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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,776,626 | 66,659 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 661,149 | 24,806 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 556,260 | 20,870 | 0.93% | 0.93% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 551,824 | 20,704 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 433,924 | 16,280 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newtyn Management, LLC | History | No change | 406,414 | 15,248 | 1.9% | 1.9% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 367,408 | 13,787 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 336,271 | 12,669 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 297,835 | 11,174 | 1.05% | 1.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 267,266 | 10,027 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 237,692 | 8,918 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cutler Capital Management, LLC | History | No change | 180,161 | 6,760 | 1.76% | 1.76% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 176,523 | 6,623 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 162,426 | 6,094 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 162,180 | 6,084 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 172,960 | 6,012 | 0.0% | 0.0% | 16 | +3,038 | 1.79% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 154,915 | 5,812 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 152,539 | 5,723 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 134,061 | 5,029 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 130,529 | 4,897 | 0.89% | 0.89% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DigitalBridge Group, Inc. | History | No change | 112,913 | 4,236 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 110,236 | 4,136 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 114,550 | 3,981 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GABELLI FUNDS LLC | History | No change | 101,833 | 3,820 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 94,464 | 3,544 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 93,417 | 3,504 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 91,868 | 3,446 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | No change | 87,500 | 3,283 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 83,553 | 3,134 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 73,657 | 2,763 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 71,406 | 2,482 | 0.01% | 0.01% | 31 | +256 | 0.36% | Q3 2026 | Oct 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 62,833 | 2,357 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 57,137 | 2,143 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 60,954 | 2,118 | 0.63% | 0.78% | 34 | -22,512 | -26.97% | Q3 2026 | Oct 27, 2026 |
| Petrus Trust Company, LTA | History | No change | 56,000 | 2,101 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,899 | 2,047 | 0.0% | 0.0% | 36 | +730 | 1.25% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 45,690 | 1,716 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 44,097 | 1,654 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 43,819 | 1,644 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 43,200 | 1,620 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Royal Fund Management, LLC | History | Added to | 35,716 | 1,241 | 0.1% | 0.1% | 41 | +2,525 | 7.61% | Q3 2026 | Oct 22, 2026 |
| Atom Investors LP | History | No change | 30,869 | 1,158 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 28,638 | 1,074 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 27,489 | 1,031 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 27,346 | 1,026 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 27,226 | 1,021 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 26,824 | 1,006 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,686 | 1,001 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,347 | 951 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 24,640 | 924 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,631 | 886 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 23,474 | 880 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 21,494 | 806 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,457 | 805 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 21,386 | 802 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pensionfund PDN | History | Reduced | 22,800 | 793 | 0.47% | 0.54% | 56 | -5,000 | -17.99% | Q3 2026 | Oct 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,718 | 777 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 20,500 | 769 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 20,409 | 765 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARKEL GROUP INC. | History | New | 21,631 | 751 | 0.01% | — | 60 | +21,631 | New | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 21,136 | 734 | 0.01% | 0.01% | 62 | -1,086 | -4.89% | Q3 2026 | Oct 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 19,547 | 734 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 19,410 | 728 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 18,852 | 707 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 18,344 | 688 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 18,233 | 684 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 17,809 | 668 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,671 | 663 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 18,926 | 657 | 0.0% | 0.0% | 69 | -38 | -0.2% | Q3 2026 | Oct 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 17,197 | 645 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 16,910 | 634 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,354 | 613 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,295 | 611 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 16,966 | 589 | 0.0% | 0.0% | 74 | -1,295 | -7.09% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,297 | 536 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 14,231 | 533 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,107 | 532 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 13,667 | 512 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund Sabic | History | No change | 14,140 | 492 | 0.59% | 0.57% | 79 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,433 | 466 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 11,996 | 450 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 12,874 | 447 | 0.0% | 0.0% | 82 | +660 | 5.4% | Q3 2026 | Oct 29, 2026 |
| Abel Hall, LLC | History | Added to | 12,073 | 419 | 0.08% | 0.08% | 83 | +25 | 0.21% | Q3 2026 | Oct 19, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 11,969 | 416 | 0.0% | 0.0% | 84 | +1,935 | 19.28% | Q3 2026 | Nov 04, 2026 |
| Achmea Investment Management B.V. | History | New | 11,617 | 404 | 0.0% | — | 86 | +11,617 | New | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,628 | 404 | 0.0% | 0.0% | 85 | -583 | -4.77% | Q3 2026 | Nov 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,508 | 394 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,695 | 337 | 0.03% | 0.03% | 88 | -162 | -1.64% | Q3 2026 | Oct 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,653 | 324 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 8,414 | 315 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ballentine Partners, LLC | History | No change | 8,223 | 308 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jain Global LLC | History | No change | 7,940 | 297 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,904 | 296 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 8,228 | 286 | 0.0% | 0.0% | 94 | -4,322 | -34.44% | Q3 2026 | Nov 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 8,012 | 278 | 0.09% | 0.09% | 95 | +299 | 3.88% | Q3 2026 | Oct 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,300 | 273 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 7,500 | 261 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,803 | 255 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 6,846 | 237 | 0.21% | 0.23% | 99 | +614 | 9.85% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,786 | 235 | 0.0% | 0.0% | 100 | -323 | -4.54% | Q3 2026 | Oct 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,281 | 235 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 6,551 | 227 | 0.0% | 0.0% | 102 | +726 | 12.46% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,000 | 225 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,846 | 219 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,831 | 218 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 5,000 | 187 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,656 | 174 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 4,722 | 164 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,066 | 152 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,826 | 143 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | Reduced | 3,500 | 121 | 0.0% | 0.01% | 111 | -53,000 | -93.81% | Q3 2026 | Oct 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,714 | 102 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 2,699 | 101 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,633 | 98 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 2,494 | 93 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,038 | 76 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,130 | 74 | 0.0% | — | 117 | +2,130 | New | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,685 | 64 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,763 | 61 | 0.0% | 0.0% | 119 | +219 | 14.18% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,387 | 52 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,393 | 48 | 0.0% | 0.0% | 121 | +229 | 19.67% | Q3 2026 | Oct 22, 2026 |
| Legal & General Group Plc | History | No change | 1,297 | 48 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,255 | 47 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,212 | 45 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,228 | 42 | 0.0% | 0.0% | 125 | -25 | -2.0% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 856 | 32 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | Reduced | 755 | 26 | 0.0% | 0.0% | 127 | -211 | -21.84% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | Added to | 706 | 24 | 0.0% | 0.0% | 128 | +76 | 12.06% | Q3 2026 | Nov 05, 2026 |
| Allied Private Wealth LLC | History | No change | 600 | 21 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 529 | 18 | 0.0% | 0.0% | 130 | +96 | 22.17% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 514 | 17 | 0.0% | 0.0% | 132 | +283 | 122.51% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 469 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 446 | 16 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 413 | 14 | 0.0% | 0.0% | 134 | +24 | 6.17% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 401 | 13 | 0.0% | 0.0% | 135 | +115 | 40.21% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 309 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | New | 301 | 10 | 0.0% | — | 137 | +301 | New | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 278 | 9 | 0.0% | — | 140 | +274 | 6850.0% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 285 | 9 | 0.0% | 0.0% | 139 | +134 | 88.74% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 285 | 9 | 0.0% | 0.0% | 138 | -36 | -11.21% | Q3 2026 | Oct 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 189 | 6 | 0.0% | — | 147 | +189 | New | Q3 2026 | Oct 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 186 | 6 | 0.0% | 0.0% | 143 | +8 | 4.49% | Q3 2026 | Oct 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 178 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 180 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 176 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 167 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 172 | 6 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 144 | 5 | 0.0% | — | 149 | +144 | New | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 151 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 134 | 4 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Capital Analysts, LLC | History | No change | 118 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 130 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 109 | 3 | 0.0% | — | 156 | +109 | New | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 87 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 105 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Luken Investment Analytics, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clark Wealth Partners | History | New | 66 | 2 | 0.0% | — | 160 | +66 | New | Q3 2026 | Oct 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 67 | 2 | 0.0% | 0.0% | 157 | +11 | 19.64% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Quarry LP | History | No change | 63 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 52 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,398 | -100.0% | Q3 2026 | Oct 09, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -1,400 | -99.29% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -6 | -20.0% | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Reduced | 12 | 0 | — | 0.0% | — | -2 | -14.29% | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |