NEXPOINT DIVERSIFIED REAL ESTATE TRUST - NXDT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Added to | 5,365,110 | 25,055 | 1.68% | 1.34% | 1 | +336,175 | 6.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,155,342 | 14,735 | 0.0% | 0.0% | 2 | +2,161,597 | 217.52% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,126,249 | 14,599 | 0.0% | 0.0% | 3 | +96,034 | 3.17% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,532,367 | 11,826 | 0.0% | 0.0% | 4 | -147,462 | -5.5% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,184,062 | 8,364 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,708,448 | 7,978 | 0.0% | — | 6 | +1,708,448 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 999,712 | 4,670 | 0.0% | 0.0% | 7 | +98,693 | 10.95% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | Added to | 903,840 | 4,220 | 1.8% | 1.47% | 8 | +42,231 | 4.9% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 903,129 | 4,217 | 0.0% | 0.0% | 9 | +75,569 | 9.13% | Q1 2026 | May 15, 2026 |
| TCW GROUP INC | History | Added to | 867,521 | 4,051 | 0.03% | 0.02% | 10 | +133,034 | 18.11% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 459,137 | 2,144 | 0.01% | 0.0% | 11 | -17,318 | -3.63% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 366,325 | 1,710 | 0.0% | 0.0% | 12 | -6,119 | -1.64% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 361,262 | 1,687 | 0.02% | 0.02% | 13 | +10,485 | 2.99% | Q1 2026 | Apr 23, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 300,320 | 1,402 | 0.69% | 0.46% | 14 | -969 | -0.32% | Q1 2026 | Jun 01, 2026 |
| NORTHERN TRUST CORP | History | Added to | 296,152 | 1,383 | 0.0% | 0.0% | 15 | +25,661 | 9.49% | Q1 2026 | May 14, 2026 |
| Bulldog Investors, LLP | History | Reduced | 293,117 | 1,368 | 0.31% | 0.25% | 16 | -2 | -0.0% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 272,990 | 1,274 | 0.0% | 0.0% | 17 | +110,716 | 68.23% | Q1 2026 | Apr 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 267,620 | 1,249 | 0.0% | — | 18 | +267,620 | New | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 258,863 | 1,208 | 0.89% | 0.72% | 19 | -47,646 | -15.54% | Q1 2026 | May 08, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 226,781 | 1,059 | 0.32% | 0.26% | 20 | +5,212 | 2.35% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 219,584 | 1,025 | 0.0% | 0.0% | 21 | +101,537 | 86.01% | Q1 2026 | May 05, 2026 |
| Atlas Wealth LLC | History | Reduced | 76,796 | 1,022 | 0.31% | 0.32% | 22 | -165 | -0.21% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 215,306 | 1,005 | 0.0% | — | 23 | +215,306 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 196,886 | 919 | 0.0% | 0.0% | 24 | +38,697 | 24.46% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 168,246 | 785 | 0.04% | 0.03% | 25 | +2,821 | 1.71% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 167,878 | 783 | 0.0% | 0.0% | 26 | +65,192 | 63.49% | Q1 2026 | May 15, 2026 |
| GatePass Capital, LLC | History | Reduced | 141,249 | 659 | 0.31% | 0.71% | 27 | -220,794 | -60.99% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 140,891 | 657 | 0.0% | 0.0% | 28 | -5,651 | -3.86% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 116,365 | 543 | 0.0% | 0.0% | 29 | +79,965 | 219.68% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 96,448 | 450 | 0.0% | 0.0% | 30 | +55,884 | 137.77% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 92,818 | 433 | 0.16% | 0.11% | 31 | +53,429 | 135.64% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 91,171 | 425 | 0.0% | 0.0% | 32 | +1,261 | 1.4% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 80,614 | 376 | 0.01% | 0.22% | 33 | -1,858,427 | -95.84% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 71,261 | 332 | 0.01% | — | 34 | +71,261 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 70,204 | 327 | 0.0% | 0.0% | 35 | +56,761 | 422.23% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 84,999 | 325 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 68,123 | 318 | 0.03% | 0.03% | 37 | +2,012 | 3.04% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 61,946 | 289 | 0.0% | 0.0% | 38 | +8,682 | 16.3% | Q1 2026 | May 11, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 273 | 272 | 0.83% | 0.45% | 39 | -58,146 | -99.53% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57,717 | 269 | 0.0% | 0.0% | 40 | +15,426 | 36.48% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 57,447 | 268 | 0.13% | 0.14% | 41 | -19,508 | -25.35% | Q1 2026 | May 07, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 56,921 | 265 | 0.0% | 0.0% | 42 | -8,259 | -12.67% | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 45,986 | 214 | 0.0% | — | 43 | +45,986 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 41,789 | 195 | 0.0% | 0.0% | 44 | +29,476 | 239.39% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 48,398 | 185 | 0.0% | 0.0% | 45 | +6,845 | 16.47% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 37,292 | 174 | 0.0% | 0.0% | 46 | +334 | 0.9% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 36,207 | 169 | 0.0% | 0.0% | 47 | -1,435 | -3.81% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 35,260 | 164 | 0.0% | 0.0% | 48 | +865 | 2.51% | Q1 2026 | May 12, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 34,477 | 161 | 0.0% | 0.0% | 50 | +847 | 2.52% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,483 | 161 | 0.0% | 0.0% | 49 | -460 | -1.32% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,864 | 145 | 0.0% | 0.0% | 51 | +11,709 | 61.13% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 30,465 | 142 | 0.02% | 0.02% | 52 | +7,016 | 29.92% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 27,571 | 128 | 0.0% | 0.0% | 53 | -10,777 | -28.1% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,589 | 128 | 0.0% | 0.0% | 54 | -2,615 | -8.66% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,241 | 113 | 0.0% | 0.0% | 55 | +869 | 3.72% | Q1 2026 | May 04, 2026 |
| MetLife Investment Management, LLC | History | Added to | 23,178 | 108 | 0.0% | 0.0% | 56 | +22,002 | 1870.92% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 20,703 | 96 | 0.04% | 0.03% | 57 | +1,287 | 6.63% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 20,173 | 94 | 0.0% | 0.0% | 58 | +495 | 2.52% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | Reduced | 19,557 | 91 | 0.04% | 0.04% | 59 | -2,729 | -12.25% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 19,303 | 90 | 0.0% | 0.0% | 60 | +6,399 | 49.59% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 18,380 | 85 | 0.0% | 0.0% | 61 | +1,038 | 5.99% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,554 | 81 | 0.0% | 0.0% | 62 | -28,961 | -62.26% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,725 | 80 | 0.0% | 0.0% | 63 | -19,200 | -52.0% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,984 | 79 | 0.0% | 0.0% | 64 | +805 | 4.98% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 15,961 | 72 | 0.0% | 0.0% | 66 | +391 | 2.51% | Q1 2026 | Apr 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 15,584 | 72 | 0.0% | 0.0% | 65 | +199 | 1.29% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 14,439 | 67 | 0.0% | 0.0% | 67 | +1,174 | 8.85% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,218 | 66 | 0.0% | — | 68 | +14,218 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,704 | 64 | 0.0% | 0.0% | 69 | +345 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 13,223 | 61 | 0.0% | 0.0% | 70 | -2,288 | -14.75% | Q1 2026 | Apr 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 13,119 | 61 | 0.0% | 0.0% | 71 | +616 | 4.93% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,848 | 59 | 0.0% | 0.0% | 72 | +1,355 | 11.79% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,027 | 56 | 0.0% | 0.0% | 73 | -14,946 | -55.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 12,077 | 56 | 0.0% | — | 74 | +12,077 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 11,964 | 55 | 0.0% | 0.0% | 75 | +2,401 | 25.11% | Q1 2026 | May 15, 2026 |
| Copley Financial Group, Inc. | History | New | 10,430 | 48 | 0.03% | — | 76 | +10,430 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,195 | 47 | 0.0% | 0.0% | 77 | -1,137 | -10.03% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,744 | 40 | 0.0% | 0.0% | 78 | -10 | -0.11% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,648 | 35 | 0.0% | — | 79 | +7,538 | 6852.73% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 7,645 | 35 | 0.0% | 0.0% | 80 | +176 | 2.36% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 7,382 | 34 | 0.0% | 0.0% | 81 | -56,257 | -88.4% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 6,469 | 30 | 0.0% | 0.0% | 82 | +4,346 | 204.71% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 5,557 | 25 | 0.0% | 0.0% | 83 | +126 | 2.32% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 4,807 | 22 | 0.0% | 0.0% | 84 | +321 | 7.16% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,301 | 20 | 0.0% | 0.0% | 85 | -2,135 | -33.17% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,884 | 18 | 0.0% | 0.0% | 86 | +2,134 | 121.94% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,533 | 16 | 0.0% | 0.0% | 88 | +2,580 | 270.72% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,570 | 16 | 0.0% | 0.0% | 87 | +574 | 19.16% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 3,186 | 14 | 0.0% | 0.0% | 89 | +78 | 2.51% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,089 | 14 | 0.0% | 0.0% | 90 | +75 | 2.49% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,005 | 9 | 0.0% | 0.0% | 91 | -172 | -7.9% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,721 | 8 | 0.0% | 0.0% | 93 | -4,973 | -74.29% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,721 | 8 | 0.0% | 0.0% | 92 | +845 | 96.46% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Added to | 1,573 | 7 | 0.0% | 0.0% | 94 | +36 | 2.34% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,290 | 6 | 0.0% | 0.0% | 95 | -750 | -36.76% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,287 | 6 | 0.0% | 0.0% | 96 | +29 | 2.31% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | New | 1,134 | 5 | 0.0% | — | 98 | +1,134 | New | Q1 2026 | Apr 06, 2026 |
| Oakum Bay Capital LLC | History | No change | 4,000 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 718 | 3 | 0.0% | — | 100 | +535 | 292.35% | Q1 2026 | Apr 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 684 | 3 | 0.0% | 0.0% | 99 | +15 | 2.24% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 527 | 2 | 0.0% | — | 101 | +387 | 276.43% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 636 | 2 | 0.0% | 0.0% | 102 | +14 | 2.25% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 607 | 2 | 0.0% | 0.0% | 103 | +13 | 2.19% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 343 | 1 | 0.0% | 0.0% | 104 | -1,115 | -76.47% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 295 | 1 | 0.0% | — | 109 | +229 | 346.97% | Q1 2026 | May 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 378 | 1 | 0.0% | 0.0% | 106 | -104 | -21.58% | Q1 2026 | Jun 02, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 285 | 1 | 0.0% | 0.0% | 105 | +9 | 3.26% | Q1 2026 | May 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 260 | 1 | 0.0% | — | 108 | +9 | 3.59% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Added to | 195 | 1 | 0.0% | 0.0% | 107 | +7 | 3.72% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -96,317 | -100.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,464 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,457 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,414 | -100.0% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,377 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,143 | -100.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 154 | 0 | — | — | — | +65 | 73.03% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 98 | 0 | — | — | — | +58 | 145.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 54 | 0 | — | — | — | +53 | 5300.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 42 | 0 | — | — | — | +29 | 223.08% | Q1 2026 | May 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3 | 0 | — | — | — | -15 | -83.33% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15 | 0 | — | — | — | +11 | 275.0% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | Apr 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 62 | 0 | — | — | — | +1 | 1.64% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |