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 | Reduced | 1,492,098 | 65,443 | 0.0% | 0.0% | 1 | -768,355 | -33.99% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 845,483 | 37,082 | 0.0% | — | 2 | +845,483 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 560,954 | 24,603 | 0.0% | — | 3 | +560,954 | New | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 377,502 | 16,557 | 0.0% | 0.0% | 4 | -181,758 | -32.5% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 375,669 | 16,480 | 0.0% | 0.0% | 5 | +22,565 | 6.39% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 353,543 | 15,506 | 0.02% | 0.02% | 6 | +13,413 | 3.94% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 267,488 | 11,732 | 0.0% | 0.0% | 7 | +254,570 | 1970.66% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 229,241 | 10,054 | 0.01% | 0.0% | 8 | +100,606 | 78.21% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 206,730 | 9,067 | 0.01% | 0.01% | 9 | +75,957 | 58.08% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 206,666 | 9,064 | 0.0% | 0.0% | 10 | +125,975 | 156.12% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 196,510 | 8,618 | 0.01% | 0.01% | 11 | -23,600 | -10.72% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 187,828 | 8,238 | 0.0% | 0.0% | 12 | -2,761 | -1.45% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 171,057 | 7,502 | 0.0% | 0.0% | 13 | -35,866 | -17.33% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Added to | 169,846 | 7,449 | 0.0% | 0.0% | 14 | +144,171 | 561.52% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 152,908 | 6,706 | 0.0% | 0.0% | 15 | +2,694 | 1.79% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 145,264 | 6,371 | 0.0% | 0.0% | 16 | -1,348 | -0.92% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 132,131 | 5,795 | 0.01% | 0.0% | 17 | +120,734 | 1059.35% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 125,076 | 5,485 | 0.0% | 0.0% | 18 | +83,304 | 199.43% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 116,828 | 5,124 | 0.0% | 0.0% | 19 | +110,865 | 1859.22% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 116,841 | 5,124 | 0.0% | 0.0% | 20 | +101,941 | 684.17% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,840 | 5,080 | 0.0% | 0.0% | 21 | -1,741 | -1.48% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 112,915 | 4,952 | 0.0% | 0.0% | 22 | -50,415 | -30.87% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 94,934 | 4,163 | 0.0% | 0.0% | 23 | +1,296 | 1.38% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 91,251 | 4,002 | 0.0% | — | 24 | +91,251 | New | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 73,952 | 3,243 | 0.0% | 0.0% | 25 | +5,197 | 7.56% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,227 | 3,167 | 0.0% | 0.0% | 26 | +3,692 | 5.39% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Added to | 67,302 | 2,951 | 0.26% | 0.03% | 27 | +57,399 | 579.61% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 66,505 | 2,916 | 0.01% | 0.01% | 28 | -8,966 | -11.88% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 61,108 | 2,680 | 0.0% | 0.0% | 29 | +3,839 | 6.7% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 60,853 | 2,669 | 0.0% | — | 30 | +60,853 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 55,047 | 2,414 | 0.0% | 0.0% | 31 | +14,208 | 34.79% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 53,239 | 2,335 | 0.0% | 0.0% | 32 | +2,783 | 5.52% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 52,970 | 2,323 | 0.0% | 0.0% | 33 | +44,120 | 498.53% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 52,067 | 2,283 | 0.01% | 0.01% | 34 | +688 | 1.34% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | New | 49,430 | 2,168 | 0.01% | — | 35 | +49,430 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,051 | 1,800 | 0.0% | 0.0% | 36 | +12,601 | 44.29% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,091 | 1,495 | 0.0% | 0.0% | 37 | +4,919 | 16.86% | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 32,800 | 1,438 | 0.32% | 0.35% | 38 | -1,936 | -5.57% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 32,619 | 1,430 | 0.03% | 0.03% | 39 | +6,701 | 25.85% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 31,448 | 1,379 | 0.01% | 0.01% | 40 | -1,053 | -3.24% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 29,660 | 1,300 | 0.0% | 0.0% | 41 | +2,758 | 10.25% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 29,087 | 1,275 | 0.01% | 0.01% | 42 | +77 | 0.27% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 28,629 | 1,255 | 0.02% | — | 43 | +28,629 | New | Q2 2026 | Jul 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 25,141 | 1,102 | 0.01% | 0.01% | 44 | +2,545 | 11.26% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 24,196 | 1,061 | 0.0% | 0.0% | 45 | +6,620 | 37.66% | Q2 2026 | Aug 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 22,449 | 984 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,338 | 980 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 22,338 | 979 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,739 | 953 | 0.0% | 0.0% | 49 | +9,234 | 73.84% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 21,321 | 936 | 0.0% | 0.0% | 50 | +1,894 | 9.75% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 20,660 | 906 | 0.0% | 0.0% | 51 | +14,978 | 263.6% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 20,588 | 902 | 0.0% | 0.0% | 52 | -108,456 | -84.05% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 20,550 | 901 | 0.0% | 0.0% | 53 | +1,830 | 9.78% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 19,548 | 791 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,998 | 789 | 0.0% | 0.0% | 55 | -12,431 | -40.85% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | New | 17,917 | 785 | 0.03% | — | 56 | +17,917 | New | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 17,561 | 770 | 0.0% | 0.0% | 57 | -60,104 | -77.39% | Q2 2026 | Aug 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 17,300 | 758 | 0.01% | 0.01% | 58 | +2,900 | 20.14% | Q2 2026 | Aug 10, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 16,989 | 745 | 0.0% | 0.0% | 59 | -428 | -2.46% | Q2 2026 | Jul 28, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 17,000 | 745 | 0.06% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,156 | 709 | 0.0% | 0.0% | 61 | -9,622 | -37.33% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 16,029 | 703 | 0.18% | 0.18% | 62 | +948 | 6.29% | Q2 2026 | Jul 20, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 16,033 | 703 | 0.48% | 0.48% | 63 | +36 | 0.23% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,602 | 640 | 0.0% | 0.0% | 64 | -111 | -0.75% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 15,610 | 631 | 0.0% | 0.0% | 65 | +3,701 | 31.08% | Q2 2026 | Aug 14, 2026 |
| Vinva Investment Management Ltd | History | Reduced | 2,908 | 621 | 0.0% | 0.11% | 66 | -44,057 | -93.81% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 14,122 | 619 | 0.0% | 0.0% | 67 | +1,611 | 12.88% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 14,102 | 618 | 0.01% | 0.0% | 68 | +7,265 | 106.26% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 13,600 | 596 | 0.0% | — | 69 | +13,600 | New | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,447 | 589 | 0.0% | 0.0% | 70 | -369 | -2.67% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 13,202 | 579 | 0.0% | 0.0% | 71 | -367 | -2.7% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,118 | 575 | 0.0% | 0.0% | 72 | +2,557 | 24.21% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 12,817 | 562 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,742 | 471 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 10,600 | 465 | 0.0% | 0.0% | 75 | +3,600 | 51.43% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,311 | 452 | 0.0% | 0.0% | 76 | +909 | 9.67% | Q2 2026 | Aug 19, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,292 | 451 | 0.0% | — | 77 | +10,292 | New | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 10,176 | 446 | 0.01% | 0.01% | 78 | +48 | 0.47% | Q2 2026 | Aug 03, 2026 |
| Cannell & Spears LLC | History | No change | 9,983 | 437 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truvestments Capital LLC | History | No change | 9,421 | 413 | 0.06% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Capital Management LLC | History | No change | 9,409 | 412 | 0.05% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 9,265 | 406 | 0.01% | — | 82 | +9,265 | New | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Reduced | 9,253 | 405 | 0.0% | 0.0% | 83 | -557 | -5.68% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 8,856 | 388 | 0.0% | 0.0% | 84 | +1,008 | 12.84% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,815 | 385 | 0.0% | 0.01% | 85 | -6,395 | -42.04% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,373 | 367 | 0.0% | 0.0% | 86 | -1,940 | -18.81% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 8,151 | 357 | 0.0% | 0.0% | 87 | -936 | -10.3% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 8,777 | 355 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 8,026 | 351 | 0.0% | — | 89 | +8,026 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 8,016 | 351 | 0.0% | — | 90 | +8,016 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,932 | 347 | 0.0% | 0.0% | 91 | +408 | 5.42% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 7,908 | 346 | 0.08% | — | 92 | +7,908 | New | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,752 | 340 | 0.0% | 0.0% | 93 | +4,836 | 165.84% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 7,668 | 336 | 0.0% | — | 94 | +7,668 | New | Q2 2026 | Aug 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 7,202 | 315 | 0.02% | — | 95 | +7,202 | New | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,260 | 312 | 0.0% | 0.0% | 96 | +554 | 8.26% | Q2 2026 | Jul 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 6,880 | 301 | 0.0% | 0.01% | 97 | -2,380 | -25.7% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 6,762 | 296 | 0.01% | — | 98 | +6,762 | New | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | New | 6,627 | 290 | 0.0% | — | 99 | +6,627 | New | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | Added to | 19,035 | 286 | 0.0% | 0.01% | 100 | +2,017 | 11.85% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 6,268 | 274 | 0.0% | 0.0% | 101 | -18,139 | -74.32% | Q2 2026 | Jul 29, 2026 |
| Symmetry Partners, LLC | History | New | 5,946 | 260 | 0.01% | — | 102 | +5,946 | New | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,609 | 246 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,600 | 245 | 0.0% | — | 104 | +5,600 | New | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,519 | 242 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,125 | 224 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,054 | 221 | 0.0% | 0.0% | 108 | +2,829 | 127.15% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5,059 | 221 | 0.01% | 0.01% | 107 | -17 | -0.33% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | New | 4,963 | 217 | 0.0% | — | 109 | +4,963 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,946 | 216 | 0.0% | 0.0% | 110 | -18,791 | -79.16% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 4,911 | 215 | 0.0% | 0.0% | 111 | -75 | -1.5% | Q2 2026 | Jul 31, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,886 | 214 | 0.0% | — | 112 | +4,886 | New | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,077 | 178 | 0.0% | 0.0% | 113 | -1,506 | -26.97% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,002 | 175 | 0.0% | 0.0% | 114 | +291 | 7.84% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,796 | 166 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,784 | 165 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,082 | 135 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,919 | 128 | 0.0% | 0.0% | 118 | -2,136 | -42.26% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 2,600 | 114 | 0.0% | 0.0% | 119 | +400 | 18.18% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,485 | 108 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,367 | 103 | 0.0% | 0.0% | 121 | +1,118 | 89.51% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,328 | 102 | 0.0% | 0.0% | 122 | -273 | -10.5% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 2,108 | 92 | 0.0% | 0.0% | 123 | +1,869 | 782.01% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | No change | 2,000 | 87 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,811 | 79 | 0.0% | 0.0% | 125 | +1,198 | 195.43% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,695 | 74 | 0.0% | 0.0% | 126 | -99 | -5.52% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,596 | 70 | 0.0% | 0.0% | 128 | -966 | -37.7% | Q2 2026 | Jul 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,594 | 70 | 0.0% | 0.0% | 127 | -48 | -2.92% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,291 | 56 | 0.0% | 0.0% | 129 | -19,483 | -93.79% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,227 | 54 | 0.0% | 0.0% | 130 | -10,285 | -89.34% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,225 | 53 | 0.0% | 0.0% | 131 | +920 | 301.64% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,078 | 47 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,013 | 44 | 0.0% | 0.0% | 133 | -4,843 | -82.7% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,012 | 44 | 0.02% | — | 134 | +1,012 | New | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 1,000 | 43 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,000 | 42 | 0.0% | 0.0% | 136 | +15 | 1.52% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 932 | 40 | 0.0% | — | 137 | +932 | New | Q2 2026 | Aug 07, 2026 |
| Altshuler Shaham Ltd | History | New | 224 | 33 | 0.0% | — | 139 | +224 | New | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 759 | 33 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 642 | 28 | 0.0% | 0.0% | 140 | +4 | 0.63% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 626 | 27 | 0.01% | 0.04% | 142 | -2,362 | -79.05% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 626 | 27 | 0.0% | 0.0% | 141 | +155 | 32.91% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 550 | 24 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 491 | 21 | 0.0% | 0.0% | 145 | -1,050 | -68.14% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 489 | 21 | 0.0% | — | 146 | +489 | New | Q2 2026 | Jul 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 500 | 21 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 307 | 13 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 308 | 13 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 213 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gould Capital, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 180 | 7 | 0.0% | 0.0% | 152 | -518 | -74.21% | Q2 2026 | Aug 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 151 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 167 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 154 | 6 | 0.0% | 0.0% | 154 | -20 | -11.49% | Q2 2026 | Jul 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 117 | 5 | 0.0% | 0.0% | 156 | -88 | -42.93% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 99 | 4 | 0.0% | 0.0% | 158 | -12 | -10.81% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 71 | 3 | 0.0% | 0.0% | 162 | -320 | -81.84% | Q2 2026 | Jul 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 86 | 3 | 0.0% | 0.0% | 160 | -105 | -54.97% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | New | 88 | 3 | 0.0% | — | 167 | +88 | New | Q2 2026 | Aug 14, 2026 |
| Westend Capital Management, LLC | History | New | 73 | 3 | 0.0% | — | 166 | +73 | New | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 73 | 3 | 0.0% | 0.0% | 163 | -57 | -43.85% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 72 | 3 | 0.0% | 0.0% | 161 | +2 | 2.86% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 49 | 2 | 0.0% | 0.0% | 168 | -142 | -74.35% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 169 | -8 | -13.56% | Q2 2026 | Jul 16, 2026 |
| Optiver Holding B.V. | History | Reduced | 30 | 1 | 0.0% | 0.0% | 171 | -48 | -61.54% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | New | 43 | 1 | 0.0% | — | 173 | +43 | New | Q2 2026 | Jul 23, 2026 |
| Glen Eagle Advisors, LLC | History | New | 30 | 1 | 0.0% | — | 174 | +30 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Holos Integrated Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -147,086 | -100.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -59,681 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,349 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,889 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,712 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,311 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,240 | -100.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -6,758 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,613 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q2 2026 | Jul 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,353 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,172 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,987 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.0% | — | -3,169 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -2,942 | -100.0% | Q2 2026 | Jul 28, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,474 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -912 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16 | 0 | — | 0.0% | — | -297 | -94.89% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -151 | -100.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 10, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |