JBG SMITH Properties - JBGS
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 | 11,191,898 | 164,185 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,162,153 | 90,398 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Pond Capital, LP | History | No change | 4,024,019 | 59,032 | 5.67% | 5.67% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,941,026 | 57,814 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,624,399 | 53,169 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,605,133 | 38,217 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 2,874,562 | 28,860 | 0.01% | 0.01% | 7 | -21,527 | -0.74% | Q3 2026 | Nov 04, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 2,832,828 | 28,441 | 0.78% | 0.65% | 8 | +1,155,019 | 68.84% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,764,201 | 25,885 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,455,238 | 21,348 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,231,667 | 18,068 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 986,023 | 14,464 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 973,139 | 14,276 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 856,634 | 12,566 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 803,589 | 11,788 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BESSEMER GROUP INC | History | No change | 563,469 | 8,266 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 514,039 | 7,540 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 499,722 | 7,330 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 727,384 | 7,303 | 0.0% | 0.0% | 19 | -134,522 | -15.61% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 497,019 | 7,291 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOEWS CORP | History | No change | 496,520 | 7,283 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 391,090 | 5,737 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marnell Management LLC | History | No change | 381,619 | 5,598 | 2.15% | 2.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 337,939 | 4,957 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 333,564 | 4,893 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 327,866 | 4,839 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 325,226 | 4,771 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 450,665 | 4,524 | 0.0% | 0.0% | 28 | -5,136 | -1.13% | Q3 2026 | Nov 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 306,048 | 4,489 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 303,537 | 4,452 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 291,965 | 4,283 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 244,335 | 3,584 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 231,167 | 3,391 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 308,168 | 3,094 | 0.02% | 0.02% | 34 | +126,019 | 69.18% | Q3 2026 | Nov 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 200,096 | 2,935 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 280,021 | 2,811 | 0.0% | 0.0% | 36 | -1,572 | -0.56% | Q3 2026 | Nov 02, 2026 |
| BROWN ADVISORY INC | History | No change | 179,656 | 2,635 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 157,303 | 2,307 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 148,564 | 2,181 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 142,212 | 2,086 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 119,878 | 1,751 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 119,227 | 1,750 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 118,627 | 1,740 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 118,358 | 1,736 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 167,477 | 1,681 | 0.04% | — | 45 | +167,477 | New | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 108,645 | 1,593 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 157,072 | 1,577 | 0.07% | — | 47 | +157,072 | New | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 102,904 | 1,509 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 102,481 | 1,503 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 98,366 | 1,443 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 97,400 | 1,428 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 96,218 | 1,411 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 89,251 | 1,309 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 84,341 | 1,237 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 80,281 | 1,177 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 80,177 | 1,176 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 75,511 | 1,107 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 74,058 | 1,086 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 71,532 | 1,049 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 70,666 | 1,036 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 61,904 | 908 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 60,873 | 893 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 84,025 | 843 | 0.0% | 0.0% | 63 | +6,243 | 8.03% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 55,750 | 817 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 54,406 | 798 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 52,600 | 771 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | New | 76,575 | 768 | 0.02% | — | 67 | +76,575 | New | Q3 2026 | Oct 16, 2026 |
| Jain Global LLC | History | No change | 50,935 | 747 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 72,689 | 730 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 49,647 | 728 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 46,520 | 682 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 45,591 | 668 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 45,363 | 665 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 63,066 | 633 | 0.03% | 0.03% | 74 | +17,399 | 38.1% | Q3 2026 | Oct 22, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 41,282 | 605 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,208 | 604 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 40,537 | 594 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,534 | 594 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 38,016 | 557 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 38,000 | 557 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 34,787 | 510 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 50,720 | 509 | 0.0% | 0.0% | 82 | -489 | -0.95% | Q3 2026 | Nov 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 48,455 | 486 | 0.0% | 0.0% | 83 | -14,131 | -22.58% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 32,011 | 469 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,886 | 467 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,954 | 454 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 30,662 | 450 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 29,700 | 435 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 28,739 | 421 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 41,415 | 413 | 0.0% | 0.01% | 90 | -7,214 | -14.83% | Q3 2026 | Oct 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,137 | 412 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 27,975 | 410 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 27,764 | 407 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 27,239 | 399 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 26,703 | 391 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 26,399 | 389 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 25,934 | 380 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 37,256 | 374 | 0.0% | 0.0% | 98 | -999 | -2.61% | Q3 2026 | Nov 05, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 25,106 | 368 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 20,632 | 350 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,245 | 341 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 33,133 | 332 | 0.0% | 0.01% | 102 | +1,336 | 4.2% | Q3 2026 | Nov 05, 2026 |
| Vert Asset Management LLC | History | No change | 31,371 | 314 | 0.09% | 0.13% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 20,334 | 298 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,700 | 288 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | No change | 19,692 | 288 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 19,022 | 279 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 17,652 | 258 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 17,228 | 252 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 25,000 | 251 | 0.0% | 0.01% | 110 | -500 | -1.96% | Q3 2026 | Oct 20, 2026 |
| Symmetry Partners, LLC | History | New | 24,041 | 241 | 0.01% | — | 111 | +24,041 | New | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,375 | 240 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,188 | 237 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,197 | 237 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 15,929 | 234 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 22,756 | 228 | 0.0% | 0.0% | 116 | +712 | 3.23% | Q3 2026 | Oct 29, 2026 |
| Commonwealth Financial Services, LLC | History | New | 22,297 | 223 | 0.04% | — | 117 | +22,297 | New | Q3 2026 | Oct 20, 2026 |
| Metis Global Partners, LLC | History | No change | 15,197 | 222 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 14,108 | 206 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Venture Visionary Partners LLC | History | No change | 20,000 | 200 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BFSG, LLC | History | Added to | 19,765 | 198 | 0.02% | 0.01% | 121 | +9,345 | 89.68% | Q3 2026 | Oct 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,200 | 193 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,062 | 191 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 12,978 | 190 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,736 | 186 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 12,652 | 185 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 12,572 | 184 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,181 | 178 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 17,578 | 176 | 0.01% | — | 129 | +17,578 | New | Q3 2026 | Oct 21, 2026 |
| Vestcor Inc | History | No change | 11,652 | 171 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 16,500 | 165 | 0.0% | 0.0% | 131 | +4,700 | 39.83% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 16,408 | 164 | 0.0% | 0.0% | 132 | +126 | 0.77% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 15,780 | 158 | 0.01% | 0.0% | 133 | +12,056 | 323.74% | Q3 2026 | Oct 08, 2026 |
| Ethic Inc. | History | Added to | 15,681 | 157 | 0.0% | 0.0% | 134 | +697 | 4.65% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,231 | 153 | 0.0% | 0.0% | 135 | -473 | -3.01% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 14,920 | 149 | 0.0% | 0.0% | 136 | +162 | 1.1% | Q3 2026 | Oct 22, 2026 |
| HUB Investment Partners, LLC | History | New | 14,796 | 148 | 0.0% | — | 137 | +14,796 | New | Q3 2026 | Nov 03, 2026 |
| May Hill Capital, LLC | History | Added to | 14,731 | 147 | 0.03% | 0.04% | 138 | +863 | 6.22% | Q3 2026 | Nov 02, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 14,519 | 146 | 0.0% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 14,163 | 142 | 0.01% | — | 140 | +14,163 | New | Q3 2026 | Nov 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 14,095 | 141 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,801 | 138 | 0.0% | 0.0% | 142 | -44,594 | -76.37% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,100 | 131 | 0.0% | 0.0% | 143 | -100 | -0.76% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,231 | 121 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,769 | 113 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,519 | 110 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,085 | 103 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 6,955 | 102 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 10,136 | 101 | 0.0% | — | 149 | +10,136 | New | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9,979 | 100 | 0.0% | — | 150 | +9,979 | New | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,216 | 76 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 5,027 | 73 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,967 | 72 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 4,602 | 67 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,321 | 63 | 0.0% | 0.0% | 155 | +5,262 | 496.88% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,726 | 47 | 0.0% | 0.0% | 156 | +1,821 | 62.69% | Q3 2026 | Oct 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,129 | 45 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,345 | 34 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,176 | 31 | 0.0% | 0.0% | 159 | -355 | -10.05% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,157 | 21 | 0.0% | 0.0% | 161 | +1,747 | 426.1% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,422 | 21 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,461 | 21 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,207 | 12 | 0.0% | 0.0% | 163 | +834 | 223.59% | Q3 2026 | Oct 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,159 | 11 | 0.0% | 0.0% | 164 | -56 | -4.61% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | Added to | 1,080 | 10 | 0.0% | 0.0% | 165 | +689 | 176.21% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 978 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 775 | 7 | 0.0% | 0.0% | 167 | +219 | 39.39% | Q3 2026 | Oct 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 786 | 7 | 0.0% | 0.0% | 168 | -17 | -2.12% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | New | 601 | 6 | 0.0% | — | 174 | +601 | New | Q3 2026 | Oct 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 605 | 6 | 0.0% | 0.0% | 169 | +265 | 77.94% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 467 | 6 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 395 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 409 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop National Bank | History | No change | 684 | 6 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 521 | 5 | 0.0% | 0.0% | 175 | -822 | -61.21% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 414 | 4 | 0.0% | 0.0% | 176 | -1,013 | -70.99% | Q3 2026 | Nov 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 314 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 340 | 3 | 0.0% | — | 179 | +300 | 750.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 207 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 221 | 2 | 0.0% | 0.0% | 180 | -2,752 | -92.57% | Q3 2026 | Nov 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 269 | 2 | 0.0% | — | 186 | +269 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 255 | 2 | 0.0% | — | 181 | +188 | 280.6% | Q3 2026 | Oct 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 202 | 2 | 0.0% | — | 185 | +151 | 296.08% | Q3 2026 | Oct 07, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 210 | 2 | 0.0% | 0.0% | 183 | -105 | -33.33% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 139 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 277 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 199 | 1 | 0.0% | — | 196 | +199 | New | Q3 2026 | Oct 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 122 | 1 | 0.0% | — | 195 | +122 | New | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 146 | 1 | 0.0% | — | 191 | +90 | 160.71% | Q3 2026 | Oct 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 88 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 160 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 77 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 165 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -53,234 | -100.0% | Q3 2026 | Oct 28, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -21,541 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -13,709 | -100.0% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -4,898 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Manchester Capital Management LLC | History | Reduced | 45 | 0 | — | 0.0% | — | -1,511 | -97.11% | Q3 2026 | Oct 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 91 | 0 | — | 0.0% | — | -153 | -62.7% | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | Reduced | 44 | 0 | — | 0.0% | — | -50 | -53.19% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 67 | 0 | — | — | — | +27 | 67.5% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Root Financial Partners, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 14 | 0 | — | — | — | -10 | -41.67% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quarry LP | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |