Whitestone REIT - WSR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 35 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Worth Venture Partners, LLC | History | New | 15,300 | 212,517 | 1.54% | — | 1 | +15,300 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 7,957,832 | 110,534 | 0.0% | 0.0% | 2 | +121,473 | 1.55% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,416,634 | 75,237 | 0.0% | 0.0% | 3 | +166,306 | 3.17% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 1,807,874 | 25,111 | 0.0% | 0.0% | 4 | -19,045 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Emmett Investment Management, LP | History | Added to | 1,266,543 | 17,477 | 13.46% | 12.09% | 5 | +3,900 | 0.31% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,179,004 | 16,378 | 0.0% | 0.0% | 6 | -5,273 | -0.45% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,106,910 | 15,375 | 0.13% | 0.07% | 7 | +506,664 | 84.41% | Q4 2025 | Feb 11, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 875,255 | 12,157 | 0.85% | 0.93% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 727,929 | 10,110 | 0.0% | 0.0% | 9 | +27,229 | 3.89% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 713,049 | 9,904 | 0.02% | 0.02% | 10 | -700 | -0.1% | Q4 2025 | Feb 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 621,615 | 8,634 | 0.0% | 0.0% | 11 | +8,249 | 1.34% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 619,846 | 8,609 | 0.3% | 0.18% | 12 | +191,888 | 44.84% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | Added to | 571,315 | 7,934 | 0.22% | 0.19% | 13 | +7,222 | 1.28% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 522,893 | 7,262 | 0.0% | 0.0% | 14 | -30,539 | -5.52% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 484,291 | 6,726 | 0.0% | 0.0% | 15 | +32,314 | 7.15% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 437,539 | 6,077 | 0.0% | 0.0% | 16 | +10,348 | 2.42% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 421,294 | 5,851 | 0.0% | 0.0% | 17 | -893 | -0.21% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 371,977 | 5,166 | 0.01% | 0.0% | 18 | -13,575 | -3.52% | Q4 2025 | Feb 17, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 365,600 | 5,078 | 0.39% | 0.45% | 19 | -89,174 | -19.61% | Q4 2025 | Feb 12, 2026 |
| Irenic Capital Management LP | History | New | 322,176 | 4,475 | 0.3% | — | 20 | +322,176 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 313,939 | 4,360 | 0.0% | 0.0% | 21 | +648 | 0.21% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 270,453 | 3,756 | 0.0% | 0.0% | 22 | -39,483 | -12.74% | Q4 2025 | Feb 19, 2026 |
| Larson Financial Group LLC | History | Reduced | 263,192 | 3,655 | 0.12% | 0.11% | 23 | -297 | -0.11% | Q4 2025 | Feb 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 258,016 | 3,583 | 0.01% | — | 24 | +258,016 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 251,958 | 3,499 | 0.0% | 0.0% | 25 | +98,699 | 64.4% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 230,104 | 3,196 | 0.0% | 0.0% | 26 | +2,864 | 1.26% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 225,915 | 3,137 | 0.0% | 0.0% | 27 | +70,613 | 45.47% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 225,663 | 3,134 | 0.0% | 0.0% | 28 | +41,237 | 22.36% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 221,402 | 3,075 | 0.07% | 0.06% | 29 | -1,576 | -0.71% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 214,017 | 2,972 | 0.0% | 0.0% | 30 | -2,778 | -1.28% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Reduced | 197,261 | 2,739 | 0.0% | 0.0% | 31 | -185,139 | -48.42% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 196,630 | 2,731 | 0.0% | 0.0% | 32 | +15,984 | 8.85% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 191,849 | 2,664 | 0.0% | 0.0% | 33 | -15,584 | -7.51% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 175,023 | 2,431 | 0.0% | 0.0% | 34 | +43,578 | 33.15% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 156,034 | 2,167 | 0.02% | 0.02% | 35 | +2,526 | 1.65% | Q4 2025 | Jan 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 155,533 | 2,160 | 0.01% | 0.01% | 36 | -19,544 | -11.16% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 150,096 | 2,084 | 0.0% | 0.0% | 37 | +3,497 | 2.39% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 127,686 | 1,773 | 0.0% | 0.0% | 38 | -9,116 | -6.66% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 121,130 | 1,682 | 0.03% | 0.03% | 39 | +1,268 | 1.06% | Q4 2025 | Jan 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 118,300 | 1,643 | 0.0% | 0.0% | 40 | +40,500 | 52.06% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 115,875 | 1,609 | 0.0% | 0.0% | 41 | -2,048 | -1.74% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 114,542 | 1,590 | 0.0% | 0.0% | 42 | -13,487 | -10.53% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 108,670 | 1,510 | 0.0% | — | 43 | +108,670 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 98,293 | 1,365 | 0.0% | 0.0% | 44 | -25,490 | -20.59% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 97,828 | 1,348 | 0.0% | 0.0% | 45 | +40,291 | 70.03% | Q4 2025 | Mar 20, 2026 |
| Swiss National Bank | History | Added to | 90,600 | 1,258 | 0.0% | 0.0% | 46 | +7,700 | 9.29% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 86,713 | 1,204 | 0.0% | 0.0% | 47 | +12,589 | 16.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 84,321 | 1,171 | 0.0% | 0.0% | 48 | -87 | -0.1% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 81,305 | 1,129 | 0.0% | 0.0% | 49 | +1,423 | 1.78% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 73,325 | 1,018 | 0.0% | 0.0% | 50 | -3,836 | -4.97% | Q4 2025 | Jan 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 72,600 | 1,008 | 0.07% | 0.08% | 51 | -6,949 | -8.74% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 71,037 | 986 | 0.0% | 0.0% | 52 | -23,169 | -24.59% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 69,200 | 961 | 0.0% | 0.0% | 53 | +4,000 | 6.13% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 66,946 | 929 | 0.0% | 0.0% | 54 | -17,359 | -20.59% | Q4 2025 | Feb 17, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 66,829 | 928 | 0.12% | 0.1% | 55 | +3,331 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 65,000 | 903 | 0.0% | 0.0% | 56 | +3,812 | 6.23% | Q4 2025 | Jan 27, 2026 |
| Greenland Capital Management LP | History | Reduced | 65,000 | 902 | 0.1% | 0.24% | 57 | -125,933 | -65.96% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 60,844 | 844 | 0.0% | 0.0% | 58 | -570 | -0.93% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 55,394 | 770 | 0.0% | 0.0% | 59 | +2,989 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 53,753 | 746 | 0.0% | 0.0% | 60 | -607 | -1.12% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 52,100 | 723 | 0.0% | 0.0% | 61 | +6,800 | 15.01% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 49,458 | 686 | 0.0% | 0.0% | 62 | +31,956 | 182.58% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 49,178 | 683 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 48,626 | 675 | 0.01% | 0.0% | 64 | +36,295 | 294.34% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 48,001 | 666 | 0.01% | 0.0% | 65 | +25,499 | 113.32% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 47,207 | 654 | 0.01% | 0.01% | 66 | +231 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | Added to | 46,189 | 641 | 0.01% | 0.01% | 67 | +2,334 | 5.32% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 46,082 | 640 | 0.0% | 0.0% | 68 | +15,706 | 51.71% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,688 | 606 | 0.0% | 0.0% | 69 | +6,954 | 18.93% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,545 | 604 | 0.0% | 0.0% | 70 | -4,592 | -9.54% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 41,717 | 579 | 0.0% | 0.0% | 71 | +8,650 | 26.16% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 40,879 | 567 | 0.0% | 0.0% | 72 | +1,448 | 3.67% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 39,360 | 546 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Garner Asset Management Corp | History | Added to | 38,521 | 535 | 0.21% | 0.19% | 74 | +8 | 0.02% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,493 | 534 | 0.0% | 0.0% | 75 | -85,430 | -68.94% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 38,285 | 531 | 0.0% | — | 76 | +38,285 | New | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 37,710 | 523 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 36,732 | 510 | 0.0% | 0.0% | 78 | +1,626 | 4.63% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 35,330 | 487 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 34,035 | 472 | 0.0% | 0.0% | 80 | +197 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 32,785 | 455 | 0.02% | — | 81 | +32,785 | New | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 31,936 | 443 | 0.0% | — | 82 | +31,936 | New | Q4 2025 | Feb 18, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,589 | 438 | 0.0% | 0.0% | 83 | +4,697 | 17.47% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 30,851 | 429 | 0.0% | 0.0% | 84 | -1,538 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 30,777 | 427 | 0.01% | 0.01% | 85 | -3,109 | -9.17% | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | New | 30,000 | 416 | 0.41% | — | 86 | +30,000 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,880 | 373 | 0.0% | 0.0% | 87 | -6,133 | -18.58% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 25,714 | 357 | 0.04% | 0.05% | 88 | -7,086 | -21.6% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 25,507 | 354 | 0.0% | 0.0% | 89 | -21,027 | -45.19% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 24,728 | 343 | 0.0% | 0.0% | 90 | +5,751 | 30.31% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,636 | 342 | 0.0% | 0.0% | 91 | +4,891 | 24.77% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,304 | 337 | 0.0% | 0.0% | 92 | +49 | 0.2% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 23,446 | 325 | 0.0% | 0.0% | 93 | -2,433 | -9.4% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 22,945 | 318 | 0.01% | — | 95 | +22,945 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,910 | 318 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 21,188 | 294 | 0.01% | 0.0% | 96 | -84 | -0.39% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 21,034 | 292 | 0.0% | 0.0% | 97 | -39,638 | -65.33% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,964 | 291 | 0.0% | 0.0% | 98 | -245 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 20,600 | 286 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FourThought Financial Partners, LLC | History | New | 20,571 | 285 | 0.02% | — | 100 | +20,571 | New | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 20,411 | 283 | 0.0% | 0.0% | 101 | +1,793 | 9.63% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,815 | 274 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 19,136 | 265 | 0.0% | 0.0% | 103 | -1,589 | -7.67% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 18,952 | 263 | 0.0% | 0.0% | 104 | -2,220 | -10.49% | Q4 2025 | Jan 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 17,784 | 253 | 0.0% | 0.0% | 105 | -2,524 | -12.43% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 17,546 | 243 | 0.0% | 0.0% | 106 | -1,903 | -9.78% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,200 | 238 | 0.0% | 0.0% | 107 | -9,434 | -35.42% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 16,854 | 234 | 0.0% | 0.0% | 108 | +1,019 | 6.44% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,619 | 230 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 16,000 | 222 | 0.06% | 0.05% | 110 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 15,733 | 218 | 0.0% | 0.01% | 111 | -8,516 | -35.12% | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 15,342 | 213 | 0.19% | — | 113 | +15,342 | New | Q4 2025 | Jan 30, 2026 |
| Verition Fund Management LLC | History | No change | 15,400 | 213 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 15,164 | 210 | 0.0% | 0.0% | 114 | +2,343 | 18.27% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,662 | 203 | 0.0% | — | 115 | +14,662 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 14,646 | 203 | 0.0% | 0.0% | 116 | -31 | -0.21% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 14,545 | 202 | 0.0% | — | 117 | +14,545 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,507 | 201 | 0.0% | 0.0% | 119 | -1,189 | -7.58% | Q4 2025 | Mar 09, 2026 |
| AlphaQuest LLC | History | Added to | 14,485 | 201 | 0.01% | 0.01% | 118 | +453 | 3.23% | Q4 2025 | Feb 09, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 30,000 | 184 | 0.05% | 0.09% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 13,234 | 183 | 0.0% | 0.0% | 121 | -4,373 | -24.84% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,063 | 181 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,986 | 180 | 0.0% | 0.0% | 123 | -375 | -2.81% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 12,942 | 179 | 0.01% | — | 124 | +12,942 | New | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 12,950 | 179 | 0.0% | 0.0% | 125 | +1,030 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 12,723 | 176 | 0.0% | 0.0% | 126 | -78 | -0.61% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,059 | 170 | 0.0% | 0.0% | 127 | -1,860 | -13.36% | Q4 2025 | Jan 21, 2026 |
| PharVision Advisers, LLC | History | Reduced | 12,229 | 169 | 0.09% | 0.19% | 128 | -15,259 | -55.51% | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | New | 12,053 | 167 | 0.05% | — | 129 | +12,053 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,068 | 167 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,910 | 165 | 0.0% | 0.0% | 131 | +3,686 | 44.82% | Q4 2025 | Jan 09, 2026 |
| Coordinated Financial Services, Inc. | History | New | 11,624 | 161 | 0.09% | — | 133 | +11,624 | New | Q4 2025 | Feb 09, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 11,619 | 161 | 0.04% | — | 132 | +11,619 | New | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,571 | 160 | 0.0% | 0.0% | 134 | -255 | -2.16% | Q4 2025 | Feb 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,329 | 157 | 0.0% | 0.0% | 135 | -1,459 | -11.41% | Q4 2025 | Jan 29, 2026 |
| Ignite Planners, LLC | History | Reduced | 10,933 | 155 | 0.02% | 0.04% | 136 | -11,000 | -50.15% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,115 | 154 | 0.0% | 0.0% | 137 | -319 | -2.79% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 10,862 | 150 | 0.0% | 0.0% | 138 | -13,153 | -54.77% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,762 | 149 | 0.0% | 0.0% | 139 | -4,859 | -31.11% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,674 | 148 | 0.0% | 0.0% | 140 | -4,596 | -30.1% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Reduced | 10,376 | 144 | 0.0% | 0.0% | 141 | -19,872 | -65.7% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 10,364 | 143 | 0.0% | — | 142 | +10,364 | New | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,224 | 142 | 0.0% | 0.0% | 143 | +100 | 0.99% | Q4 2025 | Feb 04, 2026 |
| SummitTX Capital, L.P. | History | New | 10,000 | 138 | 0.0% | — | 144 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,900 | 137 | 0.0% | 0.0% | 145 | +1,500 | 17.86% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,333 | 115 | 0.0% | 0.0% | 146 | -453 | -5.16% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 8,200 | 113 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,500 | 90 | 0.0% | — | 149 | +6,500 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,487 | 90 | 0.0% | 0.0% | 148 | -448 | -6.46% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,308 | 87 | 0.0% | 0.0% | 150 | -6,290 | -49.93% | Q4 2025 | Mar 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,847 | 81 | 0.01% | — | 151 | +5,847 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 5,420 | 75 | 0.04% | 0.04% | 152 | -394 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 5,392 | 74 | 0.03% | — | 153 | +5,392 | New | Q4 2025 | Feb 17, 2026 |
| Copeland Capital Management, LLC | History | No change | 5,327 | 73 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 3,738 | 52 | 0.0% | 0.0% | 156 | -1,116 | -22.99% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,771 | 52 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,576 | 49 | 0.0% | 0.0% | 157 | -398 | -10.02% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,523 | 48 | 0.0% | — | 158 | +3,522 | 352200.0% | Q4 2025 | Feb 12, 2026 |
| Avalon Trust Co | History | Added to | 3,200 | 44 | 0.0% | 0.0% | 160 | +1,100 | 52.38% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,227 | 44 | 0.0% | 0.0% | 159 | -624 | -16.2% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,717 | 37 | 0.0% | 0.0% | 161 | -310 | -10.24% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,602 | 36 | 0.0% | 0.0% | 162 | -513 | -16.47% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,304 | 32 | 0.01% | — | 163 | +2,299 | 45980.0% | Q4 2025 | Mar 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,119 | 29 | 0.0% | — | 164 | +2,119 | New | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 2,000 | 27 | 0.0% | 0.0% | 165 | -518 | -20.57% | Q4 2025 | Feb 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,637 | 22 | 0.02% | — | 166 | +1,637 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 1,500 | 20 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,342 | 18 | 0.0% | 0.0% | 168 | +394 | 41.56% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,239 | 17 | 0.0% | 0.0% | 169 | +73 | 6.26% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,195 | 16 | 0.0% | 0.0% | 170 | -1,184 | -49.77% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,006 | 14 | 0.0% | 0.0% | 171 | +792 | 370.09% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,071 | 14 | 0.0% | 0.0% | 172 | -433 | -28.79% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 854 | 12 | 0.0% | 0.0% | 173 | +444 | 108.29% | Q4 2025 | Feb 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 853 | 12 | 0.0% | 0.0% | 174 | +196 | 29.83% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 825 | 11 | 0.0% | 0.01% | 176 | -3,742 | -81.94% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 850 | 11 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 751 | 10 | 0.0% | — | 178 | +689 | 1111.29% | Q4 2025 | Jan 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 761 | 10 | 0.0% | 0.0% | 179 | +36 | 4.97% | Q4 2025 | Jan 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 725 | 10 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 650 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 588 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 550 | 7 | 0.0% | 0.0% | 182 | +218 | 65.66% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 517 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 315 | 4 | 0.0% | — | 184 | +315 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 328 | 4 | 0.0% | 0.0% | 185 | -254 | -43.64% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 326 | 4 | 0.0% | 0.0% | 187 | +76 | 30.4% | Q4 2025 | Jan 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 238 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MAI Capital Management | History | Added to | 171 | 2 | 0.0% | 0.0% | 190 | +17 | 11.04% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 177 | 2 | 0.0% | 0.0% | 189 | -3 | -1.67% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 115 | 1 | 0.0% | 0.0% | 196 | -225 | -66.18% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 126 | 1 | 0.0% | — | 194 | +126 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 96 | 1 | 0.0% | — | 195 | +96 | New | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 108 | 1 | 0.0% | 0.0% | 192 | +3 | 2.86% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 141 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 90 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -85,566 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -71,194 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.49% | — | -61,305 | -100.0% | Q3 2025 | Dec 09, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,828 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -27,468 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,723 | -100.0% | Q3 2025 | Nov 17, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,234 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,089 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Warwick Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,016 | -100.0% | Q3 2025 | Oct 24, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -4,878 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,289 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,715 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -3,155 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 58 | 0 | — | 0.0% | — | -48 | -45.28% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 26 | 0 | — | — | — | -16 | -38.1% | Q4 2025 | Jan 08, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |