CHCTCOMMUNITY HEALTHCARE TR INC
CUSIP 20369C106 · Yahoo Finance ↗ · Google Finance ↗
Community Healthcare Tr Inc (CHCT) has 161 institutional holders in Filings Flow’s 13F database, together reporting 22.99M shares worth $358M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Mirae Asset Global Etfs Holdings Ltd..
Institutional Holders
161
Q1 2026
Reported Value
$358M
Ticker
CHCT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 1.65% | $2M | 109.5K | Q4 2025OLDER |
| Phocas Financial Corp.$637M AUM | 0.78% | $5M | 312.5K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.44% | $1M | 76.2K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 0.42% | $7M | 425.6K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.41% | $18M | 1.12M | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.31% | $14M | 912.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.29% | $804,267 | 50.6K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.27% | $423,432 | 26.6K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.27% | $8M | 506.4K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.20% | $353,680 | 22.3K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.18% | $388,284 | 22.6K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.15% | $420,434 | 26.5K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.12% | $6M | 388.6K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.11% | $188,650 | 10.3K | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.11% | $697,857 | 43.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.08% | $349,040 | 21.3K | Q4 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.08% | $403,210 | 24.6K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $258,000 | 15.7K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.05% | $268,310 | 16.9K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.05% | $190,680 | 12.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $32M | 1.99M | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $640,097 | 40.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $597,277 | 37.6K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 0.03% | $157,590 | 10.3K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $267,651 | 16.8K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 0.02% | $5M | 330.0K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.02% | $780,390 | 49.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $844,411 | 53.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $427,778 | 26.3K | Q4 2025OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.02% | $319,389 | 20.1K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $325,602 | 20.5K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.02% | $195,274 | 12.8K | Q3 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.01% | $688,466 | 43.3K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 148.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 537.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $6M | 375.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $876,941 | 55.2K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $533,999 | 33.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 120.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 554.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $198,149 | 12.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $4M | 276.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $247,693 | 15.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $276,234 | 16.8K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $244,100 | 14.9K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $409,994 | 25.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 360.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5M | 288.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $11,392 | 685 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $71,791 | 4.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 881.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $168,148 | 10.6K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $287,219 | 17.5K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $35,866 | 2.3K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $3,575 | 225 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $819,543 | 51.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $77,909 | 4.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 305.8K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $543,867 | 34.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $457,910 | 28.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 71.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 833.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 528.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $217,187 | 13.2K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 286.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $56,518 | 3.4K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 208.6K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $666,767 | 40.6K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $576,283 | 36.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $650,219 | 40.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $857,393 | 54.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $587,489 | 38.4K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $6M | 389.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $249,775 | 15.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $23M | 1.47M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $40,329 | 2.5K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,542 | 160 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $121,272 | 7.6K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $217,931 | 13.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 404.3K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.00% | $179,250 | 11.9K | Q3 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $173,116 | 11.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $488,856 | 30.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $198,682 | 12.1K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 257.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $43M | 2.69M | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $12M | 753.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $466,705 | 29.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $460,810 | 29.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 177.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $46M | 2.80M | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $209,462 | 13.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $772,588 | 48.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $607,101 | 38.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,844 | 116 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $346,433 | 21.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $833,850 | 54.5K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 224.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,244 | 393 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $18M | 1.16M | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $156,961 | 9.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 776.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $229,642 | 14.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,796 | 113 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $10,529 | 576 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $191,254 | 11.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $14,666 | 923 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $247,715 | 15.6K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $223,947 | 14.9K | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $658,212 | 41.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 192.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $85,680 | 5.6K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $3,747 | 205 | Q2 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $334,245 | 20.4K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $337,790 | 21.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $14,412 | 907 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $466,742 | 30.5K | Q3 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $404,988 | 25.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,786 | 490 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $198,128 | 12.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 228.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 120.6K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $311,237 | 19.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $13,348 | 840 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $49,260 | 3.0K | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $119,983 | 7.8K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $188,940 | 12.3K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,732 | 109 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,353 | 211 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $407,768 | 25.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $75,291 | 4.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $18,170 | 1.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 159.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $410,319 | 25.0K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $7,252 | 474 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $392,451 | 24.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,055 | 444 | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $918 | 52 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $662,470 | 41.7K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $29,047 | 1.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $177,301 | 11.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $383,695 | 24.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 78.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $149,271 | 9.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,861 | 180 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 90.6K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $20,085 | 1.3K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $154,795 | 10.1K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $9,518 | 599 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $387,716 | 24.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $379,860 | 23.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $82,100 | 5.0K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $109,419 | 6.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $185,180 | 11.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $398 | 25 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $194,221 | 12.2K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,700 | 107 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $297 | 18.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,453 | 469 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $9,501 | 621 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,097 | 60 | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $4,958 | 312 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $21,833 | 1.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $23,533 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $16,541 | 1.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,195 | 264 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $81,325 | 5.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $190 | 12 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $238 | 15 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $2,447 | 154 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $40,090 | 2.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $12,793 | 850 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,250 | 137 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $4,195 | 264 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $11,123 | 700 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $12,068 | 735 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $20,450 | 1.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $15 | 1 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18,000 | 1.2K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,227 | 266 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $66 | 4 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $35 | 2 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $16 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.