SmartStop Self Storage REIT, Inc. - SMA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,913,679 | 182,972 | 0.02% | 0.02% | 1 | +710,871 | 13.66% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,576,922 | 110,669 | 0.0% | 0.0% | 2 | +1,967,321 | 122.22% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,470,222 | 107,368 | 0.0% | 0.0% | 3 | -282,081 | -7.52% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,951,405 | 91,316 | 0.11% | 0.14% | 4 | -229,960 | -7.23% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,067,159 | 63,957 | 0.03% | 0.0% | 5 | +2,047,400 | 10361.86% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,820,463 | 56,325 | 0.02% | 0.02% | 6 | -154,533 | -7.82% | Q4 2025 | Feb 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,414,451 | 43,763 | 0.01% | 0.01% | 7 | +218,386 | 18.26% | Q4 2025 | Feb 17, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 1,166,075 | 36,006 | 1.95% | 23.09% | 8 | -15,692 | -1.33% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,146,404 | 35,623 | 0.0% | 0.0% | 9 | +487,811 | 74.07% | Q4 2025 | Feb 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 1,099,700 | 34,024 | 0.39% | 0.41% | 10 | +140,153 | 14.61% | Q4 2025 | Jan 26, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,006,552 | 31,149 | 0.0% | 0.0% | 11 | +293,605 | 41.18% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Group plc | History | Added to | 966,936 | 29,917 | 0.05% | 0.05% | 12 | +149,391 | 18.27% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 836,263 | 25,873 | 0.03% | 0.04% | 13 | -58,358 | -6.52% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 795,696 | 24,618 | 0.0% | 0.0% | 14 | +178,736 | 28.97% | Q4 2025 | Mar 25, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 794,289 | 24,575 | 0.01% | 0.01% | 15 | -28,411 | -3.45% | Q4 2025 | Jan 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 786,607 | 24,337 | 0.0% | 0.0% | 16 | +331,725 | 72.93% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 785,649 | 24,307 | 0.17% | 0.23% | 17 | -124,837 | -13.71% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 645,699 | 19,977 | 0.01% | 0.01% | 18 | -85,564 | -11.7% | Q4 2025 | Feb 13, 2026 |
| Zimmer Partners, LP | History | Reduced | 631,500 | 19,538 | 0.51% | 0.69% | 19 | -221,165 | -25.94% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 543,119 | 16,804 | 0.0% | 0.0% | 20 | +335,109 | 161.1% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 522,760 | 16,174 | 0.02% | — | 21 | +522,760 | New | Q4 2025 | Feb 13, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | New | 505,613 | 15,643 | 0.98% | — | 22 | +505,613 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 505,202 | 15,630 | 0.07% | 0.2% | 23 | -451,691 | -47.2% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 447,115 | 13,833 | 0.02% | 0.01% | 24 | +299,923 | 203.76% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 424,655 | 13,267 | 0.01% | — | 25 | +424,655 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 423,659 | 13,108 | 0.0% | 0.0% | 26 | +134,397 | 46.46% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 412,118 | 12,750 | 0.01% | 0.01% | 27 | +49,822 | 13.75% | Q4 2025 | Feb 17, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 371,785 | 11,503 | 0.17% | 0.13% | 28 | +136,382 | 57.94% | Q4 2025 | Feb 10, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 318,738 | 9,861 | 0.01% | 0.01% | 29 | +144,544 | 82.98% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 313,370 | 9,695 | 0.0% | 0.0% | 30 | +43,314 | 16.04% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management US Inc. | History | New | 293,366 | 9,076 | 0.07% | — | 31 | +293,366 | New | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 288,469 | 8,925 | 0.03% | 0.04% | 32 | -57,162 | -16.54% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 283,842 | 8,782 | 0.0% | 0.0% | 33 | -15,113 | -5.06% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 261,492 | 8,090 | 0.0% | 0.0% | 34 | +240,008 | 1117.15% | Q4 2025 | Feb 11, 2026 |
