NATIONAL HEALTHCARE CORP - NHC
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 | 1,902,097 | 260,758 | 0.0% | 0.0% | 1 | +19,192 | 1.02% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,411,936 | 193,562 | 0.0% | 0.0% | 2 | -10,261 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | History | Added to | 1,038,787 | 142,407 | 15.05% | 10.94% | 3 | +289,566 | 38.65% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 958,278 | 131,371 | 0.03% | 0.03% | 4 | -7,287 | -0.75% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 485,050 | 66,803 | 0.0% | 0.0% | 5 | -5,582 | -1.14% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 463,220 | 63,503 | 4.55% | 11.9% | 6 | +26 | 0.01% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 364,687 | 49,994 | 0.04% | 0.02% | 7 | +157,204 | 75.77% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 350,117 | 47,997 | 0.07% | 0.06% | 8 | -23,750 | -6.35% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 318,440 | 43,661 | 0.0% | 0.0% | 9 | +2,361 | 0.75% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 186,049 | 25,505 | 0.0% | 0.0% | 10 | -2,951 | -1.56% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 165,516 | 22,690 | 0.13% | 0.12% | 11 | -10,486 | -5.96% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 132,612 | 18,179 | 0.0% | 0.0% | 12 | -7,722 | -5.5% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 121,165 | 16,610 | 0.0% | 0.0% | 13 | +1,718 | 1.44% | Q4 2025 | Feb 10, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 118,751 | 16,279 | 0.38% | 0.35% | 14 | -1,154 | -0.96% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 110,948 | 15,209 | 0.0% | 0.0% | 15 | +12,818 | 13.06% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 85,781 | 11,759 | 0.0% | 0.0% | 16 | +26,020 | 43.54% | Q4 2025 | Mar 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 66,980 | 9,182 | 0.0% | 0.0% | 17 | +1,968 | 3.03% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 64,041 | 8,779 | 0.0% | 0.0% | 18 | -6,407 | -9.09% | Q4 2025 | Feb 19, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 60,400 | 8,280 | 2.9% | 2.43% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 59,012 | 8,089 | 0.0% | 0.0% | 20 | +23,089 | 64.27% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 58,466 | 7,624 | 0.01% | 0.01% | 21 | +10,170 | 21.06% | Q4 2025 | Jan 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 50,342 | 6,901 | 0.02% | 0.02% | 22 | -862 | -1.68% | Q4 2025 | Feb 24, 2026 |
| Hood River Capital Management LLC | History | Reduced | 47,856 | 6,560 | 0.07% | 0.07% | 23 | -563 | -1.16% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 43,546 | 5,969 | 0.03% | 0.03% | 24 | +46 | 0.11% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 42,965 | 5,890 | 0.02% | 0.02% | 25 | -5,417 | -11.2% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 39,076 | 5,356 | 0.0% | 0.0% | 26 | -3,171 | -7.51% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 36,225 | 4,966 | 0.01% | 0.01% | 27 | +2,441 | 7.23% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 32,830 | 4,500 | 0.0% | 0.0% | 28 | -2,164 | -6.18% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 31,979 | 4,384 | 0.0% | 0.0% | 29 | -13,149 | -29.14% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 31,289 | 4,289 | 0.0% | 0.0% | 30 | -23,921 | -43.33% | Q4 2025 | Feb 11, 2026 |
| Eversept Partners, LP | History | New | 28,577 | 3,917 | 0.2% | — | 31 | +28,577 | New | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 28,494 | 3,906 | 0.05% | 0.05% | 32 | -890 | -3.03% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,249 | 3,872 | 0.0% | 0.0% | 33 | +1,421 | 5.3% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 27,351 | 3,749 | 0.0% | 0.0% | 34 | -707 | -2.52% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 26,120 | 3,580 | 0.0% | 0.0% | 35 | -292 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 25,930 | 3,554 | 0.0% | 0.0% | 36 | +500 | 1.97% | Q4 2025 | Feb 12, 2026 |
| Vest Financial, LLC | History | Added to | 25,343 | 3,474 | 0.04% | 0.02% | 37 | +12,759 | 101.39% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 23,371 | 3,204 | 0.0% | 0.0% | 38 | +23,264 | 21742.06% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,286 | 3,192 | 0.0% | 0.0% | 39 | +905 | 4.04% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 22,283 | 3,054 | 0.02% | 0.02% | 40 | -86 | -0.38% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,267 | 3,053 | 0.0% | 0.0% | 41 | -1,133 | -4.84% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 20,685 | 2,836 | 0.08% | 0.07% | 42 | +20 | 0.1% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 19,805 | 2,715 | 0.0% | 0.0% | 43 | +1,820 | 10.12% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,304 | 2,646 | 0.0% | 0.01% | 44 | -23,340 | -54.73% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,250 | 2,638 | 0.02% | — | 45 | +19,250 | New | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Reduced | 18,917 | 2,593 | 0.0% | 0.01% | 46 | -7,897 | -29.45% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 18,855 | 2,584 | 0.0% | 0.0% | 47 | -5,075 | -21.21% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 16,591 | 2,274 | 0.0% | 0.01% | 48 | -18,841 | -53.18% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,583 | 2,273 | 0.0% | 0.0% | 49 | +7,984 | 92.85% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | New | 16,321 | 2,237 | 0.66% | — | 50 | +16,321 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 16,176 | 2,217 | 0.0% | 0.0% | 51 | +2,300 | 16.58% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 15,519 | 2,127 | 0.05% | 0.05% | 52 | -198 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 15,241 | 2,089 | 0.02% | 0.02% | 53 | -2,418 | -13.69% | Q4 2025 | Feb 18, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 14,837 | 2,034 | 0.0% | 0.0% | 54 | +6,117 | 70.15% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,570 | 1,997 | 0.0% | 0.0% | 55 | -3,322 | -18.57% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,289 | 1,958 | 0.0% | 0.0% | 56 | +4,524 | 46.33% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 14,281 | 1,957 | 0.0% | 0.0% | 57 | +855 | 6.37% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,795 | 1,891 | 0.0% | 0.0% | 58 | -146 | -1.05% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,650 | 1,871 | 0.0% | 0.0% | 59 | +1,395 | 11.38% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,425 | 1,840 | 0.01% | 0.01% | 60 | +198 | 1.5% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,487 | 1,712 | 0.0% | 0.0% | 61 | +2,885 | 30.05% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,311 | 1,687 | 0.0% | 0.0% | 62 | -448 | -3.51% | Q4 2025 | Feb 17, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Reduced | 12,085 | 1,656 | 0.02% | 0.03% | 63 | -2,499 | -17.14% | Q4 2025 | Feb 17, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 11,724 | 1,607 | 0.1% | 0.09% | 64 | -235 | -1.97% | Q4 2025 | Feb 12, 2026 |
| Militia Capital Partners, LP | History | Added to | 11,000 | 1,507 | 0.57% | 0.3% | 65 | +5,600 | 103.7% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 10,702 | 1,467 | 0.0% | 0.0% | 66 | +2,535 | 31.04% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,524 | 1,436 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,403 | 1,290 | 0.0% | 0.0% | 68 | +580 | 6.57% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 9,267 | 1,270 | 0.0% | 0.0% | 69 | +4,862 | 110.37% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,041 | 1,239 | 0.0% | 0.01% | 70 | -1,321 | -12.75% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,998 | 1,233 | 0.0% | 0.0% | 71 | +4,643 | 106.61% | Q4 2025 | Mar 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 8,548 | 1,171 | 0.0% | 0.0% | 72 | -433 | -4.82% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,529 | 1,169 | 0.0% | 0.0% | 73 | -417 | -4.66% | Q4 2025 | Feb 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 8,346 | 1,144 | 0.02% | 0.01% | 74 | +2,700 | 47.82% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 8,283 | 1,135 | 0.01% | 0.01% | 75 | +1,227 | 17.39% | Q4 2025 | Feb 02, 2026 |
| Summit Global Investments | History | Reduced | 8,051 | 1,104 | 0.07% | 0.08% | 76 | -2,555 | -24.09% | Q4 2025 | Feb 18, 2026 |
| Weiss Asset Management LP | History | Added to | 8,012 | 1,098 | 0.02% | 0.17% | 77 | +4,052 | 102.32% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,882 | 1,080 | 0.0% | 0.0% | 79 | +600 | 8.24% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,876 | 1,080 | 0.0% | 0.0% | 78 | -453 | -5.44% | Q4 2025 | Mar 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,825 | 1,072 | 0.0% | 0.0% | 80 | +43 | 0.55% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 10,411 | 1,027 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 7,453 | 1,021 | 0.0% | 0.0% | 82 | -3,588 | -32.5% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,962 | 996 | 0.0% | 0.0% | 83 | -1,184 | -14.53% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 7,206 | 988 | 0.0% | 0.0% | 84 | -1,544 | -17.65% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,161 | 981 | 0.01% | 0.01% | 85 | +152 | 2.17% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,142 | 979 | 0.0% | 0.0% | 87 | -359 | -4.79% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,142 | 979 | 0.0% | 0.0% | 86 | +21 | 0.29% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 6,839 | 937 | 0.0% | 0.0% | 88 | +59 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,733 | 923 | 0.01% | 0.01% | 89 | +346 | 5.42% | Q4 2025 | Feb 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 6,120 | 838 | 0.0% | 0.0% | 90 | -1,356 | -18.14% | Q4 2025 | Jan 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,097 | 833 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,978 | 819 | 0.0% | — | 92 | +5,978 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 5,908 | 809 | 0.05% | 0.04% | 93 | +1,215 | 25.89% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | New | 5,900 | 808 | 0.0% | — | 94 | +5,900 | New | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,900 | 808 | 0.0% | 0.0% | 95 | +1,600 | 37.21% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 5,700 | 781 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,440 | 745 | 0.0% | 0.0% | 97 | +32 | 0.59% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 5,402 | 740 | 0.0% | 0.0% | 98 | -1,383 | -20.38% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 5,393 | 739 | 0.05% | — | 99 | +5,393 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,352 | 733 | 0.22% | 0.2% | 100 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,300 | 729 | 0.0% | 0.0% | 101 | +200 | 3.92% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 4,743 | 650 | 0.01% | 0.0% | 102 | +314 | 7.09% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,700 | 644 | 0.0% | — | 103 | +4,700 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,689 | 642 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,450 | 610 | 0.07% | 0.06% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,406 | 604 | 0.0% | 0.0% | 106 | -8,040 | -64.6% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 4,357 | 597 | 0.0% | — | 107 | +4,357 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 4,302 | 589 | 0.0% | 0.0% | 108 | +533 | 14.14% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,259 | 583 | 0.05% | 0.05% | 109 | -375 | -8.09% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,131 | 568 | 0.01% | 0.01% | 110 | +635 | 18.16% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,861 | 529 | 0.0% | 0.0% | 111 | -153 | -3.81% | Q4 2025 | Jan 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 3,687 | 505 | 0.12% | 0.03% | 112 | +1,823 | 97.8% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 3,656 | 501 | 0.0% | 0.0% | 114 | -235 | -6.04% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,643 | 501 | 0.0% | 0.0% | 113 | -15 | -0.41% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Added to | 3,612 | 495 | 0.0% | 0.0% | 115 | +11 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,518 | 482 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,412 | 470 | 0.01% | 0.01% | 117 | -495 | -12.67% | Q4 2025 | Jan 21, 2026 |
| BAILARD, INC. | History | New | 3,280 | 449 | 0.01% | — | 118 | +3,280 | New | Q4 2025 | Feb 04, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 3,155 | 432 | 0.05% | — | 120 | +3,155 | New | Q4 2025 | Feb 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,151 | 432 | 0.0% | 0.0% | 119 | -411 | -11.54% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,073 | 421 | 0.0% | 0.0% | 121 | -85 | -2.69% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 3,022 | 414 | 0.0% | 0.0% | 122 | +415 | 15.92% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,018 | 413 | 0.01% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 3,000 | 411 | 0.0% | 0.0% | 124 | -2,300 | -43.4% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,812 | 385 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Reduced | 2,726 | 373 | 0.0% | 0.0% | 126 | -676 | -19.87% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | Added to | 2,584 | 354 | 0.01% | 0.01% | 127 | +14 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Legato Capital Management LLC | History | New | 2,572 | 352 | 0.03% | — | 128 | +2,572 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,547 | 349 | 0.0% | 0.0% | 129 | -21 | -0.82% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 2,535 | 347 | 0.0% | — | 130 | +2,535 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 2,466 | 338 | 0.0% | 0.0% | 131 | +78 | 3.27% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 2,413 | 334 | 0.02% | — | 133 | +2,413 | New | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 2,435 | 334 | 0.01% | 0.01% | 132 | -1,350 | -35.67% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,403 | 329 | 0.0% | — | 134 | +2,403 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,354 | 322 | 0.0% | 0.0% | 135 | +257 | 12.26% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 2,297 | 314 | 0.01% | — | 136 | +2,297 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 2,233 | 306 | 0.0% | — | 137 | +2,233 | New | Q4 2025 | Feb 18, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,200 | 301 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,193 | 300 | 0.02% | — | 139 | +2,193 | New | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,100 | 287 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,045 | 280 | 0.0% | 0.0% | 141 | +25 | 1.24% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,000 | 274 | 0.0% | 0.0% | 142 | -2,580 | -56.33% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,910 | 261 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,901 | 260 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INCEPTIONR LLC | History | New | 1,881 | 257 | 0.07% | — | 145 | +1,881 | New | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,803 | 247 | 0.01% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,835 | 246 | 0.0% | 0.0% | 147 | +40 | 2.23% | Q4 2025 | Jan 08, 2026 |
| Ballentine Partners, LLC | History | No change | 1,794 | 245 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 1,776 | 243 | 0.0% | 0.0% | 149 | +76 | 4.47% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 1,769 | 242 | 0.0% | — | 150 | +1,769 | New | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,759 | 241 | 0.02% | 0.02% | 151 | +22 | 1.27% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,743 | 238 | 0.0% | 0.0% | 152 | +2 | 0.11% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 1,695 | 232 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 1,656 | 227 | 0.0% | — | 154 | +1,656 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,596 | 218 | 0.02% | 0.02% | 155 | -166 | -9.42% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,481 | 203 | 0.0% | 0.0% | 156 | -263 | -15.08% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,395 | 192 | 0.0% | — | 157 | +1,395 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,260 | 172 | 0.0% | 0.0% | 158 | +2 | 0.16% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,094 | 149 | 0.0% | — | 159 | +1,094 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,061 | 145 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 889 | 121 | 0.0% | 0.0% | 161 | -100 | -10.11% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 770 | 105 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 732 | 100 | 0.0% | 0.0% | 163 | -148 | -16.82% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | No change | 723 | 99 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 667 | 91 | 0.0% | 0.0% | 165 | +26 | 4.06% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | New | 559 | 76 | 0.01% | — | 166 | +559 | New | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 515 | 70 | 0.0% | — | 167 | +515 | New | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 498 | 68 | 0.01% | — | 168 | +498 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 502 | 68 | 0.02% | 0.02% | 169 | +298 | 146.08% | Q4 2025 | Mar 03, 2026 |
| US BANCORP \DE\ | History | No change | 358 | 49 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 348 | 47 | 0.0% | 0.0% | 171 | +203 | 140.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 320 | 43 | 0.0% | 0.0% | 172 | +50 | 18.52% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 312 | 42 | 0.0% | 0.0% | 173 | -524 | -62.68% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 306 | 41 | 0.0% | — | 174 | +306 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 287 | 39 | 0.0% | 0.0% | 175 | -188 | -39.58% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 268 | 36 | 0.0% | 0.0% | 176 | -11 | -3.94% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 242 | 33 | 0.0% | 0.0% | 177 | -261 | -51.89% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 213 | 29 | 0.0% | 0.0% | 178 | -3 | -1.39% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 202 | 27 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 189 | 25 | 0.0% | 0.0% | 180 | -377 | -66.61% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 180 | 24 | 0.0% | 0.0% | 181 | -9 | -4.76% | Q4 2025 | Feb 18, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 174 | 22 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 156 | 21 | 0.01% | — | 185 | +156 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 155 | 21 | 0.0% | 0.0% | 184 | +111 | 252.27% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 154 | 21 | 0.0% | 0.0% | 183 | -62 | -28.7% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 139 | 19 | 0.0% | 0.0% | 186 | -1,131 | -89.06% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 101 | 13 | 0.0% | 0.0% | 188 | -6 | -5.61% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 100 | 13 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 91 | 12 | 0.0% | — | 190 | +91 | New | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 88 | 12 | 0.0% | 0.0% | 189 | +26 | 41.94% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 81 | 11 | 0.01% | 0.01% | 191 | -5 | -5.81% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 72 | 10 | 0.0% | 0.0% | 192 | -17 | -19.1% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 67 | 8 | 0.0% | — | 193 | +67 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 65 | 8 | 0.0% | — | 194 | +63 | 3150.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 58 | 7 | 0.0% | 0.0% | 195 | +4 | 7.41% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 52 | 7 | 0.0% | 0.0% | 196 | +3 | 6.12% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 53 | 7 | 0.0% | 0.0% | 198 | +3 | 6.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 53 | 7 | 0.0% | 0.0% | 197 | -1 | -1.85% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | New | 49 | 6 | 0.0% | — | 199 | +49 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 47 | 6 | 0.0% | 0.0% | 200 | +4 | 9.3% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 42 | 5 | 0.0% | 0.01% | 201 | -219 | -83.91% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 29 | 4 | 0.0% | 0.0% | 202 | +3 | 11.54% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 20 | 3 | 0.0% | 0.0% | 204 | +1 | 5.26% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | No change | 26 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 20 | 2 | 0.0% | — | 207 | +20 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 206 | -1 | -5.88% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 1 | 0.0% | — | 212 | +12 | New | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 1 | 0.0% | — | 209 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sovereign's Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.82% | — | -27,639 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -10,589 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,821 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 24, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rockefeller Capital Management L.P. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Mar 16, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |