Chiron Real Estate Inc. - XRN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,272,842 | 42,945 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,143,230 | 37,818 | 0.0% | 0.0% | 2 | -11,790 | -1.02% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 640,191 | 21,177 | 0.0% | — | 3 | +640,191 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 549,764 | 18,186 | 0.0% | — | 4 | +549,764 | New | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 444,085 | 14,690 | 0.75% | 0.77% | 5 | +20,625 | 4.87% | Q1 2026 | May 06, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 378,476 | 12,519 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 356,523 | 11,795 | 0.0% | 0.0% | 7 | +12,288 | 3.57% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 338,746 | 11,288 | 0.0% | 0.0% | 8 | -11,692 | -3.34% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 328,552 | 10,868 | 0.0% | 0.0% | 9 | +18,120 | 5.84% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 269,055 | 8,900 | 0.01% | 0.01% | 10 | +34,427 | 14.67% | Q1 2026 | May 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 239,525 | 7,923 | 0.81% | 0.43% | 11 | +113,849 | 90.59% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 176,550 | 5,840 | 0.0% | 0.0% | 12 | -82,156 | -31.76% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 174,465 | 5,771 | 0.0% | 0.0% | 13 | +6,603 | 3.93% | Q1 2026 | May 07, 2026 |
| Cutler Capital Management, LLC | History | Added to | 172,211 | 5,696 | 1.54% | 1.52% | 14 | +17,189 | 11.09% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 160,823 | 5,320 | 0.0% | 0.0% | 15 | +142,992 | 801.93% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 152,539 | 5,046 | 0.01% | 0.01% | 16 | -1,560 | -1.01% | Q1 2026 | May 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 150,284 | 4,971 | 0.18% | 0.16% | 17 | -1,006 | -0.66% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 144,659 | 4,785 | 0.0% | 0.0% | 18 | -2,062 | -1.41% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 143,580 | 4,749 | 0.01% | 0.02% | 19 | -103,750 | -41.95% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 142,048 | 4,698 | 0.0% | 0.0% | 20 | +26,794 | 23.25% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 136,480 | 4,514 | 0.02% | 0.02% | 21 | -36,900 | -21.28% | Q1 2026 | Apr 24, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 131,610 | 4,353 | 0.94% | 0.96% | 22 | +2,627 | 2.04% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 124,259 | 4,110 | 0.0% | 0.0% | 23 | -1,038 | -0.83% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 114,550 | 3,789 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 104,865 | 3,468 | 0.0% | 0.0% | 25 | +5,977 | 6.04% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 93,134 | 3,080 | 0.0% | 0.0% | 26 | +75,880 | 439.78% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 91,851 | 3,038 | 0.0% | 0.0% | 27 | +8,477 | 10.17% | Q1 2026 | May 13, 2026 |
| Redmond Asset Management, LLC | History | Added to | 86,186 | 2,851 | 0.78% | 0.73% | 28 | +817 | 0.96% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 84,247 | 2,786 | 0.0% | — | 29 | +84,247 | New | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 79,821 | 2,640 | 0.02% | 0.02% | 30 | -1,827 | -2.24% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 77,139 | 2,551 | 0.0% | 0.0% | 31 | +14,619 | 23.38% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 70,021 | 2,316 | 0.01% | 0.02% | 32 | -3,313 | -4.52% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 63,897 | 2,113 | 0.0% | 0.0% | 33 | -34,211 | -34.87% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,183 | 2,023 | 0.0% | 0.0% | 34 | +6,584 | 12.06% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 58,805 | 1,945 | 0.0% | 0.0% | 35 | +2,540 | 4.51% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 52,702 | 1,743 | 0.0% | 0.0% | 36 | +25,146 | 91.25% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 46,331 | 1,521 | 0.0% | 0.0% | 37 | -9,064 | -16.36% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 36,883 | 1,220 | 0.0% | 0.0% | 38 | +11,334 | 44.36% | Q1 2026 | May 05, 2026 |
| Penserra Capital Management LLC | History | Added to | 36,608 | 1,210 | 0.01% | 0.01% | 39 | +1,004 | 2.82% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 35,750 | 1,182 | 0.0% | 0.0% | 40 | +425 | 1.2% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,345 | 1,136 | 0.0% | 0.0% | 41 | -454 | -1.3% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 32,818 | 1,107 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Royal Fund Management, LLC | History | New | 31,328 | 1,036 | 0.1% | — | 43 | +31,328 | New | Q1 2026 | May 19, 2026 |
| Squarepoint Ops LLC | History | Added to | 30,202 | 999 | 0.0% | 0.0% | 44 | +22,184 | 276.68% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 28,638 | 947 | 0.0% | 0.0% | 45 | +188 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Pensionfund PDN | History | Added to | 27,800 | 920 | 0.53% | 0.55% | 46 | +3,000 | 12.1% | Q1 2026 | Apr 01, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 24,640 | 815 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 23,499 | 777 | 0.1% | 0.04% | 48 | +13,984 | 146.97% | Q1 2026 | May 04, 2026 |
| ALPS ADVISORS INC | History | Reduced | 23,437 | 775 | 0.0% | 0.0% | 49 | -1,405 | -5.66% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,148 | 732 | 0.0% | 0.0% | 50 | -2,743 | -11.02% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,764 | 687 | 0.0% | 0.0% | 51 | -346 | -1.64% | Q1 2026 | Apr 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 20,500 | 678 | 0.0% | 0.0% | 52 | +900 | 4.59% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,559 | 647 | 0.0% | 0.0% | 53 | +5,855 | 42.72% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 19,453 | 643 | 0.0% | 0.0% | 54 | +1,683 | 9.47% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,043 | 629 | 0.0% | 0.0% | 55 | +6,718 | 54.51% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | New | 18,933 | 626 | 0.03% | — | 56 | +18,933 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 18,497 | 611 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,905 | 592 | 0.0% | 0.0% | 58 | -3,046 | -14.54% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,846 | 591 | 0.0% | 0.0% | 59 | +2,489 | 16.21% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,758 | 587 | 0.0% | 0.0% | 60 | -1,346 | -7.05% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,539 | 580 | 0.0% | 0.0% | 61 | +2,843 | 19.35% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 16,910 | 559 | 0.04% | 0.04% | 62 | +500 | 3.05% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,444 | 543 | 0.0% | 0.0% | 63 | -10,202 | -38.29% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 16,101 | 532 | 0.0% | — | 64 | +16,101 | New | Q1 2026 | May 14, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Added to | 14,851 | 491 | 0.08% | 0.08% | 65 | +157 | 1.07% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,583 | 482 | 0.0% | 0.0% | 66 | -2,703 | -15.64% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,262 | 481 | 0.0% | 0.0% | 67 | -801 | -5.32% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 14,230 | 470 | 0.0% | 0.0% | 68 | -1,316 | -8.47% | Q1 2026 | May 06, 2026 |
| Pensionfund Sabic | History | Added to | 14,140 | 468 | 0.56% | 0.12% | 69 | +1,300 | 10.12% | Q1 2026 | Apr 01, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 13,672 | 452 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 13,251 | 438 | 0.0% | — | 71 | +13,251 | New | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,785 | 422 | 0.0% | 0.0% | 72 | -231 | -1.77% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,319 | 407 | 0.0% | 0.0% | 73 | +3,973 | 47.6% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 12,111 | 400 | 0.0% | 0.0% | 75 | +817 | 7.23% | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 12,117 | 400 | 0.0% | 0.0% | 74 | +118 | 0.98% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 12,076 | 399 | 0.0% | 0.0% | 76 | -528 | -4.19% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Added to | 12,052 | 398 | 0.08% | 0.06% | 77 | +5,017 | 71.31% | Q1 2026 | Apr 28, 2026 |
| 1492 Capital Management LLC | History | Added to | 10,784 | 356 | 0.14% | 0.1% | 78 | +2,687 | 33.19% | Q1 2026 | Apr 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,509 | 347 | 0.0% | 0.0% | 79 | -236 | -2.2% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,423 | 344 | 0.0% | 0.0% | 80 | -287 | -2.68% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,084 | 333 | 0.0% | 0.0% | 81 | -37 | -0.37% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,034 | 331 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | No change | 9,651 | 319 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,436 | 312 | 0.03% | 0.03% | 84 | -204 | -2.12% | Q1 2026 | Apr 23, 2026 |
| Empirical Asset Management, LLC | History | New | 8,961 | 296 | 0.08% | — | 86 | +8,961 | New | Q1 2026 | May 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 8,952 | 296 | 0.0% | — | 85 | +8,952 | New | Q1 2026 | May 14, 2026 |
| Greenland Capital Management LP | History | New | 8,760 | 289 | 0.04% | — | 87 | +8,760 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,733 | 288 | 0.0% | 0.0% | 88 | -7,921 | -47.56% | Q1 2026 | May 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 8,414 | 278 | 0.08% | 0.09% | 89 | -1,506 | -15.18% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,750 | 256 | 0.0% | 0.0% | 90 | +5 | 0.06% | Q1 2026 | May 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 7,758 | 256 | 0.09% | 0.09% | 91 | -5 | -0.06% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,192 | 238 | 0.0% | — | 92 | +7,192 | New | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,109 | 234 | 0.0% | 0.0% | 93 | +120 | 1.72% | Q1 2026 | Apr 20, 2026 |
| LDR Capital Management LLC | History | No change | 7,043 | 232 | 0.31% | 0.33% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | New | 6,805 | 225 | 0.0% | — | 95 | +6,805 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 6,513 | 214 | 0.01% | 0.01% | 96 | -224 | -3.32% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,358 | 210 | 0.0% | — | 97 | +6,358 | New | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,090 | 201 | 0.0% | 0.02% | 98 | -350,243 | -98.29% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 6,028 | 199 | 0.0% | 0.0% | 99 | +2,441 | 68.05% | Q1 2026 | Apr 16, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 5,831 | 191 | 0.0% | 0.0% | 100 | +450 | 8.36% | Q1 2026 | Apr 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,984 | 164 | 0.0% | 0.0% | 101 | +157 | 3.25% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,656 | 154 | 0.0% | — | 102 | +4,656 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 