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Universal Health Rlty Income (UHT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares368,843 from 375,669
Change-6,826 (-2%)
Value$13.8M (-$2.7M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares189,532 from 187,828
Change+1,704 (+1%)
Value$7.1M (-$1.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares160,731 from 171,057
Change-10,326 (-6%)
Value$6.0M (-$1.5M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares59,737 from 53,239
Change+6,498 (+12%)
Value$2.2M (-$101.5K)
Filed 2026-11-06
Nuveen, LLC
DECREASED
Shares44,987 from 169,846
Change-124,859 (-74%)
Value$1.7M (-$5.8M)
Filed 2026-11-10
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares39,589 from 28,629
Change+10,960 (+38%)
Value$1.5M (+$224.6K)
Filed 2026-10-16
FMR LLC
INCREASED
Shares35,124 from 29,660
Change+5,464 (+18%)
Value$1.3M (+$12.4K)
Filed 2026-11-10
Altfest L J & Co Inc
UNCHANGED
Shares22,449 from 22,449
Change0 (0%)
Value$839.4K (-$145.2K)
Filed 2026-10-27
Asset Management One Co., Ltd.
INCREASED
Shares18,549 from 16,989
Change+1,560 (+9%)
Value$693.5K (-$51.6K)
Filed 2026-10-27
Total Wealth Planning & Management, Inc.
INCREASED
Shares16,449 from 16,033
Change+416 (+3%)
Value$615.0K (-$88.2K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares16,313 from 16,029
Change+284 (+2%)
Value$610.0K (-$93.1K)
Filed 2026-10-19
Squarepoint Ops LLC
DECREASED
Shares15,426 from 20,660
Change-5,234 (-25%)
Value$576.8K (-$329.4K)
Filed 2026-11-09
Creative Planning
INCREASED
Shares13,152 from 9,253
Change+3,899 (+42%)
Value$491.8K (+$85.9K)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares12,672 from 12,817
Change-145 (-1%)
Value$473.8K (-$88.3K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares11,471 from 13,118
Change-1,647 (-13%)
Value$428.9K (-$146.5K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares10,660 from 10,742
Change-82 (-1%)
Value$398.6K (-$72.6K)
Filed 2026-11-05
LSV Asset Management
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$396 (-$464.6K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
INCREASED
Shares10,260 from 10,176
Change+84 (+1%)
Value$383.6K (-$62.7K)
Filed 2026-10-27
MacKenzie Financial Corp
NEW
Shares10,026
Change+10,026
Value$374.9K
Filed 2026-11-02
State of Alaska, Department of Revenue
DECREASED
Shares8,579 from 8,815
Change-236 (-3%)
Value$318 (-$353.7K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,197 from 7,260
Change-63 (-1%)
Value$270.2K (-$42.4K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares6,107 from 14,122
Change-8,015 (-57%)
Value$228.3K (-$391.1K)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares5,953 from 6,268
Change-315 (-5%)
Value$222.6K (-$52.3K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares5,430 from 5,054
Change+376 (+7%)
Value$203.0K (-$18.6K)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares5,171 from 13,202
Change-8,031 (-61%)
Value$193.3K (-$385.7K)
Filed 2026-11-06
Daiwa Securities Group Inc.
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$183.6K (-$31.8K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares4,180 from 4,077
Change+103 (+3%)
Value$156.3K (-$22.5K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares3,784 from 3,784
Change0 (0%)
Value$141.5K (-$24.5K)
Filed 2026-11-09
Strs Ohio
INCREASED
Shares3,600 from 2,600
Change+1,000 (+38%)
Value$134.6K (+$20.6K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares3,082 from 3,082
Change0 (0%)
Value$117.3K (-$18.0K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares3,017 from 1,013
Change+2,004 (+198%)
Value$112.8K (+$68.4K)
Filed 2026-10-20
John Boyer, Inc.
NEW
Shares2,685
Change+2,685
Value$100.4K
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$74.8K (-$12.9K)
Filed 2026-10-01
Signaturefd, LLC
INCREASED
Shares1,799 from 1,695
Change+104 (+6%)
Value$67.3K (-$7.1K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares1,607 from 1,596
Change+11 (+1%)
Value$60.1K (-$9.9K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares1,366 from 2,367
Change-1,001 (-42%)
Value$51.1K (-$52.7K)
Filed 2026-10-08
Hantz Financial Services, Inc.
DECREASED
Shares1,349 from 1,594
Change-245 (-15%)
Value$50 (-$70.0K)
Filed 2026-11-09
New York State Teachers Retirement System
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$46 (-$54.0K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$34.8K (-$6.0K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares830 from 626
Change+204 (+33%)
Value$31.0K (+$3.6K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares786
Change+786
Value$29.4K
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares647 from 642
Change+5 (+1%)
Value$24.2K (-$4.0K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares590 from 550
Change+40 (+7%)
Value$22.1K (-$2.1K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.7K (-$3.2K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares412 from 73
Change+339 (+464%)
Value$15.4K (+$12.2K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares371 from 1,811
Change-1,440 (-80%)
Value$13.9K (-$65.6K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares335
Change+335
Value$12.5K
Filed 2026-10-26
Allworth Financial LP
NEW
Shares330
Change+330
Value$14.5K
Filed 2026-11-06
Valley National Advisers Inc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$11.5K (-$2.0K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares286 from 1,225
Change-939 (-77%)
Value$10.7K (-$43.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$8.0K (-$1.6K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares184 from 99
Change+85 (+86%)
Value$6.9K (+$2.5K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$6.1K (-$1.2K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
DECREASED
Shares150 from 151
Change-1 (-1%)
Value$6 (-$1)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares126 from 9
Change+117 (+1300%)
Value$4.7K (+$4.3K)
Filed 2026-10-26
Essential Partners LLC
INCREASED
Shares124 from 117
Change+7 (+6%)
Value$4.6K (-$496)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (-$647)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
NEW
Shares89
Change+89
Value$3.3K
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares86
Change+86
Value$3.2K
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares85 from 154
Change-69 (-45%)
Value$3.2K (-$3.6K)
Filed 2026-10-02
Gen-Wealth Partners Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.0K (-$518)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$2.7K (-$412)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares72
Change+72
Value$2.7K
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares72 from 51
Change+21 (+41%)
Value$2.7K (+$456)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares66
Change+66
Value$2.5K
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares64 from 71
Change-7 (-10%)
Value$2.4K (-$721)
Filed 2026-10-05
Geneos Wealth Management Inc.
NEW
Shares57
Change+57
Value$2.1K
Filed 2026-11-09
High Note Wealth, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.6K (-$278)
Filed 2026-10-27
Bessemer Group Inc
DECREASED
Shares39 from 759
Change-720 (-95%)
Value$1 (-$32)
Filed 2026-11-09
Holos Integrated Wealth LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.2K (-$251)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$748 (-$129)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares18 from 49
Change-31 (-63%)
Value$673 (-$1.5K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$674 (+$147)
Filed 2026-11-06
Proathlete Wealth Management LLC
NEW
Shares11
Change+11
Value$411
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$337 (-$58)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$150 (+$106)
Filed 2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$75 (-$13)
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 (-$7)
Filed 2026-10-08
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 52,067
Change-52,067 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-28
Principal Financial Group Inc
CLOSED
Shares0 from 17,561
Change-17,561 (-100%)
Value$0 (-$770.2K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 9,265
Change-9,265 (-100%)
Value$0 (-$406.4K)
Filed 2026-10-22
HighTower Advisors, LLC
CLOSED
Shares0 from 8,373
Change-8,373 (-100%)
Value$0 (-$367.2K)
Filed 2026-11-10
Anchyra Partners LLC
CLOSED
Shares0 from 7,908
Change-7,908 (-100%)
Value$0 (-$346.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
CLOSED
Shares0 from 6,762
Change-6,762 (-100%)
Value$0 (-$296.6K)
Filed 2026-11-03
Symmetry Partners, LLC
CLOSED
Shares0 from 5,946
Change-5,946 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
CLOSED
Shares0 from 5,125
Change-5,125 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-05
Meramec Financial Planners, LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$44.8K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-06
Fifth Third Bancorp
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Covestor Ltd
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 1,492,098
Change-1,492,098 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 845,483
Change-845,483 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 560,954
Change-560,954 (-100%)
Value—
State Street Corp
N/A
Shares— from 377,502
Change-377,502 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 353,543
Change-353,543 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 267,488
Change-267,488 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 229,241
Change-229,241 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 206,730
Change-206,730 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 200,666
Change-200,666 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 196,510
Change-196,510 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 152,908
Change-152,908 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 145,264
Change-145,264 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 132,131
Change-132,131 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 125,076
Change-125,076 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 116,828
Change-116,828 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 115,840
Change-115,840 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 112,915
Change-112,915 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 108,941
Change-108,941 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 94,934
Change-94,934 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 91,251
Change-91,251 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 73,952
Change-73,952 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 72,227
Change-72,227 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 67,302
Change-67,302 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 66,505
Change-66,505 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,108
Change-61,108 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 60,853
Change-60,853 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 55,047
Change-55,047 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 52,970
Change-52,970 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 49,430
Change-49,430 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 41,051
Change-41,051 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,091
Change-34,091 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 32,800
Change-32,800 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 32,619
Change-32,619 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 31,448
Change-31,448 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 29,087
Change-29,087 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 25,141
Change-25,141 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 24,196
Change-24,196 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 22,338
Change-22,338 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 22,338
Change-22,338 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 21,321
Change-21,321 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 20,588
Change-20,588 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 20,550
Change-20,550 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 19,035
Change-19,035 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 17,998
Change-17,998 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 17,917
Change-17,917 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 14,602
Change-14,602 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 14,102
Change-14,102 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,447
Change-13,447 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,311
Change-10,311 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,983
Change-9,983 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 8,856
Change-8,856 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,016
Change-8,016 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 7,202
Change-7,202 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 491
Change-491 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 308
Change-308 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 224
Change-224 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 180
Change-180 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 88
Change-88 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED368,843375,669-6,826-2%$16.5M$13.8M-$2.7M2026-11-06
Dimensional Fund Advisors LP
INCREASED189,532187,828+1,704+1%$8.2M$7.1M-$1.2M2026-11-04
Bank of New York Mellon Corp
DECREASED160,731171,057-10,326-6%$7.5M$6.0M-$1.5M2026-11-05
LPL Financial LLC
INCREASED59,73753,239+6,498+12%$2.3M$2.2M-$101.5K2026-11-06
Nuveen, LLC
DECREASED44,987169,846-124,859-74%$7.4M$1.7M-$5.8M2026-11-10
Y-Intercept (Hong Kong) Ltd
INCREASED39,58928,629+10,960+38%$1.3M$1.5M+$224.6K2026-10-16
FMR LLC
INCREASED35,12429,660+5,464+18%$1.3M$1.3M+$12.4K2026-11-10
Altfest L J & Co Inc
UNCHANGED22,44922,44900%$984.6K$839.4K-$145.2K2026-10-27
Asset Management One Co., Ltd.
INCREASED18,54916,989+1,560+9%$745.1K$693.5K-$51.6K2026-10-27
Total Wealth Planning & Management, Inc.
INCREASED16,44916,033+416+3%$703.2K$615.0K-$88.2K2026-10-23
Independent Wealth Network Inc.
INCREASED16,31316,029+284+2%$703.0K$610.0K-$93.1K2026-10-19
Squarepoint Ops LLC
DECREASED15,42620,660-5,234-25%$906.1K$576.8K-$329.4K2026-11-09
Creative Planning
INCREASED13,1529,253+3,899+42%$405.8K$491.8K+$85.9K2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED12,67212,817-145-1%$562.2K$473.8K-$88.3K2026-10-29
Deutsche Bank Ag\
DECREASED11,47113,118-1,647-13%$575.4K$428.9K-$146.5K2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED10,66010,742-82-1%$471.1K$398.6K-$72.6K2026-11-05
LSV Asset Management
UNCHANGED10,60010,60000%$465.0K$396-$464.6K2026-11-06
Crestwood Advisors Group, LLC
INCREASED10,26010,176+84+1%$446.3K$383.6K-$62.7K2026-10-27
MacKenzie Financial Corp
NEW10,026—+10,026——$374.9K—2026-11-02
State of Alaska, Department of Revenue
DECREASED8,5798,815-236-3%$354.0K$318-$353.7K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED7,1977,260-63-1%$312.6K$270.2K-$42.4K2026-10-13
Citigroup Inc
DECREASED6,10714,122-8,015-57%$619.4K$228.3K-$391.1K2026-11-04
Alps Advisors Inc
DECREASED5,9536,268-315-5%$274.9K$222.6K-$52.3K2026-11-03
Russell Investments Group, Ltd.
INCREASED5,4305,054+376+7%$221.7K$203.0K-$18.6K2026-11-06
Barclays PLC
DECREASED5,17113,202-8,031-61%$579.0K$193.3K-$385.7K2026-11-06
Daiwa Securities Group Inc.
UNCHANGED4,9114,91100%$215.4K$183.6K-$31.8K2026-10-29
PNC Financial Services Group, Inc.
INCREASED4,1804,077+103+3%$178.8K$156.3K-$22.5K2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED3,7843,78400%$166.0K$141.5K-$24.5K2026-11-09
Strs Ohio
INCREASED3,6002,600+1,000+38%$114.0K$134.6K+$20.6K2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED3,0823,08200%$135.4K$117.3K-$18.0K2026-11-06
Nisa Investment Advisors, LLC
INCREASED3,0171,013+2,004+198%$44.4K$112.8K+$68.4K2026-10-20
John Boyer, Inc.
NEW2,685—+2,685——$100.4K—2026-10-27
Coastline Trust Co
UNCHANGED2,0002,00000%$87.7K$74.8K-$12.9K2026-10-01
Signaturefd, LLC
INCREASED1,7991,695+104+6%$74.3K$67.3K-$7.1K2026-10-23
Gamma Investing LLC
INCREASED1,6071,596+11+1%$70.0K$60.1K-$9.9K2026-10-08
Farther Finance Advisors, LLC
DECREASED1,3662,367-1,001-42%$103.8K$51.1K-$52.7K2026-10-08
Hantz Financial Services, Inc.
DECREASED1,3491,594-245-15%$70.0K$50-$70.0K2026-11-09
New York State Teachers Retirement System
UNCHANGED1,2271,22700%$54.0K$46-$54.0K2026-10-22
Trust Co of Vermont
UNCHANGED93293200%$40.9K$34.8K-$6.0K2026-10-21
US Bancorp \de\
INCREASED830626+204+33%$27.5K$31.0K+$3.6K2026-11-05
Jacobi Capital Management LLC
NEW786—+786——$29.4K—2026-11-05
Harbour Investments, Inc.
INCREASED647642+5+1%$28.2K$24.2K-$4.0K2026-11-09
Larson Financial Group LLC
INCREASED590550+40+7%$24.1K$22.1K-$2.1K2026-11-05
Barrett & Company, Inc.
UNCHANGED50050000%$21.9K$18.7K-$3.2K2026-10-22
Sterling Capital Management LLC
INCREASED41273+339+464%$3.2K$15.4K+$12.2K2026-10-22
Parallel Advisors, LLC
DECREASED3711,811-1,440-80%$79.5K$13.9K-$65.6K2026-11-03
DeDora Capital, Inc.
NEW335—+335——$12.5K—2026-10-26
Allworth Financial LP
NEW330—+330——$14.5K—2026-11-06
Valley National Advisers Inc
UNCHANGED30730700%$13.5K$11.5K-$2.0K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED2861,225-939-77%$53.7K$10.7K-$43.0K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED21321300%$9.6K$8.0K-$1.6K2026-10-29
IFP Advisors, Inc
INCREASED18499+85+86%$4.3K$6.9K+$2.5K2026-10-16
Westside Investment Management, Inc.
UNCHANGED16716700%$7.3K$6.1K-$1.2K2026-11-02
Harbor Capital Advisors, Inc.
DECREASED150151-1-1%$7$6-$12026-10-22
SJS Investment Consulting Inc.
INCREASED1269+117+1300%$395$4.7K+$4.3K2026-10-26
Essential Partners LLC
INCREASED124117+7+6%$5.1K$4.6K-$4962026-10-14
Harbor Investment Advisory, LLC
UNCHANGED10010000%$4.4K$3.7K-$6472026-10-13
Physician Wealth Advisors, Inc.
NEW89—+89——$3.3K—2026-10-20
Root Financial Partners, LLC
NEW86—+86——$3.2K—2026-10-21
Versant Capital Management, Inc
DECREASED85154-69-45%$6.8K$3.2K-$3.6K2026-10-02
Gen-Wealth Partners Inc
UNCHANGED808000%$3.5K$3.0K-$5182026-11-04
Creative Financial Designs Inc
INCREASED7372+1+1%$3.1K$2.7K-$4122026-11-04
Simplex Trading, LLC
NEW72—+72——$2.7K—2026-11-04
True Wealth Design, LLC
INCREASED7251+21+41%$2.2K$2.7K+$4562026-10-13
GK Wealth Management LLC
NEW66—+66——$2.5K—2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED6471-7-10%$3.1K$2.4K-$7212026-10-05
Geneos Wealth Management Inc.
NEW57—+57——$2.1K—2026-11-09
High Note Wealth, LLC
UNCHANGED434300%$1.9K$1.6K-$2782026-10-27
Bessemer Group Inc
DECREASED39759-720-95%$33$1-$322026-11-09
Holos Integrated Wealth LLC
UNCHANGED333300%$1.5K$1.2K-$2512026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED202000%$877$748-$1292026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED1849-31-63%$2.1K$673-$1.5K2026-10-27
Clearstead Advisors, LLC
INCREASED1812+6+50%$527$674+$1472026-11-06
Proathlete Wealth Management LLC
NEW11—+11——$411—2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED9900%$395$337-$582026-10-22
Caitong International Asset Management Co., Ltd
INCREASED41+3+300%$44$150+$1062026-10-29
Gilpin Wealth Management, LLC
UNCHANGED2200%$88$75-$132026-10-09
Davis Capital Management
UNCHANGED1100%$44$37-$72026-10-08
Exchange Traded Concepts, LLC
CLOSED052,067-52,067-100%$2.3M$0-$2.3M2026-10-28
Principal Financial Group Inc
CLOSED017,561-17,561-100%$770.2K$0-$770.2K2026-11-02
Fifth Third Wealth Advisors LLC
CLOSED09,265-9,265-100%$406.4K$0-$406.4K2026-10-22
HighTower Advisors, LLC
CLOSED08,373-8,373-100%$367.2K$0-$367.2K2026-11-10
Anchyra Partners LLC
CLOSED07,908-7,908-100%$346.8K$0-$346.8K2026-10-13
HUB Investment Partners, LLC
CLOSED06,762-6,762-100%$296.6K$0-$296.6K2026-11-03
Symmetry Partners, LLC
CLOSED05,946-5,946-100%$260.8K$0-$260.8K2026-10-27
Joel Isaacson & Co., LLC
CLOSED05,125-5,125-100%$224.8K$0-$224.8K2026-11-05
Meramec Financial Planners, LLC
CLOSED01,012-1,012-100%$44.8K$0-$44.8K2026-11-09
Institute for Wealth Management, Llc.
CLOSED0489-489-100%$21.5K$0-$21.5K2026-11-06
Fifth Third Bancorp
CLOSED086-86-100%$3.8K$0-$3.8K2026-11-05
Cornerstone Planning Group LLC
CLOSED030-30-100%$1.3K$0-$1.3K2026-10-16
Covestor Ltd
CLOSED03-3-100%$0$0$02026-10-30
BlackRock, Inc.
N/A—1,492,098-1,492,098-100%$65.4M———
Vanguard Portfolio Management LLC
N/A—845,483-845,483-100%$37.1M———
Vanguard Capital Management LLC
N/A—560,954-560,954-100%$24.6M———
State Street Corp
N/A—377,502-377,502-100%$16.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—353,543-353,543-100%$15.5M———
Jane Street Group, LLC
N/A—267,488-267,488-100%$11.7M———
Two Sigma Investments, LP
N/A—229,241-229,241-100%$10.1M———
Qube Research & Technologies Ltd
N/A—206,730-206,730-100%$9.1M———
Citadel Advisors LLC
N/A—200,666-200,666-100%$8.8M———
Renaissance Technologies LLC
N/A—196,510-196,510-100%$8.6M———
Charles Schwab Investment Management Inc
N/A—152,908-152,908-100%$6.7M———
AQR Capital Management LLC
N/A—145,264-145,264-100%$6.4M———
HRT Financial LP
N/A—132,131-132,131-100%$5.8M———
Millennium Management LLC
N/A—125,076-125,076-100%$5.5M———
D. E. Shaw & Co., Inc.
N/A—116,828-116,828-100%$5.1M———
Northern Trust Corp
N/A—115,840-115,840-100%$5.1M———
Morgan Stanley
N/A—112,915-112,915-100%$5.0M———
Susquehanna International Group, LLP
N/A—108,941-108,941-100%$4.8M———
Stifel Financial Corp
N/A—94,934-94,934-100%$4.2M———
Vanguard Fiduciary Trust Co
N/A—91,251-91,251-100%$4.0M———
Arrowstreet Capital, Limited Partnership
N/A—73,952-73,952-100%$3.2M———
Goldman Sachs Group Inc
N/A—72,227-72,227-100%$3.2M———
Atom Investors LP
N/A—67,302-67,302-100%$3.0M———
Panagora Asset Management Inc
N/A—66,505-66,505-100%$2.9M———
UBS Group AG
N/A—61,108-61,108-100%$2.7M———
Tudor Investment Corp ET AL
N/A—60,853-60,853-100%$2.7M———
Bank of America Corp
N/A—55,047-55,047-100%$2.4M———
Point72 Asset Management, L.P.
N/A—52,970-52,970-100%$2.3M———
Jain Global LLC
N/A—49,430-49,430-100%$2.2M———
Quantinno Capital Management LP
N/A—41,051-41,051-100%$1.8M———
JPMorgan Chase & Co
N/A—34,091-34,091-100%$1.5M———
WealthTrust Axiom LLC
N/A—32,800-32,800-100%$1.4M———
Martingale Asset Management L P
N/A—32,619-32,619-100%$1.4M———
IEQ Capital, LLC
N/A—31,448-31,448-100%$1.4M———
Penserra Capital Management LLC
N/A—29,087-29,087-100%$1.3M———
Algert Global LLC
N/A—25,141-25,141-100%$1.1M———
LOS Angeles Capital Management LLC
N/A—24,196-24,196-100%$1.1M———
Macquarie Group LTD
N/A—22,338-22,338-100%$979.7K———
Nomura Asset Management International Inc.
N/A—22,338-22,338-100%$980.0K———
Wells Fargo & Company
N/A—21,739-21,739-100%$953.5K———
Price T Rowe Associates Inc
N/A—21,321-21,321-100%$936.0K———
Invesco Ltd.
N/A—20,588-20,588-100%$903.0K———
Nomura Asset Management Co LTD
N/A—20,550-20,550-100%$901.3K———
Horizon Investments, LLC
N/A—19,035-19,035-100%$286.3K———
Rhumbline Advisers
N/A—17,998-17,998-100%$789.4K———
Quantbot Technologies LP
N/A—17,917-17,917-100%$785.8K———
Tocqueville Asset Management L.P.
N/A—17,300-17,300-100%$758.8K———
Wilkinson Global Asset Management LLC
N/A—17,000-17,000-100%$745.6K———
Canada Life Assurance Co
N/A—16,156-16,156-100%$709.0K———
Alliancebernstein L.P.
N/A—15,610-15,610-100%$631.7K———
Public Employees Retirement System of Ohio
N/A—14,602-14,602-100%$640.4K———
Quadrature Capital Ltd
N/A—14,102-14,102-100%$618.5K———
State Board of Administration of Florida Retirement System
N/A—13,600-13,600-100%$596.5K———
Raymond James Financial Inc
N/A—13,447-13,447-100%$589.8K———
Mercer Global Advisors Inc
N/A—10,311-10,311-100%$452.2K———
ExodusPoint Capital Management, LP
N/A—10,292-10,292-100%$451.4K———
Cannell & Spears LLC
N/A—9,983-9,983-100%$437.9K———
Truvestments Capital LLC
N/A—9,421-9,421-100%$413.2K———
FJ Capital Management LLC
N/A—9,409-9,409-100%$412.7K———
Guggenheim Capital LLC
N/A—8,856-8,856-100%$388.4K———
Mariner, LLC
N/A—8,151-8,151-100%$357.5K———
HSBC Holdings PLC
N/A—8,026-8,026-100%$351.5K———
XTX Topco Ltd
N/A—8,016-8,016-100%$351.6K———
MetLife Investment Management, LLC
N/A—7,932-7,932-100%$347.9K———
BNP Paribas Financial Markets
N/A—7,752-7,752-100%$340.0K———
Franklin Resources Inc
N/A—7,668-7,668-100%$336.3K———
Catalyst Funds Management Pty Ltd
N/A—7,202-7,202-100%$315.9K———
Susquehanna Portfolio Strategies, LLC
N/A—6,880-6,880-100%$301.8K———
Marshall Wace, LLP
N/A—6,627-6,627-100%$290.7K———
New York State Common Retirement Fund
N/A—5,609-5,609-100%$246.0K———
Captrust Financial Advisors
N/A—5,600-5,600-100%$245.6K———
Resona Asset Management Co.,Ltd.
N/A—5,519-5,519-100%$242.2K———
Rothschild Investment LLC
N/A—5,059-5,059-100%$221.9K———
Jump Financial, LLC
N/A—4,963-4,963-100%$217.7K———
Ameriprise Financial Inc
N/A—4,946-4,946-100%$216.9K———
Vanguard Global Advisers, LLC
N/A—4,886-4,886-100%$214.3K———
Osaic Holdings, Inc.
N/A—4,002-4,002-100%$175.6K———
Public Employees Retirement Association of Colorado
N/A—3,796-3,796-100%$166.0K———
State of Tennessee, Department of Treasury
N/A—2,919-2,919-100%$128.0K———
Vinva Investment Management Ltd
N/A—2,908-2,908-100%$621.4K———
UBS Asset Management Americas LLC
N/A—2,485-2,485-100%$109.0K———
Royal Bank of Canada
N/A—2,328-2,328-100%$102.0K———
Arax Advisory Partners
N/A—2,108-2,108-100%$92.5K———
Legal & General Group Plc
N/A—1,291-1,291-100%$56.6K———
Ameritas Investment Partners, Inc.
N/A—1,078-1,078-100%$47.3K———
Vision Retirement, LLC
N/A—1,000-1,000-100%$43.9K———
Jones Financial Companies Lllp
N/A—1,000-1,000-100%$42.9K———
Medallion Wealth Advisors, LLC
N/A—626-626-100%$27.5K———
Tower Research Capital LLC (TRC)
N/A—491-491-100%$21.5K———
SHP Wealth Management
N/A—308-308-100%$13.5K———
Altshuler Shaham Ltd
N/A—224-224-100%$33.3K———
Gould Capital, LLC
N/A—200-200-100%$8.8K———
California State Teachers Retirement System
N/A—180-180-100%$7.9K———
Millstone Evans Group, LLC
N/A—140-140-100%$6.1K———
JPL Wealth Management, LLC
N/A—100-100-100%$4.4K———
Quarry LP
N/A—88-88-100%$3.9K———
Smartleaf Asset Management LLC
N/A—73-73-100%$3.2K———
Westend Capital Management, LLC
N/A—73-73-100%$3.2K———
Optiver Holding B.V.
N/A—30-30-100%$1.3K———
Glen Eagle Advisors, LLC
N/A—30-30-100%$1.3K———
Rockefeller Capital Management L.P.
N/A—16-16-100%$702———
Steward Partners Investment Advisory, LLC
N/A—6-6-100%$253———
Keating Financial Advisory Services, Inc.
N/A—2-2-100%$88———
National Bank of Canada
N/A—1-1-100%$44———
Showing 195 of 195 institutions