APELLIS PHARMACEUTICALS INC
CUSIP 03753U106
Apellis Pharmaceuticals Inc has 318 institutional holders in Filings Flow’s 13F database, together reporting 139.65M shares worth $5.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Avoro Capital Advisors LLC, and Morgan Stanley.
Institutional Holders
318
Q1 2026
Reported Value
$5.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.01% | $545M | 13.54M | Q1 2026 |
| Avoro Capital Advisors LLC$10.2B AUM | 4.84% | $492M | 12.22M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $404M | 10.04M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $275M | 6.84M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $268M | 10.67M | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $250M | 6.21M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $217M | 5.40M | Q1 2026 |
| Pentwater Capital Management LP$19.3B AUM | 1.10% | $211M | 5.25M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $192M | 4.77M | Q1 2026 |
| Deep Track Capital, LP$6.1B AUM | 2.98% | $182M | 4.53M | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.22% | $168M | 4.18M | Q1 2026 |
| RTW INVESTMENTS, LP$10.0B AUM | 1.48% | $148M | 3.69M | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 1.45% | $143M | 3.55M | Q1 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 3.62% | $142M | 3.52M | Q1 2026 |
| Polar Capital Holdings Plc$28.2B AUM | 0.36% | $93M | 3.71M | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.04% | $91M | 2.27M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $84M | 2.08M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $80M | 1.98M | Q1 2026 |
| EcoR1 Capital, LLC$2.4B AUM | 3.74% | $78M | 3.45M | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.10% | $77M | 1.92M | Q1 2026 |
| Siren, L.L.C.$3.6B AUM | 1.93% | $65M | 2.58M | Q4 2025OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 1.25% | $61M | 2.43M | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $54M | 1.34M | Q1 2026 |
| GLAZER CAPITAL, LLC$4.7B AUM | 1.10% | $52M | 1.30M | Q1 2026 |
| TIG Advisors, LLC$2.2B AUM | 2.33% | $50M | 1.25M | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.07% | $50M | 1.24M | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.08% | $48M | 1.20M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $48M | 1.19M | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.17% | $48M | 1.19M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.04% | $46M | 1.14M | Q1 2026 |
| Kryger Capital LLC$1.4B AUM | 3.13% | $44M | 1.10M | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.47% | $42M | 1.06M | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.26% | $41M | 1.01M | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.15% | $39M | 976.2K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.02% | $38M | 1.50M | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $38M | 936.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $37M | 929.0K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.07% | $37M | 915.7K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $36M | 903.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $35M | 2.05M | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.36% | $35M | 869.2K | Q1 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM | 2.05% | $35M | 864.0K | Q1 2026 |
| Kynam Capital Management, LP$1.6B AUM | 2.05% | $33M | 825.0K | Q1 2026 |
| ODDO BHF ASSET MANAGEMENT SAS$2.5B AUM | 1.31% | $33M | 825.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $32M | 784.3K | Q1 2026 |
| NORGES BANK$0 AUM | 0.00% | $30M | 1.20M | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $30M | 738.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $29M | 717.2K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.48% | $28M | 700.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $27M | 675.9K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.04% | $27M | 1.07M | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $26M | 654.9K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.05% | $26M | 650.0K | Q1 2026 |
| Logos Global Management LP$2.0B AUM | 1.52% | $25M | 1.00M | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $24M | 584.2K | Q1 2026 |
| OSSIAM$5.7B AUM | 0.39% | $22M | 556.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $21M | 524.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $21M | 522.0K | Q1 2026 |
| Octagon Capital Advisors LP$904M AUM | 3.10% | $20M | 903.5K | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $20M | 499.1K | Q1 2026 |
| BRAIDWELL LP$3.0B AUM | 0.66% | $19M | 1.12M | Q2 2025OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 2.06% | $18M | 450.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $18M | 449.8K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $18M | 437.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $17M | 428.0K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.04% | $16M | 403.6K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.10% | $16M | 400.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $16M | 638.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 372.4K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.05% | $15M | 366.7K | Q1 2026 |
| Camber Capital Management LP$1.1B AUM | 1.38% | $15M | 850.0K | Q2 2025OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.74% | $14M | 350.8K | Q1 2026 |
| Simplify Asset Management Inc.$6.5B AUM | 0.22% | $14M | 538.0K | Q4 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.35% | $13M | 524.6K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.09% | $13M | 321.2K | Q1 2026 |
| Beck Bode, LLC$591M AUM | 2.13% | $13M | 312.8K | Q1 2026 |
| METEORA CAPITAL, LLC$1.4B AUM | 0.89% | $12M | 300.0K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.16% | $12M | 291.5K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $12M | 461.2K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $11M | 275.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 263.3K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $10M | 252.1K | Q1 2026 |
| 683 Capital Management, LLC$1.9B AUM | 0.52% | $10M | 250.0K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.02% | $10M | 250.0K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $10M | 249.6K | Q1 2026 |
| Ikarian Capital, LLC$1.2B AUM | 0.78% | $10M | 397.3K | Q4 2025OLDER |
| Rhenman & Partners Asset Management AB$810M AUM | 0.88% | $9M | 374.4K | Q4 2025OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.57% | $9M | 231.9K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9M | 228.3K | Q1 2026 |
| Westchester Capital Management, LLC$2.2B AUM | 0.41% | $9M | 227.5K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 220.1K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.06% | $9M | 219.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $9M | 215.0K | Q1 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 1.37% | $9M | 214.9K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $8M | 329.1K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $8M | 205.2K | Q1 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 1.20% | $8M | 200.6K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $8M | 426.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $8M | 186.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 183.6K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.10% | $7M | 183.5K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $7M | 180.5K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.09% | $7M | 180.2K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 180.0K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $7M | 299.8K | Q3 2025OLDER |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 1.44% | $7M | 165.0K | Q1 2026 |
| Rock Springs Capital Management LP$1.7B AUM | 0.39% | $7M | 162.8K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.02% | $6M | 257.3K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $6M | 153.3K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.04% | $6M | 150.0K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 149.5K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.04% | $6M | 148.0K | Q1 2026 |
| AQR Arbitrage LLC$6.1B AUM | 0.10% | $6M | 146.6K | Q1 2026 |
| Chicago Capital Management, LLC$121M AUM | 4.77% | $6M | 190.0K | Q1 2026 |
| Slotnik Capital, LLC$342M AUM | 1.59% | $5M | 135.0K | Q1 2026 |
| Twin Securities, Inc.$206M AUM | 2.49% | $5M | 127.4K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.24% | $5M | 127.1K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.03% | $5M | 127.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 126.7K | Q1 2026 |
| Integral Health Asset Management, LLC$2.1B AUM | 0.25% | $5M | 200.0K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $5M | 123.8K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 121.3K | Q1 2026 |
| WATER ISLAND CAPITAL LLC$896M AUM | 0.54% | $5M | 120.5K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $5M | 192.5K | Q4 2025OLDER |
| APIS CAPITAL ADVISORS, LLC$648M AUM | 0.84% | $5M | 192.0K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $5M | 119.6K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.03% | $5M | 190.8K | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $5M | 186.3K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.34% | $4M | 111.5K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $4M | 106.9K | Q1 2026 |
| Sagefield Capital LP$1.4B AUM | 0.30% | $4M | 104.1K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $4M | 104.1K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 98.3K | Q1 2026 |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.57% | $4M | 97.5K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 96.1K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 95.4K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 94.8K | Q1 2026 |
| HighVista Strategies LLC$362M AUM | 0.98% | $4M | 150.8K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $4M | 92.5K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.67% | $4M | 90.5K | Q1 2026 |
| EFG Asset Management (North America) Corp.$773M AUM | 0.45% | $4M | 155.4K | Q3 2025OLDER |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.01% | $3M | 55.0K | Q4 2025OLDER |
| ING GROEP NV$16.4B AUM | 0.02% | $3M | 139.0K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $3M | 85.9K | Q1 2026 |
| Exome Asset Management LLC$193M AUM | 1.78% | $3M | 85.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 84.6K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 84.5K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.45% | $3M | 83.3K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.12% | $3M | 81.2K | Q1 2026 |
| PERCEPTIVE ADVISORS LLC$5.1B AUM | 0.06% | $3M | 81.0K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $3M | 80.7K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 79.7K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 78.8K | Q1 2026 |
| HGC Investment Management Inc.$451M AUM | 0.67% | $3M | 75.0K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $3M | 74.7K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 132.5K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $3M | 130.8K | Q3 2025OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.17% | $3M | 72.5K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 71.9K | Q1 2026 |
| HARVEST MANAGEMENT LLC$206M AUM | 1.36% | $3M | 70.0K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 69.8K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.10% | $3M | 69.3K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.01% | $3M | 110.9K | Q4 2025OLDER |
| ALGERT GLOBAL LLC$6.6B AUM | 0.04% | $3M | 109.7K | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 68.4K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $3M | 68.1K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 1.11% | $3M | 63.1K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $3M | 112.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 62.6K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 61.7K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.08% | $2M | 61.6K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.07% | $2M | 97.4K | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 59.2K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 56.8K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.02% | $2M | 56.3K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 55.4K | Q1 2026 |
| One68 Global Capital, LLC$31M AUM | 7.21% | $2M | 55.3K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.09% | $2M | 54.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 54.5K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.13% | $2M | 54.0K | Q1 2026 |
| Versor Investments LP$41M AUM | 5.04% | $2M | 51.1K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $2M | 118.7K | Q2 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.02% | $2M | 50.6K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.07% | $2M | 50.4K | Q1 2026 |
| TPG GP A, LLC$3.7B AUM | 0.05% | $2M | 50.0K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $2M | 50.0K | Q1 2026 |
| CIBRA Capital Ltd$207M AUM | 0.97% | $2M | 50.0K | Q1 2026 |
| Elmind Capital, LP$352M AUM | 0.57% | $2M | 50.0K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.19% | $2M | 77.4K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 46.7K | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $2M | 46.2K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 46.0K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 45.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 44.8K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.04% | $2M | 79.3K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 43.7K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.11% | $2M | 75.0K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 41.6K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 40.7K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.04% | $2M | 40.5K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 40.2K | Q1 2026 |
| Fortress Investment Group LLC$394M AUM | 0.41% | $2M | 40.0K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.03% | $2M | 70.5K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $1M | 65.2K | Q3 2025OLDER |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $1M | 35.4K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $1M | 34.9K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $1M | 34.7K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.06% | $1M | 34.1K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.02% | $1M | 33.6K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.37% | $1M | 33.5K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 31.4K | Q1 2026 |
| Ishara Investments LP$106M AUM | 1.44% | $1M | 50.0K | Q4 2025OLDER |
| Odyssean, LLC$274M AUM | 0.46% | $1M | 31.0K | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 0.18% | $1M | 71.6K | Q2 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 30.7K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $1M | 53.5K | Q3 2025OLDER |
| Carlson Capital, L.P.$318M AUM | 0.38% | $1M | 30.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $1M | 29.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 28.2K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.06% | $1M | 50.1K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 28.0K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 27.9K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $1M | 27.8K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $1M | 42.1K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $1M | 25.9K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 25.3K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $1M | 25.0K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $996,296 | 24.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $978,499 | 43.2K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $956,629 | 23.8K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $941,382 | 23.4K | Q1 2026 |
| E Fund Management Co., Ltd.$3.4B AUM | 0.03% | $912,658 | 22.7K | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.07% | $912,577 | 22.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $889,164 | 22.1K | Q1 2026 |
| Mint Tower Capital Management B.V.$1.1B AUM | 0.08% | $885,000 | 22.0K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.04% | $858,606 | 37.9K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $855,060 | 34.0K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $844,830 | 21.0K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $837,427 | 20.8K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $837,307 | 20.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $830,106 | 20.6K | Q1 2026 |
| JBF Capital, Inc.$676M AUM | 0.12% | $826,002 | 20.5K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.04% | $825,687 | 47.7K | Q2 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.03% | $818,721 | 20.4K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.06% | $804,600 | 20.0K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $797,238 | 19.8K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $788,508 | 19.6K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $781,006 | 31.1K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $774,025 | 19.2K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.27% | $773,539 | 34.2K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $772,295 | 19.2K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.01% | $746,267 | 18.6K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $736,000 | 18.3K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $729,161 | 32.2K | Q3 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.06% | $712,000 | 31.4K | Q3 2025OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.19% | $684,111 | 17.0K | Q1 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.28% | $667,681 | 38.6K | Q2 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $651,726 | 16.2K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $644,605 | 16.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $640,558 | 25.5K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $627,749 | 15.6K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.10% | $616,056 | 27.2K | Q3 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $612,049 | 24.4K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $606,627 | 15.1K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $604,764 | 24.1K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $602,152 | 24.0K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $580,975 | 23.1K | Q4 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.04% | $571,387 | 64.8K | Q3 2025OLDER |
| Birchview Capital, LP$176M AUM | 0.32% | $563,220 | 14.0K | Q1 2026 |
| PSP Research LLC$188M AUM | 0.48% | $549,274 | 21.9K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.22% | $536,427 | 13.3K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $535,904 | 13.3K | Q1 2026 |
| Bayesian Capital Management, LP$82M AUM | 0.64% | $527,174 | 13.1K | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.01% | $522,496 | 20.8K | Q4 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.00% | $511,404 | 12.7K | Q1 2026 |
| PharVision Advisers, LLC$10M AUM | 0.28% | $504,445 | 22.3K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $495,472 | 12.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $492,247 | 21.8K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $477,742 | 21.1K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $475,823 | 18.9K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $473,336 | 18.8K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $472,562 | 11.7K | Q1 2026 |
| Bayforest Capital Ltd$89M AUM | 0.22% | $471,903 | 20.9K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $471,817 | 11.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $458,743 | 11.4K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $457,818 | 11.4K | Q1 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.01% | $452,160 | 18.0K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $442,281 | 19.5K | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $435,168 | 10.8K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $434,813 | 19.2K | Q3 2025OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.21% | $432,674 | 10.8K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $432,377 | 25.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $428,970 | 10.7K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $427,040 | 17.0K | Q4 2025OLDER |
| Corton Capital Inc.$41M AUM | 1.03% | $417,003 | 18.4K | Q3 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.03% | $416,260 | 10.3K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.17% | $413,744 | 23.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $413,605 | 10.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $409,276 | 19.9K | Q3 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.02% | $406,865 | 18.0K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $404,859 | 16.1K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $393,288 | 9.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $383,030 | 9.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $382,346 | 9.5K | Q1 2026 |
| Maven Securities LTD$5.2B AUM | 0.01% | $376,800 | 15.0K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $365,998 | 14.6K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $356,526 | 8.8K | Q1 2026 |
| SHERBROOKE PARK ADVISERS LLC$39M AUM | 0.16% | $352,802 | 15.6K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $348,791 | 13.9K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $345,649 | 8.6K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $343,403 | 8.5K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $340,547 | 8.5K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $337,753 | 14.9K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $336,000 | 8.4K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $330,378 | 13.2K | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $330,195 | 14.6K | Q3 2025OLDER |
| BCK CAPITAL MANAGEMENT LP$23M AUM | 1.40% | $321,840 | 8.0K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $320,916 | 14.2K | Q3 2025OLDER |
| HAP Trading, LLC$1.1B AUM | 0.03% | $320,489 | 57.9K | Q2 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $314,929 | 12.5K | Q4 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.02% | $304,659 | 7.6K | Q1 2026 |
| FIFTH LANE CAPITAL, LP$82M AUM | 0.37% | $301,725 | 7.5K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.02% | $294,934 | 11.7K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $291,275 | 7.2K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $284,509 | 11.3K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $280,684 | 7.0K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $273,926 | 6.8K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $271,472 | 6.7K | Q1 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.04% | $271,447 | 10.8K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $268,254 | 6.7K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $266,846 | 6.6K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $264,190 | 6.6K | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 0.08% | $256,651 | 10.2K | Q4 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $248,930 | 11.0K | Q3 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $248,782 | 6.2K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $248,228 | 11.0K | Q3 2025OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$17.5B AUM | 0.00% | $241,380 | 6.0K | Q1 2026 |
| Yakira Capital Management, Inc.$342M AUM | 0.07% | $241,380 | 6.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $239,276 | 5.9K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $238,121 | 5.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $237,317 | 5.9K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $233,666 | 9.3K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $230,600 | 10.2K | Q3 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.08% | $228,185 | 5.7K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $228,040 | 9.1K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $226,381 | 9.0K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $225,288 | 5.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $223,797 | 5.6K | Q1 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.08% | $223,313 | 9.9K | Q3 2025OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.04% | $222,070 | 5.5K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $218,547 | 12.8K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $216,598 | 5.4K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.02% | $216,000 | 8.6K | Q4 2025OLDER |
| 111 Capital$406M AUM | 0.04% | $214,644 | 12.4K | Q2 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.01% | $213,605 | 9.4K | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.00% | $208,000 | 5.2K | Q1 2026 |
| Quantessence Capital LLC$21M AUM | 1.00% | $206,018 | 5.1K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $205,571 | 9.1K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $190,972 | 4.7K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $173,100 | 10.0K | Q2 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $158,200 | 9.1K | Q2 2025OLDER |
| Quarry LP$558M AUM | 0.02% | $125,600 | 5.0K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $119,301 | 6.9K | Q2 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $114,293 | 2.8K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $114,000 | 2.8K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $110,029 | 2.7K | Q1 2026 |
| Bellevue Group AG$4.2B AUM | 0.00% | $105,755 | 4.2K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $105,200 | 2.6K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $103,753 | 2.6K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $93,000 | 2.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $76,155 | 1.9K | Q1 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.02% | $74,828 | 1.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $55,517 | 1.4K | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $51,816 | 1.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $50,638 | 3.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $49,121 | 1.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $49,039 | 1.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,983 | 1.1K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $44,253 | 1.1K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $42,362 | 1.1K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $38,379 | 954 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $32,023 | 796 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $31,058 | 772 | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $26,994 | 671 | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.02% | $25,120 | 1.0K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $25,082 | 621 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $20,115 | 500 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $19,795 | 788 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $18,948 | 471 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $17,000 | 1.0K | Q2 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $16,152 | 643 | Q4 2025OLDER |
| SMA Capital LLC$232M AUM | 0.01% | $11,828 | 294 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,339 | 257 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $10,138 | 252 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $10,058 | 250 | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $9,000 | 369 | Q4 2025OLDER |
| Covestor Ltd$144M AUM | 0.01% | $9,000 | 228 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $8,730 | 217 | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $8,655 | 500 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8,616 | 343 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $8,529 | 212 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $8,046 | 200 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $7,913 | 315 | Q4 2025OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.00% | $7,824 | 452 | Q2 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $7,805 | 194 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $7,724 | 192 | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $6,035 | 150 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $5,000 | 205 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,788 | 119 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $4,748 | 189 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,466 | 111 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,224 | 105 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $4,172 | 241 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $4,023 | 100 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $3,902 | 97 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,837 | 95 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $3,822 | 95 | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $3,794 | 151 | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $3,661 | 91 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,098 | 77 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $3,000 | 136 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,724 | 67 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $2,414 | 60 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,253 | 56 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,211 | 88 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,012 | 50 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $2,000 | 57 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,829 | 107 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,810 | 45 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $1,731 | 100 | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,156 | 46 | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $1,127 | 28 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,030 | 41 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $980 | 39 | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $966 | 24 | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $966 | 24 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $925 | 23 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $880 | 35 | Q4 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.00% | $848 | 39 | Q2 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $725 | 18 | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $724 | 18 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $678 | 27 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $644 | 16 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $628 | 25 | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $603 | 24 | Q4 2025OLDER |
| Greenline Wealth Management LLC$87M AUM | 0.00% | $537 | 21 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $483 | 12 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $468 | 27 | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $443 | 11 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $430 | 19 | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $407 | 18 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $377 | 15 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $352 | 14 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $327 | 13 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $251 | 10 | Q4 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $242 | 6 | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.00% | $227 | 10 | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $201 | 5 | Q1 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $161 | 4 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $100 | 4 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $91 | 4 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $84 | 2 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $40 | 1 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $40 | 1 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $25 | 1 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $23 | 1 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | — | $0 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.