UNIVERSAL HEALTH REALTY INCOME TRUST - UHT
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 | Added to | 2,260,453 | 91,480 | 0.0% | 0.0% | 1 | +32,422 | 1.46% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,609,289 | 63,100 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 559,260 | 22,633 | 0.0% | 0.0% | 3 | +15,254 | 2.8% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 353,104 | 14,292 | 0.0% | 0.0% | 4 | +9,894 | 2.88% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 340,130 | 13,765 | 0.02% | 0.02% | 5 | -25,775 | -7.04% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 220,110 | 8,907 | 0.01% | 0.01% | 6 | -7,000 | -3.08% | Q1 2026 | May 14, 2026 |
| Vinva Investment Management Ltd | History | New | 46,965 | 8,552 | 0.11% | — | 7 | +46,965 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 206,923 | 8,374 | 0.0% | 0.0% | 8 | -87,899 | -29.81% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 190,589 | 7,713 | 0.0% | 0.0% | 9 | +2,686 | 1.43% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 163,330 | 6,610 | 0.0% | 0.0% | 10 | -17,381 | -9.62% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 150,214 | 6,079 | 0.0% | 0.0% | 11 | +19,266 | 14.71% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 147,086 | 5,952 | 0.01% | 0.01% | 12 | -5,680 | -3.72% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 146,612 | 5,933 | 0.0% | 0.0% | 13 | +12,741 | 9.52% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 130,773 | 5,292 | 0.01% | 0.0% | 14 | +18,978 | 16.98% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 129,044 | 5,222 | 0.0% | 0.0% | 15 | +532 | 0.41% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 128,635 | 5,205 | 0.0% | 0.0% | 16 | +89,336 | 227.32% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 117,581 | 4,758 | 0.0% | 0.0% | 17 | +7,611 | 6.92% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 93,638 | 3,789 | 0.0% | 0.0% | 18 | +16,345 | 21.15% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 80,691 | 3,265 | 0.0% | 0.0% | 19 | -1,480 | -1.8% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 77,665 | 3,143 | 0.0% | 0.0% | 20 | +5,725 | 7.96% | Q1 2026 | May 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 75,471 | 3,054 | 0.01% | 0.01% | 21 | +386 | 0.51% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 68,755 | 2,782 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 68,535 | 2,773 | 0.0% | 0.0% | 23 | +29,260 | 74.5% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 59,681 | 2,415 | 0.01% | 0.01% | 24 | -1,335 | -2.19% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 57,269 | 2,317 | 0.0% | 0.0% | 25 | +23,605 | 70.12% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 51,379 | 2,079 | 0.01% | 0.01% | 26 | +1,631 | 3.28% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 50,456 | 2,041 | 0.0% | 0.0% | 27 | +344 | 0.69% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 41,772 | 1,690 | 0.0% | 0.0% | 28 | -14,830 | -26.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,839 | 1,652 | 0.0% | 0.0% | 29 | +2,404 | 6.25% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 34,736 | 1,405 | 0.35% | 0.36% | 30 | -1,232 | -3.43% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 32,501 | 1,315 | 0.01% | 0.0% | 31 | -756 | -2.27% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 30,429 | 1,231 | 0.0% | 0.0% | 32 | +764 | 2.58% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | Added to | 29,010 | 1,174 | 0.01% | 0.01% | 33 | +793 | 2.81% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 29,172 | 1,172 | 0.0% | 0.0% | 34 | -11,297 | -27.92% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,450 | 1,151 | 0.0% | 0.0% | 35 | +4,423 | 18.41% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 26,902 | 1,088 | 0.0% | 0.0% | 36 | +3,148 | 13.25% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 25,918 | 1,048 | 0.03% | 0.01% | 37 | +13,841 | 114.61% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,778 | 1,041 | 0.0% | 0.0% | 38 | -104 | -0.4% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 25,675 | 1,039 | 0.0% | 0.0% | 39 | -10,257 | -28.55% | Q1 2026 | Apr 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 24,407 | 987 | 0.0% | 0.01% | 40 | -1,988 | -7.53% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,737 | 960 | 0.0% | 0.0% | 41 | -1,378 | -5.49% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 22,596 | 914 | 0.01% | 0.01% | 42 | +4,492 | 24.81% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 22,449 | 908 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,338 | 904 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | No change | 22,338 | 904 | 0.01% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 20,774 | 840 | 0.0% | 0.0% | 46 | -612 | -2.86% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 19,548 | 791 | 0.02% | — | 47 | +19,548 | New | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 19,427 | 787 | 0.0% | 0.0% | 48 | -1,194 | -5.79% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 19,349 | 783 | 0.0% | 0.0% | 49 | +5,991 | 44.85% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 18,720 | 757 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 17,576 | 711 | 0.0% | — | 51 | +17,576 | New | Q1 2026 | May 08, 2026 |
| Asset Management One Co., Ltd. | History | No change | 17,417 | 704 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 17,018 | 688 | 0.01% | 0.01% | 53 | +1,871 | 12.35% | Q1 2026 | May 14, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 17,000 | 687 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 15,997 | 647 | 0.48% | 0.37% | 55 | +3,296 | 25.95% | Q1 2026 | May 05, 2026 |
| Cambria Investment Management, L.P. | History | New | 15,889 | 643 | 0.04% | — | 56 | +15,889 | New | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,210 | 613 | 0.01% | 0.01% | 57 | +215 | 1.43% | Q1 2026 | Apr 20, 2026 |
| Independent Wealth Network Inc. | History | Added to | 15,081 | 610 | 0.18% | 0.11% | 58 | +5,681 | 60.44% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,900 | 603 | 0.0% | 0.0% | 59 | -5,899 | -28.36% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,713 | 595 | 0.0% | 0.0% | 60 | -2,840 | -16.18% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 15,200 | 595 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 14,712 | 593 | 0.0% | — | 62 | +14,712 | New | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 14,400 | 582 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,816 | 559 | 0.0% | 0.0% | 64 | -1,493 | -9.75% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 13,569 | 549 | 0.0% | 0.0% | 65 | -17,745 | -56.67% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 13,311 | 538 | 0.0% | 0.0% | 66 | +1,230 | 10.18% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,918 | 522 | 0.0% | 0.0% | 67 | -6,661 | -34.02% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,817 | 518 | 0.0% | 0.0% | 68 | -755 | -5.56% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,505 | 506 | 0.0% | 0.0% | 69 | -9,404 | -42.92% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 12,511 | 506 | 0.0% | 0.0% | 70 | -1,815 | -12.67% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,512 | 466 | 0.0% | 0.0% | 71 | -8,407 | -42.21% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 11,909 | 466 | 0.0% | 0.0% | 72 | -1,796 | -13.1% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,397 | 461 | 0.0% | 0.0% | 73 | +6,044 | 112.91% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,742 | 434 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,561 | 427 | 0.0% | 0.0% | 75 | +1,436 | 15.74% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,313 | 417 | 0.0% | 0.0% | 76 | +1,446 | 16.31% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 10,240 | 414 | 0.01% | 0.01% | 77 | +61 | 0.6% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 10,128 | 409 | 0.01% | 0.01% | 78 | -122 | -1.19% | Q1 2026 | May 05, 2026 |
| Cannell & Spears LLC | History | No change | 9,983 | 404 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | New | 9,903 | 400 | 0.03% | — | 80 | +9,903 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 9,810 | 397 | 0.0% | 0.0% | 81 | -1,744 | -15.09% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | No change | 9,421 | 381 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,402 | 380 | 0.0% | 0.0% | 83 | -169 | -1.77% | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | No change | 9,409 | 380 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 9,260 | 374 | 0.01% | — | 86 | +9,260 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,253 | 374 | 0.0% | 0.0% | 85 | +482 | 5.5% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 9,087 | 367 | 0.0% | 0.0% | 87 | +1,499 | 19.75% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,850 | 358 | 0.0% | — | 88 | +8,850 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 8,777 | 355 | 0.0% | 0.0% | 89 | +585 | 7.14% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 7,848 | 317 | 0.0% | 0.0% | 90 | +624 | 8.64% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,524 | 304 | 0.0% | 0.0% | 91 | +6 | 0.08% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,000 | 283 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,837 | 276 | 0.0% | 0.0% | 93 | -2,413 | -26.09% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,706 | 273 | 0.0% | 0.0% | 95 | +990 | 17.32% | Q1 2026 | Apr 08, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,758 | 273 | 0.0% | 0.0% | 94 | -63 | -0.92% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,613 | 268 | 0.02% | 0.04% | 96 | -6,342 | -48.95% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,963 | 241 | 0.0% | — | 97 | +5,963 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,856 | 236 | 0.0% | 0.0% | 98 | +3,032 | 107.37% | Q1 2026 | Apr 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,700 | 230 | 0.0% | 0.0% | 99 | -100 | -1.72% | Q1 2026 | Apr 20, 2026 |
| Squarepoint Ops LLC | History | New | 5,682 | 229 | 0.0% | — | 100 | +5,682 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,609 | 226 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,583 | 225 | 0.0% | 0.0% | 102 | +173 | 3.2% | Q1 2026 | May 08, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 5,519 | 221 | 0.0% | 0.0% | 103 | -99 | -1.76% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,353 | 216 | 0.0% | 0.0% | 104 | -8 | -0.15% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 5,452 | 213 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,172 | 209 | 0.0% | 0.0% | 106 | -2,656 | -33.93% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,125 | 207 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,076 | 205 | 0.01% | 0.01% | 108 | +19 | 0.38% | Q1 2026 | May 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,055 | 204 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 4,987 | 201 | 0.0% | — | 111 | +4,987 | New | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,986 | 201 | 0.0% | 0.0% | 110 | +148 | 3.06% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,796 | 154 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,784 | 153 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,711 | 150 | 0.0% | 0.0% | 114 | -210 | -5.36% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,169 | 128 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,082 | 124 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,988 | 120 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 2,942 | 119 | 0.0% | 0.0% | 118 | +67 | 2.33% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,916 | 118 | 0.0% | 0.0% | 119 | -1,504 | -34.03% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,601 | 105 | 0.0% | 0.0% | 120 | +22 | 0.85% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,562 | 103 | 0.0% | 0.0% | 121 | +1,759 | 219.05% | Q1 2026 | Apr 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,474 | 100 | 0.0% | 0.0% | 123 | -27,206 | -91.66% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,485 | 100 | 0.0% | 0.0% | 122 | +2,042 | 460.95% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,225 | 90 | 0.0% | 0.0% | 124 | +255 | 12.94% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 2,200 | 89 | 0.0% | 0.0% | 125 | -300 | -12.0% | Q1 2026 | Apr 24, 2026 |
| Coastline Trust Co | History | No change | 2,000 | 80 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,794 | 72 | 0.0% | 0.0% | 127 | -69 | -3.7% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,642 | 66 | 0.0% | 0.0% | 128 | -116 | -6.6% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,541 | 62 | 0.0% | 0.0% | 129 | +1,209 | 364.16% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,249 | 50 | 0.0% | 0.0% | 130 | +3 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,078 | 43 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | No change | 1,000 | 40 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 985 | 39 | 0.0% | 0.0% | 133 | -7 | -0.71% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 912 | 36 | 0.0% | 0.0% | 134 | +49 | 5.68% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 870 | 34 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 759 | 30 | 0.0% | 0.0% | 136 | +415 | 120.64% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 737 | 29 | 0.0% | — | 137 | +737 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 698 | 28 | 0.0% | 0.0% | 138 | -97 | -12.2% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 630 | 25 | 0.0% | — | 140 | +630 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 638 | 25 | 0.0% | 0.0% | 139 | +156 | 32.37% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 613 | 24 | 0.0% | 0.0% | 141 | +111 | 22.11% | Q1 2026 | Jun 02, 2026 |
| Larson Financial Group LLC | History | No change | 550 | 22 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 500 | 20 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 471 | 19 | 0.0% | 0.0% | 144 | -99 | -17.37% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 391 | 15 | 0.0% | 0.0% | 145 | -186 | -32.24% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 313 | 12 | 0.0% | — | 148 | +306 | 4371.43% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 306 | 12 | 0.0% | — | 150 | +306 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 305 | 12 | 0.0% | 0.0% | 147 | +28 | 10.11% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 307 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | No change | 308 | 12 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 239 | 9 | 0.0% | 0.0% | 151 | +90 | 60.4% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 205 | 8 | 0.0% | 0.0% | 154 | -93 | -31.21% | Q1 2026 | May 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 213 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gould Capital, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 191 | 7 | 0.0% | 0.0% | 155 | +81 | 73.64% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 191 | 7 | 0.0% | 0.0% | 156 | +4 | 2.14% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 174 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 151 | 6 | 0.0% | 0.01% | 158 | -2,942 | -95.12% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 167 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| POM Investment Strategies, LLC | History | No change | 151 | 6 | 0.01% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 130 | 5 | 0.0% | 0.0% | 161 | -62 | -32.29% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 100 | 4 | 0.0% | — | 166 | +100 | New | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 163 | -66 | -39.76% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 111 | 4 | 0.0% | 0.0% | 165 | +29 | 35.37% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Optiver Holding B.V. | History | Reduced | 78 | 3 | 0.0% | 0.0% | 168 | -24 | -23.53% | Q1 2026 | Jun 02, 2026 |
| UMB Bank, n.a. | History | Added to | 97 | 3 | 0.0% | 0.0% | 167 | +2 | 2.11% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 58 | 2 | 0.0% | — | 173 | +58 | New | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 73 | 2 | 0.0% | 0.0% | 172 | -30 | -29.13% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 70 | 2 | 0.0% | 0.0% | 170 | +1 | 1.45% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 171 | +1 | 1.72% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 174 | -4 | -10.81% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -50,942 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,800 | -100.0% | Q1 2026 | May 11, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.12% | — | -7,844 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,869 | -100.0% | Q1 2026 | May 14, 2026 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -6,543 | -100.0% | Q1 2026 | May 13, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,161 | -100.0% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,917 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,571 | -100.0% | Q1 2026 | May 14, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,185 | -100.0% | Q1 2026 | May 04, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,721 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,176 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |