ONE LIBERTY PROPERTIES INC - OLP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,745,352 | 35,413 | 0.0% | 0.0% | 1 | +38,599 | 2.26% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,686,324 | 34,215 | 0.0% | 0.0% | 2 | -57,830 | -3.32% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 542,051 | 10,998 | 0.02% | 0.02% | 3 | -49,800 | -8.41% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 484,879 | 9,839 | 0.0% | 0.0% | 4 | +12,519 | 2.65% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 389,098 | 8,065 | 0.0% | 0.0% | 5 | -141,815 | -26.71% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 356,763 | 7,238 | 0.79% | 0.88% | 6 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 254,227 | 5,158 | 0.0% | 0.0% | 7 | -36,323 | -12.5% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 232,711 | 4,721 | 0.0% | 0.0% | 8 | -7,655 | -3.18% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 193,189 | 3,919 | 0.0% | 0.0% | 9 | +125,662 | 186.09% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 136,819 | 2,776 | 0.0% | 0.0% | 10 | -5,499 | -3.86% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 120,712 | 2,449 | 0.0% | 0.0% | 11 | +108,699 | 904.84% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 119,361 | 2,421 | 0.0% | — | 12 | +119,361 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 116,741 | 2,368 | 0.0% | 0.0% | 13 | +27,762 | 31.2% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 103,021 | 2,090 | 0.0% | 0.0% | 14 | -16,386 | -13.72% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,834 | 1,660 | 0.0% | 0.0% | 15 | +13,259 | 19.34% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,908 | 1,580 | 0.0% | 0.0% | 16 | +10,927 | 16.31% | Q4 2025 | Mar 25, 2026 |
| Quantinno Capital Management LP | History | Added to | 73,375 | 1,488 | 0.0% | 0.0% | 17 | +47,995 | 189.11% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 58,500 | 1,186 | 0.0% | — | 18 | +58,500 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 55,958 | 1,135 | 0.01% | 0.01% | 19 | +5,573 | 11.06% | Q4 2025 | Jan 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 55,321 | 1,122 | 0.01% | 0.01% | 20 | +10,178 | 22.55% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 52,300 | 1,061 | 0.0% | 0.0% | 21 | +4,170 | 8.66% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 47,370 | 961 | 0.0% | — | 22 | +47,370 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 47,304 | 959 | 0.0% | 0.0% | 23 | +20,053 | 73.59% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 45,866 | 930 | 0.0% | 0.0% | 24 | +36,700 | 400.39% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 36,910 | 748 | 0.0% | 0.0% | 25 | -5,443 | -12.85% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,219 | 694 | 0.0% | 0.0% | 26 | +8,732 | 34.26% | Q4 2025 | Feb 18, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 33,463 | 678 | 0.1% | 0.11% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 33,364 | 676 | 0.0% | 0.0% | 28 | +4,995 | 17.61% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 32,965 | 668 | 0.0% | 0.0% | 29 | +7,388 | 28.89% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 32,317 | 655 | 0.0% | — | 30 | +32,317 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 31,868 | 647 | 0.06% | 0.06% | 31 | +1,745 | 5.79% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,389 | 609 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,288 | 594 | 0.0% | 0.0% | 33 | -2,941 | -9.13% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 29,056 | 589 | 0.0% | 0.0% | 34 | -50,396 | -63.43% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 25,020 | 507 | 0.0% | 0.0% | 35 | +3,000 | 13.62% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 23,841 | 483 | 0.0% | — | 36 | +23,841 | New | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | No change | 22,810 | 463 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Invesco Ltd. | History | Reduced | 22,143 | 449 | 0.0% | 0.0% | 38 | -5,029 | -18.51% | Q4 2025 | Feb 19, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,910 | 433 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 21,129 | 428 | 0.0% | 0.0% | 40 | +9,420 | 80.45% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 21,011 | 426 | 0.0% | — | 41 | +21,011 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 20,329 | 410 | 0.0% | — | 42 | +20,329 | New | Q4 2025 | Mar 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 19,967 | 405 | 0.0% | — | 43 | +19,967 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 19,501 | 395 | 0.0% | 0.0% | 44 | -292 | -1.48% | Q4 2025 | Jan 23, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 18,513 | 375 | 0.0% | — | 45 | +18,513 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 18,027 | 365 | 0.0% | 0.0% | 46 | +1,767 | 10.87% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 17,684 | 358 | 0.0% | — | 47 | +17,684 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,420 | 354 | 0.0% | 0.0% | 48 | +1,454 | 9.11% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 16,348 | 331 | 0.0% | — | 49 | +16,348 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,363 | 311 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 15,083 | 306 | 0.0% | — | 51 | +15,083 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,908 | 302 | 0.0% | 0.0% | 52 | +12,240 | 458.77% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 14,755 | 299 | 0.0% | — | 53 | +14,755 | New | Q4 2025 | Feb 18, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 14,016 | 284 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PharVision Advisers, LLC | History | New | 13,742 | 278 | 0.14% | — | 55 | +13,742 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,657 | 277 | 0.0% | — | 56 | +13,657 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,606 | 276 | 0.0% | 0.0% | 57 | -3,337 | -19.7% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 12,478 | 254 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,593 | 235 | 0.0% | — | 59 | +11,593 | New | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | New | 11,476 | 229 | 0.0% | — | 60 | +11,476 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,287 | 229 | 0.0% | 0.0% | 61 | -1,056 | -8.56% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 10,865 | 223 | 0.0% | — | 62 | +10,865 | New | Q4 2025 | Jan 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,943 | 222 | 0.0% | 0.0% | 63 | -636 | -5.49% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,825 | 219 | 0.0% | 0.0% | 64 | +5,624 | 108.13% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | New | 10,591 | 214 | 0.0% | — | 65 | +10,591 | New | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | New | 10,428 | 211 | 0.0% | — | 66 | +10,428 | New | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | New | 10,150 | 205 | 0.08% | — | 68 | +10,150 | New | Q4 2025 | Feb 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 10,137 | 205 | 0.02% | — | 67 | +10,137 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,005 | 201 | 0.0% | 0.0% | 69 | +50 | 0.5% | Q4 2025 | Jan 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,530 | 173 | 0.0% | 0.0% | 70 | -92 | -1.07% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,378 | 170 | 0.0% | — | 71 | +8,378 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 7,972 | 161 | 0.0% | — | 72 | +7,972 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 7,054 | 143 | 0.0% | 0.0% | 73 | +4,283 | 154.57% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 6,942 | 140 | 0.0% | 0.0% | 74 | -44 | -0.63% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 6,386 | 129 | 0.0% | — | 76 | +6,386 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,377 | 129 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,003 | 121 | 0.0% | 0.0% | 77 | -624 | -9.42% | Q4 2025 | Feb 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,953 | 120 | 0.0% | 0.0% | 79 | -556 | -8.54% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 5,919 | 120 | 0.0% | 0.0% | 78 | +385 | 6.96% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 5,817 | 118 | 0.0% | 0.0% | 80 | +14 | 0.24% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 5,771 | 117 | 0.0% | — | 81 | +5,771 | New | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,041 | 102 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,629 | 93 | 0.0% | 0.0% | 83 | +839 | 22.14% | Q4 2025 | Feb 10, 2026 |
| Daytona Street Capital LLC | History | New | 4,092 | 83 | 0.06% | — | 84 | +4,092 | New | Q4 2025 | Jan 21, 2026 |
| Legal & General Group Plc | History | Reduced | 3,943 | 80 | 0.0% | 0.0% | 85 | -18,151 | -82.15% | Q4 2025 | Feb 09, 2026 |
| AlphaQuest LLC | History | New | 3,869 | 78 | 0.0% | — | 86 | +3,869 | New | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,555 | 72 | 0.0% | 0.0% | 87 | +695 | 24.3% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 3,500 | 71 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,795 | 56 | 0.01% | 0.01% | 89 | +168 | 6.4% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,477 | 54 | 0.0% | 0.0% | 90 | -378 | -13.24% | Q4 2025 | Jan 15, 2026 |
| Camelot Portfolios, LLC | History | New | 2,537 | 51 | 0.03% | — | 91 | +2,537 | New | Q4 2025 | Jan 29, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,500 | 50 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | No change | 2,442 | 49 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 2,314 | 47 | 0.0% | 0.0% | 94 | -5,849 | -71.65% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,951 | 39 | 0.0% | 0.0% | 95 | +1,380 | 241.68% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,882 | 38 | 0.0% | 0.0% | 97 | +10 | 0.53% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,874 | 38 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,706 | 34 | 0.0% | 0.0% | 98 | -1,157 | -40.41% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,571 | 31 | 0.0% | 0.0% | 99 | +300 | 23.6% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 1,264 | 25 | 0.0% | — | 100 | +1,264 | New | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,130 | 22 | 0.0% | 0.0% | 101 | -19,553 | -94.54% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,097 | 22 | 0.0% | 0.0% | 102 | +449 | 69.29% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,041 | 21 | 0.0% | — | 104 | +1,041 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,058 | 21 | 0.0% | 0.0% | 103 | -208 | -16.43% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 1,014 | 20 | 0.0% | 0.0% | 105 | +523 | 106.52% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 944 | 19 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 888 | 18 | 0.0% | 0.0% | 107 | -171 | -16.15% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 796 | 16 | 0.0% | 0.0% | 108 | +155 | 24.18% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 691 | 14 | 0.0% | — | 109 | +654 | 1767.57% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 729 | 14 | 0.0% | 0.0% | 111 | +196 | 36.77% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 691 | 14 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | New | 654 | 13 | 0.0% | — | 113 | +654 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Added to | 674 | 13 | 0.0% | 0.0% | 112 | +563 | 507.21% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 577 | 12 | 0.0% | 0.0% | 114 | +22 | 3.96% | Q4 2025 | Feb 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 634 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 564 | 11 | 0.0% | 0.0% | 116 | -427 | -43.09% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 514 | 10 | 0.0% | — | 117 | +514 | New | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 470 | 9 | 0.0% | — | 118 | +433 | 1170.27% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 453 | 9 | 0.0% | 0.0% | 119 | -21 | -4.43% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 417 | 8 | 0.0% | — | 120 | +417 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 431 | 8 | 0.0% | — | 121 | +397 | 1167.65% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 415 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 362 | 7 | 0.0% | 0.0% | 123 | +171 | 89.53% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | No change | 248 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 202 | 4 | 0.0% | 0.0% | 126 | -3 | -1.46% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 203 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 218 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 122 | 2 | 0.0% | — | 128 | +94 | 335.71% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | New | 75 | 1 | 0.0% | — | 129 | +75 | New | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,916 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -54,392 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -33,642 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -33,152 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -24,327 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,923 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -5,595 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,629 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -631 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 1 | 0 | — | 0.0% | — | -213 | -99.53% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 03, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 03, 2025 |
| IFP Advisors, Inc | History | Reduced | 33 | 0 | — | 0.0% | — | -19 | -36.54% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 08, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 20, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 24, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |