APOLLO COML REAL ESTATE FIN
CUSIP 03762U105
Apollo Coml Real Estate Fin has 270 institutional holders in Filings Flow’s 13F database, together reporting 86.06M shares worth $881M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
270
Q1 2026
Reported Value
$881M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Waterfall Asset Management, LLC$179M AUM | 2.99% | $6M | 569.0K | Q4 2025OLDER |
| No Street GP LP$1.5B AUM | 2.36% | $35M | 3.35M | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 2.07% | $5M | 437.2K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 1.28% | $4M | 336.3K | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 1.25% | $3M | 305.7K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.53% | $1M | 131.8K | Q4 2025OLDER |
| Azora Capital LP$1.5B AUM | 0.49% | $7M | 708.3K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.41% | $1M | 105.2K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.32% | $3M | 299.9K | Q3 2025OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 0.30% | $9M | 883.8K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.29% | $2M | 153.1K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.27% | $763,050 | 72.3K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.27% | $2M | 167.8K | Q1 2026OLDER |
| Sophron Capital Management L.P.$339M AUM | 0.22% | $744,311 | 70.5K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.21% | $5M | 450.8K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.20% | $2M | 159.3K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.19% | $471,145 | 48.7K | Q4 2025OLDER |
| One William Street Capital Management, L.P.$1.2B AUM | 0.18% | $2M | 200.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.17% | $5M | 501.5K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.17% | $351,730 | 31.9K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.16% | $2M | 200.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.13% | $227,170 | 23.5K | Q4 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.12% | $3M | 277.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.12% | $574,656 | 53.2K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.11% | $2M | 230.1K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.11% | $118,000 | 11.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.10% | $1M | 114.2K | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.09% | $7M | 665.6K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.08% | $3M | 290.7K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $306,000 | 31.6K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.07% | $911,680 | 90.0K | Q3 2025OLDER |
| Troluce Capital Advisors LLC$1.6B AUM | 0.07% | $1M | 104.8K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $428,317 | 42.3K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 361.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $489,931 | 46.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $170,310 | 16.1K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $708,958 | 70.0K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.05% | $2M | 151.9K | Q2 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $515,592 | 48.8K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 190.9K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $29M | 2.74M | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.04% | $45,989 | 4.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 112.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $758,525 | 71.8K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.03% | $2M | 219.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 120.4K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $109,423 | 10.4K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $3M | 305.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.03% | $126,530 | 12.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 125.8K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $6M | 613.7K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.02% | $107,712 | 10.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $130,365 | 11.7K | Q2 2026 |
| PEAK6 LLC$42.6B AUM | 0.02% | $8M | 772.9K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 178.6K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 469.4K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.01% | $105,115 | 10.9K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.01% | $117,061 | 12.1K | Q4 2025OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.01% | $13,020 | 1.2K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $614,592 | 58.2K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $6M | 584.8K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $4M | 368.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $136,330 | 13.5K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 129.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $13,059 | 1.24M | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $80,890 | 7.7K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $695,101 | 65.8K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $234,622 | 22.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $107,593 | 10.6K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $676,110 | 64.0K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $109,043 | 10.3K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $10,130 | 1.0K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $60,688 | 5.7K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $272,163 | 25.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $8M | 782.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $14M | 1.29M | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $14,784 | 1.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 327.5K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $391,491 | 37.1K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $359,728 | 37.2K | Q4 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.00% | $9,078 | 850 | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.00% | $103,644 | 10.7K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $156,390 | 16.2K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $461,863 | 43.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $84M | 7.94M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $368,977 | 34.9K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $316,958 | 30.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $200,133 | 19.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 402.9K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $772,306 | 73.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $224M | 21.18M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $162,852 | 15.7K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $216,377 | 22.4K | Q4 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $6,852 | 708 | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 343.6K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $123,288 | 11.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 276.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $17,163 | 1.8K | Q2 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $7M | 640.3K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $6,987 | 722 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 389.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $23M | 2.17M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $22,380 | 2.3K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $408,345 | 38.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $23M | 2.16M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $907,528 | 85.9K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.00% | $105,600 | 10.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $163,613 | 15.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $108,367 | 10.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 128.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $222,785 | 23.0K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $6,127 | 633 | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $664,171 | 62.9K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $1M | 93.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $84,753 | 8.0K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $20,260 | 2.0K | Q3 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $21,120 | 2.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $818,579 | 75.7K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $12,412 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 1.54M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $9M | 889.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $18M | 1.70M | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $109,220 | 10.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,824 | 2.4K | Q2 2026 |
