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Community Healthcare Trust I (CHCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares709,354 from 813,920
Change-104,566 (-13%)
Value$10.1M (-$4.8M)
Filed 2026-11-06
Deprince Race & Zollo Inc
INCREASED
Shares428,140 from 394,054
Change+34,086 (+9%)
Value$6.1M (-$1.1M)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares318,982 from 302,914
Change+16,068 (+5%)
Value$4.5M (-$1.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares235,994 from 252,037
Change-16,043 (-6%)
Value$3.3M (-$1.3M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares201,239 from 291,233
Change-89,994 (-31%)
Value$2.9M (-$2.5M)
Filed 2026-11-04
LSV Asset Management
DECREASED
Shares141,600 from 147,600
Change-6,000 (-4%)
Value$2.0M (-$690.0K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares120,223 from 120,223
Change0 (0%)
Value$1.7M (-$492.9K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares89,176 from 51,422
Change+37,754 (+73%)
Value$1.3M (+$324.5K)
Filed 2026-10-23
Strs Ohio
INCREASED
Shares63,727 from 32,927
Change+30,800 (+94%)
Value$903.6K (+$301.7K)
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares47,072 from 48,795
Change-1,723 (-4%)
Value$667.5K (-$224.5K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares42,204 from 38,909
Change+3,295 (+8%)
Value$598.5K (-$112.8K)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares40,360 from 41,913
Change-1,553 (-4%)
Value$572.3K (-$193.9K)
Filed 2026-11-03
Pensionfund PDN
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$567 (-$730.4K)
Filed 2026-10-05
Asset Management One Co., Ltd.
DECREASED
Shares36,178 from 36,267
Change-89 (0%)
Value$513.0K (-$150.0K)
Filed 2026-10-27
State of Wyoming
INCREASED
Shares34,661 from 12,355
Change+22,306 (+181%)
Value$491.5K (+$265.6K)
Filed 2026-10-28
Woodmont Investment Counsel LLC
INCREASED
Shares30,103 from 20,110
Change+9,993 (+50%)
Value$426.9K (+$59.3K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares29,994 from 26,539
Change+3,455 (+13%)
Value$425.3K (-$59.8K)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares23,951 from 24,308
Change-357 (-1%)
Value$339.6K (-$104.7K)
Filed 2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares23,891 from 19,587
Change+4,304 (+22%)
Value$338.8K (-$19.3K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares23,257 from 26,632
Change-3,375 (-13%)
Value$329.8K (-$157.0K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares22,458 from 4,124
Change+18,334 (+445%)
Value$318.5K (+$243.1K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares22,104 from 14,400
Change+7,704 (+54%)
Value$313.4K (+$50.2K)
Filed 2026-11-06
Pensionfund Sabic
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$284 (-$365.7K)
Filed 2026-10-05
State of Alaska, Department of Revenue
DECREASED
Shares19,456 from 19,829
Change-373 (-2%)
Value$258.0K (-$77.0K)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW
Shares19,256
Change+19,256
Value$273.1K
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares18,019 from 22,011
Change-3,992 (-18%)
Value$255.5K (-$140.9K)
Filed 2026-10-19
Alps Advisors Inc
INCREASED
Shares16,455 from 14,090
Change+2,365 (+17%)
Value$233.3K (-$24.2K)
Filed 2026-11-03
Simplex Trading, LLC
NEW
Shares16,112
Change+16,112
Value$228.5K
Filed 2026-11-04
Abacus Wealth Partners, LLC
NEW
Shares16,099
Change+16,099
Value$228.3K
Filed 2026-11-03
Arrow Investment Advisors, LLC
INCREASED
Shares14,024 from 12,978
Change+1,046 (+8%)
Value$198.9K (-$38.4K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares12,822 from 11,620
Change+1,202 (+10%)
Value$181.8K (-$30.6K)
Filed 2026-10-28
Accel Wealth Management
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$170.2K (-$49.2K)
Filed 2026-10-13
Daiwa Securities Group Inc.
UNCHANGED
Shares9,731 from 9,731
Change0 (0%)
Value$138.0K (-$39.9K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares9,607 from 5,455
Change+4,152 (+76%)
Value$136.2K (+$36.5K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares9,552 from 9,438
Change+114 (+1%)
Value$135.4K (-$37.1K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares2,713 from 901
Change+1,812 (+201%)
Value$38.5K (+$22.0K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares2,303 from 122
Change+2,181 (+1788%)
Value$32.7K (+$30.4K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares1,416 from 1,044
Change+372 (+36%)
Value$20.1K (+$995)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,324 from 1,172
Change+152 (+13%)
Value$18.8K (-$2.7K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares958 from 818
Change+140 (+17%)
Value$17.5K (+$2.6K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares924 from 576
Change+348 (+60%)
Value$13.1K (+$2.6K)
Filed 2026-10-08
Avion Wealth
INCREASED
Shares788 from 770
Change+18 (+2%)
Value$11 (-$14.0K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares741 from 712
Change+29 (+4%)
Value$10.5K (-$2.5K)
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares588 from 628
Change-40 (-6%)
Value$8 (-$3)
Filed 2026-10-30
Larson Financial Group LLC
NEW
Shares550
Change+550
Value$7.8K
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares545 from 557
Change-12 (-2%)
Value$7.7K (-$2.5K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
INCREASED
Shares501 from 375
Change+126 (+34%)
Value$7.1K (+$249)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares486 from 205
Change+281 (+137%)
Value$6.9K (+$3.1K)
Filed 2026-10-02
Lanark Financial, Inc.
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$5.6K (-$1.6K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares323
Change+323
Value$4.6K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares227 from 556
Change-329 (-59%)
Value$3.2K (-$6.9K)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares172 from 555
Change-383 (-69%)
Value$2.4K (-$7.7K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares170
Change+170
Value$2.4K
Filed 2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$1.7K (-$496)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$1.5K (-$447)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares108 from 48
Change+60 (+125%)
Value$1.5K (+$654)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares59 from 269
Change-210 (-78%)
Value$837 (-$4.1K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$652 (-$189)
Filed 2026-10-20
True Wealth Design, LLC
DECREASED
Shares43 from 155
Change-112 (-72%)
Value$610 (-$2.2K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares34
Change+34
Value$482
Filed 2026-10-21
Parkside Financial Bank & Trust
NEW
Shares30
Change+30
Value$426
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares11
Change+11
Value$156
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares3 from 19
Change-16 (-84%)
Value$43 (-$305)
Filed 2026-11-06
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$13 (-$5)
Filed 2026-10-30
ProShare Advisors LLC
CLOSED
Shares0 from 376,657
Change-376,657 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-29
Principal Financial Group Inc
CLOSED
Shares0 from 44,394
Change-44,394 (-100%)
Value$0 (-$811.5K)
Filed 2026-11-02
Albert D Mason Inc
CLOSED
Shares0 from 27,077
Change-27,077 (-100%)
Value$0 (-$495.0K)
Filed 2026-10-27
Thrivent Financial for Lutherans
CLOSED
Shares0 from 20,792
Change-20,792 (-100%)
Value$0 (-$380.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 19,349
Change-19,349 (-100%)
Value$0 (-$348.5K)
Filed 2026-10-13
TBH Global Asset Management, LLC
CLOSED
Shares0 from 16,885
Change-16,885 (-100%)
Value$0 (-$308.7K)
Filed 2026-11-03
Evergreen Capital Management LLC
CLOSED
Shares0 from 10,582
Change-10,582 (-100%)
Value$0 (-$193.4K)
Filed 2026-10-23
PVG Asset Management Corp
CLOSED
Shares0 from 10,320
Change-10,320 (-100%)
Value$0 (-$188.7K)
Filed 2026-10-19
Park Capital Management, LLC / WI
CLOSED
Shares0 from 10,085
Change-10,085 (-100%)
Value$0 (-$184.3K)
Filed 2026-10-13
New York State Teachers Retirement System
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$46.0K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$953)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 2,637,919
Change-2,637,919 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,057,305
Change-2,057,305 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,458,228
Change-1,458,228 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 1,183,409
Change-1,183,409 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,181,281
Change-1,181,281 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 979,051
Change-979,051 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 943,390
Change-943,390 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 872,381
Change-872,381 (-100%)
Value—
State Street Corp
N/A
Shares— from 827,440
Change-827,440 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 577,354
Change-577,354 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 553,463
Change-553,463 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 513,420
Change-513,420 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 443,896
Change-443,896 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 428,486
Change-428,486 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 426,569
Change-426,569 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 350,431
Change-350,431 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 322,890
Change-322,890 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 296,939
Change-296,939 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 282,103
Change-282,103 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 243,951
Change-243,951 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 221,262
Change-221,262 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 212,282
Change-212,282 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 202,866
Change-202,866 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 193,943
Change-193,943 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 178,980
Change-178,980 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 173,779
Change-173,779 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 134,355
Change-134,355 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 119,047
Change-119,047 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 119,001
Change-119,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 87,276
Change-87,276 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 86,494
Change-86,494 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 76,421
Change-76,421 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 70,792
Change-70,792 (-100%)
Value—
Man Group plc
N/A
Shares— from 58,630
Change-58,630 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 57,169
Change-57,169 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 56,811
Change-56,811 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 54,290
Change-54,290 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 51,227
Change-51,227 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 49,993
Change-49,993 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 43,918
Change-43,918 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 42,489
Change-42,489 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 40,920
Change-40,920 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 40,831
Change-40,831 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 40,212
Change-40,212 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,588
Change-37,588 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 31,238
Change-31,238 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,765
Change-30,765 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 29,742
Change-29,742 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,371
Change-29,371 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 28,502
Change-28,502 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 26,900
Change-26,900 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 26,693
Change-26,693 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,582
Change-26,582 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23,015
Change-23,015 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 22,258
Change-22,258 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 22,030
Change-22,030 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,446
Change-20,446 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,599
Change-19,599 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,562
Change-18,562 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,595
Change-16,595 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 12,324
Change-12,324 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 381
Change-381 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 312
Change-312 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 69
Change-69 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Quarry LP
N/A
Shares— from 27
Change-27 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED709,354813,920-104,566-13%$14.9M$10.1M-$4.8M2026-11-06
Deprince Race & Zollo Inc
INCREASED428,140394,054+34,086+9%$7.2M$6.1M-$1.1M2026-10-13
Russell Investments Group, Ltd.
INCREASED318,982302,914+16,068+5%$5.5M$4.5M-$1.0M2026-11-06
Bank of New York Mellon Corp
DECREASED235,994252,037-16,043-6%$4.6M$3.3M-$1.3M2026-11-05
Dimensional Fund Advisors LP
DECREASED201,239291,233-89,994-31%$5.3M$2.9M-$2.5M2026-11-04
LSV Asset Management
DECREASED141,600147,600-6,000-4%$2.7M$2.0M-$690.0K2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED120,223120,22300%$2.2M$1.7M-$492.9K2026-11-05
Samalin Investment Counsel, LLC
INCREASED89,17651,422+37,754+73%$940.0K$1.3M+$324.5K2026-10-23
Strs Ohio
INCREASED63,72732,927+30,800+94%$601.9K$903.6K+$301.7K2026-10-30
Anchor Capital Advisors LLC
DECREASED47,07248,795-1,723-4%$892.0K$667.5K-$224.5K2026-11-05
Creative Planning
INCREASED42,20438,909+3,295+8%$711.3K$598.5K-$112.8K2026-11-02
Kornitzer Capital Management Inc
DECREASED40,36041,913-1,553-4%$766.2K$572.3K-$193.9K2026-11-03
Pensionfund PDN
UNCHANGED40,00040,00000%$731.0K$567-$730.4K2026-10-05
Asset Management One Co., Ltd.
DECREASED36,17836,267-890%$663.0K$513.0K-$150.0K2026-10-27
State of Wyoming
INCREASED34,66112,355+22,306+181%$225.8K$491.5K+$265.6K2026-10-28
Woodmont Investment Counsel LLC
INCREASED30,10320,110+9,993+50%$367.6K$426.9K+$59.3K2026-10-29
Citigroup Inc
INCREASED29,99426,539+3,455+13%$485.1K$425.3K-$59.8K2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED23,95124,308-357-1%$444.4K$339.6K-$104.7K2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED23,89119,587+4,304+22%$358.1K$338.8K-$19.3K2026-11-05
Deutsche Bank Ag\
DECREASED23,25726,632-3,375-13%$486.8K$329.8K-$157.0K2026-11-06
Barclays PLC
INCREASED22,4584,124+18,334+445%$75.4K$318.5K+$243.1K2026-11-06
LPL Financial LLC
INCREASED22,10414,400+7,704+54%$263.2K$313.4K+$50.2K2026-11-06
Pensionfund Sabic
UNCHANGED20,00020,00000%$366.0K$284-$365.7K2026-10-05
State of Alaska, Department of Revenue
DECREASED19,45619,829-373-2%$335.0K$258.0K-$77.0K2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW19,256—+19,256——$273.1K—2026-10-16
Capital Square, LLC
DECREASED18,01922,011-3,992-18%$396.4K$255.5K-$140.9K2026-10-19
Alps Advisors Inc
INCREASED16,45514,090+2,365+17%$257.6K$233.3K-$24.2K2026-11-03
Simplex Trading, LLC
NEW16,112—+16,112——$228.5K—2026-11-04
Abacus Wealth Partners, LLC
NEW16,099—+16,099——$228.3K—2026-11-03
Arrow Investment Advisors, LLC
INCREASED14,02412,978+1,046+8%$237.2K$198.9K-$38.4K2026-11-02
Intrua Financial, LLC
INCREASED12,82211,620+1,202+10%$212.4K$181.8K-$30.6K2026-10-28
Accel Wealth Management
UNCHANGED12,00012,00000%$219.4K$170.2K-$49.2K2026-10-13
Daiwa Securities Group Inc.
UNCHANGED9,7319,73100%$177.9K$138.0K-$39.9K2026-10-29
Creative Financial Designs Inc
INCREASED9,6075,455+4,152+76%$99.7K$136.2K+$36.5K2026-11-04
PNC Financial Services Group, Inc.
INCREASED9,5529,438+114+1%$172.5K$135.4K-$37.1K2026-11-06
Signaturefd, LLC
INCREASED2,713901+1,812+201%$16.5K$38.5K+$22.0K2026-10-23
Fortitude Family Office, LLC
INCREASED2,303122+2,181+1788%$2.2K$32.7K+$30.4K2026-10-14
US Bancorp \de\
INCREASED1,4161,044+372+36%$19.1K$20.1K+$9952026-11-05
Farther Finance Advisors, LLC
INCREASED1,3241,172+152+13%$21.5K$18.8K-$2.7K2026-10-08
Allworth Financial LP
INCREASED958818+140+17%$15.0K$17.5K+$2.6K2026-11-06
Gamma Investing LLC
INCREASED924576+348+60%$10.5K$13.1K+$2.6K2026-10-08
Avion Wealth
INCREASED788770+18+2%$14.0K$11-$14.0K2026-11-04
Parallel Advisors, LLC
INCREASED741712+29+4%$13.0K$10.5K-$2.5K2026-11-03
Covestor Ltd
DECREASED588628-40-6%$11$8-$32026-10-30
Larson Financial Group LLC
NEW550—+550——$7.8K—2026-11-05
Sterling Capital Management LLC
DECREASED545557-12-2%$10.2K$7.7K-$2.5K2026-10-22
Exchange Traded Concepts, LLC
INCREASED501375+126+34%$6.9K$7.1K+$2492026-10-28
Versant Capital Management, Inc
INCREASED486205+281+137%$3.7K$6.9K+$3.1K2026-10-02
Lanark Financial, Inc.
UNCHANGED39339300%$7.2K$5.6K-$1.6K2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW323—+323——$4.6K—2026-10-16
EverSource Wealth Advisors, LLC
DECREASED227556-329-59%$10.2K$3.2K-$6.9K2026-11-04
Essential Partners LLC
DECREASED172555-383-69%$10.1K$2.4K-$7.7K2026-10-14
GK Wealth Management LLC
NEW170—+170——$2.4K—2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED12112100%$2.2K$1.7K-$4962026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED10910900%$2.0K$1.5K-$4472026-10-27
SJS Investment Consulting Inc.
INCREASED10848+60+125%$878$1.5K+$6542026-10-26
IFP Advisors, Inc
DECREASED59269-210-78%$4.9K$837-$4.1K2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED464600%$841$652-$1892026-10-20
True Wealth Design, LLC
DECREASED43155-112-72%$2.8K$610-$2.2K2026-10-13
Root Financial Partners, LLC
NEW34—+34——$482—2026-10-21
Parkside Financial Bank & Trust
NEW30—+30——$426—2026-10-27
Provenance Wealth Advisors, LLC
NEW11—+11——$156—2026-10-30
Clearstead Advisors, LLC
DECREASED319-16-84%$348$43-$3052026-11-06
Hughes Financial Services, LLC
UNCHANGED1100%$18$13-$52026-10-30
ProShare Advisors LLC
CLOSED0376,657-376,657-100%$6.9M$0-$6.9M2026-10-29
Principal Financial Group Inc
CLOSED044,394-44,394-100%$811.5K$0-$811.5K2026-11-02
Albert D Mason Inc
CLOSED027,077-27,077-100%$495.0K$0-$495.0K2026-10-27
Thrivent Financial for Lutherans
CLOSED020,792-20,792-100%$380.0K$0-$380.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED019,349-19,349-100%$348.5K$0-$348.5K2026-10-13
TBH Global Asset Management, LLC
CLOSED016,885-16,885-100%$308.7K$0-$308.7K2026-11-03
Evergreen Capital Management LLC
CLOSED010,582-10,582-100%$193.4K$0-$193.4K2026-10-23
PVG Asset Management Corp
CLOSED010,320-10,320-100%$188.7K$0-$188.7K2026-10-19
Park Capital Management, LLC / WI
CLOSED010,085-10,085-100%$184.3K$0-$184.3K2026-10-13
New York State Teachers Retirement System
CLOSED02,526-2,526-100%$46.0K$0-$46.0K2026-10-22
Institute for Wealth Management, Llc.
CLOSED0278-278-100%$5.1K$0-$5.1K2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED060-60-100%$1.1K$0-$1.1K2026-10-05
Cornerstone Planning Group LLC
CLOSED052-52-100%$953$0-$9532026-10-16
BlackRock, Inc.
N/A—2,637,919-2,637,919-100%$48.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,057,305-2,057,305-100%$37.6M———
Vanguard Portfolio Management LLC
N/A—1,458,228-1,458,228-100%$26.7M———
Systematic Financial Management LP
N/A—1,183,409-1,183,409-100%$21.6M———
Vanguard Capital Management LLC
N/A—1,181,281-1,181,281-100%$21.6M———
Invesco Ltd.
N/A—979,051-979,051-100%$17.9M———
Nuveen, LLC
N/A—943,390-943,390-100%$17.2M———
Kennedy Capital Management LLC
N/A—872,381-872,381-100%$15.9M———
State Street Corp
N/A—827,440-827,440-100%$15.1M———
Two Sigma Investments, LP
N/A—577,354-577,354-100%$10.6M———
Ameriprise Financial Inc
N/A—553,463-553,463-100%$10.1M———
Focus Partners Wealth
N/A—513,420-513,420-100%$9.4M———
AQR Capital Management LLC
N/A—443,896-443,896-100%$8.1M———
Millennium Management LLC
N/A—428,486-428,486-100%$7.8M———
Charles Schwab Investment Management Inc
N/A—426,569-426,569-100%$7.8M———
Aristotle Capital Boston, LLC
N/A—350,431-350,431-100%$6.4M———
Davis Selected Advisers
N/A—322,890-322,890-100%$5.9M———
Phocas Financial Corp.
N/A—296,939-296,939-100%$5.4M———
New York State Common Retirement Fund
N/A—282,103-282,103-100%$5.2M———
Northern Trust Corp
N/A—243,951-243,951-100%$4.5M———
SEI Investments Co
N/A—221,262-221,262-100%$4.0M———
Palisade Capital Management, LP
N/A—212,282-212,282-100%$3.9M———
Arrowstreet Capital, Limited Partnership
N/A—202,866-202,866-100%$3.7M———
JPMorgan Chase & Co
N/A—193,943-193,943-100%$3.6M———
Goldman Sachs Group Inc
N/A—178,980-178,980-100%$3.3M———
Vanguard Fiduciary Trust Co
N/A—173,779-173,779-100%$3.2M———
Jacobs Levy Equity Management, Inc
N/A—134,355-134,355-100%$2.5M———
Morgan Stanley
N/A—119,047-119,047-100%$2.2M———
Bank of America Corp
N/A—119,001-119,001-100%$2.2M———
FMR LLC
N/A—87,276-87,276-100%$1.6M———
Segall Bryant & Hamill, LLC
N/A—86,494-86,494-100%$1.6M———
Quantinno Capital Management LP
N/A—76,421-76,421-100%$1.4M———
Penserra Capital Management LLC
N/A—70,792-70,792-100%$1.3M———
Man Group plc
N/A—58,630-58,630-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—57,169-57,169-100%$1.0M———
Argent Trust Co
N/A—56,811-56,811-100%$1.0M———
Tudor Investment Corp ET AL
N/A—54,290-54,290-100%$992.4K———
Public Employees Retirement System of Ohio
N/A—51,227-51,227-100%$936.4K———
Cambria Investment Management, L.P.
N/A—49,993-49,993-100%$913.9K———
Round Rock Advisors LLC
N/A—43,918-43,918-100%$802.8K———
Janney Montgomery Scott LLC
N/A—42,489-42,489-100%$777.0K———
Nomura Asset Management Co LTD
N/A—40,920-40,920-100%$748.0K———
IEQ Capital, LLC
N/A—40,831-40,831-100%$746.4K———
Rhumbline Advisers
N/A—40,212-40,212-100%$735.1K———
Kovack Advisors, Inc.
N/A—37,588-37,588-100%$687.1K———
Ballentine Partners, LLC
N/A—33,606-33,606-100%$614.3K———
Odyssean, LLC
N/A—31,238-31,238-100%$571.0K———
Brown Advisory Inc
N/A—30,765-30,765-100%$562.4K———
Martingale Asset Management L P
N/A—29,742-29,742-100%$543.7K———
Baird Financial Group, Inc.
N/A—29,371-29,371-100%$536.9K———
Canada Life Assurance Co
N/A—29,275-29,275-100%$536.0K———
Marshall Wace, LLP
N/A—28,502-28,502-100%$521.0K———
Boothbay Fund Management, LLC
N/A—26,900-26,900-100%$491.7K———
Alliancebernstein L.P.
N/A—26,693-26,693-100%$424.2K———
Wells Fargo & Company
N/A—26,582-26,582-100%$485.9K———
Mercer Global Advisors Inc
N/A—24,621-24,621-100%$450.1K———
Price T Rowe Associates Inc
N/A—23,015-23,015-100%$421.0K———
Black Maple Capital Management LP
N/A—22,258-22,258-100%$406.9K———
Manufacturers Life Insurance Company, the
N/A—22,030-22,030-100%$402.7K———
Campbell & Co Investment Adviser LLC
N/A—20,497-20,497-100%$374.7K———
Mariner, LLC
N/A—20,446-20,446-100%$373.8K———
Stifel Financial Corp
N/A—19,599-19,599-100%$358.3K———
UBS Group AG
N/A—18,562-18,562-100%$339.3K———
Cerity Partners LLC
N/A—16,971-16,971-100%$310.2K———
MetLife Investment Management, LLC
N/A—16,666-16,666-100%$304.7K———
Graham Capital Management, L.P.
N/A—16,595-16,595-100%$303.4K———
ExodusPoint Capital Management, LP
N/A—16,392-16,392-100%$299.6K———
Renaissance Technologies LLC
N/A—14,900-14,900-100%$272.4K———
XTX Topco Ltd
N/A—13,346-13,346-100%$244.0K———
Lazard Asset Management LLC
N/A—12,324-12,324-100%$225.3K———
Jane Street Group, LLC
N/A—10,967-10,967-100%$200.5K———
Resona Asset Management Co.,Ltd.
N/A—10,912-10,912-100%$201.6K———
Envestnet Asset Management Inc
N/A—10,303-10,303-100%$188.3K———
Franklin Resources Inc
N/A—10,298-10,298-100%$188.2K———
BNP Paribas Financial Markets
N/A—10,121-10,121-100%$185.0K———
Vanguard Global Advisers, LLC
N/A—9,002-9,002-100%$164.6K———
Police & Firemen's Retirement System of New Jersey
N/A—7,632-7,632-100%$139.5K———
Arax Advisory Partners
N/A—5,603-5,603-100%$102.4K———
Public Employees Retirement Association of Colorado
N/A—5,307-5,307-100%$97.0K———
Quantbot Technologies LP
N/A—3,186-3,186-100%$58.2K———
Legal & General Group Plc
N/A—2,801-2,801-100%$51.2K———
Ameritas Investment Partners, Inc.
N/A—2,538-2,538-100%$46.4K———
Anchor Investment Management, LLC
N/A—2,224-2,224-100%$40.7K———
Tower Research Capital LLC (TRC)
N/A—2,042-2,042-100%$37.3K———
Royal Bank of Canada
N/A—1,968-1,968-100%$36.0K———
State of Tennessee, Department of Treasury
N/A—1,828-1,828-100%$33.4K———
UBS Asset Management Americas LLC
N/A—1,287-1,287-100%$23.5K———
Osaic Holdings, Inc.
N/A—920-920-100%$16.8K———
Northwestern Mutual Wealth Management Co
N/A—700-700-100%$12.8K———
California State Teachers Retirement System
N/A—381-381-100%$7.0K———
Global Retirement Partners, LLC
N/A—368-368-100%$6.7K———
Brown Brothers Harriman & Co
N/A—312-312-100%$5.7K———
Allied Private Wealth LLC
N/A—300-300-100%$5.4K———
Rothschild Investment LLC
N/A—266-266-100%$4.9K———
LOS Angeles Capital Management LLC
N/A—154-154-100%$2.8K———
Jones Financial Companies Lllp
N/A—69-69-100%$1.3K———
Optiver Holding B.V.
N/A—66-66-100%$1.2K———
Basecamp Wealth Advisors LLC
N/A—44-44-100%$804———
Quarry LP
N/A—27-27-100%$494———
Transamerica Financial Advisors, LLC
N/A—12-12-100%$219———
Harbour Investments, Inc.
N/A—2-2-100%$41———
Huntington National Bank
N/A—1-1-100%$18———
Showing 179 of 179 institutions