DIVERSIFIED HEALTHCARE TRUST - DHC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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
Flat Footed LLC History Added to 23,487,002 113,911 12.45% 12.78% 1 +2 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 22,998,676 111,543 0.0% 0.0% 2 -30,398 -0.13% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 19,768,282 95,876 0.0% 0.0% 3 +205,285 1.05% Q4 2025 Jan 29, 2026
Silver Point Capital L.P. History No change 15,504,810 75,198 3.39% 3.55% 4 0 0.0% Q4 2025 Feb 17, 2026
H/2 CREDIT MANAGER LP History No change 14,917,366 72,349 15.84% 16.3% 5 0 0.0% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 10,412,866 50,502 0.07% 0.08% 6 -1,229,368 -10.56% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 6,647,588 32,240 0.0% 0.0% 7 -80,847 -1.2% Q4 2025 Feb 13, 2026
BlackBarn Capital Partners LP History Added to 6,530,140 31,671 2.08% 1.94% 8 +380,140 6.18% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 5,873,318 28,490 0.0% 0.0% 9 -87,518 -1.47% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,108,830 24,777 0.0% 0.0% 10 +619,750 13.81% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 5,000,000 24,250 0.04% 0.04% 11 0 0.0% Q4 2025 Feb 13, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 4,763,537 23,103 0.32% 0.46% 12 +201,789 4.42% Q4 2025 Feb 13, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Added to 3,229,172 15,661 0.15% 0.06% 13 +1,781,839 123.11% Q4 2025 Feb 12, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 3,000,000 14,550 2.33% 2.32% 14 -600,000 -16.67% Q4 2025 Feb 17, 2026
Arini Captial Management Ltd History New 2,969,128 14,400 9.58% 15 +2,969,128 New Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,261,096 10,965 0.0% 0.0% 16 +39,848 1.79% Q4 2025 Feb 12, 2026
Hudson Bay Capital Management LP History No change 2,000,000 9,700 0.03% 0.03% 17 0 0.0% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,888,015 9,156 0.0% 0.0% 18 -144,084 -7.09% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,852,901 8,986 0.0% 0.0% 19 +588,012 46.49% Q4 2025 Mar 25, 2026
Park West Asset Management LLC History Added to 1,850,002 8,972 0.75% 0.62% 20 +185,000 11.11% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,822,275 8,838 0.01% 0.01% 21 -75,513 -3.98% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,802,030 8,739 0.01% 0.01% 22 -15,361 -0.85% Q4 2025 Feb 13, 2026
BRIGADE CAPITAL MANAGEMENT, LP History No change 1,600,000 7,760 2.34% 0.87% 23 0 0.0% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,408,584 6,831 0.0% 0.0% 24 +377,261 36.58% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,355,674 6,575 0.0% 0.0% 25 +117,367 9.48% Q4 2025 Feb 13, 2026
CastleKnight Management LP History Reduced 1,174,742 5,697 0.13% 0.11% 26 -115,400 -8.94% Q4 2025 Feb 17, 2026
RBF Capital, LLC History Reduced 1,144,304 5,549 0.25% 0.25% 27 -119,156 -9.43% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 1,061,765 5,149 0.0% 0.0% 28 +209,894 24.64% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 993,951 4,820 0.0% 0.0% 29 -48,015 -4.61% Q4 2025 Feb 11, 2026
CIBC WORLD MARKETS CORP History New 924,528 4,483 0.02% 30 +924,528 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 863,472 4,187 0.0% 0.0% 31 +748,861 653.39% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 641,423 3,110 0.0% 0.0% 32 +80,761 14.4% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History New 498,014 2,415 0.0% 33 +498,014 New Q4 2025 Feb 17, 2026
Nierenberg Investment Management Company, LLC History No change 456,110 2,212 1.07% 0.86% 34 0 0.0% Q4 2025 Feb 13, 2026
Apollo Management Holdings, L.P. History New 452,466 2,194 0.02% 35 +452,466 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 404,038 1,959 0.0% 0.0% 36 +26,906 7.13% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 400,516 1,942 0.02% 0.01% 37 -4,450 -1.1% Q4 2025 Feb 02, 2026
Quinn Opportunity Partners LLC History Reduced 400,124 1,940 0.08% 0.14% 38 -49,536 -11.02% Q4 2025 Feb 13, 2026
Aberdeen Group plc History No change 357,720 1,734 0.0% 0.0% 39 0 0.0% Q4 2025 Jan 16, 2026
CANADA LIFE ASSURANCE Co History Added to 347,101 1,681 0.0% 0.0% 40 +27,215 8.51% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 343,994 1,668 0.0% 0.0% 41 +281,781 452.93% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 333,206 1,616 0.0% 0.0% 42 +10,500 3.25% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 320,500 1,554 0.0% 0.0% 43 +10,000 3.22% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 318,587 1,545 0.0% 0.0% 44 -50,847 -13.76% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 313,726 1,521 0.0% 0.0% 45 -10,919 -3.36% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 306,375 1,485 0.0% 0.0% 46 -116,199 -27.5% Q4 2025 Feb 19, 2026
Asset Management One Co., Ltd. History Reduced 302,557 1,431 0.0% 0.0% 47 -8,807 -2.83% Q4 2025 Jan 27, 2026
Squarepoint Ops LLC History Added to 283,594 1,375 0.0% 0.0% 48 +62,434 28.23% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 277,634 1,346 0.0% 0.0% 49 -27,166 -8.91% Q4 2025 Feb 17, 2026
LDR Capital Management LLC History Reduced 269,794 1,308 1.81% 3.03% 50 -198,420 -42.38% Q4 2025 Jan 22, 2026
DEUTSCHE BANK AG\ History Added to 262,414 1,272 0.0% 0.0% 51 +9,128 3.6% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 261,361 1,267 0.0% 0.0% 52 +77,468 42.13% Q4 2025 Feb 13, 2026
Militia Capital Partners, LP History Added to 257,239 1,247 0.47% 0.34% 53 +91,939 55.62% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 256,386 1,243 0.0% 0.0% 54 +27 0.01% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 252,800 1,226 0.0% 0.0% 55 +52,300 26.08% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 250,337 1,214 0.0% 0.0% 56 -3,521 -1.39% Q4 2025 Jan 23, 2026
Parallax Volatility Advisers, L.P. History No change 250,000 1,212 0.0% 0.0% 57 0 0.0% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 247,726 1,201 0.0% 0.0% 58 +41,721 20.25% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History New 243,812 1,182 0.0% 59 +243,812 New Q4 2025 Feb 18, 2026
GROUP ONE TRADING LLC History Added to 236,300 1,146 0.0% 0.0% 60 +152,101 180.64% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 233,970 1,134 0.0% 0.0% 61 -5,588 -2.33% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 228,944 1,111 0.0% 0.0% 62 +7,578 3.42% Q4 2025 Feb 17, 2026
Summit Financial, LLC History No change 225,633 1,094 0.02% 0.02% 63 0 0.0% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 215,538 1,045 0.0% 0.0% 64 -28,673 -11.74% Q4 2025 Jan 09, 2026
UBS Group AG History Added to 201,572 977 0.0% 0.0% 65 +41,218 25.7% Q4 2025 Jan 29, 2026
Potomac Capital Management, Inc. History New 200,000 970 0.78% 67 +200,000 New Q4 2025 Feb 11, 2026
ING GROEP NV History No change 200,000 970 0.01% 0.0% 66 0 0.0% Q4 2025 Feb 11, 2026
Allianz Asset Management GmbH History Reduced 193,988 940 0.0% 0.0% 68 -12,559 -6.08% Q4 2025 Feb 11, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 182,962 887 0.02% 0.02% 69 +16,354 9.82% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 178,800 867 0.0% 0.0% 70 -87,979 -32.98% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 178,134 863 0.0% 0.0% 71 +57,434 47.58% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 170,779 828 0.0% 0.0% 72 +12,037 7.58% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 164,664 820 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 03, 2026
CAXTON ASSOCIATES LLP History Reduced 160,208 777 0.02% 0.02% 74 -33,322 -17.22% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 150,443 729 0.0% 0.0% 75 +109,788 270.05% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 148,886 722 0.0% 0.0% 76 +84,274 130.43% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 148,747 721 0.0% 0.0% 77 0 0.0% Q4 2025 Feb 12, 2026
Legal & General Group Plc History No change 132,211 641 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Reduced 119,706 580 0.0% 0.0% 79 -12,684 -9.58% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 119,431 578 0.01% 0.01% 80 +702 0.59% Q4 2025 Jan 23, 2026
FMR LLC History Added to 113,148 548 0.0% 0.0% 81 +27,506 32.12% Q4 2025 Feb 17, 2026
SOUTHPORT MANAGEMENT, L.L.C. History No change 110,000 533 1.86% 2.0% 82 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 107,686 522 0.0% 0.0% 83 +2,388 2.27% Q4 2025 Feb 10, 2026
Optimize Financial Inc History Added to 104,455 506 0.25% 0.24% 84 +1,500 1.46% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 101,981 494 0.0% 0.0% 85 +728 0.72% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Reduced 96,911 470 0.04% 0.04% 86 -7,180 -6.9% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 93,368 452 0.01% 0.0% 87 +78,215 516.17% Q4 2025 Feb 13, 2026
Tidal Investments LLC History New 90,218 437 0.0% 88 +90,218 New Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 90,317 428 0.0% 0.0% 89 -8,961 -9.03% Q4 2025 Feb 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 88,059 427 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History No change 83,979 407 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 83,827 406 0.0% 0.0% 92 +19,260 29.83% Q4 2025 Feb 11, 2026
IMC-Chicago, LLC History Added to 82,800 401 0.0% 0.0% 93 +31,300 60.78% Q4 2025 Jan 29, 2026
Daiwa Securities Group Inc. History Added to 82,348 399 0.0% 0.0% 94 +3,803 4.84% Q4 2025 Feb 11, 2026
One Wealth Map LLC History No change 67,963 396 0.2% 0.16% 95 0 0.0% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 77,262 374 0.0% 0.0% 96 +4,014 5.48% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 74,663 362 0.0% 0.0% 97 +27,882 59.6% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 74,600 361 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 73,100 354 0.0% 0.0% 99 +2,100 2.96% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 72,777 352 0.0% 0.0% 100 +36,866 102.66% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 69,400 336 0.0% 101 +69,400 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 66,535 322 0.0% 102 +66,535 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 64,983 315 0.0% 0.0% 103 -22,022 -25.31% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 63,123 306 0.0% 0.0% 104 -2,056 -3.15% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 62,565 303 0.0% 0.0% 105 0 0.0% Q4 2025 Jan 27, 2026
Police & Firemen's Retirement System of New Jersey History No change 60,630 294 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 60,434 293 0.0% 0.0% 107 +6,199 11.43% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 56,175 270 0.0% 0.0% 108 -38,251 -40.51% Q4 2025 Mar 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 54,352 263 0.02% 0.02% 110 +38 0.07% Q4 2025 Feb 09, 2026
CIM INVESTMENT MANAGEMENT INC History No change 54,317 263 0.07% 0.06% 109 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 53,316 258 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 52,868 256 0.0% 0.0% 112 +39,494 295.3% Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History Added to 51,564 250 0.01% 0.01% 113 +2,595 5.3% Q4 2025 Feb 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 51,533 249 0.0% 114 +51,533 New Q4 2025 Feb 13, 2026
VARCOV Co. History New 50,637 245 0.1% 115 +50,637 New Q4 2025 Feb 17, 2026
MANGROVE PARTNERS IM, LLC History New 49,854 241 0.02% 116 +49,854 New Q4 2025 Feb 17, 2026
Abacus Planning Group, Inc. History No change 49,283 239 0.03% 0.03% 117 0 0.0% Q4 2025 Jan 16, 2026
MARSHALL WACE, LLP History Reduced 48,467 235 0.0% 0.0% 118 -104,911 -68.4% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 47,174 228 0.0% 0.0% 119 -2,731 -5.47% Q4 2025 Jan 28, 2026
M&T BANK CORP History New 46,350 224 0.0% 120 +46,350 New Q4 2025 Jan 30, 2026
Baker Ellis Asset Management LLC History New 45,000 218 0.03% 121 +45,000 New Q4 2025 Jan 21, 2026
Man Group plc History New 44,876 217 0.0% 122 +44,876 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 41,888 203 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History New 40,780 197 0.01% 124 +40,780 New Q4 2025 Feb 10, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 40,340 195 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 03, 2026
ProShare Advisors LLC History Added to 40,167 194 0.0% 0.0% 126 +2,616 6.97% Q4 2025 Feb 06, 2026
STRS OHIO History No change 39,900 193 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 02, 2026
Black Maple Capital Management LP History Reduced 38,984 189 0.13% 0.26% 128 -84,616 -68.46% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 36,358 176 0.0% 129 +36,358 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 36,300 176 0.0% 0.0% 130 +3,400 10.33% Q4 2025 Jan 28, 2026
Graham Capital Management, L.P. History New 34,347 166 0.0% 131 +34,347 New Q4 2025 Feb 17, 2026
Abel Hall, LLC History New 31,910 154 0.04% 132 +31,910 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 31,123 151 0.0% 133 +31,123 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 31,005 150 0.0% 0.0% 134 +83 0.27% Q4 2025 Feb 11, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 30,278 146 0.0% 0.0% 135 +1,093 3.75% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 28,674 139 0.0% 0.0% 136 -1,482 -4.91% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 27,922 135 0.0% 0.0% 137 +42 0.15% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History No change 26,349 127 0.0% 0.0% 138 0 0.0% Q4 2025 Jan 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 24,263 117 0.0% 0.0% 139 -9,519 -28.18% Q4 2025 Jan 15, 2026
Neuberger Berman Group LLC History Added to 24,058 116 0.0% 0.0% 140 +11,140 86.24% Q4 2025 Feb 13, 2026
Ethic Inc. History Reduced 23,643 114 0.0% 0.0% 141 -1,137 -4.59% Q4 2025 Feb 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 22,417 109 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 13, 2026
Smith Asset Management Co., LLC History Reduced 22,293 108 0.09% 0.08% 143 -300 -1.33% Q4 2025 Feb 19, 2026
Brooklyn Investment Group History Added to 22,164 104 0.0% 0.01% 144 +3,876 21.19% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History New 20,844 101 0.0% 145 +20,844 New Q4 2025 Jan 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 20,500 99 0.0% 0.0% 146 +3,500 20.59% Q4 2025 Feb 04, 2026
CIBC Asset Management Inc History New 20,289 98 0.0% 147 +20,289 New Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 19,555 94 0.0% 0.0% 148 +1,117 6.06% Q4 2025 Feb 17, 2026
TUCKER ASSET MANAGEMENT LLC History No change 18,832 91 0.03% 0.03% 149 0 0.0% Q4 2025 Feb 05, 2026
Onyx Bridge Wealth Group LLC History No change 18,400 89 0.01% 0.01% 150 0 0.0% Q4 2025 Feb 18, 2026
Ameritas Investment Partners, Inc. History No change 18,347 88 0.0% 0.0% 151 0 0.0% Q4 2025 Feb 11, 2026
Gould Capital, LLC History Reduced 17,817 86 0.05% 0.08% 152 -13,450 -43.02% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 17,226 83 0.0% 0.0% 153 +5,967 53.0% Q4 2025 Feb 10, 2026
XPONANCE LLC History Added to 17,214 83 0.0% 0.0% 154 +133 0.78% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 14,492 82 0.0% 0.0% 155 +425 3.02% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History New 15,817 76 0.0% 156 +15,817 New Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 16,242 75 0.0% 0.0% 157 +3,621 28.69% Q4 2025 Mar 09, 2026
Farther Finance Advisors, LLC History Added to 14,626 70 0.0% 0.0% 158 +4,356 42.41% Q4 2025 Jan 23, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 13,692 66 0.01% 0.0% 159 +10,264 299.42% Q4 2025 Jan 20, 2026
MACKENZIE FINANCIAL CORP History Reduced 13,751 64 0.0% 0.0% 160 -1,798 -11.56% Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History New 11,919 57 0.01% 161 +11,919 New Q4 2025 Feb 17, 2026
Verum Partners LLC History Added to 11,770 57 0.01% 0.01% 162 +216 1.87% Q4 2025 Jan 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,842 52 0.0% 0.0% 163 -2,353 -17.83% Q4 2025 Feb 09, 2026
L2 Asset Management, LLC History New 10,202 49 0.01% 165 +10,202 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,146 49 0.0% 164 +10,146 New Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Reduced 8,197 39 0.0% 0.0% 166 -1,410 -14.68% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 7,949 38 0.0% 0.0% 167 +1,597 25.14% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 6,899 33 0.0% 0.0% 168 -1,271 -15.56% Q4 2025 Feb 05, 2026
CWM, LLC History Added to 6,555 32 0.0% 0.0% 169 +4,167 174.5% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History No change 6,569 31 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 5,586 27 0.0% 0.0% 171 +296 5.6% Q4 2025 Feb 06, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,939 23 0.0% 0.0% 172 +1,239 33.49% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Added to 4,251 20 0.0% 0.0% 173 +1,586 59.51% Q4 2025 Jan 05, 2026
Rockefeller Capital Management L.P. History New 3,736 18 0.0% 174 +3,736 New Q4 2025 Mar 16, 2026
FNY Investment Advisers, LLC History New 3,000 14 0.0% 176 +3,000 New Q4 2025 Jan 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,000 14 0.0% 0.0% 175 0 0.0% Q4 2025 Jan 07, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 2,800 13 0.0% 0.0% 177 +62 2.26% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,287 11 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Reduced 2,106 10 0.0% 0.0% 179 -584 -21.71% Q4 2025 Feb 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,035 10 0.0% 0.0% 180 +524 34.68% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History No change 1,900 9 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 1,260 6 0.0% 0.0% 182 +410 48.24% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Reduced 1,390 6 0.0% 0.0% 183 -144 -9.39% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History No change 1,106 5 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 1,004 4 0.0% 0.0% 186 +129 14.74% Q4 2025 Feb 13, 2026
ORG Partners LLC History No change 850 4 0.0% 0.0% 185 0 0.0% Q4 2025 Jan 14, 2026
MAI Capital Management History Added to 650 3 0.0% 0.0% 188 +150 30.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 656 3 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 579 2 0.0% 0.0% 191 -357 -38.14% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 320 2 0.0% 0.0% 190 -191 -37.38% Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 610 2 0.0% 0.0% 189 0 0.0% Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History New 293 1 0.0% 197 +293 New Q4 2025 Jan 08, 2026
ASSETMARK, INC History Added to 222 1 0.0% 193 +25 12.69% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History No change 355 1 0.0% 0.0% 192 0 0.0% Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History No change 350 1 0.0% 0.0% 194 0 0.0% Q4 2025 Jan 20, 2026
Clearstead Trust, LLC History No change 294 1 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History No change 199 1 0.0% 196 0 0.0% Q4 2025 Jan 21, 2026
Truvestments Capital LLC History No change 304 1 0.0% 0.0% 198 0 0.0% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 319 1 0.0% 0.0% 199 0 0.0% Q4 2025 Jan 29, 2026
N.E.W. Advisory Services LLC History No change 285 1 0.0% 0.0% 200 0 0.0% Q4 2025 Jan 28, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.06% -787,062 -100.0% Q3 2025 Nov 14, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 0.0% -349,339 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.07% -202,531 -100.0% Q3 2025 Nov 07, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -138,691 -100.0% Q3 2025 Nov 14, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -121,941 -100.0% Q3 2025 Oct 20, 2025
State of Wyoming History Closed out 0 0 0.04% -85,404 -100.0% Q3 2025 Nov 04, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -29,577 -100.0% Q3 2025 Oct 22, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -21,717 -100.0% Q3 2025 Oct 30, 2025
Atom Investors LP History Closed out 0 0 0.01% -18,449 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -15,318 -100.0% Q3 2025 Nov 04, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -11,637 -100.0% Q3 2025 Jan 13, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.0% -10,841 -100.0% Q3 2025 Nov 13, 2025
Norinchukin Bank, The History Closed out 0 0 0.0% -10,269 -100.0% Q3 2025 Nov 14, 2025
Ground Swell Capital, LLC History Closed out 0 0 0.1% -10,235 -100.0% Q3 2025 Nov 06, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -10,100 -100.0% Q3 2025 Nov 14, 2025
Parkside Financial Bank & Trust History New 129 0 +129 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Closed out 0 0 -129 -100.0% Q3 2025 Nov 10, 2025
Keating Financial Advisory Services, Inc. History New 46 0 +46 New Q4 2025 Feb 09, 2026
CONQUIS FINANCIAL LLC History New 27 0 +27 New Q4 2025 Feb 11, 2026
Advisory Services Network, LLC History Closed out 0 0 -24 -100.0% Q3 2025 Nov 18, 2025
Caitong International Asset Management Co., Ltd History New 18 0 +18 New Q4 2025 Mar 03, 2026
Allworth Financial LP History New 16 0 +16 New Q4 2025 Feb 05, 2026
Dunhill Financial, LLC History New 5 0 +5 New Q4 2025 Jan 29, 2026
Covestor Ltd History Reduced 77 0 -1 -1.28% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8 0 0 0.0% Q4 2025 Feb 12, 2026
C M BIDWELL & ASSOCIATES LTD History No change 180 0 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History No change 29 0 0 0.0% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History No change 120 0 0 0.0% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History No change 20 0 0 0.0% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History No change 10 0 0 0.0% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History No change 92 0 0 0.0% Q4 2025 Jan 28, 2026
City State Bank History No change 50 0 0 0.0% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History No change 195 0 0 0.0% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History No change 20 0 0 0.0% Q4 2025 Jan 08, 2026
TD Waterhouse Canada Inc. History No change 25 0 0 0.0% Q4 2025 Jan 27, 2026
Federation des caisses Desjardins du Quebec History No change 1 0 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 200 0 0 0.0% Q4 2025 Feb 13, 2026