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 | No change | 1,492,098 | 65,443 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 845,483 | 37,082 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 560,954 | 24,603 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 377,502 | 16,557 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 353,543 | 15,506 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 368,843 | 13,793 | 0.0% | 0.0% | 6 | -6,826 | -1.82% | Q3 2026 | Nov 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 267,488 | 11,732 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 229,241 | 10,054 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 206,730 | 9,067 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 206,666 | 9,064 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 196,510 | 8,618 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 169,846 | 7,449 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 189,532 | 7,086 | 0.0% | 0.0% | 13 | +1,704 | 0.91% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 152,908 | 6,706 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 145,264 | 6,371 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 160,731 | 6,009 | 0.0% | 0.0% | 16 | -10,326 | -6.04% | Q3 2026 | Nov 05, 2026 |
| HRT FINANCIAL LP | History | No change | 132,131 | 5,795 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 125,076 | 5,485 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 116,828 | 5,124 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 116,841 | 5,124 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 115,840 | 5,080 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 112,915 | 4,952 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 94,934 | 4,163 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 91,251 | 4,002 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 73,952 | 3,243 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 72,227 | 3,167 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 67,302 | 2,951 | 0.26% | 0.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 66,505 | 2,916 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 61,108 | 2,680 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 60,853 | 2,669 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 55,047 | 2,414 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 52,970 | 2,323 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 59,737 | 2,233 | 0.0% | 0.0% | 33 | +6,498 | 12.21% | Q3 2026 | Nov 06, 2026 |
| Jain Global LLC | History | No change | 49,430 | 2,168 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 41,051 | 1,800 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,091 | 1,495 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 39,589 | 1,480 | 0.03% | 0.02% | 37 | +10,960 | 38.28% | Q3 2026 | Oct 16, 2026 |
| WealthTrust Axiom LLC | History | No change | 32,800 | 1,438 | 0.32% | 0.32% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 32,619 | 1,430 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,448 | 1,379 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 29,660 | 1,300 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 29,087 | 1,275 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 25,141 | 1,102 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 24,196 | 1,061 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,338 | 980 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 22,338 | 979 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,739 | 953 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 21,321 | 936 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 20,588 | 902 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 20,550 | 901 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 22,449 | 839 | 0.08% | 0.1% | 51 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,998 | 789 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 17,917 | 785 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 17,300 | 758 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 17,000 | 745 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 16,156 | 709 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 18,549 | 693 | 0.0% | 0.0% | 57 | +1,560 | 9.18% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 14,602 | 640 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,610 | 631 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vinva Investment Management Ltd | History | No change | 2,908 | 621 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 14,102 | 618 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 16,449 | 615 | 0.46% | 0.48% | 62 | +416 | 2.59% | Q3 2026 | Oct 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 16,313 | 609 | 0.15% | 0.18% | 63 | +284 | 1.77% | Q3 2026 | Oct 19, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,600 | 596 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,447 | 589 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 15,426 | 576 | 0.0% | 0.0% | 66 | -5,234 | -25.33% | Q3 2026 | Nov 09, 2026 |
| Creative Planning | History | Added to | 13,152 | 491 | 0.0% | 0.0% | 67 | +3,899 | 42.14% | Q3 2026 | Nov 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,672 | 473 | 0.0% | 0.0% | 68 | -145 | -1.13% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,311 | 452 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 10,292 | 451 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 9,983 | 437 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,471 | 428 | 0.0% | 0.0% | 72 | -1,647 | -12.56% | Q3 2026 | Nov 06, 2026 |
| Truvestments Capital LLC | History | No change | 9,421 | 413 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Capital Management LLC | History | No change | 9,409 | 412 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 10,660 | 398 | 0.0% | 0.0% | 75 | -82 | -0.76% | Q3 2026 | Nov 04, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 10,600 | 396 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 8,856 | 388 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 10,260 | 383 | 0.01% | 0.01% | 78 | +84 | 0.83% | Q3 2026 | Oct 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 10,026 | 374 | 0.0% | — | 79 | +10,026 | New | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 8,151 | 357 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,026 | 351 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 8,016 | 351 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,932 | 347 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,752 | 340 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,668 | 336 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,579 | 318 | 0.0% | 0.0% | 86 | -236 | -2.68% | Q3 2026 | Oct 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 7,202 | 315 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 6,880 | 301 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 6,627 | 290 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 7,944 | 288 | 0.18% | — | 90 | +7,941 | 264700.0% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 19,035 | 286 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,197 | 270 | 0.0% | 0.0% | 92 | -63 | -0.87% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,609 | 246 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,600 | 245 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,519 | 242 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 6,107 | 228 | 0.0% | 0.0% | 96 | -8,015 | -56.76% | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | Reduced | 5,953 | 222 | 0.0% | 0.0% | 97 | -315 | -5.03% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,059 | 221 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 4,963 | 217 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,946 | 216 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,886 | 214 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,430 | 203 | 0.0% | 0.0% | 102 | +376 | 7.44% | Q3 2026 | Nov 06, 2026 |
| BARCLAYS PLC | History | Reduced | 5,171 | 193 | 0.0% | 0.0% | 103 | -8,031 | -60.83% | Q3 2026 | Nov 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 4,911 | 183 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,002 | 175 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,796 | 166 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,180 | 156 | 0.0% | 0.0% | 107 | +103 | 2.53% | Q3 2026 | Nov 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,784 | 141 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| STRS OHIO | History | Added to | 3,600 | 134 | 0.0% | 0.0% | 109 | +1,000 | 38.46% | Q3 2026 | Oct 30, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 2,919 | 128 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,082 | 117 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,017 | 112 | 0.0% | 0.0% | 112 | +2,004 | 197.83% | Q3 2026 | Oct 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,485 | 108 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,328 | 102 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| John Boyer, Inc. | History | New | 2,685 | 100 | 0.08% | — | 115 | +2,685 | New | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 2,108 | 92 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | No change | 2,000 | 74 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,799 | 67 | 0.0% | 0.0% | 118 | +104 | 6.14% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 1,607 | 60 | 0.0% | 0.0% | 119 | +11 | 0.69% | Q3 2026 | Oct 08, 2026 |
| Legal & General Group Plc | History | No change | 1,291 | 56 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,366 | 51 | 0.0% | 0.0% | 121 | -1,001 | -42.29% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,349 | 50 | 0.0% | 0.0% | 122 | -245 | -15.37% | Q3 2026 | Nov 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,078 | 47 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,227 | 46 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Vision Retirement, LLC | History | No change | 1,000 | 43 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,000 | 42 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 932 | 34 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Altshuler Shaham Ltd | History | No change | 224 | 33 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 830 | 31 | 0.0% | 0.0% | 129 | +204 | 32.59% | Q3 2026 | Nov 05, 2026 |
| Jacobi Capital Management LLC | History | New | 786 | 29 | 0.0% | — | 130 | +786 | New | Q3 2026 | Nov 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 626 | 27 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 647 | 24 | 0.0% | 0.0% | 132 | +5 | 0.78% | Q3 2026 | Nov 09, 2026 |
| Larson Financial Group LLC | History | Added to | 590 | 22 | 0.0% | 0.0% | 133 | +40 | 7.27% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 491 | 21 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 500 | 18 | 0.0% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Added to | 412 | 15 | 0.0% | 0.0% | 136 | +339 | 464.38% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | New | 330 | 14 | 0.0% | — | 137 | +330 | New | Q3 2026 | Nov 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 371 | 13 | 0.0% | 0.0% | 138 | -1,440 | -79.51% | Q3 2026 | Nov 03, 2026 |
| SHP Wealth Management | History | No change | 308 | 13 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DeDora Capital, Inc. | History | New | 335 | 12 | 0.0% | — | 140 | +335 | New | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 307 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 286 | 10 | 0.0% | 0.0% | 142 | -939 | -76.65% | Q3 2026 | Nov 04, 2026 |
| Gould Capital, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 180 | 7 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 213 | 7 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Added to | 184 | 6 | 0.0% | 0.0% | 148 | +85 | 85.86% | Q3 2026 | Oct 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 150 | 6 | 0.0% | 0.0% | 146 | -1 | -0.66% | Q3 2026 | Oct 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 167 | 6 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 126 | 4 | 0.0% | — | 150 | +117 | 1300.0% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Added to | 124 | 4 | 0.0% | 0.0% | 152 | +7 | 5.98% | Q3 2026 | Oct 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 89 | 3 | 0.0% | — | 158 | +89 | New | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 86 | 3 | 0.0% | — | 159 | +86 | New | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 85 | 3 | 0.0% | 0.0% | 155 | -69 | -44.81% | Q3 2026 | Oct 01, 2026 |
| Westend Capital Management, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quarry LP | History | No change | 88 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 72 | 2 | 0.0% | — | 164 | +72 | New | Q3 2026 | Nov 04, 2026 |
| GK Wealth Management LLC | History | New | 66 | 2 | 0.0% | — | 166 | +66 | New | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | New | 57 | 2 | 0.0% | — | 165 | +57 | New | Q3 2026 | Nov 09, 2026 |
| True Wealth Design, LLC | History | Added to | 72 | 2 | 0.0% | 0.0% | 162 | +21 | 41.18% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 64 | 2 | 0.0% | 0.0% | 161 | -7 | -9.86% | Q3 2026 | Oct 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 73 | 2 | 0.0% | 0.0% | 160 | +1 | 1.39% | Q3 2026 | Nov 04, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 167 | -720 | -94.86% | Q3 2026 | Nov 09, 2026 |
| High Note Wealth, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Optiver Holding B.V. | History | No change | 30 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,067 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,561 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,265 | -100.0% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,373 | -100.0% | Q3 2026 | Nov 09, 2026 |
| ANCHYRA PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,908 | -100.0% | Q3 2026 | Oct 13, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,762 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,946 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,125 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,012 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q3 2026 | Nov 06, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -31 | -63.27% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18 | 0 | — | — | — | +6 | 50.0% | Q3 2026 | Nov 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q3 2026 | Oct 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |