ABCBAMERIS BANCORP
CUSIP 03076K108 · Yahoo Finance ↗ · Google Finance ↗
Ameris Bancorp (ABCB) has 378 institutional holders in Filings Flow’s 13F database, together reporting 63.51M shares worth $4.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.
Institutional Holders
377
Q1 2026
Reported Value
$4.9B
Ticker
ABCB
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| North Reef Capital Management LP$2.9B AUM | 9.19% | $267M | 3.42M | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 2.22% | $206M | 2.65M | Q1 2026 |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.69% | $9M | 110.0K | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 1.67% | $11M | 136.7K | Q1 2026 |
| Penn Capital Management Company, LLC$1.3B AUM | 1.59% | $21M | 263.0K | Q1 2026 |
| Davis Asset Management, L.P.$3.5B AUM | 1.40% | $48M | 621.8K | Q1 2026 |
| FJ Capital Management LLC$888M AUM | 1.18% | $11M | 134.9K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 0.88% | $5M | 66.4K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.77% | $2M | 25.5K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.76% | $53M | 677.6K | Q1 2026 |
| Cutler Capital Management, LLC$370M AUM | 0.67% | $2M | 31.9K | Q1 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 0.65% | $10M | 134.3K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.61% | $85M | 1.10M | Q1 2026 |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.61% | $21M | 263.5K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.45% | $6M | 67.1K | Q1 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.42% | $42M | 542.0K | Q1 2026 |
| Gator Capital Management, LLC$489M AUM | 0.41% | $2M | 26.0K | Q1 2026 |
| Persistent Asset Partners Ltd$268M AUM | 0.41% | $1M | 14.0K | Q1 2026 |
| De Lisle Partners LLP$836M AUM | 0.34% | $3M | 36.9K | Q1 2026 |
| EJF Capital LP$142M AUM | 0.28% | $395,487 | 5.1K | Q1 2026 |
| SALZHAUER MICHAEL$212M AUM | 0.27% | $575,254 | 7.4K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.26% | $389,638 | 5.0K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.26% | $3M | 35.0K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.25% | $1M | 17.4K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.24% | $475,804 | 7.4K | Q2 2025OLDER |
| Scott Marsh Financial, LLC$270M AUM | 0.23% | $625,148 | 9.7K | Q2 2025OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.22% | $3M | 43.1K | Q1 2026 |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.21% | $7M | 89.2K | Q3 2025OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.21% | $711,971 | 9.1K | Q1 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.20% | $5M | 69.3K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.20% | $571,582 | 7.7K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.19% | $4M | 53.4K | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.17% | $694,233 | 8.9K | Q1 2026 |
| Jacksonville Wealth Management, LLC$148M AUM | 0.17% | $252,277 | 3.2K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.17% | $30M | 384.7K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.16% | $5M | 61.9K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.15% | $885,744 | 11.9K | Q4 2025OLDER |
| Gibbs Wealth Management$762M AUM | 0.14% | $1M | 13.4K | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 0.13% | $350,955 | 4.5K | Q1 2026 |
| Palmer Knight Co$205M AUM | 0.12% | $242,471 | 3.1K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.11% | $1M | 14.6K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.11% | $435,731 | 5.6K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.10% | $3M | 41.0K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.10% | $12M | 150.0K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.10% | $21M | 284.3K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.10% | $8M | 97.1K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.10% | $415,541 | 5.6K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.10% | $2M | 26.7K | Q1 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.10% | $29M | 374.7K | Q1 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.10% | $6M | 75.0K | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.09% | $429,220 | 6.6K | Q2 2025OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.09% | $653,697 | 8.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.09% | $19M | 261.6K | Q4 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.09% | $833,869 | 10.7K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.09% | $4M | 46.5K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.09% | $1M | 16.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.08% | $8M | 125.1K | Q2 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.08% | $1M | 14.5K | Q4 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.08% | $560,448 | 7.2K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.08% | $272,497 | 3.7K | Q4 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.07% | $108M | 1.39M | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.07% | $452,732 | 5.8K | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.07% | $10M | 138.2K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.07% | $3M | 39.9K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $304M | 3.90M | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.06% | $4M | 45.2K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.06% | $2M | 27.8K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.06% | $307,359 | 3.9K | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 0.06% | $236,700 | 3.0K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $331,681 | 4.3K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.06% | $8M | 105.4K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.06% | $18M | 229.8K | Q1 2026 |
| Impax Asset Management Group plc$14.3B AUM | 0.05% | $8M | 100.0K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $273,745 | 3.5K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $3M | 44.0K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $515,879 | 6.9K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.05% | $443,373 | 5.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.04% | $3M | 33.1K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.04% | $5M | 67.5K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $82M | 1.06M | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 28.0K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.04% | $728,343 | 9.8K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.04% | $225M | 2.89M | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.04% | $11M | 138.8K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $1M | 14.7K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $6M | 78.8K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $77M | 993.0K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 28.5K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.04% | $24M | 308.9K | Q1 2026 |
| Sciencast Management LP$785M AUM | 0.04% | $301,197 | 3.9K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $932,136 | 12.0K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.04% | $4M | 48.4K | Q1 2026 |
| Guardian Partners Inc.$1.2B AUM | 0.04% | $445,947 | 5.7K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 61.9K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $367,625 | 5.7K | Q2 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $21M | 270.8K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.04% | $51,863 | 665 | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $54M | 691.7K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $3M | 33.4K | Q1 2026 |
| First Eagle Investment Management, LLC$59.0B AUM | 0.03% | $19M | 247.5K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $24M | 311.1K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.03% | $8M | 103.9K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $78,808 | 1.1K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.03% | $202M | 2.60M | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.03% | $345,369 | 5.3K | Q2 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $511,146 | 6.6K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $569,942 | 8.8K | Q2 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.03% | $54,836 | 748 | Q3 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.03% | $2M | 19.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.03% | $31M | 391.9K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.03% | $64,959 | 1.0K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $454,448 | 5.8K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $217,046 | 2.8K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $262,777 | 3.4K | Q1 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.02% | $709,709 | 9.1K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $194,195 | 2.5K | Q1 2026 |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $2M | 28.1K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.02% | $16M | 206.8K | Q1 2026 |
| Artemis Investment Management LLP$9.4B AUM | 0.02% | $2M | 24.1K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $18M | 227.7K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.02% | $72M | 918.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $530,410 | 6.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $532,178 | 7.2K | Q4 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.02% | $210,573 | 2.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 21.3K | Q3 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.02% | $3M | 36.0K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $171,422 | 2.2K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 23.0K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $4M | 54.6K | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 15.1K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $906,477 | 11.6K | Q1 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.02% | $346,432 | 4.4K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $1M | 17.5K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $1M | 17.6K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 14.6K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $288M | 3.69M | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $730,376 | 9.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 39.2K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 35.5K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 61.9K | Q2 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $808,085 | 9.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 14.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 119.3K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 22.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $766M | 9.82M | Q1 2026 |
| ARGA Investment Management, LP$3.0B AUM | 0.01% | $487,579 | 7.5K | Q2 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $48,198 | 618 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $18,621 | 254 | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $419,118 | 5.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $495,548 | 6.4K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $15M | 190.4K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $341,284 | 4.4K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.01% | $1M | 14.7K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $7M | 90.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 23.7K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $25M | 323.0K | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.01% | $3M | 38.7K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 16.9K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $452,342 | 5.8K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.01% | $216,266 | 2.8K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $287,237 | 3.7K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $911,626 | 11.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 13.5K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 37.1K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $495,217 | 6.7K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $63M | 808.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $10M | 133.4K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $34,472 | 442 | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 18.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $20M | 253.9K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 21.0K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 29.7K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 28.8K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $260M | 3.32M | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $328,338 | 4.2K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $188,814 | 2.4K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $633,902 | 8.1K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $250,657 | 3.2K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 27.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 86.6K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $334,031 | 4.3K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $33M | 416.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $220,352 | 2.8K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 17.8K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $126M | 1.62M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $58M | 747.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $702,903 | 9.0K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $526M | 7.09M | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $75,962 | 974 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $40M | 516.1K | Q1 2026 |
| Cullen Capital Management, LLC$9.8B AUM | 0.01% | $721,485 | 9.3K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 50.6K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $215,954 | 2.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $636,400 | 8.2K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $306,760 | 3.9K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $6M | 82.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $908,911 | 11.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $59M | 750.5K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $202,361 | 2.4K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $573,149 | 7.3K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $404,612 | 5.2K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 15.9K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $262,163 | 3.6K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 75.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $219,654 | 2.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $10M | 128.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 14.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 19.0K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $226M | 2.90M | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.01% | $463,890 | 6.2K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 32.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 44.1K | Q1 2026 |
| William B. Walkup & Associates, Inc.$167M AUM | 0.01% | $8,636 | 150 | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $337,852 | 4.3K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $5,537 | 71 | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $400,464 | 5.4K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $73M | 956.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $382,650 | 4.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $231,006 | 3.0K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $444,196 | 5.7K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $13M | 172.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 34.4K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 14.3K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 64.8K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $26,829 | 344 | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $148,689 | 2.0K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $6M | 74.5K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $136,095 | 1.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 20.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $18M | 225.9K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.00% | $6,812 | 87 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $65M | 869.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 13.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $497,307 | 6.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $21,447 | 275 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 21.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $66M | 844.0K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $480,652 | 6.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $520,751 | 6.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 29.9K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 30.7K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $169,472 | 2.2K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $11,933 | 153 | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $240,263 | 3.2K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $269,144 | 3.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $13M | 160.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 259.2K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $243,798 | 3.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $603,573 | 7.7K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 23.2K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $5,069 | 65 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $11,309 | 145 | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $280,321 | 3.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $580,724 | 7.4K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $763,446 | 9.8K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $31,046 | 396 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 24.8K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 149.4K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $643,886 | 8.3K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $459,211 | 6.2K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 18.2K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $514,890 | 6.6K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $508,963 | 6.5K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 29.7K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 24.7K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12M | 147.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $636,592 | 8.6K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $228,529 | 3.1K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 35.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $165,277 | 2.1K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $41,569 | 533 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $437,602 | 5.6K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $810,955 | 11.1K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 60.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 82.8K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $23,247 | 298 | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $9,749 | 125 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $11,854 | 152 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 25.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $25M | 317.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $340,817 | 4.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $584,715 | 7.5K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 40.5K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $237,168 | 3.0K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 38.4K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $282,636 | 3.6K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $325,303 | 4.4K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $447,116 | 5.7K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $563,094 | 7.7K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 58.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $41,173 | 538 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $6M | 76.5K | Q1 2026 |
| AXA S.A.$256M AUM | 0.00% | $496,961 | 7.7K | Q2 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $18,400 | 251 | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $7,019 | 90 | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $2,184 | 28 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $28,255 | 360 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $10,094 | 156 | Q2 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $4,848 | 62 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $239,742 | 3.1K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $231,828 | 3.0K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $793,392 | 10.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 55.8K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $490,713 | 6.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 13.5K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $306,423 | 3.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $734,993 | 9.4K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,862 | 52 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $22,539 | 289 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,523 | 58 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $5,615 | 72 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $38,237 | 591 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 40.7K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,635 | 162 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $909,043 | 11.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $550,829 | 7.1K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $1,912 | 25 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $22,149 | 284 | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $859,060 | 11.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $123,302 | 1.6K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $10,451 | 134 | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $816,087 | 10.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $609,350 | 7.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,135 | 123 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $3,300 | 51 | Q2 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 13.2K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $309,152 | 4.0K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $202,278 | 2.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 19.5K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,808 | 36 | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $2,106 | 27 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 13.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $389,843 | 5.2K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 55.8K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $6M | 77.9K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $2,730 | 35 | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 17.9K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $590,750 | 7.6K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $348,693 | 4.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $233,791 | 3.0K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $4,290 | 55 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,083 | 78 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $30,728 | 394 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 42.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $40,633 | 521 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $216,032 | 2.8K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $434,405 | 5.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $321,490 | 4.1K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,226 | 44 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 62.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $314,569 | 4.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $247,228 | 3.2K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $3,120 | 40 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $624 | 8 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $835,039 | 10.7K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $205,341 | 2.8K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $357,740 | 4.6K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $23,319 | 299 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,950 | 25 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $31,118 | 399 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7,571 | 97 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 20.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $304,443 | 3.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $335,851 | 4.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $39,410 | 502 | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $311,331 | 4.1K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 17.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $10,026 | 135 | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $576,502 | 7.4K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $430,766 | 5.8K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $166,068 | 2.2K | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,016 | 13 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $8,657 | 111 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $65,512 | 840 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,752 | 22 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $654,492 | 8.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $43,364 | 556 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 17.3K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,772 | 105 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $53,346 | 684 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,326 | 17 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $19,887 | 255 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,248 | 16 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $56,465 | 724 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,482 | 19 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $327 | 4 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $10,190 | 139 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $5,771 | 74 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,404 | 18 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $390 | 5 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,170 | 110 | Q4 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $194 | 3 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $26,612 | 363 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $53,813 | 690 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $332,393 | 4.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $265,931 | 3.5K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $312 | 4 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,794 | 23 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $96,786 | 1.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,359 | 120 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $6,908 | 93 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,730 | 35 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $312 | 4 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $936 | 12 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $156 | 2 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $520 | 7 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $242,471 | 3.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $5,382 | 69 | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $7,000 | 102 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $102 | 1 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,294 | 20 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $624 | 8 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $7,799 | 100 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $78 | 1 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $149 | 2 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $780 | 10 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,964 | 38 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $21,525 | 276 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $17,236 | 221 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $624 | 8 | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,482 | 19 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $624 | 8 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $73 | 1 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4,289 | 55 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $234 | 3 | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $78 | 1 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $312 | 4 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.