UNIVERSAL HEALTH REALTY INCOME TRUST - UHT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,228,031 | 87,361 | 0.0% | 0.0% | 1 | -37,920 | -1.67% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,609,289 | 63,100 | 0.0% | 0.0% | 2 | -10,450 | -0.65% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 544,006 | 21,330 | 0.0% | 0.0% | 3 | -53,772 | -9.0% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 365,905 | 14,347 | 0.02% | 0.02% | 4 | +5,762 | 1.6% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 343,210 | 13,459 | 0.0% | 0.0% | 5 | -1,005 | -0.29% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 294,822 | 11,559 | 0.0% | 0.0% | 6 | -29,899 | -9.21% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 227,110 | 8,904 | 0.01% | 0.01% | 7 | -23,100 | -9.23% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 187,903 | 7,367 | 0.0% | 0.0% | 8 | -925 | -0.49% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 180,711 | 7,085 | 0.0% | 0.0% | 9 | +12,980 | 7.74% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 152,766 | 5,989 | 0.01% | 0.01% | 10 | -1,615 | -1.05% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 133,871 | 5,249 | 0.0% | 0.0% | 11 | -371 | -0.28% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 130,948 | 5,134 | 0.0% | 0.0% | 12 | +5,508 | 4.39% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 128,512 | 5,038 | 0.0% | 0.0% | 13 | -7,476 | -5.5% | Q4 2025 | Feb 19, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 111,795 | 4,383 | 0.0% | 0.0% | 14 | +79,526 | 246.45% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 109,970 | 4,311 | 0.0% | 0.0% | 15 | -22,529 | -17.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 82,171 | 3,221 | 0.0% | — | 16 | +82,171 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 77,293 | 3,030 | 0.0% | 0.0% | 17 | -18,372 | -19.2% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 75,085 | 2,944 | 0.01% | 0.01% | 18 | +15,341 | 25.68% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 71,940 | 2,820 | 0.0% | 0.0% | 19 | +2,923 | 4.24% | Q4 2025 | Feb 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 68,755 | 2,695 | 0.0% | 0.0% | 20 | +29,588 | 75.54% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 61,016 | 2,392 | 0.01% | 0.01% | 21 | -1,677 | -2.67% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 56,602 | 2,219 | 0.0% | 0.0% | 22 | +8,060 | 16.6% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 50,942 | 1,997 | 0.03% | — | 23 | +50,942 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 50,112 | 1,964 | 0.0% | 0.0% | 24 | +41,253 | 465.66% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 49,748 | 1,950 | 0.01% | 0.02% | 25 | +807 | 1.65% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,469 | 1,586 | 0.0% | 0.0% | 26 | -47,392 | -53.94% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 39,299 | 1,540 | 0.0% | 0.0% | 27 | +29,373 | 295.92% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 39,275 | 1,539 | 0.0% | 0.0% | 28 | +14,676 | 59.66% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,435 | 1,507 | 0.0% | 0.0% | 29 | +6,807 | 21.52% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 35,968 | 1,410 | 0.36% | 0.39% | 30 | -932 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 35,932 | 1,408 | 0.0% | 0.0% | 31 | +7,569 | 26.69% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 33,664 | 1,319 | 0.0% | 0.0% | 32 | -14,773 | -30.5% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 33,257 | 1,304 | 0.0% | 0.0% | 33 | -812 | -2.38% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 31,314 | 1,227 | 0.0% | 0.0% | 34 | +1,774 | 6.01% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 29,680 | 1,164 | 0.0% | 0.01% | 35 | -56,012 | -65.36% | Q4 2025 | Jan 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,665 | 1,163 | 0.0% | 0.0% | 36 | -3,160 | -9.63% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 28,217 | 1,106 | 0.01% | 0.01% | 37 | +278 | 1.0% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 26,395 | 1,034 | 0.01% | 0.01% | 38 | -2,340 | -8.14% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,882 | 1,014 | 0.0% | 0.0% | 39 | -3,569 | -12.12% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 25,115 | 984 | 0.0% | 0.0% | 40 | -133,647 | -84.18% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,027 | 942 | 0.0% | 0.0% | 41 | +5,249 | 27.95% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 23,754 | 931 | 0.0% | 0.0% | 42 | +3,856 | 19.38% | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | No change | 22,449 | 880 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 22,338 | 876 | 0.0% | — | 44 | +22,338 | New | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | New | 22,338 | 875 | 0.0% | — | 45 | +22,338 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,909 | 859 | 0.0% | 0.0% | 46 | +5,945 | 37.24% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 21,386 | 838 | 0.0% | 0.0% | 47 | -14,180 | -39.87% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,799 | 815 | 0.0% | 0.0% | 48 | +10,899 | 110.09% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 20,621 | 809 | 0.0% | 0.0% | 49 | +2,834 | 15.93% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 19,919 | 781 | 0.0% | 0.0% | 50 | -715 | -3.47% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,579 | 767 | 0.0% | 0.0% | 51 | +8,979 | 84.71% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 18,720 | 734 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 18,104 | 710 | 0.01% | 0.02% | 53 | -5,088 | -21.94% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,553 | 688 | 0.0% | 0.0% | 54 | -493 | -2.73% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | No change | 17,417 | 684 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 17,000 | 666 | 0.05% | 0.04% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,309 | 600 | 0.0% | 0.0% | 57 | -3,389 | -18.12% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 15,200 | 595 | 0.0% | — | 58 | +15,200 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 15,147 | 593 | 0.01% | 0.01% | 59 | +790 | 5.5% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 14,995 | 585 | 0.01% | 0.01% | 60 | +1,628 | 12.18% | Q4 2025 | Jan 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 14,400 | 564 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 14,326 | 561 | 0.0% | 0.0% | 62 | -9,213 | -39.14% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | New | 13,800 | 541 | 0.01% | — | 63 | +13,800 | New | Q4 2025 | Feb 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 13,705 | 537 | 0.0% | 0.0% | 64 | +900 | 7.03% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 13,572 | 532 | 0.0% | 0.0% | 65 | -175 | -1.27% | Q4 2025 | Jan 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 13,358 | 526 | 0.0% | — | 66 | +13,358 | New | Q4 2025 | Feb 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 12,955 | 508 | 0.04% | 0.03% | 67 | +4,033 | 45.2% | Q4 2025 | Feb 06, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 12,701 | 498 | 0.37% | — | 68 | +12,701 | New | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,081 | 473 | 0.0% | 0.0% | 70 | -932 | -7.16% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 12,077 | 473 | 0.01% | 0.01% | 69 | -367 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 11,554 | 453 | 0.0% | 0.0% | 71 | +524 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,742 | 421 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 10,250 | 401 | 0.01% | 0.01% | 73 | -562 | -5.2% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,179 | 399 | 0.01% | 0.01% | 74 | -986 | -8.83% | Q4 2025 | Feb 13, 2026 |
| Cannell & Spears LLC | History | No change | 9,983 | 391 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,571 | 375 | 0.0% | 0.0% | 76 | +1,360 | 16.56% | Q4 2025 | Feb 18, 2026 |
| Truvestments Capital LLC | History | Reduced | 9,421 | 369 | 0.07% | 0.07% | 77 | -1,149 | -10.87% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | New | 9,400 | 368 | 0.11% | — | 79 | +9,400 | New | Q4 2025 | Jan 26, 2026 |
| FJ Capital Management LLC | History | No change | 9,409 | 368 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 9,250 | 362 | 0.0% | — | 80 | +9,250 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,125 | 357 | 0.0% | 0.0% | 81 | -1,147 | -11.17% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,867 | 347 | 0.0% | 0.0% | 82 | -47 | -0.53% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,771 | 344 | 0.0% | 0.0% | 83 | -437 | -4.75% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 8,192 | 321 | 0.0% | 0.0% | 84 | -612 | -6.95% | Q4 2025 | Jan 26, 2026 |
| VARCOV Co. | History | New | 7,844 | 307 | 0.12% | — | 85 | +7,844 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 7,828 | 306 | 0.0% | — | 86 | +7,828 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 7,588 | 297 | 0.0% | 0.0% | 87 | +2,048 | 36.97% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,518 | 294 | 0.0% | 0.0% | 88 | -2 | -0.03% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 7,224 | 283 | 0.0% | 0.0% | 89 | +1,045 | 16.91% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | New | 7,000 | 274 | 0.0% | — | 90 | +7,000 | New | Q4 2025 | Feb 06, 2026 |
| ExodusPoint Capital Management, LP | History | New | 6,869 | 269 | 0.0% | — | 91 | +6,869 | New | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,821 | 267 | 0.0% | 0.0% | 92 | +111 | 1.65% | Q4 2025 | Feb 11, 2026 |
| Artisan Partners Limited Partnership | History | No change | 6,543 | 256 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 6,161 | 241 | 0.12% | — | 94 | +6,161 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | New | 5,917 | 232 | 0.0% | — | 95 | +5,917 | New | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,716 | 227 | 0.0% | — | 97 | +5,716 | New | Q4 2025 | Jan 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,800 | 227 | 0.0% | 0.0% | 96 | -100 | -1.69% | Q4 2025 | Jan 16, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,618 | 220 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,609 | 219 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,571 | 218 | 0.0% | 0.0% | 100 | -151 | -2.64% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 5,452 | 213 | 0.01% | 0.01% | 101 | -77 | -1.39% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,410 | 212 | 0.0% | 0.0% | 102 | -381 | -6.58% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,361 | 210 | 0.0% | 0.0% | 103 | -2 | -0.04% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,353 | 209 | 0.0% | — | 104 | +5,353 | New | Q4 2025 | Feb 12, 2026 |
| Arrow Investment Advisors, LLC | History | New | 5,185 | 203 | 0.23% | — | 105 | +5,185 | New | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,055 | 200 | 0.0% | 0.0% | 106 | -613 | -10.82% | Q4 2025 | Feb 18, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,125 | 200 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5,057 | 198 | 0.01% | 0.01% | 108 | -116 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,838 | 190 | 0.0% | 0.0% | 109 | +389 | 8.74% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,420 | 173 | 0.0% | 0.0% | 110 | +943 | 27.12% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,921 | 153 | 0.0% | 0.0% | 111 | +614 | 18.57% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,796 | 149 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,784 | 148 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,721 | 146 | 0.0% | 0.0% | 114 | -37 | -0.98% | Q4 2025 | Feb 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,169 | 124 | 0.0% | 0.0% | 115 | -428 | -11.9% | Q4 2025 | Jan 29, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 3,082 | 121 | 0.0% | — | 117 | +3,082 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 3,093 | 121 | 0.01% | 0.0% | 116 | +2,899 | 1494.33% | Q4 2025 | Jan 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,988 | 117 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,875 | 112 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,824 | 110 | 0.0% | 0.0% | 120 | -469 | -14.24% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,579 | 102 | 0.0% | — | 121 | +2,579 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 2,500 | 98 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Coastline Trust Co | History | No change | 2,000 | 78 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,970 | 77 | 0.0% | 0.0% | 124 | -603 | -23.44% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,863 | 73 | 0.0% | 0.0% | 125 | -153 | -7.59% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,758 | 69 | 0.0% | 0.0% | 126 | +789 | 81.42% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,246 | 48 | 0.0% | 0.0% | 127 | +524 | 72.58% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,176 | 46 | 0.0% | — | 128 | +1,176 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,078 | 42 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 992 | 38 | 0.0% | 0.0% | 130 | +732 | 281.54% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 870 | 34 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 863 | 33 | 0.0% | 0.0% | 132 | +63 | 7.88% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 795 | 31 | 0.0% | 0.0% | 133 | -11,496 | -93.53% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 803 | 31 | 0.0% | 0.0% | 134 | +73 | 10.0% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 570 | 22 | 0.0% | 0.0% | 135 | -296 | -34.18% | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 577 | 22 | 0.0% | 0.0% | 136 | -26 | -4.31% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 550 | 21 | 0.0% | 0.0% | 137 | -15 | -2.65% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 502 | 19 | 0.0% | 0.0% | 139 | +288 | 134.58% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 500 | 19 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 482 | 18 | 0.0% | 0.0% | 140 | +4 | 0.84% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 443 | 17 | 0.0% | — | 141 | +443 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 416 | 16 | 0.0% | — | 142 | +416 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 369 | 14 | 0.0% | — | 143 | +369 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 332 | 13 | 0.0% | 0.0% | 145 | -545 | -62.14% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 344 | 13 | 0.0% | 0.0% | 144 | +152 | 79.17% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 308 | 12 | 0.0% | — | 147 | +308 | New | Q4 2025 | Mar 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 307 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 277 | 10 | 0.0% | 0.0% | 148 | -57 | -17.07% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 213 | 8 | 0.0% | 0.0% | 149 | +186 | 688.89% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 187 | 7 | 0.0% | — | 151 | +187 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 192 | 7 | 0.0% | 0.0% | 150 | +46 | 31.51% | Q4 2025 | Feb 13, 2026 |
| Gould Capital, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 174 | 6 | 0.0% | 0.01% | 155 | -993 | -85.09% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 166 | 6 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 167 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 149 | 5 | 0.0% | 0.0% | 156 | -6,702 | -97.83% | Q4 2025 | Feb 13, 2026 |
| POM Investment Strategies, LLC | History | New | 151 | 5 | 0.0% | — | 157 | +151 | New | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 103 | 4 | 0.0% | 0.0% | 161 | -25 | -19.53% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 110 | 4 | 0.0% | 0.0% | 159 | -9 | -7.56% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 82 | 3 | 0.0% | 0.0% | 163 | -72 | -46.75% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 95 | 3 | 0.0% | 0.0% | 162 | +16 | 20.25% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 102 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 69 | 2 | 0.0% | 0.0% | 166 | -375 | -84.46% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 58 | 2 | 0.0% | 0.0% | 167 | +12 | 26.09% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 37 | 1 | 0.0% | — | 168 | +37 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 169 | +15 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Holos Integrated Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -62,845 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -25,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -19,522 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,158 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Midwest Professional Planners, LTD. | History | Closed out | 0 | 0 | — | 0.12% | — | -12,586 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -11,848 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,583 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,099 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,206 | -100.0% | Q3 2025 | Oct 22, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -4,611 | -100.0% | Q3 2025 | Nov 04, 2025 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,254 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -379 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rockefeller Capital Management L.P. | History | Reduced | 7 | 0 | — | 0.0% | — | -59 | -89.39% | Q4 2025 | Mar 16, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -37 | -86.05% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 3 | 0 | — | — | — | -7 | -70.0% | Q4 2025 | Feb 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |