AEGAEGON LTD
CUSIP 0076CA104 · Yahoo Finance ↗ · Google Finance ↗
Aegon Ltd (AEG) has 284 institutional holders in Filings Flow’s 13F database, together reporting 129.08M shares worth $937M as of Q1 2026. The largest reported holders are Dodge & Cox, Dimensional Fund Advisors LP, and Morgan Stanley.
Institutional Holders
284
Q1 2026
Reported Value
$937M
Ticker
AEG
Quarters Tracked
11
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DODGE & COX$182.0B AUM | 0.20% | $367M | 50.56M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $85M | 11.74M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $76M | 10.52M | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $41M | 5.63M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $38M | 5.29M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 4.56M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $24M | 3.30M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 2.74M | Q1 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 2.87% | $19M | 2.53M | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 2.45M | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 2.03% | $15M | 2.11M | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 1.74M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $11M | 1.50M | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $11M | 1.45M | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.02% | $11M | 1.36M | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $10M | 1.39M | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $9M | 1.23M | Q1 2026 |
| GRACE & WHITE INC /NY$566M AUM | 1.42% | $8M | 1.11M | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.44% | $8M | 1.04M | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 1.05M | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.70% | $7M | 900.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.17% | $6M | 885.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 786.6K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 788.7K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.08% | $6M | 782.7K | Q1 2026 |
| XY Capital Ltd$101M AUM | 2.88% | $5M | 685.5K | Q3 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.09% | $5M | 648.6K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.04% | $5M | 644.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $4M | 613.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 559.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $4M | 536.2K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 532.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 525.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 501.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 438.7K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 413.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $3M | 385.1K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.57% | $3M | 344.3K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 362.4K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 346.4K | Q1 2026 |
| Transmarket Holdings LP$137M AUM | 1.82% | $2M | 322.9K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $2M | 323.3K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2M | 314.6K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 304.6K | Q1 2026 |
| Employees Retirement System of Texas$11.4B AUM | 0.02% | $2M | 276.4K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 301.3K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $2M | 297.9K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $2M | 268.8K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 259.4K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 237.7K | Q4 2025OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.13% | $2M | 237.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 228.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 220.9K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 209.5K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 204.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $1M | 184.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 201.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 200.4K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $1M | 199.9K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.06% | $1M | 179.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 191.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 183.1K | Q2 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 177.7K | Q1 2026 |
| Dorsey Wright & Associates$807M AUM | 0.28% | $1M | 166.0K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 153.1K | Q3 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.35% | $1M | 153.1K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 163.8K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 163.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 163.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 153.3K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 152.9K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $1M | 140.7K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 142.0K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.45% | $969,310 | 133.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $968,356 | 133.4K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $911,754 | 125.6K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $892,124 | 115.7K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $883,600 | 121.7K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $883,000 | 122.1K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $864,550 | 119.1K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.14% | $856,797 | 111.1K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $855,821 | 117.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $834,835 | 115.0K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $816,460 | 112.5K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $800,446 | 110.3K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.08% | $741,296 | 102.4K | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $722,762 | 99.6K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $713,783 | 98.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $676,836 | 93.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $660,244 | 90.9K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.04% | $644,310 | 88.7K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $638,000 | 87.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $598,234 | 82.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $593,403 | 81.7K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $578,581 | 79.7K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $545,771 | 75.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $536,000 | 73.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $530,647 | 73.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $521,177 | 71.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $519,816 | 71.6K | Q1 2026 |
| OLIO Financial Planning$361M AUM | 0.14% | $515,526 | 71.0K | Q1 2026 |
| Bayesian Capital Management, LP$82M AUM | 0.10% | $511,360 | 64.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $506,860 | 69.8K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.01% | $506,000 | 69.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $505,000 | 69.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $494,522 | 68.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $481,576 | 66.3K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $476,619 | 65.7K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.02% | $461,736 | 63.6K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $457,286 | 63.0K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $444,842 | 61.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $441,112 | 63.7K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.00% | $431,229 | 59.4K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.08% | $425,233 | 58.6K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $418,046 | 54.6K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $412,000 | 56.9K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $411,163 | 56.6K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $410,631 | 56.6K | Q1 2026 |
| Lester Murray Antman dba SimplyRich$391M AUM | 0.10% | $409,000 | 56.4K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $393,688 | 54.2K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $390,719 | 53.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $378,290 | 52.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $371,611 | 51.2K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $366,649 | 47.6K | Q4 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.08% | $349,749 | 45.4K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $344,357 | 47.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $331,855 | 45.7K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.10% | $323,132 | 40.4K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $309,842 | 40.2K | Q4 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.06% | $308,893 | 40.1K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $303,064 | 41.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $298,945 | 41.2K | Q1 2026 |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.06% | $293,899 | 40.5K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.08% | $274,660 | 37.8K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.08% | $274,660 | 37.8K | Q1 2026 |
| AR ASSET MANAGEMENT INC$517M AUM | 0.05% | $266,000 | 36.7K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $258,957 | 35.7K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $257,803 | 35.5K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $254,637 | 35.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $250,678 | 31.4K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $248,046 | 34.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $242,083 | 33.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $241,249 | 33.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $241,119 | 33.2K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.03% | $240,930 | 33.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $237,172 | 34.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $233,504 | 32.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $233,298 | 32.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $220,438 | 27.6K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $219,659 | 29.8K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 0.15% | $219,608 | 30.2K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $214,524 | 26.8K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $214,371 | 29.3K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $213,206 | 27.7K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $212,657 | 27.6K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $212,105 | 29.2K | Q1 2026 |
| Shilanski & Associates, Inc.$376M AUM | 0.06% | $207,181 | 25.9K | Q3 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $202,830 | 27.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $202,590 | 27.9K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.02% | $197,235 | 27.2K | Q2 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $195,933 | 27.0K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $192,750 | 25.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $191,991 | 26.4K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.07% | $191,717 | 24.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $191,518 | 26.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $187,076 | 25.8K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.15% | $179,808 | 24.8K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $179,460 | 24.7K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.01% | $174,603 | 24.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $173,961 | 24.0K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $173,954 | 22.4K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $172,726 | 23.8K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $161,447 | 20.9K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $160,727 | 20.1K | Q3 2025OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.07% | $159,961 | 30.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $159,589 | 22.0K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $157,738 | 21.7K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $156,090 | 21.5K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $151,343 | 20.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $150,987 | 20.8K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.03% | $150,935 | 20.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $148,373 | 20.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $147,262 | 20.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $146,444 | 19.0K | Q4 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.00% | $146,000 | 18.9K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $145,527 | 20.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $144,561 | 19.9K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $143,429 | 18.6K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $138,340 | 19.1K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.02% | $137,631 | 17.9K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $136,136 | 17.7K | Q4 2025OLDER |
| Calydon Capital$613M AUM | 0.02% | $130,244 | 17.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $128,098 | 17.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $123,050 | 16.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $122,628 | 15.9K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $122,621 | 16.9K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $118,665 | 16.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $117,707 | 16.2K | Q1 2026 |
| May Hill Capital, LLC$398M AUM | 0.03% | $117,220 | 16.1K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.04% | $116,130 | 16.0K | Q2 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $115,623 | 14.5K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $115,268 | 15.9K | Q2 2025OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.01% | $113,005 | 14.4K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $112,893 | 15.6K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $109,082 | 15.0K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $108,863 | 15.0K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $107,123 | 14.8K | Q1 2026 |
| Boit C F David$225M AUM | 0.05% | $106,686 | 14.7K | Q1 2026 |
| Clarius Group, LLC$1.8B AUM | 0.01% | $105,411 | 13.7K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.02% | $105,404 | 13.2K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $104,872 | 14.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.01% | $104,660 | 14.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $103,924 | 15.1K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $103,776 | 13.0K | Q3 2025OLDER |
| Henry James International Management Inc.$334M AUM | 0.04% | $103,528 | 14.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $103,244 | 14.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $102,959 | 14.2K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.02% | $102,944 | 13.4K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $101,134 | 13.9K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.00% | $98,598 | 13.6K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.01% | $97,705 | 13.5K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.01% | $97,524 | 13.4K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $97,310 | 13.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $96,384 | 12.1K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $94,997 | 13.1K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $94,162 | 12.2K | Q4 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.00% | $93,284 | 12.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $91,411 | 12.6K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $90,990 | 11.4K | Q3 2025OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.03% | $90,285 | 12.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $89,253 | 11.6K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $87,838 | 12.1K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $87,570 | 11.4K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 0.02% | $87,097 | 12.0K | Q2 2025OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.07% | $86,668 | 11.2K | Q4 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $86,221 | 11.2K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $86,183 | 11.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $85,574 | 11.8K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.00% | $85,267 | 10.8K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $85,000 | 10.7K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $84,589 | 11.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $84,533 | 11.0K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.01% | $83,584 | 11.5K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.00% | $83,526 | 10.7K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $83,322 | 10.8K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $83,313 | 10.8K | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $83,032 | 10.4K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $82,345 | 10.3K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $81,998 | 11.3K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $81,609 | 11.2K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 0.02% | $81,573 | 11.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $81,269 | 11.2K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.02% | $79,922 | 10.4K | Q4 2025OLDER |
| Canopy Partners, LLC$291M AUM | 0.03% | $79,308 | 10.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $78,292 | 10.8K | Q1 2026 |
| Quantessence Capital LLC$21M AUM | 0.90% | $77,856 | 10.1K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $77,846 | 10.7K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $74,377 | 10.3K | Q2 2025OLDER |
| WRAPMANAGER INC$288M AUM | 0.02% | $73,891 | 10.2K | Q2 2025OLDER |
| Stronghold Wealth Management L.L.C.$66M AUM | 0.11% | $73,725 | 10.2K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $72,600 | 10.0K | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.04% | $70,364 | 9.7K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $67,591 | 9.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $67,347 | 9.1K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $56,590 | 7.8K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $54,414 | 7.5K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.01% | $50,820 | 7.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $41,945 | 5.8K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $41,309 | 5.7K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $40,200 | 5.0K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $38,000 | 5.2K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $37,387 | 5.2K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $32,029 | 4.4K | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $30,681 | 4.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $29,636 | 4.1K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $24,270 | 3.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,890 | 3.3K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $22,346 | 3.0K | Q1 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $21,951 | 2.7K | Q3 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.02% | $21,908 | 3.0K | Q2 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $19,111 | 2.9K | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $17,083 | 2.4K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $16,531 | 2.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $16,284 | 2.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $15,189 | 1.9K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $14,872 | 2.0K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $14,346 | 2.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,215 | 2.0K | Q1 2026 |
| William B. Walkup & Associates, Inc.$167M AUM | 0.01% | $13,799 | 2.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $12,705 | 1.8K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $12,671 | 1.6K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $12,626 | 1.7K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,161 | 1.7K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.01% | $11,435 | 1.6K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $10,890 | 1.5K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,031 | 1.3K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $9,431 | 1.3K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.00% | $9,140 | 1.3K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $9,068 | 1.2K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $8,742 | 1.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,574 | 1.2K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $8,277 | 1.1K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $8,008 | 1.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,906 | 1.1K | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $7,565 | 1.0K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $7,406 | 1.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $7,275 | 1.0K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $7,240 | 1.0K | Q2 2025OLDER |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $7,238 | 997 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,092 | 977 | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.00% | $6,752 | 930 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,559 | 906 | Q2 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $6,411 | 883 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,070 | 836 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,793 | 725 | Q3 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.00% | $5,184 | 714 | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $5,173 | 671 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,004 | 679 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,494 | 550 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $4,087 | 563 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,066 | 560 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,059 | 559 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $4,051 | 558 | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $3,810 | 525 | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $3,637 | 501 | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $3,405 | 469 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,238 | 446 | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $3,205 | 416 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,158 | 435 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,987 | 411 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $2,889 | 398 | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 0.00% | $2,570 | 354 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $2,527 | 349 | Q2 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,447 | 337 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,174 | 272 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,061 | 258 | Q3 2025OLDER |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $2,000 | 281 | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 0.00% | $2,000 | 333 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1,946 | 268 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,895 | 261 | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,880 | 259 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,699 | 234 | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $1,604 | 221 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,465 | 190 | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $1,336 | 184 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $1,273 | 173 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,118 | 154 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,097 | 151 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,083 | 149 | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $975 | 122 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $915 | 126 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $847 | 117 | Q2 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $791 | 109 | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $770 | 106 | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $762 | 105 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $748 | 103 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $741 | 102 | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $694 | 90 | Q4 2025OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.00% | $682 | 94 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $610 | 84 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $523 | 72 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $522 | 72 | Q2 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $446 | 62 | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $356 | 49 | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $350 | 45 | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $262 | 36 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $247 | 34 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $232 | 32 | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $196 | 27 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $193 | 25 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $166 | 23 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $131 | 18 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $102 | 14 | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $85 | 11 | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $80 | 11 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $73 | 10 | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $15 | 2 | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $15 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.