NATIONAL HEALTH INVESTORS INC - NHI
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.
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| 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 | 8,733,237 | 665,996 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,630,646 | 353,133 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,735,937 | 211,127 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,099,145 | 160,080 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,997,739 | 131,111 | 0.07% | 0.07% | 5 | +20,645 | 1.04% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,606,463 | 122,508 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,402,775 | 106,994 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,019,379 | 77,737 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 880,321 | 67,133 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 870,365 | 66,374 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 672,355 | 51,273 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 608,688 | 46,418 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 688,109 | 45,162 | 0.01% | 0.01% | 13 | +12,370 | 1.83% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 444,043 | 33,862 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 415,413 | 32,396 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 396,229 | 30,216 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 335,445 | 25,581 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 322,529 | 24,596 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 321,018 | 24,480 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 285,144 | 21,745 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOWEN HANES & CO INC | History | No change | 260,000 | 21,023 | 0.51% | 0.51% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 269,673 | 20,565 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 257,108 | 19,607 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 248,865 | 18,978 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 242,935 | 18,526 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 235,078 | 17,927 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 209,294 | 15,960 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 239,542 | 15,721 | 0.01% | 0.0% | 28 | +189,096 | 374.85% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 200,120 | 15,261 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 192,925 | 14,712 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 165,709 | 12,636 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 135,618 | 10,342 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 159,225 | 10,282 | 0.46% | 0.92% | 33 | -111,027 | -41.08% | Q3 2026 | Oct 09, 2026 |
| SG Americas Securities, LLC | History | No change | 134,506 | 10,257 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 130,123 | 9,923 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 121,326 | 9,252 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 120,821 | 9,213 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 120,045 | 9,153 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 118,638 | 9,047 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 136,697 | 8,971 | 0.48% | 0.52% | 40 | +10,852 | 8.62% | Q3 2026 | Oct 29, 2026 |
| Nuveen, LLC | History | No change | 117,495 | 8,960 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 112,016 | 8,543 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 105,065 | 8,012 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 100,628 | 7,673 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 93,376 | 7,120 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 92,420 | 7,047 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 84,191 | 6,420 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 79,418 | 6,056 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 79,027 | 6,026 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 91,195 | 5,985 | 0.01% | 0.02% | 50 | -8,992 | -8.98% | Q3 2026 | Oct 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 78,050 | 5,952 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | History | No change | 77,934 | 5,943 | 0.56% | 0.56% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eversept Partners, LP | History | No change | 70,673 | 5,389 | 0.28% | 0.28% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sophron Capital Management L.P. | History | No change | 70,659 | 5,388 | 1.67% | 1.67% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 65,796 | 5,320 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 64,784 | 4,940 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 63,455 | 4,840 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 57,825 | 4,409 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 57,627 | 4,394 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 57,399 | 4,377 | 3.79% | 3.79% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 56,776 | 4,329 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clayton Partners LLC | History | No change | 55,868 | 4,260 | 2.8% | 2.8% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 55,643 | 4,243 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 53,467 | 4,077 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 52,100 | 3,973 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 58,826 | 3,860 | 0.0% | 0.0% | 66 | -776 | -1.3% | Q3 2026 | Nov 04, 2026 |
| MACQUARIE GROUP LTD | History | No change | 50,297 | 3,835 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 50,000 | 3,813 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 46,662 | 3,558 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Edgestream Partners, L.P. | History | No change | 45,814 | 3,493 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 44,032 | 3,357 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 43,403 | 3,309 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 43,386 | 3,308 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 43,390 | 3,308 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,109 | 3,287 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nepsis Inc. | History | Added to | 49,339 | 3,238 | 1.02% | 1.05% | 76 | +8,570 | 21.02% | Q3 2026 | Oct 13, 2026 |
| Engineers Gate Manager LP | History | No change | 41,155 | 3,138 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 41,028 | 3,129 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 47,210 | 3,098 | 0.18% | 0.21% | 79 | -10 | -0.02% | Q3 2026 | Oct 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 46,794 | 3,071 | 0.01% | 0.02% | 80 | -99 | -0.21% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 45,314 | 2,973 | 0.0% | 0.0% | 81 | +3,722 | 8.95% | Q3 2026 | Nov 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 38,187 | 2,912 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 37,617 | 2,868 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 33,251 | 2,535 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 38,360 | 2,517 | 0.0% | 0.0% | 85 | +1,502 | 4.08% | Q3 2026 | Oct 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 37,845 | 2,481 | 0.03% | 0.04% | 86 | -8,610 | -18.53% | Q3 2026 | Oct 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 36,105 | 2,369 | 0.01% | 0.0% | 87 | +35,902 | 17685.71% | Q3 2026 | Oct 28, 2026 |
| Freestone Grove Partners LP | History | No change | 30,673 | 2,339 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 30,400 | 2,318 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 30,388 | 2,317 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 29,941 | 2,283 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 34,736 | 2,279 | 0.02% | 0.0% | 92 | +29,185 | 525.76% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 29,644 | 2,260 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 29,178 | 2,225 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 26,954 | 2,055 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aberdeen Group plc | History | No change | 26,309 | 2,006 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,933 | 1,977 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 24,872 | 1,896 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 24,520 | 1,869 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Wealthspire Retirement, LLC | History | No change | 24,350 | 1,856 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 23,826 | 1,816 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 23,424 | 1,786 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 25,294 | 1,660 | 0.0% | 0.0% | 103 | +13,905 | 122.09% | Q3 2026 | Nov 02, 2026 |
| Illinois Municipal Retirement Fund | History | New | 25,248 | 1,657 | 0.02% | — | 104 | +25,248 | New | Q3 2026 | Nov 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 21,271 | 1,648 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 21,574 | 1,645 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 21,351 | 1,628 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 21,193 | 1,616 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,051 | 1,453 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,007 | 1,450 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 18,909 | 1,442 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,481 | 1,409 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,352 | 1,399 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,900 | 1,371 | 0.02% | 0.02% | 114 | -100 | -0.48% | Q3 2026 | Oct 20, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 17,812 | 1,358 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 20,319 | 1,333 | 0.0% | 0.0% | 116 | +572 | 2.9% | Q3 2026 | Oct 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,452 | 1,330 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pensionfund PDN | History | Added to | 19,000 | 1,247 | 0.73% | 0.48% | 118 | +6,800 | 55.74% | Q3 2026 | Oct 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,100 | 1,227 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 18,223 | 1,195 | 0.0% | 0.01% | 120 | -1,925 | -9.55% | Q3 2026 | Nov 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 18,190 | 1,193 | 0.03% | 0.01% | 121 | +9,733 | 115.09% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 15,171 | 1,156 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,103 | 1,151 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,337 | 1,093 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,527 | 1,033 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 13,512 | 1,030 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,314 | 1,015 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Metis Global Partners, LLC | History | No change | 12,642 | 964 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TBH Global Asset Management, LLC | History | No change | 14,576 | 956 | 0.17% | 0.2% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 12,485 | 952 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,363 | 942 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,803 | 900 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 13,309 | 873 | 0.0% | 0.0% | 133 | +606 | 4.77% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | New | 13,300 | 872 | 0.0% | — | 134 | +13,300 | New | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,362 | 866 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quantbot Technologies LP | History | No change | 11,322 | 863 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 13,031 | 855 | 0.07% | 0.06% | 137 | +3,549 | 37.43% | Q3 2026 | Oct 06, 2026 |
| BARCLAYS PLC | History | No change | 11,017 | 840 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,717 | 835 | 0.01% | 0.01% | 139 | -304 | -2.33% | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,800 | 823 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,487 | 819 | 0.01% | 0.01% | 141 | -453 | -3.5% | Q3 2026 | Oct 22, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 12,271 | 818 | 0.0% | 0.01% | 142 | -40,938 | -76.94% | Q3 2026 | Oct 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,500 | 808 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 12,290 | 806 | 0.01% | 0.01% | 144 | +1,439 | 13.26% | Q3 2026 | Oct 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 10,150 | 774 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 10,142 | 773 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,100 | 770 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 10,098 | 770 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,213 | 735 | 0.0% | 0.0% | 149 | +92 | 0.83% | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,000 | 721 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vestcor Inc | History | No change | 9,381 | 715 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 9,125 | 695 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 8,998 | 686 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 8,903 | 678 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,760 | 668 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 8,768 | 668 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,800 | 643 | 0.01% | 0.01% | 157 | +552 | 5.97% | Q3 2026 | Oct 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 8,387 | 643 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 9,630 | 632 | 0.0% | 0.0% | 159 | +1,800 | 22.99% | Q3 2026 | Oct 13, 2026 |
| Inspire Investing, LLC | History | Added to | 9,619 | 631 | 0.03% | 0.03% | 160 | +773 | 8.74% | Q3 2026 | Oct 22, 2026 |
| Family Legacy, Inc. | History | No change | 9,340 | 612 | 0.17% | 0.19% | 161 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Pensionfund Sabic | History | Added to | 9,200 | 604 | 0.73% | 0.49% | 162 | +3,200 | 53.33% | Q3 2026 | Oct 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,739 | 590 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 7,594 | 579 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 8,709 | 572 | 0.0% | — | 165 | +8,709 | New | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 7,485 | 570 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,668 | 569 | 0.0% | 0.0% | 167 | +2,977 | 52.31% | Q3 2026 | Oct 22, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 7,443 | 567 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 7,343 | 559 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,318 | 558 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 7,200 | 549 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,050 | 537 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,908 | 526 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Groupe la Francaise | History | No change | 6,876 | 524 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,962 | 522 | 0.01% | 0.01% | 175 | +41 | 0.52% | Q3 2026 | Oct 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,568 | 500 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,360 | 483 | 0.0% | 0.0% | 177 | +29 | 0.4% | Q3 2026 | Nov 03, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,165 | 463 | 0.11% | 0.13% | 178 | +22 | 0.31% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,965 | 462 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,036 | 461 | 0.0% | 0.0% | 180 | +341 | 5.09% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | New | 6,978 | 457 | 0.0% | — | 181 | +6,978 | New | Q3 2026 | Oct 28, 2026 |
| Belleair Asset Management, LLC | History | Added to | 6,953 | 456 | 0.38% | 0.3% | 182 | +2,247 | 47.75% | Q3 2026 | Nov 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 5,957 | 454 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,669 | 437 | 0.0% | 0.0% | 184 | -263 | -3.79% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,706 | 435 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 5,646 | 430 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,258 | 400 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 6,010 | 394 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMMERCE BANK | History | No change | 5,065 | 386 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benchmark Investment Advisors LLC | History | No change | 5,000 | 381 | 0.17% | 0.17% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UniSuper Management Pty Ltd | History | No change | 5,700 | 374 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 4,828 | 368 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oath Planning, LLC | History | New | 5,471 | 359 | 0.23% | — | 194 | +5,471 | New | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,703 | 359 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 4,610 | 351 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,181 | 340 | 0.09% | 0.1% | 196 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,411 | 336 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 5,084 | 333 | 0.03% | 0.04% | 198 | +92 | 1.84% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,252 | 324 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,146 | 316 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 4,110 | 313 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 4,720 | 309 | 0.0% | 0.0% | 202 | -149 | -3.06% | Q3 2026 | Nov 03, 2026 |
| BROWN ADVISORY INC | History | No change | 4,000 | 305 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | Added to | 4,602 | 302 | 0.0% | 0.0% | 204 | +125 | 2.79% | Q3 2026 | Oct 27, 2026 |
| ALBERT D MASON INC | History | Added to | 4,532 | 297 | 0.18% | 0.19% | 205 | +43 | 0.96% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,590 | 296 | 0.0% | 0.0% | 207 | +439 | 10.58% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,886 | 296 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,802 | 289 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 3,526 | 268 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 3,969 | 260 | 0.02% | 0.03% | 210 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,673 | 241 | 0.0% | 0.0% | 212 | -3,309 | -47.39% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 3,166 | 241 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 3,163 | 241 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,622 | 237 | 0.0% | 0.0% | 214 | +138 | 3.96% | Q3 2026 | Nov 03, 2026 |
| CHELSEA COUNSEL CO | History | No change | 3,000 | 231 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,480 | 228 | 0.0% | 0.0% | 216 | +59 | 1.72% | Q3 2026 | Oct 16, 2026 |
| Tidal Investments LLC | History | No change | 2,988 | 227 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | New | 3,401 | 223 | 0.0% | — | 218 | +3,401 | New | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,861 | 218 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,795 | 213 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,100 | 203 | 0.06% | 0.07% | 221 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,923 | 194 | 0.0% | 0.0% | 222 | +331 | 12.77% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,668 | 175 | 0.02% | 0.02% | 223 | +524 | 24.44% | Q3 2026 | Oct 26, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,243 | 171 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,594 | 170 | 0.02% | — | 225 | +2,594 | New | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,204 | 168 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 2,053 | 156 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | No change | 1,961 | 149 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,845 | 140 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,802 | 139 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,959 | 128 | 0.0% | 0.0% | 231 | +1,430 | 270.32% | Q3 2026 | Oct 23, 2026 |
| FIL Ltd | History | No change | 1,644 | 125 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Employees Retirement System of Texas | History | No change | 1,354 | 103 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 1,561 | 102 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,354 | 88 | 0.0% | 0.0% | 235 | +153 | 12.74% | Q3 2026 | Oct 21, 2026 |
| Field & Main Bank | History | No change | 1,000 | 76 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| North Star Investment Management Corp. | History | No change | 1,150 | 75 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,072 | 70 | 0.0% | 0.0% | 238 | +60 | 5.93% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 951 | 62 | 0.0% | 0.0% | 239 | -29 | -2.96% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 782 | 59 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 784 | 59 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 875 | 57 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 659 | 50 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 554 | 42 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 633 | 41 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 613 | 40 | 0.0% | 0.0% | 246 | -13 | -2.08% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 603 | 39 | 0.0% | 0.0% | 247 | +166 | 37.99% | Q3 2026 | Oct 08, 2026 |
| S&T BANK/PA | History | No change | 475 | 36 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Wealth Management LLC | History | New | 475 | 31 | 0.01% | — | 249 | +475 | New | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 415 | 27 | 0.0% | 0.0% | 251 | +216 | 108.54% | Q3 2026 | Oct 01, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 355 | 27 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 318 | 24 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 250 | 19 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 240 | 18 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 222 | 16 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 234 | 15 | 0.0% | 0.0% | 256 | +143 | 157.14% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 176 | 13 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 173 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 175 | 13 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 178 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 190 | 12 | 0.01% | 0.02% | 262 | -254 | -57.21% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 148 | 9 | 0.0% | 0.0% | 264 | -100 | -40.32% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 145 | 9 | 0.0% | 0.0% | 263 | +30 | 26.09% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 134 | 8 | 0.0% | — | 266 | +129 | 2580.0% | Q3 2026 | Nov 05, 2026 |
| Bare Financial Services, Inc | History | New | 123 | 8 | 0.0% | — | 268 | +123 | New | Q3 2026 | Nov 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 110 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Reduced | 111 | 7 | 0.0% | 0.02% | 271 | -330 | -74.83% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 113 | 7 | 0.0% | 0.0% | 270 | +38 | 50.67% | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 7 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Latitude Advisors, LLC | History | New | 101 | 6 | 0.0% | — | 272 | +101 | New | Q3 2026 | Oct 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 100 | 6 | 0.0% | — | 273 | +100 | New | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | New | 90 | 5 | 0.0% | — | 275 | +90 | New | Q3 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 77 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 74 | 4 | 0.0% | 0.0% | 278 | -116 | -61.05% | Q3 2026 | Oct 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 66 | 4 | 0.0% | 0.0% | 279 | -66 | -50.0% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 65 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 63 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NorthAvenue LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 35 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | No change | 60 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 42 | 2 | 0.0% | — | 288 | +42 | New | Q3 2026 | Oct 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 41 | 2 | 0.0% | — | 289 | +41 | New | Q3 2026 | Oct 22, 2026 |
| Ascentis Wealth Management, LLC | History | New | 41 | 2 | 0.0% | — | 290 | +41 | New | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 44 | 2 | 0.0% | 0.0% | 286 | +21 | 91.3% | Q3 2026 | Oct 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 30 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 28 | 1 | 0.0% | — | 299 | +28 | New | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 24 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 26 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 29 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 24 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cornerstone Financial Management LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -21,813 | -100.0% | Q3 2026 | Nov 03, 2026 |