| Burkehill Global Management, LP | History | No change | 250,000 | 7,735 | 0.51% | 0.53% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 225,751 | 6,984 | 0.02% | — | 36 | +225,751 | New | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 212,039 | 6,586 | 0.23% | 0.26% | 37 | +4,064 | 1.95% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 205,173 | 6,348 | 0.03% | 0.02% | 38 | +45,173 | 28.23% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 200,000 | 6,188 | 0.19% | 0.07% | 39 | +136,000 | 212.5% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 193,725 | 5,993 | 0.0% | 0.0% | 40 | -66,062 | -25.43% | Q4 2025 | Jan 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 187,349 | 5,796 | 0.04% | 0.06% | 41 | +5,208 | 2.86% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 184,000 | 5,692 | 0.0% | 0.01% | 42 | -14,977 | -7.53% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 182,694 | 5,652 | 0.02% | 0.0% | 43 | +164,762 | 918.82% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 172,946 | 5,350 | 0.0% | 0.0% | 44 | +78,324 | 82.78% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 171,140 | 5,295 | 0.56% | 0.68% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 169,730 | 5,252 | 0.0% | 0.01% | 46 | -317,064 | -65.13% | Q4 2025 | Feb 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 167,208 | 5,173 | 0.24% | 0.01% | 47 | +163,388 | 4277.17% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 166,947 | 5,165 | 0.01% | 0.01% | 48 | +33,650 | 25.24% | Q4 2025 | Feb 13, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 159,563 | 4,936 | 0.05% | 0.05% | 49 | +65,967 | 70.48% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 157,181 | 4,863 | 0.15% | 0.17% | 50 | +7,926 | 5.31% | Q4 2025 | Jan 28, 2026 |
| Freestone Grove Partners LP | History | Reduced | 148,332 | 4,589 | 0.03% | 0.05% | 51 | -20,341 | -12.06% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 145,107 | 4,489 | 0.0% | 0.0% | 52 | -66,894 | -31.55% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 144,312 | 4,465 | 0.05% | — | 53 | +144,312 | New | Q4 2025 | Jan 21, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 137,584 | 4,256 | 0.07% | — | 54 | +137,584 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 135,609 | 4,195 | 0.01% | — | 55 | +135,609 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 135,040 | 4,178 | 0.0% | 0.0% | 56 | +22,831 | 20.35% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 131,123 | 4,057 | 0.01% | 0.0% | 57 | +124,474 | 1872.07% | Q4 2025 | Feb 05, 2026 |
| GSI Capital Advisors LLC | History | Reduced | 124,919 | 3,864 | 2.16% | 4.2% | 58 | -72,533 | -36.73% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | New | 114,992 | 3,557 | 0.03% | — | 59 | +114,992 | New | Q4 2025 | Jan 26, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 108,273 | 3,349 | 0.09% | 0.07% | 60 | +30,158 | 38.61% | Q4 2025 | Jan 28, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 105,060 | 3,250 | 0.0% | 0.01% | 61 | -76,200 | -42.04% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 105,000 | 3,248 | 0.01% | 0.03% | 62 | -75,356 | -41.78% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 103,500 | 3,202 | 0.01% | 0.01% | 63 | +2,600 | 2.58% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 102,274 | 3,164 | 0.0% | 0.0% | 64 | -4,025 | -3.79% | Q4 2025 | Feb 10, 2026 |
| Ghisallo Capital Management LLC | History | Reduced | 100,000 | 3,094 | 0.14% | 0.37% | 65 | -200,000 | -66.67% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 95,964 | 2,969 | 0.0% | 0.0% | 66 | +39,807 | 70.89% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | New | 93,730 | 2,941 | 0.04% | — | 67 | +93,730 | New | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 94,167 | 2,913 | 0.0% | 0.0% | 68 | +10,957 | 13.17% | Q4 2025 | Feb 18, 2026 |
| Man Group plc | History | New | 87,054 | 2,693 | 0.0% | — | 69 | +87,054 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 82,620 | 2,556 | 0.01% | 0.0% | 70 | +37,600 | 83.52% | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 76,778 | 2,399 | 0.01% | 0.0% | 71 | +33,158 | 76.02% | Q4 2025 | Jan 27, 2026 |
| Premier Private Wealth Management LLC | History | New | 74,593 | 2,334 | 2.42% | — | 72 | +74,593 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 67,392 | 2,085 | 0.01% | — | 73 | +67,392 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,600 | 2,060 | 0.0% | 0.0% | 74 | +40,362 | 153.83% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 65,049 | 2,012 | 0.51% | 0.25% | 75 | +40,308 | 162.92% | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 61,300 | 1,896 | 0.0% | 0.0% | 76 | +1,100 | 1.83% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | New | 57,931 | 1,792 | 0.08% | — | 77 | +57,931 | New | Q4 2025 | Jan 26, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 57,419 | 1,776 | 0.0% | 0.0% | 78 | +23,145 | 67.53% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | New | 55,850 | 1,727 | 0.0% | — | 79 | +55,850 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,997 | 1,639 | 0.0% | — | 80 | +52,997 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 51,925 | 1,606 | 0.01% | — | 81 | +51,925 | New | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | New | 49,864 | 1,542 | 0.02% | — | 82 | +49,864 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 49,812 | 1,541 | 0.0% | 0.0% | 83 | +47,463 | 2020.56% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 48,626 | 1,504 | 0.0% | 0.0% | 84 | -11,617 | -19.28% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 46,910 | 1,451 | 0.0% | 0.0% | 85 | +29,986 | 177.18% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 43,442 | 1,336 | 0.0% | 0.0% | 86 | +20,436 | 88.83% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 41,511 | 1,284 | 0.0% | 0.0% | 87 | +35,981 | 650.65% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,151 | 1,273 | 0.0% | 0.0% | 88 | +39,622 | 2591.37% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, LLC | History | New | 40,981 | 1,267 | 0.2% | — | 89 | +40,981 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | New | 40,695 | 1,259 | 0.02% | — | 90 | +40,695 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 37,981 | 1,175 | 0.0% | 0.0% | 91 | -5,739 | -13.13% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 37,575 | 1,163 | 0.0% | — | 92 | +37,575 | New | Q4 2025 | Feb 05, 2026 |
| Lykos Global Management, LP | History | New | 35,000 | 1,082 | 0.77% | — | 93 | +35,000 | New | Q4 2025 | Feb 17, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 34,378 | 1,063 | 0.46% | — | 94 | +34,378 | New | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | New | 34,222 | 1,058 | 0.03% | — | 95 | +34,222 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 32,716 | 1,012 | 0.0% | 0.0% | 96 | +3,916 | 13.6% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 30,486 | 943 | 0.0% | 0.0% | 97 | +26,934 | 758.28% | Q4 2025 | Jan 26, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 30,000 | 928 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 29,907 | 925 | 0.0% | 0.0% | 99 | -70 | -0.23% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 29,679 | 918 | 0.0% | 0.0% | 100 | +154 | 0.52% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 29,441 | 909 | 0.01% | 0.01% | 101 | +14,297 | 94.41% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | New | 26,570 | 822 | 0.01% | — | 102 | +26,570 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 23,294 | 783 | 0.04% | 0.06% | 103 | -6,115 | -20.79% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 24,984 | 773 | 0.0% | 0.0% | 104 | -6,116 | -19.67% | Q4 2025 | Feb 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 24,606 | 761 | 0.08% | 0.03% | 105 | +17,041 | 225.26% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,179 | 748 | 0.01% | — | 106 | +24,164 | 161093.33% | Q4 2025 | Jan 23, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 24,065 | 744 | 0.0% | — | 107 | +24,065 | New | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 23,343 | 728 | 0.0% | 0.0% | 108 | +9,740 | 71.6% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 22,940 | 709 | 0.0% | 0.0% | 109 | +1,956 | 9.32% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,383 | 688 | 0.0% | 0.03% | 110 | -524,982 | -95.91% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 22,142 | 685 | 0.01% | — | 111 | +22,142 | New | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 21,256 | 672 | 0.02% | 0.03% | 112 | -347 | -1.61% | Q4 2025 | Jan 27, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 21,673 | 670 | 0.21% | — | 113 | +21,673 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,254 | 657 | 0.0% | 0.0% | 114 | +2,059 | 10.73% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | New | 20,737 | 641 | 0.17% | — | 115 | +20,737 | New | Q4 2025 | Jan 07, 2026 |
| Crossingbridge Advisors, LLC | History | Added to | 20,000 | 630 | 0.18% | 0.1% | 116 | +15,000 | 300.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 20,000 | 618 | 0.62% | — | 117 | +20,000 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 19,944 | 617 | 0.0% | 0.0% | 118 | +671 | 3.48% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,967 | 586 | 0.0% | 0.0% | 119 | -1,716 | -8.3% | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | New | 18,766 | 580 | 0.01% | — | 120 | +18,766 | New | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,269 | 565 | 0.0% | — | 121 | +18,269 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 17,928 | 554 | 0.0% | 0.0% | 122 | -43,539 | -70.83% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 17,501 | 541 | 0.0% | — | 123 | +17,501 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,091 | 528 | 0.0% | 0.0% | 124 | +10,860 | 174.29% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 16,972 | 525 | 0.2% | — | 125 | +16,972 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 32,849 | 521 | 0.01% | — | 126 | +32,849 | New | Q4 2025 | Feb 11, 2026 |
| Valued Wealth Advisors LLC | History | New | 16,588 | 514 | 0.23% | — | 127 | +16,588 | New | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 14,983 | 463 | 0.05% | — | 128 | +14,983 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 14,525 | 449 | 0.0% | 0.0% | 129 | +24 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Reduced | 14,449 | 447 | 0.22% | 0.3% | 130 | -280 | -1.9% | Q4 2025 | Jan 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 14,265 | 441 | 0.01% | 0.05% | 131 | -39,364 | -73.4% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 13,212 | 408 | 0.0% | — | 132 | +13,212 | New | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | New | 13,098 | 405 | 0.01% | — | 133 | +13,098 | New | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 12,997 | 402 | 0.0% | — | 134 | +12,997 | New | Q4 2025 | Feb 03, 2026 |
| Jain Global LLC | History | New | 12,975 | 401 | 0.0% | — | 135 | +12,975 | New | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | New | 12,933 | 400 | 0.15% | — | 136 | +12,933 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,550 | 388 | 0.0% | 0.0% | 137 | -39,929 | -76.09% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | New | 12,548 | 388 | 0.13% | — | 139 | +12,548 | New | Q4 2025 | Feb 11, 2026 |
| AlTi Global, Inc. | History | New | 12,500 | 388 | 0.01% | — | 138 | +12,500 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 12,498 | 386 | 0.02% | — | 140 | +12,498 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 12,086 | 373 | 0.0% | — | 141 | +12,086 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 11,941 | 369 | 0.0% | — | 142 | +11,941 | New | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 11,749 | 363 | 0.02% | — | 143 | +11,749 | New | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | New | 11,671 | 361 | 0.09% | — | 144 | +11,671 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | New | 11,604 | 359 | 0.17% | — | 145 | +11,604 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,473 | 354 | 0.0% | 0.0% | 146 | -1,883 | -14.1% | Q4 2025 | Feb 17, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 11,392 | 352 | 0.12% | — | 147 | +11,392 | New | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 11,275 | 348 | 0.0% | 0.0% | 148 | +2,158 | 23.67% | Q4 2025 | Feb 10, 2026 |
| Capital Square, LLC | History | Reduced | 11,157 | 345 | 0.18% | 0.29% | 149 | -3,798 | -25.4% | Q4 2025 | Feb 13, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 10,494 | 324 | 0.27% | — | 150 | +10,494 | New | Q4 2025 | Jan 23, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 9,990 | 309 | 0.08% | — | 151 | +9,990 | New | Q4 2025 | Jan 16, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 9,875 | 309 | 0.01% | 0.01% | 152 | -1,075 | -9.82% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,900 | 306 | 0.0% | 0.0% | 153 | +3,000 | 43.48% | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | New | 9,862 | 305 | 0.0% | — | 154 | +9,862 | New | Q4 2025 | Jan 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 9,522 | 295 | 0.0% | — | 155 | +9,522 | New | Q4 2025 | Jan 05, 2026 |
| Raleigh Capital Management Inc. | History | New | 9,267 | 286 | 0.1% | — | 156 | +9,267 | New | Q4 2025 | Jan 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 9,076 | 280 | 0.0% | — | 157 | +9,076 | New | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,000 | 278 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 8,848 | 273 | 0.14% | — | 159 | +8,848 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 8,306 | 272 | 0.0% | — | 161 | +8,306 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,808 | 272 | 0.0% | 0.0% | 160 | -2 | -0.02% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 8,647 | 267 | 0.0% | 0.0% | 162 | -4,436 | -33.91% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,380 | 267 | 0.0% | 0.0% | 163 | +2,792 | 49.96% | Q4 2025 | Jan 08, 2026 |
| Arizona State Retirement System | History | Reduced | 8,597 | 265 | 0.0% | 0.0% | 164 | -568 | -6.2% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,372 | 259 | 0.0% | — | 165 | +8,372 | New | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,294 | 257 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,334 | 257 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | New | 8,186 | 253 | 0.0% | — | 168 | +8,186 | New | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | New | 8,153 | 252 | 0.01% | — | 169 | +8,153 | New | Q4 2025 | Feb 02, 2026 |
| State of Wyoming | History | New | 8,045 | 248 | 0.03% | — | 170 | +8,045 | New | Q4 2025 | Feb 11, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 8,002 | 247 | 0.07% | — | 171 | +8,002 | New | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,787 | 240 | 0.0% | 0.0% | 172 | +1,305 | 20.13% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | New | 7,689 | 237 | 0.0% | — | 173 | +7,689 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | New | 7,247 | 224 | 0.0% | — | 174 | +7,247 | New | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,119 | 223 | 0.02% | 0.01% | 175 | +2,680 | 60.37% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | New | 7,193 | 222 | 0.0% | — | 176 | +7,193 | New | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | Added to | 7,186 | 222 | 0.07% | 0.08% | 177 | +497 | 7.43% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 7,003 | 216 | 0.0% | — | 178 | +7,003 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 6,991 | 216 | 0.0% | — | 179 | +6,991 | New | Q4 2025 | Mar 09, 2026 |
| Arete Wealth Advisors, LLC | History | New | 6,759 | 209 | 0.01% | — | 180 | +6,759 | New | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | New | 6,746 | 208 | 0.03% | — | 181 | +6,746 | New | Q4 2025 | Jan 16, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | New | 6,512 | 201 | 0.04% | — | 182 | +6,512 | New | Q4 2025 | Jan 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,500 | 201 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 5,485 | 169 | 0.04% | — | 184 | +5,485 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 5,193 | 160 | 0.09% | — | 185 | +5,193 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,059 | 156 | 0.0% | 0.0% | 186 | +5,026 | 15230.3% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | New | 3,750 | 116 | 0.01% | — | 187 | +3,750 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 3,753 | 116 | 0.0% | 0.0% | 188 | +3,720 | 11272.73% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,632 | 112 | 0.0% | — | 189 | +3,632 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,324 | 103 | 0.0% | 0.0% | 190 | -728 | -17.97% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | New | 2,643 | 81 | 0.0% | — | 191 | +2,643 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,608 | 80 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Silicon Valley Capital Partners | History | New | 2,278 | 70 | 0.01% | — | 193 | +2,278 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,180 | 67 | 0.0% | — | 194 | +2,180 | New | Q4 2025 | Feb 03, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 2,095 | 64 | 0.01% | — | 195 | +2,095 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,030 | 62 | 0.0% | 0.0% | 196 | -404 | -16.6% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,960 | 60 | 0.0% | — | 197 | +1,960 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1,875 | 58 | 0.0% | — | 198 | +1,875 | New | Q4 2025 | Jan 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,798 | 55 | 0.0% | 0.0% | 199 | -364 | -16.84% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | New | 1,600 | 49 | 0.0% | — | 200 | +1,600 | New | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 1,510 | 46 | 0.0% | 0.0% | 201 | +1,446 | 2259.38% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,484 | 45 | 0.0% | — | 202 | +1,484 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,439 | 44 | 0.0% | 0.0% | 203 | +640 | 80.1% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | New | 1,337 | 41 | 0.02% | — | 204 | +1,337 | New | Q4 2025 | Feb 11, 2026 |
| Canton Hathaway, LLC | History | New | 1,250 | 38 | 0.01% | — | 205 | +1,250 | New | Q4 2025 | Jan 21, 2026 |
| Imprint Wealth LLC | History | New | 1,250 | 38 | 0.18% | — | 206 | +1,250 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | New | 1,209 | 37 | 0.0% | — | 207 | +1,209 | New | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | New | 1,178 | 36 | 0.0% | — | 208 | +1,178 | New | Q4 2025 | Feb 13, 2026 |
| Avalon Trust Co | History | Added to | 1,100 | 34 | 0.0% | 0.0% | 209 | +43 | 4.07% | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | New | 1,049 | 32 | 0.01% | — | 210 | +1,049 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,017 | 31 | 0.0% | — | 211 | +1,017 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 1,014 | 31 | 0.0% | — | 212 | +1,014 | New | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | New | 1,000 | 30 | 0.0% | — | 214 | +1,000 | New | Q4 2025 | Feb 26, 2026 |
| AMALGAMATED BANK | History | Added to | 981 | 30 | 0.0% | 0.0% | 213 | +14 | 1.45% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 908 | 28 | 0.0% | 0.0% | 215 | +227 | 33.33% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 886 | 27 | 0.0% | — | 216 | +886 | New | Q4 2025 | Feb 10, 2026 |
| Beacon Capital Management, Inc. | History | New | 832 | 25 | 0.0% | — | 218 | +832 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 819 | 25 | 0.0% | — | 217 | +819 | New | Q4 2025 | Feb 06, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 629 | 19 | 0.02% | — | 219 | +629 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Added to | 596 | 18 | 0.0% | 0.0% | 220 | +185 | 45.01% | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 514 | 15 | 0.0% | 0.0% | 221 | -10 | -1.91% | Q4 2025 | Jan 27, 2026 |
| Frazier Financial Advisors, LLC | History | New | 404 | 12 | 0.01% | — | 223 | +404 | New | Q4 2025 | Feb 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 400 | 12 | 0.01% | — | 224 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 405 | 12 | 0.0% | 0.0% | 222 | +355 | 710.0% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 372 | 11 | 0.0% | 0.0% | 225 | +313 | 530.51% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 346 | 10 | 0.0% | — | 226 | +346 | New | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 214 | 7 | 0.0% | — | 227 | +214 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | New | 185 | 5 | 0.0% | — | 228 | +185 | New | Q4 2025 | Feb 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 179 | 5 | 0.0% | — | 229 | +179 | New | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | New | 100 | 3 | 0.0% | — | 231 | +100 | New | Q4 2025 | Feb 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 124 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 91 | 2 | 0.0% | — | 232 | +84 | 1200.0% | Q4 2025 | Jan 05, 2026 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 1.35% | — | -413,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -409,642 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.02% | — | -185,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DigitalBridge Group, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -68,400 | -100.0% | Q3 2025 | Nov 18, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,580 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,763 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,338 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cheviot Value Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 29 | 0 | — | 0.0% | — | -176 | -85.85% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -120 | -96.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13 | 0 | — | 0.0% | — | -104 | -88.89% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Jan 08, 2026 |
| WPG Advisers, LLC | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |