Net Lease Office Properties - NLOP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 41 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 1,607,853 41,466 0.0% 0.0% 1 +3,154 0.2% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 1,374,593 35,450 0.0% 0.0% 2 +13,390 0.98% Q4 2025 Feb 12, 2026
Asset Value Investors Ltd History Reduced 762,328 19,660 16.79% 16.56% 3 -5,800 -0.76% Q4 2025 Jan 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 524,956 13,539 0.23% 0.13% 4 +243,575 86.56% Q4 2025 Feb 10, 2026
J. Goldman & Co LP History Reduced 516,008 13,307 0.35% 0.45% 5 -85,126 -14.16% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 425,130 10,966 0.0% 0.0% 6 +7,623 1.83% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 414,965 10,701 0.0% 0.0% 7 +3,158 0.77% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 194,758 5,022 0.0% 0.0% 8 +741 0.38% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 163,651 4,220 0.0% 0.0% 9 +126,250 337.56% Q4 2025 Feb 17, 2026
K2 PRINCIPAL FUND, L.P. History Added to 154,500 3,984 0.32% 0.35% 10 +9,700 6.7% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 107,085 2,761 0.0% 0.0% 11 -8,466 -7.33% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 106,515 2,747 0.0% 0.0% 12 +1,110 1.05% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 101,734 2,623 0.0% 0.0% 13 -10,280 -9.18% Q4 2025 Feb 13, 2026
VELA Investment Management, LLC History Added to 94,327 2,432 0.57% 0.52% 14 +21,991 30.4% Q4 2025 Feb 02, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Added to 84,801 2,187 2.01% 1.81% 15 +24,899 41.57% Q4 2025 Jan 21, 2026
DRW Securities, LLC History Reduced 79,805 2,058 0.05% 0.05% 16 -21,029 -20.86% Q4 2025 Feb 12, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Reduced 77,581 2,000 0.3% 0.54% 17 -35,619 -31.47% Q4 2025 Feb 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 70,124 1,808 0.0% 0.0% 18 -32,156 -31.44% Q4 2025 Feb 17, 2026
Rangeley Capital, LLC History Reduced 68,480 1,766 1.47% 1.8% 19 -1,520 -2.17% Q4 2025 Feb 17, 2026
Marnell Management LLC History New 68,027 1,754 0.85% 20 +68,027 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 58,500 1,508 0.0% 0.0% 21 -46,061 -44.05% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 58,326 1,504 0.0% 0.0% 22 +1,709 3.02% Q4 2025 Feb 18, 2026
Man Group plc History Added to 57,912 1,493 0.0% 0.0% 23 +34,159 143.81% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 56,335 1,452 0.0% 0.0% 24 +13 0.02% Q4 2025 Feb 10, 2026
Marex Group plc History Added to 50,799 1,310 0.01% 0.01% 25 +7,169 16.43% Q4 2025 Feb 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 50,575 1,304 0.03% 0.04% 26 +389 0.78% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 43,962 1,133 0.0% 0.0% 27 +8 0.02% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 43,502 1,121 0.0% 0.0% 28 -14,317 -24.76% Q4 2025 Mar 25, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 41,200 1,062 0.0% 0.0% 29 -66,300 -61.67% Q4 2025 Feb 12, 2026
MEEDER ASSET MANAGEMENT INC History Added to 38,347 988 0.05% 0.06% 30 +2,668 7.48% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 37,658 972 0.0% 0.0% 31 +12,743 51.15% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 34,652 893 0.0% 0.0% 32 +291 0.85% Q4 2025 Feb 11, 2026
JBF Capital, Inc. History No change 32,228 831 0.12% 0.14% 33 0 0.0% Q4 2025 Feb 12, 2026
Nuveen, LLC History No change 31,594 814 0.0% 0.0% 34 0 0.0% Q4 2025 Feb 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 31,432 810 0.02% 0.02% 35 0 0.0% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Reduced 30,254 780 0.0% 0.0% 36 -62,730 -67.46% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 29,535 761 0.0% 0.0% 37 -2,568 -8.0% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 28,111 724 0.0% 0.0% 38 -1,091 -3.74% Q4 2025 Feb 17, 2026
Coronation Fund Managers Ltd. History Added to 25,260 651 0.03% 0.02% 39 +10,068 66.27% Q4 2025 Jan 29, 2026
Invesco Ltd. History Added to 25,006 644 0.0% 0.0% 40 +3,230 14.83% Q4 2025 Feb 19, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 24,211 624 0.0% 0.0% 41 +13,860 133.9% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 23,733 612 0.0% 0.0% 42 -4,862 -17.0% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 23,573 607 0.0% 0.0% 43 +1,861 8.57% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 23,140 596 0.0% 0.0% 44 +2,000 9.46% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Reduced 22,798 587 0.0% 0.0% 45 -52 -0.23% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 19,689 571 0.0% 0.0% 46 +12,755 183.95% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 21,479 553 0.0% 0.0% 47 -3,221 -13.04% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 20,771 535 0.0% 0.0% 48 -560 -2.63% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 20,693 533 0.0% 0.0% 49 +2,421 13.25% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 20,659 532 0.0% 0.0% 50 +8,411 68.67% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History No change 20,065 515 0.0% 0.0% 51 0 0.0% Q4 2025 Jan 27, 2026
WELLS FARGO & COMPANY/MN History Added to 19,783 510 0.0% 0.0% 52 +5,506 38.57% Q4 2025 Feb 13, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Reduced 19,317 498 0.08% 0.14% 53 -9,997 -34.1% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 17,943 462 0.02% 0.0% 54 +12,967 260.59% Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 17,216 443 0.0% 0.0% 55 -17,096 -49.83% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 15,731 405 0.0% 0.0% 56 -60,844 -79.46% Q4 2025 Jan 29, 2026
CITIGROUP INC History Added to 15,624 402 0.0% 0.0% 57 +4,481 40.21% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 15,055 388 0.0% 0.0% 58 -192 -1.26% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 14,688 378 0.0% 0.0% 59 +5,071 52.73% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 14,655 377 0.0% 0.0% 60 +909 6.61% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 13,867 357 0.0% 61 +13,867 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 12,449 321 0.0% 0.0% 62 -19,041 -60.47% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History No change 12,224 315 0.02% 0.02% 63 0 0.0% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Added to 11,982 309 0.0% 0.0% 64 +754 6.72% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 10,553 272 0.0% 0.0% 65 +8,546 425.81% Q4 2025 Jan 15, 2026
TWO SIGMA ADVISERS, LP History Reduced 9,916 255 0.0% 0.0% 66 -4,342 -30.45% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Reduced 9,632 248 0.0% 0.01% 67 -238 -2.41% Q4 2025 Jan 14, 2026
State of Alaska, Department of Revenue History Added to 9,309 238 0.0% 0.0% 68 +1,344 16.87% Q4 2025 Jan 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 9,129 235 0.0% 0.01% 69 -3,659 -28.61% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 9,101 234 0.0% 0.0% 70 -2 -0.02% Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 9,000 232 0.0% 71 +9,000 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 8,803 227 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 10,673 222 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 03, 2026
Engineers Gate Manager LP History Reduced 8,326 214 0.0% 0.0% 74 -203 -2.38% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 8,125 209 0.0% 0.0% 75 -452 -5.27% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 8,045 207 0.0% 0.0% 76 +447 5.88% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 6,921 178 0.0% 0.0% 77 -54 -0.77% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 6,347 163 0.0% 0.0% 78 -53 -0.83% Q4 2025 Feb 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,181 159 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History New 5,965 153 0.0% 80 +5,965 New Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Added to 5,629 145 0.0% 0.0% 81 +253 4.71% Q4 2025 Feb 11, 2026
Daytona Street Capital LLC History New 5,000 128 0.1% 83 +5,000 New Q4 2025 Jan 21, 2026
FNY Investment Advisers, LLC History Added to 5,000 128 0.04% 0.01% 82 +3,500 233.33% Q4 2025 Jan 16, 2026
OSAIC HOLDINGS, INC. History Reduced 4,688 121 0.0% 0.0% 84 -529 -10.14% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 4,437 114 0.0% 0.0% 85 -26 -0.58% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 4,589 94 0.0% 0.0% 86 -1,600 -25.85% Q4 2025 Jan 26, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,477 89 0.0% 0.0% 87 +591 20.48% Q4 2025 Feb 10, 2026
Sandia Investment Management LP History New 3,339 86 0.21% 88 +3,339 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 3,301 85 0.0% 0.0% 89 -62,014 -94.95% Q4 2025 Feb 17, 2026
STRS OHIO History No change 2,800 72 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 02, 2026
Allworth Financial LP History New 2,789 71 0.0% 91 +2,789 New Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 2,522 65 0.0% 92 +2,522 New Q4 2025 Feb 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 1,872 48 0.01% 0.01% 93 0 0.0% Q4 2025 Jan 15, 2026
Geneos Wealth Management Inc. History Reduced 1,794 46 0.0% 0.0% 94 -982 -35.37% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Added to 1,581 40 0.0% 0.0% 95 +556 54.24% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 1,455 37 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 11, 2026
Legal & General Group Plc History No change 1,353 34 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 09, 2026
Caitong International Asset Management Co., Ltd History Added to 1,086 28 0.01% 0.0% 100 +1,009 1310.39% Q4 2025 Mar 03, 2026
Global Retirement Partners, LLC History Added to 1,086 28 0.0% 0.0% 99 +32 3.04% Q4 2025 Feb 06, 2026
DekaBank Deutsche Girozentrale History No change 1,102 28 0.0% 0.0% 98 0 0.0% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 922 24 0.0% 0.0% 101 +295 47.05% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 923 23 0.0% 0.0% 103 -318 -25.62% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 916 23 0.0% 0.0% 102 -161 -14.95% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 868 22 0.0% 0.0% 105 -170 -16.38% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 872 22 0.0% 0.0% 104 +63 7.79% Q4 2025 Feb 13, 2026
LRI Investments, LLC History No change 884 22 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 785 20 0.0% 0.0% 108 -324 -29.22% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 811 20 0.0% 0.0% 107 +170 26.52% Q4 2025 Feb 17, 2026
Orion Capital Management LLC History No change 793 20 0.01% 0.01% 109 0 0.0% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 681 17 0.0% 0.0% 110 +70 11.46% Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 544 14 0.01% 113 +544 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 566 14 0.0% 0.0% 111 -420 -42.6% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 546 14 0.0% 0.0% 112 +399 271.43% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 533 13 0.0% 0.0% 114 +368 223.03% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 495 12 0.0% 0.0% 116 +141 39.83% Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Reduced 468 12 0.0% 0.0% 115 -15 -3.11% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 465 11 0.0% 118 +465 New Q4 2025 Feb 03, 2026
Basepoint Wealth LLC History New 428 11 0.01% 119 +428 New Q4 2025 Feb 10, 2026
Avion Wealth History No change 428 11 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 398 10 0.0% 0.0% 121 +131 49.06% Q4 2025 Feb 06, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 400 10 0.0% 0.0% 120 -5 -1.23% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Reduced 326 8 0.0% 0.0% 122 -1 -0.31% Q4 2025 Feb 10, 2026
Cherry Tree Wealth Management, LLC History No change 316 8 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Reduced 298 7 0.0% 0.0% 124 -88 -22.8% Q4 2025 Jan 05, 2026
Covestor Ltd History Reduced 254 6 0.0% 0.01% 127 -306 -54.64% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 246 6 0.0% 0.0% 126 -47 -16.04% Q4 2025 Feb 11, 2026
Battery Global Advisors, LLC History No change 245 6 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 13, 2026
ORG Partners LLC History Added to 202 5 0.0% 0.0% 132 +150 288.46% Q4 2025 Jan 14, 2026
NewEdge Advisors, LLC History Added to 196 5 0.0% 0.0% 130 +71 56.8% Q4 2025 Feb 18, 2026
Sunbelt Securities, Inc. History Added to 198 5 0.0% 0.0% 129 +16 8.79% Q4 2025 Feb 20, 2026
AdvisorNet Financial, Inc History No change 198 5 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 20, 2026
Physician Wealth Advisors, Inc. History No change 220 5 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 29, 2026
Rockefeller Capital Management L.P. History Reduced 183 4 0.0% 0.0% 140 -350 -65.67% Q4 2025 Mar 16, 2026
SageView Advisory Group, LLC History New 188 4 0.0% 141 +188 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History New 185 4 0.0% 137 +185 New Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 159 4 0.0% 0.0% 138 -104 -39.54% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Reduced 164 4 0.0% 0.0% 139 -56 -25.45% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History Added to 185 4 0.0% 0.0% 136 +45 32.14% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Added to 191 4 0.0% 0.0% 133 +17 9.77% Q4 2025 Jan 30, 2026
TRUST CO OF VERMONT History No change 160 4 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History No change 159 4 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 26, 2026
Creative Capital Management Investments LLC History No change 189 4 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 23, 2026
CX Institutional History Reduced 133 3 0.0% 0.0% 146 -162 -54.92% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Added to 138 3 0.0% 0.0% 143 +36 35.29% Q4 2025 Feb 09, 2026
LGT Financial Advisors LLC History Added to 145 3 0.02% 0.01% 148 +19 15.08% Q4 2025 Feb 13, 2026
ST GERMAIN D J CO INC History No change 143 3 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 141 3 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History No change 138 3 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History No change 127 3 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 02, 2026
AMERIFLEX GROUP, INC. History Reduced 89 2 0.0% 0.0% 159 -89 -50.0% Q4 2025 Feb 18, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 81 2 0.0% 150 +81 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 86 2 0.0% 151 +74 616.67% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Reduced 82 2 0.0% 0.0% 153 -2 -2.38% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History No change 96 2 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 30, 2026
Financial Management Professionals, Inc. History No change 98 2 0.0% 0.0% 154 0 0.0% Q4 2025 Jan 27, 2026
SOA Wealth Advisors, LLC. History No change 98 2 0.0% 0.0% 155 0 0.0% Q4 2025 Jan 20, 2026
Spire Wealth Management History No change 93 2 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 14, 2026
Asset Planning,Inc History No change 102 2 0.0% 0.0% 157 0 0.0% Q4 2025 Feb 03, 2026
Pillar Financial Advisors, LLC History No change 116 2 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 48 1 0.0% 167 +48 New Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Added to 54 1 0.0% 0.0% 166 +11 25.58% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History Reduced 82 1 0.0% 0.0% 170 -9 -9.89% Q4 2025 Jan 21, 2026
Capital Analysts, LLC History Added to 36 1 0.0% 0.0% 165 +5 16.13% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 43 1 0.0% 0.0% 168 -3 -6.52% Q4 2025 Feb 12, 2026
EASTERN BANK History Reduced 60 1 0.0% 0.0% 163 -1 -1.64% Q4 2025 Jan 14, 2026
NBC SECURITIES, INC. History No change 47 1 0.0% 0.0% 160 0 0.0% Q4 2025 Jan 29, 2026
GODSEY & GIBB, INC History No change 40 1 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 27, 2026
HM PAYSON & CO History No change 72 1 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 12, 2026
MCF Advisors LLC History No change 58 1 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History No change 58 1 0.0% 0.0% 169 0 0.0% Q4 2025 Jan 20, 2026
Golden State Wealth Management, LLC History No change 71 1 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 63 1 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 09, 2026
Concord Wealth Partners History No change 71 1 0.0% 0.0% 173 0 0.0% Q4 2025 Jan 29, 2026
Addison Advisors LLC History No change 75 1 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 06, 2026
Quent Capital, LLC History No change 63 1 0.0% 0.0% 175 0 0.0% Q4 2025 Jan 29, 2026
Bare Financial Services, Inc History No change 44 1 0.0% 0.0% 176 0 0.0% Q4 2025 Feb 06, 2026
Tidemark, LLC History No change 42 1 0.0% 0.0% 177 0 0.0% Q4 2025 Feb 10, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 67 1 0.0% 0.0% 178 0 0.0% Q4 2025 Jan 28, 2026
Central Pacific Bank - Trust Division History No change 64 1 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 07, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -46,998 -100.0% Q3 2025 Nov 13, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -40,229 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -18,616 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -8,163 -100.0% Q3 2025 Nov 13, 2025
Longboard Asset Management, LP History Closed out 0 0 0.36% -7,561 -100.0% Q3 2025 Oct 22, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -7,471 -100.0% Q3 2025 Oct 29, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -815 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -427 -100.0% Q3 2025 Nov 18, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -252 -100.0% Q3 2025 Nov 06, 2025
GPS Wealth Strategies Group, LLC History Reduced 6 0 0.0% -208 -97.2% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Reduced 1 0 0.0% -144 -99.31% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 29 0 0.0% -94 -76.42% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -82 -100.0% Q3 2025 Nov 14, 2025
Atlantic Union Bankshares Corp History Reduced 22 0 0.0% -78 -78.0% Q4 2025 Feb 04, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Nov 12, 2025
WealthCollab, LLC History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Oct 21, 2025
Wealth Watch Advisors, INC History Closed out 0 0 -32 -100.0% Q3 2025 Nov 13, 2025
Triumph Capital Management History New 31 0 +31 New Q4 2025 Feb 12, 2026
Osbon Capital Management LLC History New 29 0 +29 New Q4 2025 Mar 16, 2026
SHP Wealth Management History New 28 0 +28 New Q4 2025 Mar 04, 2026
Laurel Wealth Advisors LLC History New 26 0 +26 New Q4 2025 Jan 30, 2026
Investors Portfolio Services LLC History New 26 0 +26 New Q4 2025 Feb 09, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Closed out 0 0 -23 -100.0% Q3 2025 Oct 17, 2025
OPTIMA CAPITAL LLC History New 21 0 +21 New Q4 2025 Jan 23, 2026
Hilton Head Capital Partners, LLC History New 21 0 +21 New Q4 2025 Feb 11, 2026
Beaird Harris Wealth Management, LLC History New 20 0 +20 New Q4 2025 Feb 23, 2026
Ankerstar Wealth, LLC History New 20 0 +20 New Q4 2025 Feb 12, 2026
Garton & Associates Financial Advisors LLC History New 18 0 +18 New Q4 2025 Feb 18, 2026
AllSquare Wealth Management LLC History Closed out 0 0 -16 -100.0% Q3 2025 Jan 12, 2026
Beacon Capital Management, Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Oct 16, 2025
NATIXIS History Closed out 0 0 -11 -100.0% Q3 2025 Nov 14, 2025
UMB Bank, n.a. History New 8 0 +8 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History New 5 0 +5 New Q4 2025 Feb 10, 2026
MTM Investment Management, LLC History Added to 31 0 +5 19.23% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History Added to 28 0 +4 16.67% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 8 0 -3 -27.27% Q4 2025 Feb 12, 2026
Kohmann Bosshard Financial Services, LLC History New 3 0 +3 New Q4 2025 Jan 30, 2026
Strengthening Families & Communities, LLC History Added to 32 0 +3 10.34% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Reduced 33 0 0.0% -3 -8.33% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 6 0 +3 100.0% Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 3 0 +3 New Q4 2025 Feb 19, 2026
Pinnacle Wealth Planning Services, Inc. History New 2 0 +2 New Q4 2025 Feb 13, 2026
JPL Wealth Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 1 0 +1 New Q4 2025 Feb 11, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Elyxium Wealth, LLC History New 1 0 +1 New Q4 2025 Feb 05, 2026
MidFirst Bank History New 1 0 +1 New Q4 2025 Feb 25, 2026
Wilkerson Advisory Group LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
SouthState Bank Corp History Closed out 0 0 -1 -100.0% Q3 2025 Nov 05, 2025
CULLEN/FROST BANKERS, INC. History No change 6 0 0 0.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
MANNING & NAPIER ADVISORS LLC History No change 26 0 0 0.0% Q4 2025 Feb 03, 2026
MONTAG A & ASSOCIATES INC History No change 37 0 0.0% 0 0.0% Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 20 0 0 0.0% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History No change 18 0 0 0.0% Q4 2025 Jan 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 11 0 0 0.0% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 1 0 0 0.0% Q4 2025 Jan 07, 2026
FIRST UNITED BANK & TRUST History No change 27 0 0 0.0% Q4 2025 Jan 21, 2026
GHP Investment Advisors, Inc. History No change 19 0 0 0.0% Q4 2025 Jan 27, 2026
Cheviot Value Management, LLC History No change 40 0 0.0% 0 0.0% Q4 2025 Feb 03, 2026
Korea Investment CORP History No change 6 0 0 0.0% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History No change 9 0 0 0.0% Q4 2025 Feb 13, 2026
Blume Capital Management, Inc. History No change 8 0 0 0.0% Q4 2025 Feb 05, 2026
Capital Advisors, Ltd. LLC History No change 7 0 0 0.0% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History No change 37 0 0.0% 0 0.0% Q4 2025 Feb 03, 2026
West Branch Capital LLC History No change 5 0 0 0.0% Q4 2025 Jan 16, 2026
Financial Gravity Asset Management, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
IFS Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Jan 09, 2026
Salomon & Ludwin, LLC History No change 5 0 0 0.0% Q4 2025 Jan 28, 2026
Archer Investment Corp History No change 15 0 0 0.0% Q4 2025 Jan 30, 2026
GoalVest Advisory LLC History No change 37 0 0.0% 0 0.0% Q4 2025 Jan 05, 2026
Bell Investment Advisors, Inc History No change 21 0 0 0.0% Q4 2025 Feb 24, 2026
CoreCap Advisors, LLC History No change 38 0 0.0% 0 0.0% Q4 2025 Jan 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 14 0 0 0.0% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History No change 6 0 0 0.0% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History No change 1 0 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History No change 1 0 0 0.0% Q4 2025 Jan 08, 2026
Wealth Preservation Advisors, LLC History No change 5 0 0 0.0% Q4 2025 Feb 23, 2026
TD Waterhouse Canada Inc. History No change 14 0 0 0.0% Q4 2025 Jan 27, 2026
Financial Perspectives, Inc History No change 5 0 0 0.0% Q4 2025 Jan 28, 2026
Bruce G. Allen Investments, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 30 0 0 0.0% Q4 2025 Jan 22, 2026
Nova Wealth Management, Inc. History No change 16 0 0 0.0% Q4 2025 Jan 14, 2026
Navigoe, LLC History No change 1 0 0 0.0% Q4 2025 Feb 03, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 0 0 0.0% Q4 2025 Feb 17, 2026
Dogwood Wealth Management LLC History No change 23 0 0 0.0% Q4 2025 Feb 04, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 20 0 0 0.0% Q4 2025 Feb 13, 2026
Provenance Wealth Advisors, LLC History No change 6 0 0 0.0% Q4 2025 Jan 26, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 6 0 0 0.0% Q4 2025 Feb 03, 2026