| NATIXIS$28.0B AUM | 0.00% | $633,600 | 60.0K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,847 | 459 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $189,651 | 19.6K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $382,863 | 36.3K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $119,454 | 12.0K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $35M | 3.32M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $181,530 | 17.9K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $57,619 | 5.4K | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $146M | 15.09M | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $5,065 | 500 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $57M | 5.27M | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $130,631 | 12.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $203,998 | 19.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $555,351 | 52.6K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $133,636 | 12.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $345,217 | 32.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $50,650 | 5.0K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 97.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $10M | 930.4K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $158,580 | 15.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 136.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $342,683 | 32.5K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $213,047 | 22.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 199.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $68M | 6.40M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $17,848 | 1.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $220,888 | 22.8K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 260.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $335,525 | 31.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $102,298 | 10.6K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $245,393 | 23.2K | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 139.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 321.5K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $116,769 | 10.6K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $1M | 126.7K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 144.6K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $971,100 | 92.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $39,272 | 3.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $635,501 | 60.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 1.11M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $328,152 | 33.9K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $301,630 | 28.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $402,273 | 38.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $604,708 | 57.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 1.95M | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $303,157 | 27.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 112.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $256,608 | 24.3K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $125,697 | 12.4K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $134,967 | 12.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 334.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 325.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $49,168 | 4.7K | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $451,081 | 42.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,196 | 112 | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1M | 119.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $2,577 | 244 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $150,907 | 14.9K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $172,664 | 16.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 319.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 307.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $49,167 | 4.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $45,646 | 4.5K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 342.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,946 | 279 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $436,542 | 41.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 522.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 410.3K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $5,280 | 500 | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $3,775 | 390 | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 99.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 111.6K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $670,015 | 63.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 194.8K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $145,993 | 13.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $44,901 | 4.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $413,234 | 39.1K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $303,991 | 30.0K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $29,610 | 2.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $480,166 | 45.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 456.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $366,623 | 34.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $203,808 | 19.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $571,993 | 54.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $495,159 | 46.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $131,673 | 12.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $599,988 | 56.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $328,089 | 31.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 651.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 219.3K | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 121.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $390,193 | 37.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,450 | 232 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $108,080 | 10.7K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,280 | 691 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $228,666 | 21.7K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $134,482 | 12.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 100.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $233,910 | 22.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,347 | 411 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $136,604 | 12.9K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $416,771 | 40.9K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $628,364 | 59.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 382.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $544,949 | 51.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $105,968 | 10.0K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $7,392 | 700 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $286,699 | 28.3K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $272,057 | 25.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $760,204 | 72.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $199,647 | 18.9K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,206 | 119 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $183,719 | 17.4K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $243 | 23 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,565 | 148.2K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $25,038 | 2.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,088 | 103 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $48,281 | 4.6K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,753 | 1.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,443 | 326 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $326,272 | 30.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,967 | 281 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $368 | 38 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $44,151 | 4.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $10,011 | 948 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $497 | 47 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $236,618 | 22.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,712 | 162 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $181,319 | 17.2K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $63,518 | 6.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $422 | 40 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,974 | 471 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $3,147 | 298 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $214,622 | 20.3K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $1,864 | 184 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $112,633 | 10.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $463 | 47 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $19,769 | 1.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $424,000 | 40.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $278,827 | 26.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,585 | 242 | Q2 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $4,171 | 395 | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $4,512 | 520 | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $486 | 46 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $22,176 | 2.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,785 | 169 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,560 | 1.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,112 | 200 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $140,765 | 13.3K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $180,402 | 17.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $7,498 | 710 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $328 | 31 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $193 | 19 | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $455 | 43 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $505 | 47 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $876 | 83 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $122,400 | 11.6K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $7,487 | 709 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,024 | 97 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $64 | 6 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $21,713 | 2.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $21,331 | 2.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $6,336 | 600 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $612 | 58 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,862 | 271 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $5,724 | 542 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $191,091 | 18.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $338 | 32 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,340 | 411 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $655 | 62 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $31 | 2 | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $74 | 7 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $2,112 | 200 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $53 | 5 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $21 | 2 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $194 | 20 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $3,147 | 298 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $304 | 30 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,794 | 172 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $310 | 32 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.