ADTADT INC DEL
CUSIP 00090Q103 · Yahoo Finance ↗ · Google Finance ↗
Adt Inc Del (ADT) has 440 institutional holders in Filings Flow’s 13F database, together reporting 739.08M shares worth $4.9B as of Q1 2026. The largest reported holders are State Farm Mutual Automobile Insurance Co, Apollo Management Holdings, L.P., and Vanguard Group Inc.
Institutional Holders
440
Q1 2026
Reported Value
$4.9B
Ticker
ADT
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Apollo Management Holdings, L.P.$7.6B AUM | 8.81% | $670M | 102.00M | Q1 2026 |
| Ghisallo Capital Management LLC$3.6B AUM | 3.49% | $131M | 15.44M | Q2 2025OLDER |
| Zimmer Partners, LP$4.1B AUM | 2.63% | $100M | 12.37M | Q4 2025OLDER |
| Monashee Investment Management LLC$184M AUM | 2.50% | $5M | 700.0K | Q1 2026 |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 1.43% | $128M | 19.48M | Q1 2026 |
| Arnhold LLC$1.4B AUM | 1.07% | $15M | 2.22M | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 0.80% | $5M | 778.2K | Q1 2026 |
| Mork Capital Management, LLC$141M AUM | 0.71% | $1M | 143.5K | Q4 2025OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.69% | $876M | 133.33M | Q1 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 0.67% | $4M | 520.0K | Q4 2025OLDER |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.66% | $2M | 275.1K | Q4 2025OLDER |
| Greenhouse Funds LLLP$2.2B AUM | 0.65% | $14M | 2.20M | Q1 2026 |
| Neo Ivy Capital Management$379M AUM | 0.62% | $4M | 488.8K | Q4 2025OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.57% | $2M | 173.2K | Q3 2025OLDER |
| Partners Group Holding AG$1.4B AUM | 0.54% | $7M | 1.11M | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.51% | $9M | 1.38M | Q1 2026 |
| Burkehill Global Management, LP$2.0B AUM | 0.49% | $10M | 1.50M | Q1 2026 |
| Steadtrust LLC$198M AUM | 0.43% | $553,091 | 65.3K | Q4 2025OLDER |
| LSV ASSET MANAGEMENT$46.4B AUM | 0.42% | $196M | 29.78M | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.41% | $6M | 709.9K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.40% | $1M | 150.4K | Q3 2025OLDER |
| Bracebridge Capital, LLC$3.7B AUM | 0.37% | $14M | 2.13M | Q1 2026 |
| Capricorn Fund Managers Ltd$641M AUM | 0.37% | $1M | 125.0K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.35% | $7M | 1.09M | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.32% | $3M | 335.1K | Q3 2025OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.31% | $46M | 7.05M | Q1 2026 |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.28% | $589,249 | 89.7K | Q1 2026 |
| Convergence Investment Partners, LLC$611M AUM | 0.27% | $1M | 165.4K | Q4 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.25% | $14M | 2.07M | Q1 2026 |
| HENNESSY ADVISORS INC$2.8B AUM | 0.25% | $7M | 1.05M | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.24% | $697,053 | 80.0K | Q3 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.24% | $302,403 | 37.5K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.24% | $45M | 6.86M | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.23% | $1M | 170.2K | Q3 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.23% | $6M | 978.8K | Q1 2026 |
| LEE DANNER & BASS INC$1.6B AUM | 0.22% | $4M | 543.9K | Q1 2026 |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.22% | $3M | 500.0K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 0.21% | $635,577 | 78.8K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.20% | $509,681 | 77.6K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.19% | $3M | 503.4K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.18% | $4M | 502.3K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.18% | $10M | 1.12M | Q3 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.18% | $547,291 | 67.8K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.18% | $261,565 | 39.8K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.18% | $3M | 498.2K | Q1 2026 |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.18% | $3M | 403.1K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.18% | $469,446 | 71.5K | Q1 2026 |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.17% | $549,469 | 83.6K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.17% | $434,882 | 49.9K | Q3 2025OLDER |
| NDVR, Inc.$121M AUM | 0.17% | $204,833 | 25.4K | Q4 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.17% | $1M | 126.2K | Q3 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.16% | $1M | 215.0K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.16% | $3M | 383.9K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.15% | $11M | 1.22M | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.15% | $5M | 595.2K | Q3 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.14% | $278,391 | 34.5K | Q4 2025OLDER |
| Pacer Advisors, Inc.$35.6B AUM | 0.14% | $55M | 6.84M | Q4 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.14% | $544,288 | 62.5K | Q3 2025OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.13% | $492,421 | 75.0K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.13% | $650,264 | 80.6K | Q4 2025OLDER |
| CFC Planning Co LLC$140M AUM | 0.13% | $170,471 | 21.1K | Q4 2025OLDER |
| Redwood Investment Management, LLC$805M AUM | 0.13% | $1M | 158.6K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.13% | $138,285 | 21.0K | Q1 2026 |
| waypoint wealth counsel$193M AUM | 0.12% | $237,283 | 36.1K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.12% | $428,877 | 53.1K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.12% | $2M | 330.6K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.12% | $357,283 | 54.4K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.11% | $255,924 | 31.7K | Q4 2025OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.11% | $258,989 | 35.9K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $464,000 | 57.5K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.10% | $812,643 | 123.7K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.10% | $187,831 | 22.2K | Q2 2025OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.10% | $3M | 355.7K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.10% | $83M | 12.60M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.10% | $220M | 33.55M | Q1 2026 |
| denkapparat Operations GmbH$242M AUM | 0.10% | $243,175 | 37.0K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.10% | $246,858 | 29.1K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.09% | $209,314 | 25.5K | Q4 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.09% | $221,441 | 27.4K | Q4 2025OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.09% | $4M | 569.2K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.08% | $317,790 | 48.4K | Q1 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.08% | $2M | 229.6K | Q3 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.08% | $277,544 | 34.4K | Q4 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.08% | $156,441 | 18.5K | Q2 2025OLDER |
| Williams & Novak, LLC$151M AUM | 0.08% | $103,104 | 15.7K | Q1 2026 |
| Nova R Wealth, Inc.$313M AUM | 0.07% | $231,637 | 35.3K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.07% | $1M | 194.4K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.07% | $11M | 1.71M | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $23M | 3.49M | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $945,933 | 144.0K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.07% | $851,000 | 97.7K | Q3 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.07% | $6M | 844.9K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.07% | $1M | 160.0K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.07% | $2M | 228.0K | Q4 2025OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.07% | $481,158 | 55.2K | Q3 2025OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.07% | $87,480 | 13.3K | Q1 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 0.07% | $137,555 | 16.9K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 0.06% | $103,951 | 15.8K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.06% | $1M | 200.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.06% | $14M | 2.11M | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.06% | $1M | 202.7K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.06% | $4M | 647.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $414,082 | 47.5K | Q3 2025OLDER |
| EMC Capital Management$225M AUM | 0.06% | $137,000 | 16.9K | Q1 2026 |
| 111 Capital$406M AUM | 0.06% | $278,294 | 34.5K | Q4 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.06% | $146,014 | 17.2K | Q2 2025OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.06% | $348,565 | 40.0K | Q3 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.06% | $22M | 2.57M | Q2 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $389,523 | 48.3K | Q4 2025OLDER |
| ALGERT GLOBAL LLC$6.6B AUM | 0.06% | $4M | 569.0K | Q1 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.05% | $428,433 | 54.0K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.05% | $262M | 39.89M | Q1 2026 |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.05% | $201,331 | 30.6K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.05% | $134,364 | 20.5K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $782,814 | 97.0K | Q4 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.05% | $121,493 | 15.1K | Q4 2025OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.05% | $90,053 | 10.3K | Q3 2025OLDER |
| AXA S.A.$256M AUM | 0.05% | $17M | 2.06M | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.05% | $16M | 1.97M | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.05% | $18M | 2.09M | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.05% | $3M | 452.4K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.05% | $45M | 6.85M | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $495,004 | 75.3K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.05% | $3M | 410.8K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.05% | $10M | 1.55M | Q1 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.04% | $104,184 | 12.9K | Q4 2025OLDER |
| Aristides Capital LLC$462M AUM | 0.04% | $203,709 | 31.0K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $246,009 | 38.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $133M | 16.42M | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.04% | $2M | 202.9K | Q3 2025OLDER |
| PARK CIRCLE Co$108M AUM | 0.04% | $45,635 | 6.9K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.04% | $118,177 | 13.6K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $6M | 766.0K | Q4 2025OLDER |
| VARCOV Co.$268M AUM | 0.04% | $105,023 | 13.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 228.1K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $24M | 3.64M | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 0.04% | $218,839 | 25.1K | Q3 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $525,605 | 79.9K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.04% | $1M | 128.3K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 163.0K | Q1 2026 |
| Empirical Finance, LLC$2.1B AUM | 0.04% | $766,029 | 116.6K | Q1 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.04% | $104,667 | 15.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $2M | 230.8K | Q1 2026 |
| Kapitalo Investimentos Ltda$531M AUM | 0.04% | $161,718 | 19.1K | Q2 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.03% | $196,805 | 23.2K | Q2 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.03% | $116,992 | 17.8K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.03% | $76,000 | 11.4K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.03% | $154,137 | 19.1K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $982,684 | 121.8K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.03% | $273,930 | 41.7K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $28M | 3.16M | Q3 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.03% | $182,370 | 20.9K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $2M | 231.6K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $40M | 6.03M | Q1 2026 |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 0.03% | $215,000 | 32.6K | Q1 2026 |
| Sagewood Asset Management LP$319M AUM | 0.03% | $85,728 | 10.6K | Q4 2025OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.03% | $151,465 | 23.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 262.8K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $789,431 | 120.2K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.03% | $138,752 | 21.1K | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $240,672 | 36.6K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.03% | $180,704 | 22.4K | Q1 2026 |
| Monument Capital Management$399M AUM | 0.03% | $111,549 | 12.8K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $27M | 3.37M | Q4 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.03% | $245,108 | 28.1K | Q3 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.03% | $1M | 101.9K | Q3 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $170,894 | 19.9K | Q3 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $1M | 225.3K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 164.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.03% | $14M | 2.06M | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 0.03% | $83,230 | 10.3K | Q4 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.03% | $938,853 | 142.9K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $254,567 | 29.2K | Q3 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.02% | $166,518 | 19.1K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $235,232 | 35.8K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.02% | $144,303 | 22.0K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.02% | $2M | 339.0K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $307,765 | 46.8K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.02% | $147,983 | 17.0K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.02% | $33,788 | 5.1K | Q1 2026 |
| Fielder Capital Group LLC$459M AUM | 0.02% | $101,524 | 11.7K | Q3 2025OLDER |
| Frec Markets, Inc.$587M AUM | 0.02% | $135,217 | 20.6K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.02% | $409,823 | 47.1K | Q3 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.02% | $130,743 | 19.9K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $291,044 | 44.3K | Q1 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 0.02% | $1M | 190.4K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $2M | 278.8K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.02% | $1M | 116.3K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 227.3K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $7M | 1.09M | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 211.4K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.02% | $103,526 | 11.9K | Q3 2025OLDER |
| Abundance Wealth Counselors$697M AUM | 0.02% | $136,144 | 20.7K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 222.7K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $223,505 | 34.0K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.02% | $95,967 | 11.0K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $4M | 601.9K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $6M | 923.3K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.02% | $65,957 | 10.0K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $11M | 1.61M | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $199,832 | 22.7K | Q3 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.02% | $807,000 | 100.0K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.02% | $89,579 | 11.0K | Q4 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $211,666 | 32.2K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 123.2K | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $9M | 1.06M | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $14M | 2.11M | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $156,639 | 19.4K | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.02% | $94,845 | 14.4K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.02% | $2M | 342.0K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $301M | 45.77M | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 529.4K | Q3 2025OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.02% | $83,117 | 12.7K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $4M | 466.4K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $152,785 | 23.3K | Q1 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.02% | $93,025 | 14.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 864.0K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $163,718 | 24.9K | Q1 2026 |
| Optas, LLC$661M AUM | 0.01% | $96,868 | 14.7K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.01% | $108,494 | 13.4K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $465,964 | 70.9K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $906,079 | 137.9K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.01% | $85,239 | 13.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 1.35M | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.01% | $153,121 | 22.8K | Q1 2026 |
| Employees Retirement System of Texas$11.4B AUM | 0.01% | $2M | 208.7K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.01% | $90,830 | 13.8K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $652,421 | 99.3K | Q1 2026 |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.01% | $712,478 | 81.8K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $422,992 | 63.9K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $764,002 | 90.4K | Q2 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $756,607 | 100.5K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.01% | $210,076 | 32.0K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $118,418 | 18.0K | Q1 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $957,708 | 110.0K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 874.5K | Q3 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $249,897 | 38.0K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 217.2K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $12M | 1.76M | Q1 2026 |
| Family Manage LLC$834M AUM | 0.01% | $95,105 | 11.8K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.01% | $209,261 | 31.9K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 204.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $962,505 | 146.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $144,645 | 22.0K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 128.3K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $355,975 | 50.2K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $214,813 | 32.7K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 231.5K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $946,776 | 144.1K | Q1 2026 |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $8M | 1.18M | Q1 2026 |
| SEB Asset Management AB$23.4B AUM | 0.01% | $3M | 388.7K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.01% | $89,767 | 13.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $483,240 | 66.3K | Q1 2026 |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $1M | 175.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $22M | 3.39M | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $8M | 1.17M | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 224.0K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 248.6K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $362,895 | 55.2K | Q1 2026 |
| American Trust$1.1B AUM | 0.01% | $121,349 | 15.0K | Q4 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.01% | $72,644 | 11.1K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $762,948 | 116.1K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.01% | $71,896 | 10.9K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $18M | 2.75M | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $3M | 468.8K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.01% | $171,913 | 20.3K | Q2 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $390,060 | 44.8K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $6M | 887.6K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $13M | 1.98M | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $81,533 | 12.4K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $80,048 | 12.2K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $8M | 1.19M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $7M | 1.04M | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.01% | $148,915 | 17.1K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 214.5K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $16M | 2.46M | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.01% | $84,773 | 12.9K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $9M | 1.41M | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $1M | 168.7K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $2M | 225.2K | Q3 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $223,000 | 34.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 1.25M | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.01% | $11,031 | 1.7K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $254,621 | 38.8K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.01% | $120,980 | 18.4K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $42,350 | 5.0K | Q2 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.01% | $67,079 | 10.2K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.01% | $112,327 | 17.1K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $515M | 63.79M | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $735,831 | 112.0K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.01% | $13,631 | 2.1K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.01% | $114,258 | 17.2K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 1.03M | Q1 2026 |
| CX Institutional$3.5B AUM | 0.01% | $237,000 | 36.0K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 285.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 599.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $412M | 62.76M | Q1 2026 |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $8M | 1.18M | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.01% | $126,394 | 19.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $233,122 | 35.5K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $105,613 | 16.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $12M | 1.76M | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $309,888 | 38.4K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $118,476 | 14.7K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 139.2K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $10M | 1.58M | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.01% | $88,703 | 10.2K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 710.7K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.01% | $153,385 | 23.1K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $8M | 1.15M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $43M | 6.57M | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $828,000 | 126.0K | Q1 2026 |
| PineBridge Investments, L.P.$13.5B AUM | 0.01% | $863,718 | 99.2K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $3M | 532.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 2.27M | Q1 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM | 0.01% | $102,000 | 12.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 786.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $805,725 | 122.6K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $16,682 | 2.5K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.01% | $100,948 | 12.5K | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.01% | $65,945 | 10.0K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $3M | 499.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $32M | 4.87M | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $475,743 | 59.0K | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $2M | 194.8K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $967,597 | 147.3K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 216.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $724,848 | 110.3K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $541,466 | 82.4K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $22M | 3.38M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $20M | 3.01M | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $1M | 222.8K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 236.1K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $21M | 3.14M | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $157,250 | 18.1K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $944,471 | 143.8K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 190.9K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $350,713 | 53.4K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $388,661 | 59.2K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $613,184 | 70.4K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.00% | $74,392 | 11.3K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.00% | $923,337 | 114.4K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.00% | $69,399 | 10.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 378.4K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $73M | 11.10M | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $382,013 | 58.1K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $126M | 18.96M | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $3M | 384.3K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 616.0K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.00% | $98,938 | 15.1K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $28M | 4.24M | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $1M | 168.2K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $91,630 | 10.5K | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $237,558 | 36.2K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.00% | $82,685 | 10.2K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $825,494 | 125.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 152.8K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $69M | 8.50M | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $9,894 | 1.2K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $110,166 | 16.8K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 1.06M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $958,805 | 118.8K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $174,070 | 26.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $16M | 2.41M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 1.30M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $147M | 22.32M | Q1 2026 |
| Boston Partners$95.5B AUM | 0.00% | $3M | 524.0K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 383.7K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.00% | $154,848 | 23.6K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $238,994 | 27.4K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 1.71M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 350.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $418,883 | 63.8K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.00% | $98,399 | 15.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $3M | 461.7K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $188,245 | 28.7K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $958,000 | 145.8K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $976,157 | 148.6K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $32,850 | 5.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $24M | 3.58M | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $6M | 901.7K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $4M | 508.4K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $238,345 | 29.5K | Q4 2025OLDER |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $2M | 231.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 165.4K | Q4 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $198,000 | 30.1K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $303,173 | 46.1K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.00% | $784,366 | 119.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $168,304 | 25.6K | Q1 2026 |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.00% | $341,548 | 52.0K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.00% | $4,000 | 590 | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $105,079 | 13.0K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $360,903 | 54.9K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 178.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $148,463 | 22.6K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 476.8K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 176.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $74,543 | 11.3K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $907,744 | 138.2K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $1M | 159.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 577.2K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $17M | 2.55M | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.00% | $117,505 | 13.9K | Q2 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $1M | 155.7K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $37,625 | 4.4K | Q2 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $111,079 | 16.9K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 753.9K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $3M | 412.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 3.13M | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $6,670 | 1.0K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $84,839 | 10.0K | Q3 2025OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.00% | $186,022 | 23.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $82,427 | 12.5K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $586,051 | 89.2K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10M | 1.59M | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $257,971 | 39.3K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $89,398 | 13.6K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $112,518 | 17.1K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $972,905 | 148.1K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $3,167 | 482 | Q1 2026 |
| Chicago Capital, LLC$3.7B AUM | 0.00% | $84,700 | 10.0K | Q2 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $105,765 | 13.1K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $108,138 | 13.4K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 156.1K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $922,993 | 140.5K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $25,000 | 2.9K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $15,703 | 2.4K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $72,152 | 11.0K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $10,834 | 1.6K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $7,168 | 1.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 164.9K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $177,298 | 27.0K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 1.19M | Q1 2026 |
| Deseret Mutual Benefit Administrators$294M AUM | 0.00% | $4,250 | 488 | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 155.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 236.6K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,042 | 463 | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $246,296 | 37.5K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $89,020 | 11.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $33M | 4.99M | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $343,972 | 52.4K | Q1 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $398,400 | 49.4K | Q4 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $94,049 | 14.1K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.00% | $35,905 | 5.5K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 490.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $10,973 | 1.3K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $431,533 | 49.3K | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $6,307 | 960 | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $112,511 | 17.1K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.00% | $12,000 | 1.4K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $111,604 | 13.1K | Q2 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $913,679 | 104.9K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $368,216 | 56.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $204,347 | 31.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $307,561 | 46.8K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $108,412 | 16.3K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $340,455 | 42.2K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $84,428 | 10.5K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $112,327 | 17.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $67,329 | 10.2K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $397,000 | 45.6K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $258,009 | 39.3K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 388.1K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $5,881 | 895 | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $71,724 | 10.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $141,957 | 21.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $5,841 | 889 | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $197,212 | 30.0K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $675,659 | 102.8K | Q1 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.00% | $95,192 | 10.9K | Q3 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $753,000 | 114.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $299,905 | 37.2K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $22,055 | 3.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $39,400 | 6.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $142,920 | 17.7K | Q4 2025OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $606,299 | 75.1K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $205,473 | 23.6K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $81,508 | 12.4K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $154,664 | 23.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $162,989 | 24.8K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $198,690 | 30.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $674,518 | 110.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $83,670 | 10.4K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $200,385 | 30.5K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $5,738 | 711 | Q4 2025OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $1,333 | 153 | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $552,874 | 69.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $48,953 | 7.5K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $8,502 | 1.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 1.18M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 491.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $18,416 | 2.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $69,067 | 10.5K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $539,811 | 62.0K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $970,803 | 147.8K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $256,831 | 31.8K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $228,170 | 34.7K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $140,870 | 17.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 1.64M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 155.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.