4,098 | 135 | 0.0% | 0.0% | 103 | -15,813 | -79.42% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,003 | 132 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,826 | 126 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,163 | 104 | 0.0% | 0.0% | 106 | -48,451 | -93.87% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,844 | 94 | 0.0% | 0.0% | 107 | -115 | -3.89% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,714 | 89 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EMC Capital Management | History | No change | 2,150 | 73 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,055 | 67 | 0.0% | 0.0% | 110 | +638 | 45.02% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,982 | 66 | 0.0% | 0.0% | 111 | +788 | 66.0% | Q1 2026 | Apr 30, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 1,950 | 64 | 0.03% | 0.04% | 112 | -468 | -19.35% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,851 | 61 | 0.0% | 0.0% | 113 | +96 | 5.47% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,805 | 59 | 0.0% | 0.0% | 114 | -50 | -2.7% | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | New | 1,727 | 57 | 0.02% | — | 115 | +1,727 | New | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | New | 1,696 | 56 | 0.0% | — | 116 | +1,696 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,547 | 51 | 0.0% | 0.0% | 117 | -7 | -0.45% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,502 | 49 | 0.0% | 0.0% | 118 | -107 | -6.65% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,376 | 45 | 0.0% | 0.0% | 119 | -245 | -15.11% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,212 | 40 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,159 | 38 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,026 | 33 | 0.0% | 0.0% | 122 | -8,686 | -89.44% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 956 | 31 | 0.0% | 0.0% | 123 | +412 | 75.74% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 852 | 28 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 692 | 22 | 0.0% | 0.0% | 125 | -96 | -12.18% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 600 | 19 | 0.0% | 0.0% | 127 | -2,336 | -79.56% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 576 | 19 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 569 | 18 | 0.0% | 0.0% | 128 | -28 | -4.69% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 469 | 15 | 0.0% | 0.0% | 129 | +392 | 509.09% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 448 | 14 | 0.0% | 0.0% | 131 | +412 | 1144.44% | Q1 2026 | Jun 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 424 | 14 | 0.0% | 0.0% | 130 | -320 | -43.01% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 431 | 14 | 0.0% | 0.0% | 132 | +21 | 5.12% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 412 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | No change | 350 | 11 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 285 | 9 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 225 | 7 | 0.0% | 0.0% | 136 | +27 | 13.64% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 178 | 6 | 0.0% | 0.0% | 138 | +102 | 134.21% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 177 | 6 | 0.0% | 0.0% | 140 | +65 | 58.04% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 194 | 6 | 0.0% | 0.0% | 139 | +13 | 7.18% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 205 | 6 | 0.0% | 0.0% | 137 | +4 | 1.99% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 179 | 5 | 0.0% | 0.0% | 141 | +94 | 110.59% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 166 | 5 | 0.0% | 0.0% | 143 | -4 | -2.35% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 180 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 133 | 4 | 0.0% | 0.0% | 147 | +45 | 51.14% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 134 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 130 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 151 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Optiver Holding B.V. | History | No change | 101 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Luken Investment Analytics, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 51 | 1 | 0.0% | — | 153 | +45 | 750.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 37 | 1 | 0.0% | — | 152 | +15 | 68.18% | Q1 2026 | Apr 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 52 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,244 | -100.0% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -34,978 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,333 | -100.0% | Q1 2026 | May 14, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -28,028 | -100.0% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,784 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -15,263 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7 | 0 | — | 0.01% | — | -14,442 | -99.95% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,653 | -100.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,415 | -100.0% | Q1 2026 | May 08, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -6,920 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,981 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,997 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 01, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 28 | 0 | — | — | — | +22 | 366.67% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |