NexPoint Residential Trust, Inc. - NXRT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
BlackRock, Inc. History Added to 4,321,759 130,084 0.0% 0.0% 1 +108,920 2.59% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,436,034 73,324 0.0% 0.0% 2 +70,310 2.97% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 1,298,438 39,082 0.0% 0.0% 3 +12,424 0.97% Q4 2025 Feb 13, 2026
Starwood Capital Group Management, L.L.C. History Added to 989,419 29,781 14.83% 15.17% 4 +158,750 19.11% Q4 2025 Feb 17, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 934,752 28,136 1.96% 2.62% 5 0 0.0% Q4 2025 Feb 17, 2026
Long Pond Capital, LP History Added to 842,870 25,370 2.98% 1.27% 6 +298,781 54.91% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 827,052 24,894 0.0% 0.0% 7 +272,391 49.11% Q4 2025 Mar 25, 2026
Copeland Capital Management, LLC History Reduced 732,005 22,033 0.49% 0.53% 8 -53,405 -6.8% Q4 2025 Jan 29, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 584,131 17,582 0.0% 0.0% 9 +9,114 1.58% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 360,775 10,859 0.0% 0.0% 10 -14,509 -3.87% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 351,478 10,579 0.0% 0.0% 11 -3,454 -0.97% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 341,066 10,266 0.0% 0.0% 12 -18,253 -5.08% Q4 2025 Feb 19, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 318,130 9,575 0.0% 0.0% 13 +4,563 1.46% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 284,275 8,556 0.0% 0.0% 14 -34,495 -10.82% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 204,074 6,142 0.01% 0.01% 15 +20,517 11.18% Q4 2025 Feb 06, 2026
DigitalBridge Group, Inc. History Reduced 174,500 5,252 0.4% 0.5% 16 -56,506 -24.46% Q4 2025 Feb 12, 2026
Marnell Management LLC History New 173,438 5,220 2.53% 17 +173,438 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 149,296 4,493 0.02% 0.02% 18 +4,093 2.82% Q4 2025 Jan 30, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 148,514 4,470 0.01% 0.01% 19 -30,699 -17.13% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 148,501 4,469 0.0% 0.0% 20 +8,615 6.16% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 148,247 4,462 0.0% 0.0% 21 -41,617 -21.92% Q4 2025 Feb 10, 2026
STRS OHIO History Added to 146,900 4,421 0.02% 0.01% 22 +28,500 24.07% Q4 2025 Feb 02, 2026
Legal & General Group Plc History Added to 141,965 4,273 0.0% 0.0% 23 +7,080 5.25% Q4 2025 Feb 09, 2026
CSM Advisors, LLC History Reduced 132,538 3,989 0.11% 0.15% 24 -35,885 -21.31% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Added to 130,391 3,924 0.01% 19.31% 25 +1,254 0.97% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 120,581 3,629 0.0% 0.0% 26 -188,423 -60.98% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 115,555 3,478 0.0% 0.0% 27 +35,683 44.68% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 112,366 3,382 0.0% 0.0% 28 -11,892 -9.57% Q4 2025 Feb 13, 2026
NICHOLAS COMPANY, INC. History No change 110,965 3,340 0.06% 0.06% 29 0 0.0% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 106,618 3,209 0.0% 0.0% 30 -18,010 -14.45% Q4 2025 Feb 10, 2026
TCW GROUP INC History Added to 105,091 3,163 0.02% 0.02% 31 +22,061 26.57% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 104,103 3,133 0.0% 0.0% 32 -1,333 -1.26% Q4 2025 Feb 02, 2026
ALGERT GLOBAL LLC History Added to 98,015 2,950 0.05% 0.05% 33 +9,997 11.36% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 97,057 2,921 0.01% 34 +97,057 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 78,860 2,373 0.0% 0.0% 35 -4,966 -5.92% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 76,951 2,317 0.0% 0.0% 36 +21,981 39.99% Q4 2025 Mar 20, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Added to 76,214 2,294 0.68% 0.74% 37 +1,676 2.25% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 75,579 2,274 0.01% 0.01% 38 -9,469 -11.13% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 73,840 2,229 0.0% 0.0% 39 -5,777 -7.26% Q4 2025 Feb 17, 2026
Paralel Advisors LLC History No change 72,082 2,169 0.08% 0.09% 40 0 0.0% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 69,004 2,077 0.0% 0.0% 41 -4,819 -6.53% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 67,980 2,046 0.0% 0.0% 42 -22,577 -24.93% Q4 2025 Feb 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 62,126 1,869 0.09% 0.08% 43 -222 -0.36% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 58,563 1,762 0.0% 0.0% 44 -55,792 -48.79% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 56,360 1,696 0.0% 0.0% 45 -844 -1.48% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History New 55,868 1,681 0.0% 46 +55,868 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 54,608 1,643 0.0% 0.0% 47 +11,102 25.52% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 53,707 1,617 0.0% 0.0% 48 +421 0.79% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 48,758 1,467 0.0% 0.0% 49 -1,442 -2.87% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 47,226 1,421 0.0% 50 +47,226 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 46,965 1,413 0.0% 0.0% 51 -4,486 -8.72% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 45,316 1,361 0.0% 0.0% 52 -2,281 -4.79% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 43,270 1,302 0.0% 0.01% 53 -1,242 -2.79% Q4 2025 Jan 28, 2026
Russell Investments Group, Ltd. History Reduced 43,003 1,294 0.0% 0.0% 54 -1,665 -3.73% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 42,609 1,282 0.0% 0.0% 55 +1,000 2.4% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 41,922 1,261 0.0% 0.0% 56 +2,684 6.84% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 41,010 1,234 0.0% 0.0% 57 -709 -1.7% Q4 2025 Feb 17, 2026
Narwhal Capital Management History Reduced 37,217 1,120 0.08% 0.1% 58 -6,474 -14.82% Q4 2025 Jan 30, 2026
Pasadena Private Wealth, LLC History Reduced 37,202 1,119 0.15% 0.18% 59 -685 -1.81% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 33,588 1,011 0.0% 0.0% 60 -100 -0.3% Q4 2025 Jan 30, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History Reduced 33,172 998 0.47% 3.43% 61 -315,727 -90.49% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 32,997 993 0.02% 62 +32,997 New Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 32,700 984 0.07% 0.08% 63 +798 2.5% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 32,000 963 0.0% 0.0% 64 +1,000 3.23% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Added to 31,326 942 0.0% 0.0% 65 +2,426 8.39% Q4 2025 Feb 11, 2026
MACQUARIE GROUP LTD History No change 30,892 929 0.0% 0.0% 66 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 30,594 920 0.0% 0.0% 67 -79,867 -72.3% Q4 2025 Feb 13, 2026
Asset Management One Co., Ltd. History No change 31,238 914 0.0% 0.0% 68 0 0.0% Q4 2025 Jan 27, 2026
ALLIANCEBERNSTEIN L.P. History Added to 30,100 906 0.0% 0.0% 69 +74 0.25% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 28,000 842 0.0% 0.0% 70 +3,800 15.7% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 27,783 836 0.0% 0.0% 71 +7,983 40.32% Q4 2025 Feb 17, 2026
QSV Equity Investors LLC History Reduced 26,165 787 1.16% 1.25% 72 -11,875 -31.22% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 25,151 757 0.0% 0.0% 73 +9,414 59.82% Q4 2025 Feb 05, 2026
Legato Capital Management LLC History New 24,657 742 0.06% 74 +24,657 New Q4 2025 Feb 06, 2026
SIMPLEX TRADING, LLC History Added to 24,424 735 0.0% 75 +24,408 152550.0% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History New 24,041 723 0.0% 76 +24,041 New Q4 2025 Feb 17, 2026
Burford Brothers, Inc. History Reduced 23,869 718 0.3% 0.33% 77 -200 -0.83% Q4 2025 Feb 05, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 23,517 707 0.0% 0.0% 78 -235 -0.99% Q4 2025 Jan 23, 2026
State of Alaska, Department of Revenue History Added to 23,396 702 0.01% 0.01% 79 +146 0.63% Q4 2025 Jan 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 21,084 634 0.0% 0.0% 80 -21 -0.1% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 20,482 616 0.0% 0.0% 81 -1,563 -7.09% Q4 2025 Feb 13, 2026
FMR LLC History Added to 19,484 586 0.0% 0.0% 82 +117 0.6% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 17,405 523 0.0% 0.0% 83 -410 -2.3% Q4 2025 Feb 06, 2026
Penserra Capital Management LLC History Added to 16,467 495 0.01% 0.01% 84 +1,930 13.28% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 16,733 494 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Reduced 16,377 492 0.01% 0.01% 86 -372 -2.22% Q4 2025 Jan 13, 2026
Horst & Graben Wealth Management LLC History No change 16,187 487 0.07% 0.08% 87 0 0.0% Q4 2025 Jan 27, 2026
Inspire Investing, LLC History Added to 15,582 469 0.04% 0.04% 88 +1,511 10.74% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 15,424 464 0.0% 0.0% 89 +2,023 15.1% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 15,368 463 0.0% 90 +15,368 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 14,904 448 0.0% 0.0% 91 +218 1.48% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 13,512 406 0.0% 0.0% 92 +5,496 68.56% Q4 2025 Jan 28, 2026
Amundi History Added to 13,383 402 0.0% 0.0% 93 +2,528 23.29% Q4 2025 Feb 17, 2026
Versor Investments LP History New 13,196 397 0.06% 94 +13,196 New Q4 2025 Feb 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 13,042 392 0.0% 0.0% 95 +69 0.53% Q4 2025 Feb 10, 2026
Illinois Municipal Retirement Fund History Added to 12,886 387 0.0% 0.0% 96 +741 6.1% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 12,793 386 0.0% 0.0% 97 +942 7.95% Q4 2025 Feb 17, 2026
Tidal Investments LLC History New 12,010 361 0.0% 98 +12,010 New Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Added to 11,220 337 0.04% 0.04% 99 +1,537 15.87% Q4 2025 Jan 22, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 11,142 335 0.0% 0.0% 100 -2,666 -19.31% Q4 2025 Feb 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,128 334 0.0% 0.0% 101 0 0.0% Q4 2025 Jan 27, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 11,000 331 0.0% 102 +11,000 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 10,478 315 0.0% 0.0% 103 +28 0.27% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,054 302 0.0% 0.01% 104 -8,625 -46.17% Q4 2025 Feb 10, 2026
Louisiana State Employees Retirement System History Reduced 10,000 301 0.01% 0.01% 106 -164 -1.61% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History No change 10,010 301 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 9,998 300 0.0% 0.0% 107 -1,100 -9.91% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 9,839 296 0.0% 0.0% 108 +146 1.51% Q4 2025 Feb 12, 2026
Inscription Capital, LLC History Added to 9,671 291 0.03% 0.02% 110 +3,289 51.54% Q4 2025 Jan 29, 2026
BESSEMER GROUP INC History Reduced 9,667 291 0.0% 0.0% 109 -380 -3.78% Q4 2025 Feb 05, 2026
Capital Square, LLC History Reduced 9,343 281 0.14% 0.26% 111 -6,338 -40.42% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 9,184 276 0.0% 112 +9,184 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 8,880 267 0.0% 0.0% 113 -1,414 -13.74% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 9,115 267 0.0% 0.0% 114 -571 -5.9% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History No change 8,708 262 0.01% 0.01% 115 0 0.0% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 8,539 257 0.0% 116 +8,539 New Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 8,421 254 0.0% 0.0% 117 -1,537 -15.43% Q4 2025 Feb 18, 2026
Aberdeen Group plc History Added to 8,055 242 0.0% 0.0% 119 +493 6.52% Q4 2025 Jan 16, 2026
Daiwa Securities Group Inc. History Added to 8,056 242 0.0% 0.0% 118 +211 2.69% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Reduced 7,920 238 0.01% 0.01% 120 -1,411 -15.12% Q4 2025 Feb 17, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,825 235 0.04% 0.04% 121 0 0.0% Q4 2025 Jan 29, 2026
Quantbot Technologies LP History New 7,748 233 0.01% 122 +7,748 New Q4 2025 Feb 10, 2026
ALPS ADVISORS INC History Reduced 7,365 221 0.0% 0.0% 123 -1,834 -19.94% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 7,256 218 0.0% 124 +7,256 New Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,122 214 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History No change 7,075 212 0.08% 0.09% 126 0 0.0% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History New 6,968 209 0.0% 127 +6,968 New Q4 2025 Feb 17, 2026
MQS Management LLC History New 6,650 200 0.12% 129 +6,650 New Q4 2025 Feb 09, 2026
DekaBank Deutsche Girozentrale History No change 5,480 200 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Reduced 6,389 192 0.0% 0.0% 130 -130 -1.99% Q4 2025 Feb 05, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,205 186 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 6,009 181 0.0% 0.0% 132 +537 9.81% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 5,522 166 0.0% 0.0% 133 -831 -13.08% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,339 161 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History No change 5,043 151 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 28, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 4,991 150 0.0% 0.0% 136 +92 1.88% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History New 3,936 118 0.0% 137 +3,936 New Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 3,595 108 0.0% 0.0% 138 -609 -14.49% Q4 2025 Jan 09, 2026
CWM, LLC History Reduced 3,409 103 0.0% 0.0% 139 -239 -6.55% Q4 2025 Jan 26, 2026
Eurizon Capital SGR S.p.A. History New 3,200 96 0.0% 140 +3,200 New Q4 2025 Feb 10, 2026
Ensign Peak Advisors, Inc History Reduced 2,536 76 0.0% 0.0% 141 -2,550 -50.14% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 2,486 74 0.0% 0.0% 142 +1,033 71.09% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,280 68 0.0% 0.0% 143 -4,080 -64.15% Q4 2025 Jan 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,031 61 0.0% 0.01% 144 -9,096 -81.75% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 1,879 56 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 1,796 54 0.0% 0.0% 146 +386 27.38% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,326 39 0.0% 0.0% 147 -178 -11.84% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Added to 1,215 36 0.0% 0.0% 148 +680 127.1% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 1,083 32 0.0% 0.0% 149 +309 39.92% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 964 29 0.0% 0.0% 150 -706 -42.28% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 933 28 0.0% 0.0% 151 -146 -13.53% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 779 23 0.0% 152 +770 8555.56% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History New 697 20 0.0% 154 +697 New Q4 2025 Feb 06, 2026
Garner Asset Management Corp History New 692 20 0.01% 153 +692 New Q4 2025 Feb 03, 2026
GAMMA Investing LLC History Reduced 696 20 0.0% 0.0% 155 -137 -16.45% Q4 2025 Jan 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 663 19 0.0% 156 +663 New Q4 2025 Feb 13, 2026
Motiv8 Investments LLC History New 614 18 0.01% 159 +614 New Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 630 18 0.0% 0.0% 157 +160 34.04% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History No change 628 18 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 549 16 0.0% 161 +549 New Q4 2025 Feb 05, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 517 16 0.0% 0.0% 160 -151 -22.6% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Reduced 547 16 0.0% 0.0% 162 -1 -0.18% Q4 2025 Feb 09, 2026
Covestor Ltd History No change 487 15 0.01% 0.01% 163 0 0.0% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Reduced 424 12 0.0% 0.01% 166 -1,513 -78.11% Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 421 12 0.0% 165 +412 4577.78% Q4 2025 Feb 17, 2026
BOKF, NA History No change 406 12 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Reduced 387 11 0.0% 0.0% 167 -385 -49.87% Q4 2025 Jan 20, 2026
Smartleaf Asset Management LLC History Reduced 350 10 0.0% 0.0% 169 -507 -59.16% Q4 2025 Feb 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 361 10 0.0% 0.0% 170 +5 1.4% Q4 2025 Jan 27, 2026
Byrne Asset Management LLC History No change 333 10 0.01% 0.01% 168 0 0.0% Q4 2025 Jan 12, 2026
Cornerstone Planning Group LLC History Added to 306 9 0.0% 0.0% 171 +182 146.77% Q4 2025 Feb 02, 2026
Capital Advisors, Ltd. LLC History New 277 8 0.0% 173 +277 New Q4 2025 Jan 21, 2026
US BANCORP \DE\ History Reduced 298 8 0.0% 0.0% 172 -234 -43.98% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Reduced 283 8 0.0% 0.0% 174 -39 -12.11% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 238 7 0.0% 0.0% 175 0 0.0% Q4 2025 Jan 07, 2026
Newbridge Financial Services Group, Inc. History No change 243 7 0.0% 0.0% 176 0 0.0% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 205 6 0.0% 0.0% 178 -44 -17.67% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History Added to 215 6 0.0% 0.0% 177 +6 2.87% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Reduced 183 5 0.0% 0.0% 182 -79 -30.15% Q4 2025 Mar 16, 2026
Parkside Financial Bank & Trust History Reduced 170 5 0.0% 0.0% 180 -31 -15.42% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 167 5 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 30, 2026
TD Capital Management LLC History No change 171 5 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 26, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 152 4 0.0% 183 +152 New Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 96 3 0.0% 0.0% 184 -257 -72.8% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Reduced 113 3 0.0% 0.0% 185 -17 -13.08% Q4 2025 Feb 11, 2026
Quarry LP History New 79 2 0.0% 189 +79 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 79 2 0.0% 0.0% 187 +10 14.49% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 74 2 0.0% 0.0% 186 -3 -3.9% Q4 2025 Feb 17, 2026
SRH ADVISORS, LLC History No change 95 2 0.0% 0.0% 188 0 0.0% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Reduced 43 1 0.0% 0.0% 190 -218 -83.52% Q4 2025 Feb 02, 2026
UMB Bank, n.a. History Reduced 35 1 0.0% 0.0% 192 -21 -37.5% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 44 1 0.0% 0.0% 194 +1 2.33% Q4 2025 Jan 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 36 1 0.0% 0.0% 191 0 0.0% Q4 2025 Jan 30, 2026
Rosenberg Matthew Hamilton History No change 41 1 0.0% 0.0% 193 0 0.0% Q4 2025 Jan 05, 2026
Private Wealth Asset Management, LLC History No change 35 1 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History No change 36 1 0.0% 0.0% 196 0 0.0% Q4 2025 Jan 23, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -29,596 -100.0% Q3 2025 Nov 13, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -20,554 -100.0% Q3 2025 Nov 04, 2025
INCEPTIONR LLC History Closed out 0 0 0.15% -19,737 -100.0% Q3 2025 Nov 13, 2025
PEREGRINE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -14,640 -100.0% Q3 2025 Oct 23, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -14,018 -100.0% Q3 2025 Nov 14, 2025
Abel Hall, LLC History Closed out 0 0 0.14% -10,783 -100.0% Q3 2025 Nov 17, 2025
Creative Planning History Closed out 0 0 0.0% -9,663 -100.0% Q3 2025 Nov 14, 2025
Centiva Capital, LP History Closed out 0 0 0.0% -8,142 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -7,427 -100.0% Q3 2025 Nov 14, 2025
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -6,790 -100.0% Q3 2025 Oct 14, 2025
MERCER GLOBAL ADVISORS INC /ADV History Closed out 0 0 0.0% -6,430 -100.0% Q3 2025 Nov 14, 2025
UniSuper Management Pty Ltd History Closed out 0 0 0.0% -6,400 -100.0% Q3 2025 Oct 31, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -6,390 -100.0% Q3 2025 Nov 14, 2025
Arizona State Retirement System History Closed out 0 0 0.0% -6,362 -100.0% Q3 2025 Nov 03, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -2,207 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -1,400 -100.0% Q3 2025 Nov 06, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -710 -100.0% Q3 2025 Nov 18, 2025
Larson Financial Group LLC History Reduced 2 0 0.0% -425 -99.53% Q4 2025 Feb 06, 2026
Rise Advisors, LLC History Closed out 0 0 0.0% -329 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -260 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -193 -100.0% Q3 2025 Nov 12, 2025
Salomon & Ludwin, LLC History Closed out 0 0 0.0% -135 -100.0% Q3 2025 Oct 21, 2025
FIRST HORIZON CORP History Reduced 15 0 0.0% -134 -89.93% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 13, 2025
ROTHSCHILD INVESTMENT LLC History Reduced 10 0 0.0% -70 -87.5% Q4 2025 Feb 10, 2026
True Wealth Design, LLC History Reduced 4 0 -24 -85.71% Q4 2025 Jan 08, 2026
MidFirst Bank History New 23 0 +23 New Q4 2025 Feb 25, 2026
Clearstead Trust, LLC History Closed out 0 0 -22 -100.0% Q3 2025 Nov 10, 2025
ASSETMARK, INC History Closed out 0 0 -16 -100.0% Q3 2025 Nov 06, 2025
Sunbelt Securities, Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Nov 19, 2025
Ares Financial Consulting, LLC History New 12 0 +12 New Q4 2025 Jan 30, 2026
Optiver Holding B.V. History Reduced 30 0 0.0% -10 -25.0% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 21, 2025
Clearstead Advisors, LLC History Reduced 1 0 -5 -83.33% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History New 5 0 +5 New Q4 2025 Feb 12, 2026
Cedar Mountain Advisors, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
Vestcor Inc History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 -2 -100.0% Q3 2025 Nov 19, 2025
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 08, 2025
FARMERS & MERCHANTS INVESTMENTS INC History No change 16 0 0 0.0% Q4 2025 Feb 03, 2026
New Age Alpha Advisors, LLC History No change 17 0 0 0.0% Q4 2025 Feb 09, 2026
Quent Capital, LLC History No change 22 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
WPG Advisers, LLC History No change 31 0 0 0.0% Q4 2025 Jan 28, 2026