NexPoint Residential Trust, Inc. - NXRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,253,149 | 118,747 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,363,544 | 38,070 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,274,198 | 35,575 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,095,650 | 30,590 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Starwood Capital Group Management, L.L.C. | History | No change | 989,419 | 27,624 | 12.9% | 12.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 961,351 | 26,840 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 934,752 | 26,098 | 1.74% | 1.74% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 647,524 | 18,080 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 482,632 | 13,475 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TMB Capital Partners, LLC | History | New | 685,220 | 13,368 | 4.07% | — | 10 | +685,220 | New | Q3 2026 | Oct 20, 2026 |
| Invesco Ltd. | History | No change | 471,509 | 13,164 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Pond Capital, LP | History | No change | 452,604 | 12,636 | 1.21% | 1.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 403,368 | 11,262 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 350,590 | 9,788 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 437,149 | 8,528 | 0.2% | 0.52% | 15 | -462,355 | -51.4% | Q3 2026 | Oct 13, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | No change | 319,092 | 7,792 | 1.95% | 1.95% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 273,626 | 7,639 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DigitalBridge Group, Inc. | History | No change | 259,204 | 7,236 | 0.43% | 0.43% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 288,710 | 5,632 | 0.0% | 0.0% | 19 | -13,912 | -4.6% | Q3 2026 | Nov 04, 2026 |
| CSM Advisors, LLC | History | No change | 178,034 | 4,972 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 145,684 | 4,067 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAX POND CAPITAL, LLC | History | No change | 161,893 | 4,047 | 3.19% | 3.19% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 143,352 | 4,002 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 138,225 | 3,859 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 133,299 | 3,721 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marnell Management LLC | History | No change | 131,406 | 3,668 | 1.41% | 1.41% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 128,381 | 3,584 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 115,730 | 3,231 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 110,814 | 3,093 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 102,251 | 2,854 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 101,700 | 2,839 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 100,000 | 2,792 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 127,755 | 2,492 | 0.01% | 0.01% | 33 | -3,046 | -2.33% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 86,851 | 2,458 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 86,429 | 2,413 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 112,333 | 2,191 | 0.0% | 0.0% | 36 | +84,074 | 297.51% | Q3 2026 | Nov 04, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 78,082 | 2,180 | 0.59% | 0.59% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 75,350 | 2,103 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paralel Advisors LLC | History | No change | 72,082 | 2,012 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 98,500 | 1,921 | 0.01% | 0.0% | 40 | +52,800 | 115.54% | Q3 2026 | Oct 30, 2026 |
| UBS Group AG | History | No change | 68,761 | 1,919 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 63,905 | 1,784 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 59,306 | 1,656 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 58,306 | 1,627 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 57,079 | 1,593 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 56,989 | 1,591 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 56,178 | 1,568 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Narwhal Capital Management | History | Reduced | 80,322 | 1,567 | 0.11% | 0.16% | 48 | -2,385 | -2.88% | Q3 2026 | Nov 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 54,605 | 1,524 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 54,349 | 1,517 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 52,419 | 1,463 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 51,974 | 1,451 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 51,945 | 1,450 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 50,279 | 1,403 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 46,947 | 1,310 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 41,520 | 1,159 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 41,000 | 1,144 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | No change | 41,009 | 1,144 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 40,889 | 1,141 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 38,936 | 1,087 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 36,000 | 1,005 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 35,756 | 998 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | No change | 32,513 | 907 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,185 | 814 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 40,800 | 796 | 0.0% | 0.01% | 65 | +3,800 | 10.27% | Q3 2026 | Oct 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,063 | 699 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 24,938 | 696 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 24,882 | 694 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,983 | 641 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 22,952 | 640 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Added to | 32,387 | 631 | 0.03% | 0.03% | 71 | +7,988 | 32.74% | Q3 2026 | Oct 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,968 | 599 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 30,146 | 588 | 0.0% | 0.0% | 73 | -71 | -0.23% | Q3 2026 | Oct 27, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,526 | 573 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,504 | 572 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,214 | 564 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Engineers Gate Manager LP | History | No change | 19,520 | 544 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 19,006 | 530 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abel Hall, LLC | History | Reduced | 26,293 | 512 | 0.09% | 0.13% | 79 | -494 | -1.84% | Q3 2026 | Oct 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,085 | 505 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 17,763 | 495 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burford Brothers, Inc. | History | No change | 24,559 | 479 | 0.17% | 0.25% | 82 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,560 | 434 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 15,368 | 429 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 15,368 | 429 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 21,905 | 427 | 0.0% | 0.0% | 86 | -222 | -1.0% | Q3 2026 | Oct 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,396 | 402 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 20,171 | 393 | 0.0% | — | 88 | +20,171 | New | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 14,043 | 392 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,665 | 381 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 13,651 | 381 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 19,486 | 380 | 0.0% | 0.0% | 93 | -143 | -0.73% | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 13,619 | 380 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 13,579 | 379 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,320 | 369 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 12,220 | 342 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 11,809 | 329 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 11,572 | 323 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 16,409 | 320 | 0.0% | 0.01% | 99 | +13 | 0.08% | Q3 2026 | Oct 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,450 | 319 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 16,187 | 315 | 0.04% | 0.06% | 101 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| VARCOV Co. | History | No change | 11,094 | 309 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 11,000 | 307 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,822 | 302 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,588 | 295 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,547 | 294 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 14,989 | 288 | 0.0% | 0.0% | 107 | +9,509 | 173.52% | Q3 2026 | Oct 27, 2026 |
| Jupiter Topco LLC | History | No change | 10,010 | 279 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 9,865 | 275 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,711 | 274 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,837 | 269 | 0.0% | 0.0% | 111 | +4,744 | 52.17% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,559 | 266 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,266 | 258 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,226 | 257 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,968 | 250 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,387 | 240 | 0.0% | 0.01% | 116 | -7,371 | -37.31% | Q3 2026 | Oct 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,130 | 226 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,948 | 221 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,694 | 214 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 7,595 | 212 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 7,525 | 210 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALPS ADVISORS INC | History | Added to | 10,550 | 205 | 0.0% | 0.0% | 122 | +1,765 | 20.09% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,205 | 173 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,261 | 161 | 0.0% | 0.0% | 124 | -251 | -2.95% | Q3 2026 | Oct 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,637 | 157 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,339 | 149 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,148 | 143 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,078 | 138 | 0.0% | 0.0% | 128 | +6,792 | 2374.83% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,961 | 138 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 4,861 | 135 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestcor Inc | History | No change | 4,267 | 119 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,848 | 107 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 3,606 | 101 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,514 | 98 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,121 | 80 | 0.0% | 0.0% | 135 | +3,381 | 456.89% | Q3 2026 | Oct 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,586 | 72 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,456 | 67 | 0.0% | 0.0% | 137 | +2,235 | 183.05% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,225 | 62 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,879 | 52 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,536 | 42 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,035 | 39 | 0.0% | 0.0% | 142 | -1,515 | -42.68% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,400 | 39 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,172 | 32 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,143 | 31 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 793 | 22 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,107 | 21 | 0.0% | 0.01% | 146 | -3,282 | -74.78% | Q3 2026 | Oct 01, 2026 |
| Nykredit A/S | History | No change | 750 | 20 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 673 | 18 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 596 | 17 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 611 | 17 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 790 | 15 | 0.0% | 0.0% | 151 | +8 | 1.02% | Q3 2026 | Oct 16, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 507 | 14 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 465 | 12 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 323 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 333 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 444 | 8 | 0.0% | 0.0% | 156 | -19 | -4.1% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 403 | 7 | 0.0% | 0.0% | 159 | +310 | 333.33% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 406 | 7 | 0.0% | 0.0% | 160 | +3 | 0.74% | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 406 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 263 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 267 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 332 | 6 | 0.0% | 0.0% | 163 | +291 | 709.76% | Q3 2026 | Oct 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 332 | 6 | 0.0% | 0.0% | 162 | +92 | 38.33% | Q3 2026 | Oct 28, 2026 |
| Byrne Asset Management LLC | History | No change | 333 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 274 | 5 | 0.0% | 0.0% | 165 | -1 | -0.36% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 167 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 152 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 171 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 243 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| United Financial Planning Group LLC | History | No change | 233 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 205 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| North Star Investment Management Corp. | History | No change | 167 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Optiver Holding B.V. | History | No change | 120 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | New | 115 | 2 | 0.0% | — | 176 | +115 | New | Q3 2026 | Oct 29, 2026 |
| GK Wealth Management LLC | History | New | 114 | 2 | 0.0% | — | 177 | +114 | New | Q3 2026 | Oct 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 92 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 79 | 1 | 0.0% | 0.0% | 181 | -781 | -90.81% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 102 | 1 | 0.0% | 0.0% | 179 | -540 | -84.11% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 90 | 1 | 0.0% | 0.0% | 180 | -225 | -71.43% | Q3 2026 | Nov 04, 2026 |
| High Note Wealth, LLC | History | New | 91 | 1 | 0.0% | — | 188 | +91 | New | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 82 | 1 | 0.0% | — | 183 | +75 | 1071.43% | Q3 2026 | Oct 29, 2026 |
| Bare Financial Services, Inc | History | New | 75 | 1 | 0.0% | — | 189 | +75 | New | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 63 | 1 | 0.0% | — | 187 | +63 | New | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 184 | +20 | 55.56% | Q3 2026 | Oct 19, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 36 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 46 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -238,987 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,969 | -100.0% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -31,382 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -12,179 | -100.0% | Q3 2026 | Nov 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,424 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,604 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -9,600 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,007 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,708 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,570 | -100.0% | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -4,991 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,467 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -658 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Reduced | 43 | 0 | — | 0.01% | — | -434 | -90.99% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 30 | 0 | — | 0.0% | — | -53 | -63.86% | Q3 2026 | Oct 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -45 | -58.44% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | New | 43 | 0 | — | — | — | +43 | New | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 51 | 0 | — | — | — | +26 | 104.0% | Q3 2026 | Oct 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 30, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 50 | 0 | — | 0.0% | — | +2 | 4.17% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q3 2026 | Oct 30, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 41 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |