121,686 | 807 | 0.01% | 0.01% | 85 | +2,255 | 1.89% | Q1 2026 | Apr 20, 2026 |
| VARCOV Co. | History | Added to | 118,600 | 787 | 0.29% | 0.1% | 86 | +67,963 | 134.22% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 118,441 | 786 | 0.0% | — | 87 | +118,441 | New | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 111,648 | 741 | 0.0% | 0.0% | 88 | +38,871 | 53.41% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 107,969 | 716 | 0.09% | — | 89 | +107,969 | New | Q1 2026 | Apr 27, 2026 |
| LDR Capital Management LLC | History | Reduced | 107,256 | 712 | 0.96% | 1.81% | 90 | -162,538 | -60.25% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 106,016 | 704 | 0.0% | 0.0% | 91 | +45,582 | 75.42% | Q1 2026 | May 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 105,000 | 697 | 0.15% | — | 92 | +105,000 | New | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 104,580 | 694 | 0.0% | 0.0% | 93 | +27,318 | 35.36% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 104,149 | 691 | 0.0% | 0.0% | 94 | +21,801 | 26.47% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 102,903 | 683 | 0.0% | 0.0% | 95 | +922 | 0.9% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 98,774 | 655 | 0.0% | — | 96 | +98,774 | New | Q1 2026 | May 01, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 98,075 | 649 | 0.0% | 0.0% | 97 | +7,758 | 8.59% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 97,600 | 648 | 0.0% | 0.0% | 98 | -81,200 | -45.41% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 97,117 | 644 | 0.0% | 0.0% | 99 | +30,582 | 45.96% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 95,985 | 637 | 0.0% | 0.0% | 100 | +51,109 | 113.89% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 95,049 | 631 | 0.0% | 0.0% | 101 | -166,312 | -63.63% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 92,759 | 615 | 0.0% | 0.0% | 102 | +50,871 | 121.45% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 89,875 | 596 | 0.0% | 0.0% | 103 | -17,811 | -16.54% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 89,076 | 591 | 0.0% | — | 104 | +89,076 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 83,979 | 557 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOUTHPORT MANAGEMENT, L.L.C. | History | No change | 110,000 | 533 | 1.86% | 1.86% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 75,725 | 502 | 0.04% | 0.04% | 107 | -21,186 | -21.86% | Q1 2026 | Apr 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 74,600 | 495 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 73,599 | 488 | 0.0% | 0.0% | 109 | +20,731 | 39.21% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 71,816 | 476 | 0.0% | 0.0% | 110 | +18,500 | 34.7% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 69,899 | 464 | 0.0% | 0.0% | 111 | -334,139 | -82.7% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 65,862 | 437 | 0.0% | 0.0% | 112 | -22,197 | -25.21% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 63,400 | 420 | 0.0% | — | 113 | +63,400 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 62,053 | 412 | 0.0% | — | 114 | +62,053 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 61,732 | 409 | 0.0% | 0.0% | 115 | -1,391 | -2.2% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 60,630 | 402 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Potomac Capital Management, Inc. | History | Reduced | 60,000 | 398 | 0.35% | 0.78% | 118 | -140,000 | -70.0% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 60,071 | 398 | 0.0% | 0.0% | 117 | +19,731 | 48.91% | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 58,478 | 388 | 0.01% | 0.01% | 119 | -34,890 | -37.37% | Q1 2026 | Apr 22, 2026 |
| MACQUARIE GROUP LTD | History | New | 58,111 | 385 | 0.0% | — | 120 | +58,111 | New | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Added to | 57,107 | 379 | 0.01% | 0.01% | 121 | +5,543 | 10.75% | Q1 2026 | May 07, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 54,600 | 362 | 0.01% | 0.0% | 122 | +52,700 | 2773.68% | Q1 2026 | May 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 54,367 | 360 | 0.03% | 0.02% | 123 | +15 | 0.03% | Q1 2026 | May 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 73,100 | 354 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 52,100 | 345 | 0.0% | 0.0% | 125 | -184,200 | -77.95% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 49,854 | 331 | 0.03% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 46,644 | 309 | 0.08% | 0.07% | 127 | -7,673 | -14.13% | Q1 2026 | May 19, 2026 |
| Arizona State Retirement System | History | Reduced | 46,558 | 309 | 0.0% | 0.0% | 128 | -616 | -1.31% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Added to | 46,393 | 308 | 0.0% | 0.0% | 129 | +43 | 0.09% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 45,748 | 303 | 0.0% | — | 130 | +45,748 | New | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | New | 45,200 | 300 | 0.0% | — | 131 | +45,200 | New | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 44,219 | 293 | 0.0% | 0.0% | 132 | +42,184 | 2072.92% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,562 | 289 | 0.0% | 0.0% | 133 | -454,452 | -91.25% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 41,300 | 274 | 0.0% | 0.0% | 134 | -41,500 | -50.12% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 38,304 | 254 | 0.0% | — | 135 | +38,304 | New | Q1 2026 | May 01, 2026 |
| STRS OHIO | History | Reduced | 38,200 | 253 | 0.0% | 0.0% | 136 | -1,700 | -4.26% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 37,291 | 247 | 0.0% | 0.0% | 137 | +13,028 | 53.69% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 37,142 | 246 | 0.0% | 0.0% | 138 | +6,137 | 19.79% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 36,887 | 244 | 0.0% | 0.0% | 139 | +8,213 | 28.64% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 36,300 | 241 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFM Investors Pty Ltd | History | New | 35,633 | 236 | 0.0% | — | 141 | +35,633 | New | Q1 2026 | Apr 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 35,159 | 233 | 0.0% | 0.0% | 142 | +8,810 | 33.44% | Q1 2026 | Apr 22, 2026 |
| Swiss Life Asset Management Ltd | History | New | 33,710 | 223 | 0.0% | — | 143 | +33,710 | New | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 33,374 | 222 | 0.01% | — | 144 | +33,374 | New | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | New | 33,012 | 219 | 0.0% | — | 145 | +33,012 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 32,700 | 217 | 0.0% | 0.0% | 146 | -41,963 | -56.2% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 32,570 | 216 | 0.0% | — | 147 | +32,570 | New | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Added to | 31,991 | 212 | 0.05% | 0.04% | 148 | +81 | 0.25% | Q1 2026 | Apr 28, 2026 |
| ProShare Advisors LLC | History | Reduced | 31,830 | 211 | 0.0% | 0.0% | 149 | -8,337 | -20.76% | Q1 2026 | Apr 24, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 31,413 | 208 | 0.0% | 0.0% | 150 | +1,135 | 3.75% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 28,296 | 187 | 0.0% | 0.0% | 151 | +4,238 | 17.62% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,672 | 183 | 0.0% | 0.0% | 152 | -250 | -0.9% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 26,003 | 172 | 0.0% | — | 153 | +26,002 | 2600200.0% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | New | 25,600 | 169 | 0.01% | — | 154 | +25,600 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 24,844 | 164 | 0.0% | 0.0% | 155 | +1,201 | 5.08% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Reduced | 24,494 | 162 | 0.0% | 0.0% | 156 | -259,100 | -91.36% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 23,107 | 153 | 0.01% | — | 157 | +23,107 | New | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 22,854 | 151 | 0.0% | 0.0% | 158 | +690 | 3.11% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,417 | 149 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | Added to | 22,298 | 148 | 0.01% | 0.01% | 160 | +12,096 | 118.56% | Q1 2026 | May 14, 2026 |
| Smith Asset Management Co., LLC | History | No change | 22,293 | 148 | 0.13% | 0.09% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 21,000 | 139 | 0.02% | 0.03% | 162 | -24,000 | -53.33% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 20,279 | 134 | 0.0% | — | 164 | +20,279 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 20,289 | 134 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 20,100 | 133 | 0.0% | 0.0% | 165 | +2,886 | 16.77% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 19,949 | 132 | 0.02% | 0.01% | 166 | +8,030 | 67.37% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 19,330 | 128 | 0.0% | 0.0% | 167 | -32,203 | -62.49% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 19,185 | 127 | 0.0% | — | 168 | +19,185 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,617 | 123 | 0.0% | 0.0% | 169 | +14,881 | 398.31% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 18,400 | 122 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 18,347 | 121 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gould Capital, LLC | History | Added to | 17,844 | 118 | 0.07% | 0.05% | 172 | +27 | 0.15% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,385 | 115 | 0.0% | 0.0% | 173 | -2,170 | -11.1% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,316 | 114 | 0.0% | 0.0% | 174 | +9,119 | 111.25% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,485 | 109 | 0.0% | 0.0% | 175 | -4,359 | -20.91% | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,004 | 104 | 0.0% | 0.0% | 176 | +512 | 3.53% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,757 | 104 | 0.0% | 0.0% | 177 | -485 | -2.99% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,422 | 102 | 0.0% | 0.0% | 178 | +5,276 | 52.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,635 | 99 | 0.0% | 0.0% | 180 | +9 | 0.06% | Q1 2026 | Apr 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 20,500 | 99 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 18,832 | 91 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Headlands Technologies LLC | History | New | 13,223 | 87 | 0.01% | — | 182 | +13,223 | New | Q1 2026 | May 13, 2026 |
| Verum Partners LLC | History | Added to | 12,040 | 79 | 0.02% | 0.01% | 183 | +270 | 2.29% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,196 | 74 | 0.0% | 0.0% | 184 | -19,927 | -64.03% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,736 | 71 | 0.0% | 0.0% | 185 | -106 | -0.98% | Q1 2026 | May 08, 2026 |
| Ground Swell Capital, LLC | History | New | 10,284 | 68 | 0.13% | — | 186 | +10,284 | New | Q1 2026 | Apr 21, 2026 |
| BRC Group Holdings, Inc. | History | New | 10,000 | 66 | 0.01% | — | 187 | +10,000 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,965 | 52 | 0.0% | 0.0% | 188 | +16 | 0.2% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,061 | 46 | 0.0% | 0.0% | 189 | +492 | 7.49% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 5,729 | 38 | 0.0% | — | 190 | +5,729 | New | Q1 2026 | May 19, 2026 |
| GAMMA Investing LLC | History | Added to | 5,448 | 36 | 0.0% | 0.0% | 191 | +1,197 | 28.16% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | New | 5,276 | 35 | 0.0% | — | 192 | +5,276 | New | Q1 2026 | May 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 4,710 | 31 | 0.0% | — | 193 | +4,710 | New | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,586 | 27 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,490 | 23 | 0.0% | 0.0% | 195 | -1,449 | -29.34% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 3,172 | 21 | 0.0% | 0.0% | 196 | -3,383 | -51.61% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,000 | 19 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,583 | 17 | 0.0% | 0.0% | 198 | -217 | -7.75% | Q1 2026 | Apr 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,318 | 15 | 0.0% | 0.0% | 199 | +31 | 1.36% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,106 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 1,323 | 8 | 0.0% | 0.0% | 201 | +673 | 103.54% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,106 | 7 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 992 | 6 | 0.0% | — | 205 | +992 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,260 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,004 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 792 | 5 | 0.0% | 0.0% | 206 | -83,035 | -99.06% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 850 | 5 | 0.0% | — | 207 | +850 | New | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 850 | 5 | 0.0% | — | 208 | +850 | New | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 626 | 4 | 0.0% | 0.0% | 211 | +333 | 113.65% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 610 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 656 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 850 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 480 | 3 | 0.0% | 0.0% | 213 | +125 | 35.21% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 410 | 2 | 0.0% | 0.0% | 218 | -980 | -70.5% | Q1 2026 | Jun 02, 2026 |
| BESSEMER GROUP INC | History | No change | 320 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 350 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Truvestments Capital LLC | History | No change | 304 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 319 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 227 | 1 | 0.0% | 0.0% | 220 | +5 | 2.25% | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 180 | 1 | 0.0% | — | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | No change | 294 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 199 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 285 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 195 | 1 | 0.0% | — | 224 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 1 | 0.0% | — | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arini Captial Management Ltd | History | Closed out | 0 | 0 | — | 9.58% | — | -2,969,128 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 2.34% | — | -1,600,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Apollo Management Holdings, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -452,466 | -100.0% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -400,124 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.25% | — | -104,455 | -100.0% | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -67,963 | -100.0% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,983 | -100.0% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -49,283 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,780 | -100.0% | Q1 2026 | May 13, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -38,984 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -36,358 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,347 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,226 | -100.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,817 | -100.0% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,751 | -100.0% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,692 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,899 | -100.0% | Q1 2026 | May 08, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -579 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | New | 81 | 0 | — | — | — | +81 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 52 | 0 | — | — | — | +34 | 188.89% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 44 | 0 | — | — | — | +28 | 175.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 23, 2026 |
| CONQUIS FINANCIAL LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 139 | 0 | — | — | — | +19 | 15.83% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 129 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| City State Bank | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |