Safehold Inc. - SAFE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 9,668,253 132,358 0.0% 0.0% 1 +194,692 2.06% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 7,539,171 103,211 0.0% 0.0% 2 -59,890 -0.79% Q4 2025 Jan 29, 2026
MSD CAPITAL, L.P. History No change 5,782,745 79,165 89.11% 86.42% 3 0 0.0% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 2,632,603 36,498 0.0% 0.0% 4 -55,741 -2.07% Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 1,504,430 20,596 0.01% 0.04% 5 -2,721,473 -64.4% Q4 2025 Feb 19, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,355,407 18,557 0.0% 0.0% 6 +6,255 0.46% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History Reduced 953,198 13,049 0.15% 0.26% 7 -303,002 -24.12% Q4 2025 Feb 03, 2026
Long Pond Capital, LP History New 944,939 12,936 1.52% 8 +944,939 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 783,767 10,729 0.0% 0.0% 9 -144,136 -15.53% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Added to 754,529 10,330 0.16% 0.13% 10 +268,143 55.13% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 718,658 9,838 0.0% 0.0% 11 -18,807 -2.55% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 563,539 7,714 0.0% 0.0% 12 -337,334 -37.45% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 562,599 7,701 0.0% 0.0% 13 -848,559 -60.13% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 521,158 7,134 0.0% 0.0% 14 +185,593 55.31% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 442,724 6,060 0.0% 0.01% 15 -120,115 -21.34% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 404,440 5,536 0.0% 0.0% 16 +7,397 1.86% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Added to 370,042 5,065 0.0% 0.0% 17 +285,920 339.89% Q4 2025 Feb 11, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Added to 346,818 4,747 0.15% 0.15% 18 +23,699 7.33% Q4 2025 Jan 28, 2026
Legal & General Group Plc History Added to 340,108 4,656 0.0% 0.0% 19 +23,879 7.55% Q4 2025 Feb 09, 2026
PRUDENTIAL FINANCIAL INC History Added to 336,553 4,607 0.01% 0.01% 20 +47,312 16.36% Q4 2025 Feb 13, 2026
Michelson Medical Research Foundation, Inc. History No change 297,477 4,072 4.08% 4.01% 21 0 0.0% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 284,071 3,888 0.0% 0.0% 22 +184,532 185.39% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 282,144 3,862 0.0% 0.0% 23 +17,998 6.81% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 278,556 3,813 0.0% 0.0% 24 -203,104 -42.17% Q4 2025 Mar 25, 2026
AMERIPRISE FINANCIAL INC History Added to 263,803 3,611 0.0% 0.0% 25 +170,206 181.85% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 260,970 3,572 0.0% 0.0% 26 -358,740 -57.89% Q4 2025 Feb 19, 2026
Aristotle Capital Boston, LLC History Reduced 247,388 3,386 0.19% 0.22% 27 -24,350 -8.96% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History No change 224,132 3,068 0.01% 0.01% 28 0 0.0% Q4 2025 Jan 30, 2026
TUDOR INVESTMENT CORP ET AL History Added to 223,678 3,062 0.01% 1.55% 29 +202,106 936.89% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 223,397 3,058 0.0% 0.0% 30 +4,085 1.86% Q4 2025 Feb 13, 2026
MSD Partners, L.P. History No change 222,644 3,047 2.81% 2.28% 31 0 0.0% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 217,271 2,974 0.02% 32 +217,271 New Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History Added to 209,706 2,870 0.0% 0.0% 33 +24,545 13.26% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 209,626 2,869 0.0% 0.0% 34 +24,017 12.94% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 187,539 2,567 0.02% 35 +187,539 New Q4 2025 Feb 17, 2026
Addison Capital Co History Added to 179,465 2,456 0.61% 0.63% 36 +41,600 30.17% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 168,013 2,300 0.0% 0.0% 37 +4,509 2.76% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 165,446 2,264 0.0% 0.0% 38 -71,927 -30.3% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 160,283 2,194 0.0% 0.0% 39 +48,918 43.93% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 159,123 2,178 0.01% 0.01% 40 -20,017 -11.17% Q4 2025 Feb 13, 2026
Berkeley Capital Partners, LLC History Added to 157,073 2,150 0.51% 0.56% 41 +3,673 2.39% Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Reduced 146,667 2,007 0.0% 0.0% 42 -14,128 -8.79% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 128,158 1,754 0.0% 0.0% 43 0 0.0% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 127,464 1,744 0.0% 0.0% 44 +64,562 102.64% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 122,605 1,676 0.0% 0.0% 45 +30,242 32.74% Q4 2025 Mar 20, 2026
Quantinno Capital Management LP History Added to 115,293 1,578 0.0% 0.0% 46 +41,677 56.61% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 110,951 1,518 0.0% 0.0% 47 -20,409 -15.54% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 108,719 1,488 0.0% 48 +108,719 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 99,016 1,355 0.0% 0.0% 49 -6,009 -5.72% Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 98,937 1,354 0.01% 0.01% 50 +9,668 10.83% Q4 2025 Jan 14, 2026
BARCLAYS PLC History Added to 95,682 1,309 0.0% 0.0% 51 +6,291 7.04% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 95,005 1,300 0.0% 0.01% 52 -23,039 -19.52% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 92,014 1,259 0.0% 0.0% 53 +2,000 2.22% Q4 2025 Feb 12, 2026
DENALI ADVISORS LLC History New 91,900 1,258 0.14% 54 +91,900 New Q4 2025 Feb 03, 2026
Cerity Partners LLC History Reduced 89,308 1,222 0.0% 0.0% 55 -6,276 -6.57% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 84,683 1,159 0.0% 0.0% 56 +20,478 31.89% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 82,860 1,134 0.0% 0.0% 57 +45,925 124.34% Q4 2025 Jan 09, 2026
Paralel Advisors LLC History No change 82,800 1,133 0.04% 0.05% 58 0 0.0% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 75,229 1,029 0.0% 0.0% 59 -3,341 -4.25% Q4 2025 Feb 17, 2026
Man Group plc History New 73,661 1,008 0.0% 60 +73,661 New Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 73,264 1,002 0.0% 0.0% 61 -14,500 -16.52% Q4 2025 Feb 02, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 72,696 995 0.02% 0.03% 62 -466 -0.64% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 68,500 937 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 10, 2026
Asset Management One Co., Ltd. History No change 67,336 926 0.0% 0.0% 64 0 0.0% Q4 2025 Jan 27, 2026
Jump Financial, LLC History Reduced 65,648 898 0.01% 0.02% 65 -37,451 -36.33% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 64,736 886 0.01% 0.01% 66 +41,252 175.66% Q4 2025 Feb 09, 2026
State of Alaska, Department of Revenue History Added to 60,760 829 0.01% 0.01% 67 +6,538 12.06% Q4 2025 Jan 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 56,784 778 0.0% 0.0% 68 +1,520 2.75% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 52,575 719 0.04% 0.01% 69 +37,848 257.0% Q4 2025 Feb 09, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 51,252 710 0.04% 0.05% 70 0 0.0% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 47,589 651 0.0% 0.0% 71 -1,012 -2.08% Q4 2025 Jan 23, 2026
Campbell & CO Investment Adviser LLC History Added to 47,181 645 0.03% 0.03% 72 +22,372 90.18% Q4 2025 Feb 12, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 46,783 640 0.06% 0.06% 73 +2,550 5.76% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 46,160 632 0.0% 0.0% 74 -2,290 -4.73% Q4 2025 Jan 30, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 43,818 599 0.0% 0.0% 75 -6,835 -13.49% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 43,749 598 0.0% 0.0% 76 -31,681 -42.0% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 43,347 593 0.02% 0.02% 77 -1,795 -3.98% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 41,020 562 0.0% 78 +41,020 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 39,577 541 0.0% 0.0% 79 -270 -0.68% Q4 2025 Feb 11, 2026
Amundi History Added to 38,774 530 0.0% 0.0% 80 +3,868 11.08% Q4 2025 Feb 17, 2026
Summit Global Investments History Reduced 37,867 518 0.03% 0.03% 81 -550 -1.43% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History Reduced 37,443 512 0.0% 0.0% 82 -6,527 -14.84% Q4 2025 Feb 17, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 37,256 510 0.04% 0.05% 83 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 37,018 506 0.0% 0.0% 84 +21,200 134.02% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 37,162 506 0.0% 0.0% 85 +4,325 13.17% Q4 2025 Feb 03, 2026
Quantbot Technologies LP History Added to 34,407 471 0.02% 0.01% 86 +218 0.64% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History New 33,431 457 0.0% 87 +33,431 New Q4 2025 Feb 18, 2026
KLP KAPITALFORVALTNING AS History Added to 29,748 411 0.0% 0.0% 88 +900 3.12% Q4 2025 Jan 28, 2026
MetLife Investment Management, LLC History Reduced 29,463 403 0.0% 0.0% 89 -5,538 -15.82% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 29,371 402 0.0% 0.0% 90 -326 -1.1% Q4 2025 Feb 10, 2026
INCEPTIONR LLC History New 29,114 398 0.11% 91 +29,114 New Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 28,961 396 0.0% 93 +28,961 New Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 28,961 396 0.0% 0.0% 92 +2,789 10.66% Q4 2025 Jan 30, 2026
GSA CAPITAL PARTNERS LLP History New 27,739 380 0.03% 94 +27,739 New Q4 2025 Feb 06, 2026
MACQUARIE GROUP LTD History Added to 27,819 380 0.0% 0.0% 95 +3,272 13.33% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,544 377 0.0% 0.0% 96 0 0.0% Q4 2025 Jan 27, 2026
Sterling Capital Management LLC History Reduced 27,275 373 0.01% 0.01% 97 -691 -2.47% Q4 2025 Feb 13, 2026
NATIXIS History No change 27,000 369 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 13, 2026
FMR LLC History Added to 26,576 363 0.0% 0.0% 99 +3,403 14.69% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 26,066 356 0.0% 0.0% 100 -300 -1.14% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 25,665 351 0.0% 101 +25,665 New Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 25,618 350 0.0% 0.0% 102 -17,385 -40.43% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 25,247 345 0.0% 0.0% 103 -6,399 -20.22% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Added to 25,248 345 0.0% 0.0% 104 +512 2.07% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 23,284 318 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 22,916 313 0.0% 0.0% 106 -2,536 -9.96% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History New 22,758 311 0.0% 107 +22,758 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 22,697 310 0.0% 108 +22,697 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 22,449 307 0.01% 109 +22,449 New Q4 2025 Feb 17, 2026
Greenwich Wealth Management LLC History Reduced 22,046 302 0.01% 0.02% 110 -1 -0.0% Q4 2025 Feb 10, 2026
Louisiana State Employees Retirement System History Reduced 21,000 287 0.0% 0.01% 111 -100 -0.47% Q4 2025 Jan 16, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 20,860 285 0.01% 0.01% 112 -8,766 -29.59% Q4 2025 Feb 18, 2026
Allspring Global Investments Holdings, LLC History Added to 20,257 276 0.0% 0.0% 113 +1,777 9.62% Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 20,074 274 0.0% 0.0% 114 -8,447 -29.62% Q4 2025 Feb 06, 2026
Aberdeen Group plc History Added to 19,892 272 0.0% 0.0% 116 +922 4.86% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History No change 19,891 272 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 19,545 267 0.0% 117 +19,545 New Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 19,097 262 0.0% 0.0% 118 -1,175 -5.8% Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History Added to 17,092 234 0.0% 0.0% 119 +487 2.93% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 16,336 233 0.0% 0.0% 120 -10,456 -39.03% Q4 2025 Jan 08, 2026
State of Tennessee, Department of Treasury History Reduced 16,380 231 0.0% 0.0% 121 -2,546 -13.45% Q4 2025 Feb 18, 2026
EntryPoint Capital, LLC History Reduced 16,841 230 0.09% 0.12% 122 -3,219 -16.05% Q4 2025 Feb 12, 2026
DekaBank Deutsche Girozentrale History No change 11,042 227 0.0% 0.0% 123 0 0.0% Q4 2025 Jan 28, 2026
CWM, LLC History Reduced 16,071 220 0.0% 0.0% 124 -9,314 -36.69% Q4 2025 Jan 26, 2026
PRIVATE MANAGEMENT GROUP INC History No change 15,547 212 0.01% 0.01% 125 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,510 212 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 15,007 205 0.0% 0.0% 127 +1,343 9.83% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 14,800 202 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 04, 2026
Spinnaker Investment Group, LLC History New 14,351 196 0.04% 129 +14,351 New Q4 2025 Jan 12, 2026
AMALGAMATED BANK History Added to 13,761 188 0.0% 0.0% 130 +27 0.2% Q4 2025 Feb 05, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 13,657 186 0.01% 131 +13,657 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 13,535 185 0.0% 0.0% 132 -5,258 -27.98% Q4 2025 Feb 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,477 185 0.0% 0.0% 133 -1,833 -12.81% Q4 2025 Jan 21, 2026
Mariner, LLC History Reduced 12,955 176 0.0% 0.0% 134 -4,110 -24.08% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 12,887 176 0.0% 0.0% 135 -908 -6.58% Q4 2025 Jan 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,646 173 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 12,300 168 0.0% 0.0% 137 -10,619 -46.33% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 11,918 163 0.0% 0.0% 138 -830 -6.51% Q4 2025 Jan 29, 2026
Engineers Gate Manager LP History New 11,762 161 0.0% 139 +11,762 New Q4 2025 Feb 17, 2026
Inscription Capital, LLC History New 11,087 151 0.02% 140 +11,087 New Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Added to 11,000 150 0.01% 0.0% 142 +5,139 87.68% Q4 2025 Jan 05, 2026
UniSuper Management Pty Ltd History Reduced 11,000 150 0.0% 0.0% 141 -3,500 -24.14% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,910 149 0.0% 0.0% 143 -292 -2.61% Q4 2025 Feb 12, 2026
Sterneck Capital Management, LLC History New 10,856 148 0.07% 144 +10,856 New Q4 2025 Jan 22, 2026
ProShare Advisors LLC History Added to 10,806 147 0.0% 0.0% 145 +402 3.86% Q4 2025 Feb 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 10,602 145 0.12% 147 +10,602 New Q4 2025 Feb 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 10,598 145 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 10,469 143 0.0% 0.0% 148 +100 0.96% Q4 2025 Feb 04, 2026
Creative Planning History Reduced 10,187 139 0.0% 0.0% 149 -17,353 -63.01% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,725 133 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History New 8,219 112 0.0% 151 +8,219 New Q4 2025 Jan 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 6,854 95 0.0% 0.0% 152 -3,171 -31.63% Q4 2025 Jan 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 5,922 84 0.0% 153 +5,922 New Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 5,677 77 0.0% 0.0% 154 +2,833 99.61% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 4,683 64 0.0% 0.0% 156 +2,002 74.67% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 4,693 64 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,616 63 0.0% 0.0% 157 -1,442 -23.8% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Added to 4,429 60 0.0% 0.0% 159 +908 25.79% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 4,381 60 0.0% 0.0% 158 -107 -2.38% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 3,636 49 0.01% 0.01% 160 -589 -13.94% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Added to 3,320 45 0.0% 0.0% 161 +10 0.3% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 2,848 38 0.0% 0.0% 162 -113 -3.82% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,557 35 0.0% 0.0% 163 +2,277 813.21% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,287 31 0.0% 164 +2,287 New Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 1,363 18 0.0% 0.0% 165 +342 33.5% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 1,014 13 0.0% 0.0% 166 -2,013 -66.5% Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 937 13 0.0% 0.0% 167 -1,667 -64.02% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Reduced 844 11 0.0% 0.0% 168 -1,756 -67.54% Q4 2025 Jan 20, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 773 10 0.0% 0.0% 169 +12 1.58% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 624 8 0.0% 0.0% 170 +161 34.77% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 482 6 0.0% 0.0% 171 +227 89.02% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 403 6 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 400 5 0.0% 0.02% 173 -4,600 -92.0% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 350 4 0.0% 0.0% 175 -698 -66.6% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 308 4 0.0% 174 +308 New Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Added to 333 4 0.0% 0.0% 178 +130 64.04% Q4 2025 Jan 08, 2026
EverSource Wealth Advisors, LLC History Reduced 320 4 0.0% 0.0% 176 -125 -28.09% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History Added to 341 4 0.0% 0.0% 177 +13 3.96% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Reduced 275 3 0.0% 0.0% 180 -9,307 -97.13% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 243 3 0.0% 182 +202 492.68% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 258 3 0.0% 0.0% 179 -30 -10.42% Q4 2025 Feb 10, 2026
FINANCIAL CONSULATE, INC History Reduced 236 3 0.0% 0.0% 181 -29 -10.94% Q4 2025 Jan 22, 2026
Fortitude Family Office, LLC History New 198 2 0.0% 185 +198 New Q4 2025 Jan 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 159 2 0.0% 0.0% 183 -161 -50.31% Q4 2025 Jan 07, 2026
Costello Asset Management, INC History No change 200 2 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 03, 2026
Covestor Ltd History Reduced 85 1 0.0% 0.0% 187 -36 -29.75% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Reduced 106 1 0.0% 0.0% 186 -10 -8.62% Q4 2025 Feb 18, 2026
B&I Capital AG History Closed out 0 0 0.68% -126,174 -100.0% Q3 2025 Nov 04, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.04% -63,541 -100.0% Q3 2025 Oct 22, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -61,026 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -55,000 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -43,060 -100.0% Q3 2025 Nov 14, 2025
Ilmarinen Mutual Pension Insurance Co History Closed out 0 0 0.0% -40,000 -100.0% Q3 2025 Nov 13, 2025
Handelsbanken Fonder AB History Closed out 0 0 0.0% -19,243 -100.0% Q3 2025 Nov 12, 2025
Abel Hall, LLC History Closed out 0 0 0.1% -16,809 -100.0% Q3 2025 Nov 17, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -15,584 -100.0% Q3 2025 Nov 13, 2025
DLD Asset Management, LP History Closed out 0 0 0.02% -15,000 -100.0% Q3 2025 Nov 14, 2025
Sage Investment Counsel LLC History Closed out 0 0 0.24% -14,300 -100.0% Q3 2025 Oct 21, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -13,347 -100.0% Q3 2025 Oct 31, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -3,712 -100.0% Q3 2025 Nov 18, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -339 -100.0% Q3 2025 Nov 10, 2025
IFP Advisors, Inc History Reduced 48 0 0.0% -235 -83.04% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Reduced 11 0 0.0% -187 -94.44% Q4 2025 Mar 16, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 0.0% -135 -100.0% Q3 2025 Nov 04, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 0.0% -118 -100.0% Q3 2025 Nov 20, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -108 -100.0% Q3 2025 Nov 14, 2025
UMB Bank, n.a. History Reduced 56 0 0.0% -106 -65.43% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -92 -100.0% Q3 2025 Nov 10, 2025
Pinnacle Wealth Planning Services, Inc. History New 63 0 +63 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History New 46 0 +46 New Q4 2025 Feb 06, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 -46 -100.0% Q3 2025 Oct 23, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 -42 -100.0% Q3 2025 Nov 19, 2025
North Star Investment Management Corp. History New 36 0 +36 New Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Reduced 14 0 -36 -72.0% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Closed out 0 0 -36 -100.0% Q3 2025 Oct 17, 2025
Rialto Wealth Management, LLC History Closed out 0 0 -36 -100.0% Q3 2025 Nov 07, 2025
Sunbelt Securities, Inc. History Added to 59 0 +26 78.79% Q4 2025 Feb 20, 2026
Center for Financial Planning, Inc. History New 26 0 +26 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Reduced 11 0 -24 -68.57% Q4 2025 Feb 13, 2026
BAYBAN History New 23 0 +23 New Q4 2025 Mar 05, 2026
Clearstead Trust, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 10, 2025
CIBC Private Wealth Group LLC History New 11 0 +11 New Q4 2025 Feb 12, 2026
MAI Capital Management History New 6 0 +6 New Q4 2025 Feb 13, 2026
Ankerstar Wealth, LLC History New 5 0 +5 New Q4 2025 Feb 12, 2026
Cloud Capital Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
TORONTO DOMINION BANK History New 2 0 +2 New Q4 2025 Feb 17, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 65 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History No change 22 0 0 0.0% Q4 2025 Feb 13, 2026