NATIONAL HEALTH INVESTORS INC - NHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 6,496,852 | 496,164 | 0.01% | 0.01% | 1 | -1,562 | -0.02% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,833,389 | 369,125 | 0.01% | 0.01% | 2 | +143,137 | 3.05% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,997,410 | 154,333 | 0.01% | 0.01% | 3 | -18,082 | -0.9% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,668,006 | 127,386 | 0.07% | 0.07% | 4 | +30,968 | 1.89% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,262,657 | 96,443 | 0.01% | 0.01% | 5 | +18,198 | 1.46% | Q4 2025 | Feb 09, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 1,154,060 | 88,135 | 0.87% | 0.79% | 6 | +167,352 | 16.96% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,002,773 | 76,581 | 0.09% | 0.07% | 7 | +266,858 | 36.26% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 986,744 | 75,357 | 0.0% | 0.01% | 8 | -626,307 | -38.83% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 911,203 | 69,589 | 0.1% | — | 9 | +911,203 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 827,335 | 63,183 | 0.0% | 0.0% | 10 | +61,505 | 8.03% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 817,085 | 62,400 | 0.01% | 0.01% | 11 | +26,558 | 3.36% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 724,125 | 55,301 | 0.01% | — | 12 | +724,125 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 668,085 | 51,023 | 0.01% | 0.01% | 13 | +14,958 | 2.29% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 550,430 | 42,036 | 0.01% | 0.01% | 14 | -28,342 | -4.9% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 537,231 | 41,028 | 0.01% | 0.01% | 15 | -40,209 | -6.96% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | Added to | 531,179 | 40,566 | 2.9% | 8.68% | 16 | +14,419 | 2.79% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 470,161 | 35,906 | 0.02% | 0.02% | 17 | -86,705 | -15.57% | Q4 2025 | Feb 17, 2026 |
| Land & Buildings Investment Management, LLC | History | Reduced | 413,133 | 31,550 | 5.24% | 6.36% | 18 | -22,733 | -5.22% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 286,355 | 21,868 | 0.16% | — | 19 | +286,355 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 280,792 | 21,445 | 0.19% | 0.2% | 20 | -5,585 | -1.95% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 256,898 | 20,595 | 0.97% | 0.97% | 21 | +15,638 | 6.48% | Q4 2025 | Jan 21, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 260,000 | 19,856 | 0.03% | — | 23 | +260,000 | New | Q4 2025 | Feb 17, 2026 |
| BOWEN HANES & CO INC | History | No change | 260,000 | 19,856 | 0.5% | 0.52% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 251,588 | 19,213 | 0.0% | 0.0% | 24 | +46,715 | 22.8% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 249,949 | 19,088 | 0.02% | 0.02% | 25 | -52,478 | -17.35% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 246,537 | 18,828 | 0.03% | 0.04% | 26 | -58,860 | -19.27% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 237,569 | 18,143 | 0.0% | 0.0% | 27 | +40,026 | 20.26% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 234,075 | 17,876 | 0.0% | 0.0% | 28 | -2,308 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 232,270 | 17,738 | 0.02% | 0.02% | 29 | -33,778 | -12.7% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 229,482 | 17,525 | 0.03% | 0.03% | 30 | +3,334 | 1.47% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 212,485 | 16,227 | 0.08% | 0.07% | 31 | +19,215 | 9.94% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 209,100 | 15,968 | 0.03% | 0.04% | 32 | -72,800 | -25.82% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 197,518 | 15,084 | 0.0% | 0.0% | 33 | +6,984 | 3.67% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 170,686 | 13,035 | 0.0% | 0.0% | 34 | -30,419 | -15.13% | Q4 2025 | Mar 25, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 131,772 | 10,063 | 0.01% | 0.04% | 35 | -277,068 | -67.77% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 125,980 | 9,621 | 0.0% | 0.0% | 36 | +3,726 | 3.05% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 111,816 | 8,635 | 0.02% | 0.03% | 37 | -191 | -0.17% | Q4 2025 | Jan 27, 2026 |
| STRS OHIO | History | Reduced | 112,400 | 8,583 | 0.03% | 0.05% | 38 | -54,900 | -32.82% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Added to | 111,642 | 8,526 | 0.0% | 0.0% | 39 | +13,092 | 13.28% | Q4 2025 | Feb 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 103,817 | 7,928 | 0.5% | 0.51% | 40 | +7,530 | 7.82% | Q4 2025 | Jan 21, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 102,211 | 7,806 | 0.02% | 0.01% | 41 | +49,685 | 94.59% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 95,878 | 7,322 | 0.01% | 43.02% | 42 | -20,692 | -17.75% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 93,620 | 7,149 | 0.0% | 0.0% | 43 | +3,100 | 3.42% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 92,457 | 7,060 | 0.0% | 0.0% | 44 | +10,174 | 12.36% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 90,045 | 6,876 | 0.0% | 0.0% | 45 | +20,763 | 29.97% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 88,140 | 6,731 | 0.0% | 0.0% | 46 | -12,435 | -12.36% | Q4 2025 | Feb 19, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 84,600 | 6,460 | 0.19% | 0.31% | 47 | -45,300 | -34.87% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 83,208 | 6,354 | 0.01% | 0.01% | 48 | -5,188 | -5.87% | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | History | New | 77,029 | 5,882 | 0.62% | — | 49 | +77,029 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 76,996 | 5,880 | 0.0% | 0.0% | 50 | +10,060 | 15.03% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 76,629 | 5,852 | 0.02% | 0.02% | 51 | +1,238 | 1.64% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 75,426 | 5,760 | 0.0% | 0.0% | 52 | +12,947 | 20.72% | Q4 2025 | Mar 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 70,810 | 5,407 | 0.01% | 0.01% | 53 | +1,460 | 2.11% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 68,548 | 5,234 | 0.0% | 0.0% | 54 | -9,256 | -11.9% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 65,343 | 4,990 | 0.02% | 0.02% | 55 | -2,188 | -3.24% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 64,879 | 4,954 | 0.0% | 0.0% | 56 | +12,041 | 22.79% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 62,512 | 4,774 | 0.32% | 0.22% | 57 | +20,172 | 47.64% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 56,627 | 4,324 | 0.03% | — | 58 | +56,627 | New | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 56,580 | 4,321 | 0.0% | 0.0% | 59 | +2,315 | 4.27% | Q4 2025 | Feb 17, 2026 |
| Clayton Partners LLC | History | Added to | 55,456 | 4,235 | 3.06% | 2.92% | 60 | +6,988 | 14.42% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,218 | 4,216 | 0.0% | 0.0% | 61 | +28,348 | 105.5% | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 53,168 | 4,060 | 0.11% | 0.06% | 62 | +19,892 | 59.78% | Q4 2025 | Jan 28, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 52,461 | 4,006 | 0.0% | 0.0% | 63 | +903 | 1.75% | Q4 2025 | Jan 23, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 51,220 | 3,911 | 0.28% | 0.34% | 64 | -8,098 | -13.65% | Q4 2025 | Jan 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 49,800 | 3,803 | 0.02% | 0.04% | 65 | -37,300 | -42.82% | Q4 2025 | Feb 04, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 49,113 | 3,750 | 0.02% | 0.09% | 66 | -929,361 | -94.98% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 53,209 | 3,687 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Edgestream Partners, L.P. | History | New | 46,450 | 3,547 | 0.1% | — | 68 | +46,450 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 46,161 | 3,525 | 0.01% | 0.01% | 69 | +446 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 45,799 | 3,497 | 3.52% | — | 70 | +45,799 | New | Q4 2025 | Jan 21, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 45,534 | 3,477 | 0.0% | 0.01% | 71 | -54,889 | -54.66% | Q4 2025 | Feb 11, 2026 |
| Aberdeen Group plc | History | Added to | 45,355 | 3,463 | 0.01% | 0.0% | 72 | +19,241 | 73.68% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,191 | 3,451 | 0.0% | 0.0% | 73 | -5,760 | -11.3% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,986 | 3,435 | 0.0% | 0.0% | 74 | +2,267 | 5.31% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,055 | 3,365 | 0.0% | 0.0% | 75 | +2,313 | 5.54% | Q4 2025 | Feb 17, 2026 |
| Sophron Capital Management L.P. | History | Added to | 42,815 | 3,269 | 1.05% | 0.46% | 76 | +24,130 | 129.14% | Q4 2025 | Feb 17, 2026 |
| Nepsis Inc. | History | Reduced | 42,607 | 3,253 | 1.01% | 1.11% | 77 | -1,387 | -3.15% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 39,933 | 3,050 | 0.0% | 0.0% | 78 | +151 | 0.38% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 38,933 | 2,973 | 0.0% | 0.0% | 79 | -12,356 | -24.09% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 36,721 | 2,822 | 0.0% | 0.0% | 80 | +908 | 2.54% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,233 | 2,767 | 0.0% | 0.0% | 81 | +13 | 0.04% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 34,642 | 2,645 | 0.0% | 0.0% | 82 | +10,455 | 43.23% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,376 | 2,549 | 0.0% | 0.0% | 83 | +11,194 | 50.46% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 31,750 | 2,424 | 0.0% | 0.0% | 84 | +1,670 | 5.55% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,692 | 2,420 | 0.0% | 0.0% | 85 | +42 | 0.13% | Q4 2025 | Feb 18, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 30,712 | 2,345 | 0.05% | — | 86 | +30,712 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 29,466 | 2,248 | 0.02% | 0.02% | 87 | +4,580 | 18.4% | Q4 2025 | Jan 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 28,721 | 2,201 | 0.0% | — | 88 | +28,721 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,290 | 2,160 | 0.0% | 0.0% | 89 | +1,343 | 4.98% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 27,737 | 2,118 | 0.0% | 0.0% | 90 | +775 | 2.87% | Q4 2025 | Jan 27, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 27,521 | 2,101 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 27,479 | 2,099 | 0.0% | 0.01% | 92 | -24,135 | -46.76% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 25,097 | 1,916 | 0.12% | 0.13% | 93 | +106 | 0.42% | Q4 2025 | Feb 18, 2026 |
| Fieldview Capital Management, LLC | History | New | 24,874 | 1,899 | 0.32% | — | 94 | +24,874 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 24,530 | 1,873 | 0.0% | 0.0% | 95 | -9,212 | -27.3% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 23,641 | 1,805 | 0.0% | 0.0% | 96 | +511 | 2.21% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 23,028 | 1,758 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 22,750 | 1,737 | 0.51% | 0.56% | 98 | -1,758 | -7.17% | Q4 2025 | Feb 09, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 22,262 | 1,700 | 0.01% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 22,249 | 1,699 | 0.0% | — | 100 | +22,249 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,061 | 1,684 | 0.0% | 0.0% | 101 | +9,945 | 82.08% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 21,069 | 1,609 | 0.0% | 0.0% | 102 | +557 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 20,648 | 1,576 | 0.02% | 0.02% | 103 | +528 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 20,127 | 1,552 | 0.01% | 0.01% | 104 | -757 | -3.62% | Q4 2025 | Feb 06, 2026 |
| Militia Capital Partners, LP | History | Added to | 20,100 | 1,535 | 0.58% | 0.48% | 105 | +7,000 | 53.44% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,509 | 1,489 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,438 | 1,485 | 0.0% | 0.0% | 107 | +19 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Added to | 19,360 | 1,478 | 0.02% | 0.01% | 108 | +6,780 | 53.9% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,051 | 1,455 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 18,800 | 1,435 | 0.0% | — | 110 | +18,800 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,724 | 1,429 | 0.0% | 0.0% | 111 | +2,576 | 15.95% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 18,007 | 1,375 | 0.01% | 0.0% | 112 | +8,500 | 89.41% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 17,398 | 1,328 | 0.05% | 0.06% | 113 | -1,796 | -9.36% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 17,236 | 1,316 | 0.22% | 0.23% | 114 | +2,599 | 17.76% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,252 | 1,164 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 15,214 | 1,161 | 0.01% | 0.01% | 116 | +204 | 1.36% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,163 | 1,157 | 0.01% | 0.01% | 117 | -17 | -0.11% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,823 | 1,132 | 0.01% | 0.01% | 118 | +1,570 | 11.85% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,386 | 1,022 | 0.0% | 0.0% | 119 | +259 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 13,243 | 1,011 | 0.01% | 0.01% | 120 | -575 | -4.16% | Q4 2025 | Jan 28, 2026 |
| Ausbil Investment Management Ltd | History | No change | 12,850 | 981 | 0.56% | 0.55% | 121 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,807 | 978 | 0.01% | 0.01% | 122 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 12,595 | 962 | 0.0% | 0.0% | 123 | +1,313 | 11.64% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,135 | 926 | 0.0% | 0.0% | 124 | -318 | -2.55% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,042 | 920 | 0.0% | 0.0% | 125 | +4,981 | 70.54% | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Added to | 12,001 | 916 | 0.0% | 0.0% | 126 | +373 | 3.21% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 11,895 | 908 | 0.0% | 0.0% | 127 | -1,109 | -8.53% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,581 | 884 | 0.0% | 0.0% | 128 | +1,049 | 9.96% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,479 | 878 | 0.0% | — | 129 | +11,479 | New | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | Added to | 11,270 | 860 | 0.02% | 0.02% | 130 | +742 | 7.05% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,091 | 847 | 0.0% | 0.0% | 131 | +58 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 10,851 | 828 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 10,790 | 824 | 0.0% | 0.0% | 134 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,800 | 824 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | New | 10,500 | 801 | 0.02% | — | 135 | +10,500 | New | Q4 2025 | Feb 04, 2026 |
| Squarepoint Ops LLC | History | New | 10,479 | 800 | 0.0% | — | 136 | +10,479 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,200 | 786 | 0.0% | 0.0% | 137 | +400 | 4.08% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,202 | 779 | 0.0% | 0.0% | 138 | +5,380 | 111.57% | Q4 2025 | Feb 18, 2026 |
| CREDIT AGRICOLE S A | History | No change | 9,931 | 758 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 9,700 | 740 | 0.0% | 0.01% | 140 | -3,400 | -25.95% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 9,668 | 737 | 0.0% | 0.0% | 141 | +4,917 | 103.49% | Q4 2025 | Feb 10, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,618 | 734 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,489 | 724 | 0.0% | 0.0% | 143 | +2,179 | 29.81% | Q4 2025 | Feb 17, 2026 |
| Family Legacy, Inc. | History | No change | 9,340 | 713 | 0.21% | 0.23% | 144 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,126 | 697 | 0.01% | 0.01% | 145 | -1,401 | -13.31% | Q4 2025 | Feb 18, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 9,053 | 691 | 0.11% | 0.13% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 9,016 | 688 | 0.03% | 0.11% | 147 | -26,145 | -74.36% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,995 | 687 | 0.0% | 0.0% | 148 | +139 | 1.57% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,907 | 680 | 0.0% | 0.0% | 149 | +146 | 1.67% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,773 | 670 | 0.01% | 0.01% | 150 | +55 | 0.63% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 8,597 | 656 | 0.0% | 0.0% | 151 | +688 | 8.7% | Q4 2025 | Feb 06, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 8,510 | 650 | 0.01% | 0.01% | 152 | +1,590 | 22.98% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,366 | 638 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 8,320 | 635 | 0.01% | 0.01% | 154 | -2,717 | -24.62% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 8,194 | 625 | 0.04% | 0.04% | 155 | +4 | 0.05% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,064 | 615 | 0.01% | 0.01% | 156 | +77 | 0.96% | Q4 2025 | Jan 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,955 | 608 | 0.0% | 0.0% | 157 | -16,367 | -67.29% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,814 | 596 | 0.0% | 0.0% | 158 | -2,523 | -24.41% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,681 | 586 | 0.02% | 0.03% | 159 | -7,019 | -47.75% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 7,305 | 557 | 0.0% | 0.0% | 160 | -805 | -9.93% | Q4 2025 | Feb 17, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 7,226 | 551 | 0.0% | 0.0% | 162 | +260 | 3.73% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,001 | 551 | 0.14% | 0.14% | 161 | +21 | 0.3% | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | New | 7,041 | 544 | 0.08% | — | 163 | +7,041 | New | Q4 2025 | Feb 04, 2026 |
| Pensionfund PDN | History | No change | 7,000 | 535 | 0.35% | 0.36% | 164 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,680 | 510 | 0.0% | 0.0% | 165 | +635 | 10.5% | Q4 2025 | Jan 29, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,177 | 471 | 0.01% | 0.0% | 166 | -3,572 | -36.64% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 6,112 | 466 | 0.04% | 0.04% | 167 | +405 | 7.1% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,736 | 445 | 0.0% | 0.0% | 168 | -2,048 | -26.31% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,781 | 441 | 0.0% | 0.0% | 169 | -52 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,753 | 439 | 0.0% | 0.0% | 170 | +1,167 | 25.45% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,603 | 427 | 0.0% | 0.0% | 171 | -147 | -2.56% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,436 | 415 | 0.0% | 0.0% | 172 | +265 | 5.12% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 5,393 | 411 | 0.02% | 0.02% | 173 | +1,312 | 32.15% | Q4 2025 | Feb 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,181 | 395 | 0.12% | 0.13% | 174 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 5,114 | 390 | 0.04% | 0.05% | 175 | -521 | -9.25% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 5,038 | 384 | 0.0% | 0.0% | 176 | +614 | 13.88% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 4,904 | 374 | 0.0% | 0.0% | 177 | +188 | 3.99% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 4,866 | 371 | 0.0% | 0.0% | 178 | -35 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Belleair Asset Management, LLC | History | New | 4,706 | 359 | 0.34% | — | 180 | +4,706 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,703 | 359 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,675 | 357 | 0.0% | 0.0% | 181 | +513 | 12.33% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,683 | 357 | 0.0% | 0.0% | 182 | +400 | 9.34% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,610 | 352 | 0.0% | — | 183 | +4,610 | New | Q4 2025 | Feb 18, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 4,616 | 352 | 0.29% | 0.27% | 184 | +452 | 10.85% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,592 | 350 | 0.0% | — | 185 | +4,592 | New | Q4 2025 | Feb 18, 2026 |
| ALBERT D MASON INC | History | Added to | 4,523 | 345 | 0.23% | 0.23% | 186 | +28 | 0.62% | Q4 2025 | Jan 13, 2026 |
| M&T BANK CORP | History | New | 4,505 | 343 | 0.0% | — | 187 | +4,505 | New | Q4 2025 | Jan 30, 2026 |
| BOKF, NA | History | Reduced | 4,351 | 332 | 0.01% | 0.01% | 188 | -22 | -0.5% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,208 | 321 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | New | 4,103 | 314 | 0.0% | — | 190 | +4,103 | New | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 4,023 | 307 | 0.07% | — | 191 | +4,023 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | No change | 3,969 | 303 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,864 | 295 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,802 | 290 | 0.0% | 0.0% | 194 | -5,500 | -59.13% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,755 | 286 | 0.0% | 0.0% | 195 | +855 | 29.48% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 3,723 | 284 | 0.0% | 0.0% | 196 | +89 | 2.45% | Q4 2025 | Feb 12, 2026 |
| Pensionfund Sabic | History | Reduced | 3,500 | 267 | 0.07% | 0.09% | 197 | -700 | -16.67% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 3,496 | 266 | 0.0% | 0.0% | 198 | +61 | 1.78% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,477 | 265 | 0.0% | 0.0% | 199 | +538 | 18.31% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,399 | 259 | 0.0% | 0.0% | 200 | -332 | -8.9% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,300 | 252 | 0.0% | 0.0% | 202 | -57 | -1.7% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,310 | 252 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 3,225 | 246 | 0.01% | 0.01% | 203 | +79 | 2.51% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 3,206 | 244 | 0.01% | 0.01% | 205 | +117 | 3.79% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,164 | 244 | 0.0% | 0.0% | 204 | -37 | -1.16% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,148 | 240 | 0.0% | — | 206 | +3,148 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,136 | 239 | 0.0% | 0.0% | 207 | -45 | -1.41% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,111 | 237 | 0.0% | — | 208 | +3,111 | New | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,091 | 236 | 0.0% | 0.0% | 209 | -3,457 | -52.79% | Q4 2025 | Jan 28, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,100 | 236 | 0.07% | 0.08% | 210 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tidal Investments LLC | History | Reduced | 3,052 | 233 | 0.0% | 0.0% | 211 | -160 | -4.98% | Q4 2025 | Feb 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 3,000 | 231 | 0.1% | 0.11% | 212 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,854 | 217 | 0.0% | 0.0% | 213 | -3,463 | -54.82% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 2,785 | 212 | 0.0% | — | 214 | +2,785 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,775 | 211 | 0.0% | — | 215 | +2,775 | New | Q4 2025 | Feb 12, 2026 |
| CapWealth Advisors, LLC | History | No change | 2,741 | 209 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,669 | 203 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,167 | 165 | 0.0% | 0.0% | 218 | -336 | -13.42% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,101 | 160 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Added to | 1,862 | 142 | 0.0% | 0.0% | 220 | +1,199 | 180.84% | Q4 2025 | Jan 30, 2026 |
| AlphaQuest LLC | History | Reduced | 1,838 | 140 | 0.01% | 0.02% | 221 | -2,021 | -52.37% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 1,733 | 132 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,630 | 126 | 0.0% | 0.01% | 223 | +424 | 35.16% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 1,561 | 119 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,477 | 113 | 0.0% | 0.0% | 225 | -32 | -2.12% | Q4 2025 | Feb 05, 2026 |
| FIL Ltd | History | Reduced | 1,339 | 102 | 0.0% | 0.0% | 226 | -604 | -31.09% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,285 | 98 | 0.0% | 0.01% | 227 | -1,813 | -58.52% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,195 | 91 | 0.0% | 0.0% | 228 | +227 | 23.45% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | No change | 1,150 | 87 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,022 | 78 | 0.0% | 0.0% | 230 | +456 | 80.57% | Q4 2025 | Mar 16, 2026 |
| Field & Main Bank | History | No change | 1,000 | 76 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 980 | 74 | 0.0% | 0.0% | 232 | -148 | -13.12% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 954 | 73 | 0.04% | 0.01% | 233 | +793 | 492.55% | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 939 | 71 | 0.03% | 0.04% | 234 | +15 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 875 | 66 | 0.01% | — | 236 | +875 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 877 | 66 | 0.0% | 0.0% | 235 | +59 | 7.21% | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 787 | 60 | 0.0% | 0.0% | 237 | +5 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Key Capital Management, INC | History | New | 621 | 47 | 0.05% | — | 238 | +621 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 516 | 39 | 0.0% | — | 239 | +516 | New | Q4 2025 | Feb 05, 2026 |
| S&T BANK/PA | History | No change | 475 | 36 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 461 | 35 | 0.0% | 0.0% | 242 | +136 | 41.85% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 466 | 35 | 0.0% | 0.0% | 241 | +81 | 21.04% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 428 | 32 | 0.02% | — | 243 | +428 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 354 | 27 | 0.0% | — | 245 | +354 | New | Q4 2025 | Feb 03, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 357 | 27 | 0.0% | 0.0% | 244 | +88 | 32.71% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 242 | 18 | 0.0% | — | 246 | +242 | New | Q4 2025 | Feb 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 231 | 17 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 220 | 16 | 0.0% | 0.0% | 248 | -632 | -74.18% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 204 | 15 | 0.0% | — | 249 | +192 | 1600.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 168 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 170 | 12 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 140 | 11 | 0.0% | 0.0% | 253 | -2 | -1.41% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 137 | 10 | 0.0% | 0.0% | 254 | +74 | 117.46% | Q4 2025 | Feb 13, 2026 |
| Reflection Asset Management | History | New | 130 | 9 | 0.01% | — | 256 | +130 | New | Q4 2025 | Mar 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 125 | 9 | 0.0% | 0.0% | 255 | +10 | 8.7% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 110 | 8 | 0.0% | 0.0% | 258 | +1 | 0.92% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 106 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 100 | 7 | 0.0% | — | 259 | +100 | New | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 100 | 7 | 0.0% | — | 260 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 91 | 6 | 0.0% | — | 261 | +91 | New | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Added to | 82 | 6 | 0.0% | 0.0% | 262 | +1 | 1.23% | Q4 2025 | Feb 18, 2026 |
| NorthAvenue LLC | History | New | 70 | 5 | 0.0% | — | 264 | +70 | New | Q4 2025 | Apr 02, 2026 |
| Parallel Advisors, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 63 | 4 | 0.0% | 0.0% | 267 | -544 | -89.62% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 53 | 4 | 0.0% | — | 268 | +53 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 65 | 4 | 0.0% | 0.0% | 265 | +22 | 51.16% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 63 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 270 | -122 | -72.62% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 35 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Versant Capital Management, Inc | History | New | 31 | 2 | 0.0% | — | 273 | +31 | New | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | New | 29 | 2 | 0.0% | — | 274 | +29 | New | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 34 | 2 | 0.0% | 0.0% | 272 | +9 | 36.0% | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 25 | 1 | 0.0% | — | 280 | +25 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 23 | 1 | 0.0% | — | 278 | +23 | New | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 279 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 16 | 1 | 0.0% | — | 281 | +16 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 23 | 1 | 0.0% | — | 276 | +13 | 130.0% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 24 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 24 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -66,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -66,801 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -63,877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -42,685 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,602 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -22,586 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,451 | -100.0% | Q3 2025 | Oct 15, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,708 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,784 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,902 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,592 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,330 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,800 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,635 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,627 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -822 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 08, 2025 |
| IFP Advisors, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -10 | -45.45% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| Manchester Capital Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 08, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOTCO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |