APAMARTISAN PARTNERS ASSET MGMT
CUSIP 04316A108 · Yahoo Finance ↗ · Google Finance ↗
Artisan Partners Asset Mgmt (APAM) has 379 institutional holders in Filings Flow’s 13F database, together reporting 67.52M shares worth $2.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Kayne Anderson Rudnick Investment Management LLC.
Institutional Holders
379
Q1 2026
Reported Value
$2.4B
Ticker
APAM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Channing Capital Management, LLC$3.9B AUM | 1.78% | $70M | 1.91M | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 1.16% | $20M | 551.3K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.97% | $2M | 60.5K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.95% | $94M | 2.59M | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.77% | $2M | 48.5K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.77% | $2M | 56.6K | Q2 2026 |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.74% | $4M | 113.1K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.65% | $3M | 81.5K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.59% | $202M | 5.56M | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 0.52% | $3M | 91.2K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.38% | $13M | 362.1K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.38% | $57M | 1.57M | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.36% | $2M | 42.9K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.35% | $35M | 973.2K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.35% | $3M | 91.1K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.33% | $19M | 529.3K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.31% | $3M | 81.8K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.31% | $314,161 | 8.6K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.30% | $335,006 | 9.2K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.28% | $4M | 104.9K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.26% | $1M | 39.8K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.26% | $8M | 218.0K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.26% | $2M | 62.5K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.23% | $1M | 39.2K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.22% | $1M | 36.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.20% | $3M | 88.7K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.20% | $477,037 | 13.1K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 0.20% | $1M | 28.6K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.19% | $275,036 | 7.6K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.17% | $286,553 | 7.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.15% | $4M | 102.0K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.15% | $4M | 98.8K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.14% | $200,582 | 5.5K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.14% | $1M | 33.6K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.14% | $418,157 | 11.5K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.14% | $1M | 37.0K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.14% | $307,823 | 8.5K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.13% | $536,279 | 14.7K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.13% | $229,330 | 6.3K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.11% | $1M | 25.1K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.11% | $422,901 | 11.6K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.11% | $348,907 | 9.6K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.10% | $576,317 | 14.1K | Q4 2025OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.10% | $327,089 | 8.0K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.09% | $301,382 | 8.3K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 0.08% | $844,248 | 23.2K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.08% | $447,597 | 12.3K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.08% | $214,331 | 5.9K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.07% | $608,623 | 16.7K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $22M | 611.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.07% | $1M | 27.5K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.06% | $306,950 | 8.4K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $703,673 | 19.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $378,310 | 10.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.06% | $3M | 71.8K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.06% | $220,510 | 6.4K | Q2 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.06% | $2M | 50.5K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.06% | $417,591 | 11.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 31.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $13M | 355.1K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.05% | $931,928 | 21.5K | Q3 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $563,681 | 15.5K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.05% | $477,328 | 13.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.04% | $28M | 758.0K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.04% | $352,618 | 9.7K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.04% | $1M | 33.2K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $324,599 | 8.9K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.04% | $2M | 62.4K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.04% | $2M | 64.9K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $416,893 | 10.2K | Q4 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.04% | $2M | 41.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 35.5K | Q2 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.03% | $512,444 | 14.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $52M | 1.43M | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.03% | $75,401 | 2.1K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.03% | $4M | 105.0K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $837,777 | 20.6K | Q4 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $331,420 | 8.1K | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $264,264 | 7.3K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.03% | $833,477 | 22.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $18M | 498.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $5M | 145.8K | Q1 2026OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 0.02% | $488,936 | 13.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $13M | 354.6K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $32,185 | 790 | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $436,127 | 10.0K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $50,558 | 1.2K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $196,163 | 4.8K | Q4 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.02% | $1M | 29.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $3M | 89.5K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.02% | $218,340 | 6.0K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $37,073 | 910 | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $654,438 | 18.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 31.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $307,337 | 8.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $235,982 | 6.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 473.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 59.5K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 39.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 62.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $7M | 155.2K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $314,955 | 8.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 55.3K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.02% | $62,591 | 1.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $690,798 | 15.9K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 284.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $48M | 1.31M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $1M | 36.7K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $3M | 65.3K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.02% | $97,379 | 2.2K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 36.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 70.7K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $93M | 2.55M | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $256,877 | 7.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $61M | 1.67M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 34.4K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $1M | 36.0K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 44.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $258,697 | 7.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $1M | 30.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 228.3K | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.01% | $323,325 | 8.9K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.01% | $15,539 | 450 | Q2 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $368,667 | 10.1K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $650,799 | 17.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 69.3K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $472,815 | 13.0K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 0.01% | $567,284 | 15.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $312,226 | 8.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $13,758 | 317 | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 111.5K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $313,282 | 8.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 136.9K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 62.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.01% | $18,482 | 508 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $17,315 | 425 | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $1M | 40.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 137.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $127,813 | 2.9K | Q3 2025OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.01% | $2M | 36.9K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 26.8K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $107,752 | 3.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $223,216 | 6.1K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 68.8K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $10,917 | 300 | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.01% | $40,740 | 1.0K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $679,547 | 18.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $150M | 4.13M | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 91.0K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $585,952 | 16.1K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $14,374 | 395 | Q2 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $373,471 | 10.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $891,446 | 24.5K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 53.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $12M | 342.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 255.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 41.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $636,769 | 17.5K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 45.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $6M | 165.3K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $224,885 | 5.5K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 149.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 343.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $368,269 | 10.1K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $272,545 | 7.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $377M | 10.36M | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $86,462 | 2.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $270,035 | 6.2K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 421.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 34.4K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $348,466 | 9.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 33.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $2M | 66.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $190,392 | 5.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $7M | 182.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $183,273 | 5.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 33.3K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $401,803 | 11.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 29.4K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 0.01% | $39M | 1.06M | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $25,473 | 700 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $601,818 | 16.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $57,251 | 1.7K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $309,388 | 8.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $565,355 | 15.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 441.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 2.02M | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 144.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $20M | 554.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $488,245 | 13.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $76M | 2.08M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $312M | 7.66M | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $59,366 | 1.6K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $3M | 70.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 64.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $17M | 468.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $23M | 625.6K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $164,192 | 4.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $341,375 | 9.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $427,110 | 11.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $703,928 | 19.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $31M | 846.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $6M | 152.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $694,355 | 16.0K | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $216,330 | 5.3K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $240,866 | 6.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $730,603 | 20.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $903,855 | 24.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $298,398 | 8.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 377.4K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $9,098 | 250 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1M | 27.5K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $935,223 | 25.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $103M | 2.84M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $22M | 602.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $72,879 | 2.0K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $953,764 | 23.4K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 63.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $998,069 | 27.4K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $117,739 | 2.9K | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $8,224 | 226 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $293,449 | 8.1K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $27,757 | 763 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $826,053 | 22.7K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 84.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $21M | 580.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $634,096 | 17.4K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 0.00% | $10,917 | 300 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $566,629 | 15.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $216,818 | 5.3K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $7,097 | 195 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $27,313 | 751 | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $18,377 | 505 | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $43,198 | 1.0K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 118.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 139.1K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 154.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $110M | 3.03M | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 42.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $14M | 396.6K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $24,309 | 668 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 33.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $1M | 40.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $9,643 | 265 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 571.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,584 | 71 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 141.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 43.5K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $230,495 | 6.3K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $758,186 | 20.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 33.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $4,985 | 137 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $69,906 | 1.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 47.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $74,709 | 2.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $54,834 | 1.6K | Q2 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $677,291 | 18.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $240,346 | 6.6K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $3,091 | 85 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 219.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 58.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $7M | 203.6K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $375,279 | 8.6K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 47.8K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $27,429 | 632 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $240,595 | 6.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $40,375 | 1.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 51.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $269,177 | 7.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $989,762 | 27.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $3M | 94.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $289,738 | 6.7K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 185.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $15,029 | 413 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 42.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $300,254 | 7.4K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $215,283 | 5.9K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $24,745 | 680 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $249,635 | 6.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 266.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 29.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $22,927 | 630 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $662,334 | 18.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $93,486 | 2.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $86,540 | 2.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $260,438 | 7.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $15,885 | 375 | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 47.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 35.9K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,899 | 55 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 179.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $240,079 | 6.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $258,588 | 7.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 195.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 69.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $7,782 | 191 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $209,584 | 5.1K | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $4,549 | 125 | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $2M | 41.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 106.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $717,522 | 19.7K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $52,729 | 1.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,476 | 123 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 74.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $55,162 | 1.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $257,386 | 7.1K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $1,638 | 45 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $27,690 | 638 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $783,405 | 21.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 343.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 28.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $43,850 | 1.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $571,905 | 15.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $24,244 | 681 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 56.4K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $700,096 | 20.3K | Q2 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $249,736 | 6.1K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $42,140 | 1.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $37,627 | 1.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,986 | 137 | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $837 | 23 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $1,951 | 44 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $5,599 | 129 | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $1,727 | 50 | Q2 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $452,869 | 12.4K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $8,566 | 235 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 62.5K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $5,732 | 166 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $503,505 | 13.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $666,975 | 18.4K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $417,684 | 11.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $72,785 | 2.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $20,226 | 556 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $23,411 | 678 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 49.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $206,409 | 5.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $249,417 | 6.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 28.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $202,473 | 5.6K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $357,532 | 9.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $1,222 | 30 | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $8,352 | 205 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $354,110 | 9.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 48.9K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $731,439 | 20.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $884,490 | 24.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $13,608 | 334 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $29,787 | 818 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $112,482 | 3.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $409,533 | 11.3K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $341,338 | 9.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,780 | 41 | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $238,179 | 5.5K | Q3 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $3,639 | 100 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $254,657 | 7.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,909 | 79.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $509 | 14 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $23,471 | 645 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $306,057 | 8.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $227,230 | 5.3K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,441 | 177 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 62.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,075 | 57 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $48,399 | 1.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 61.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,092 | 30 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $651 | 15 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $302,437 | 8.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,147 | 59 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 97.7K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $115,429 | 3.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,076 | 112 | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.00% | $1,383 | 38 | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $518 | 15 | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $8,665 | 238 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $245 | 6 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $215,012 | 5.9K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $510 | 14 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $12,919 | 355 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $304 | 7 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $619 | 17 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $185,361 | 4.3K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $132,274 | 3.6K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $583,332 | 16.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $14,811 | 407 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $364 | 10 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,695 | 129 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $546 | 15 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $382 | 9 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $408 | 10 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $629 | 15 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $288,646 | 7.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,164 | 32 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $159,615 | 4.4K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $541 | 12 | Q3 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $174 | 4 | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $146 | 4 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $28,020 | 770 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,454 | 310 | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $1,092 | 30 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $728 | 20 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,129 | 31 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $434 | 10 | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $163 | 4 | Q3 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $218 | 6 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $112,632 | 3.2K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,129 | 26 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $434 | 10 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,638 | 45 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $261 | 6 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $651 | 15 | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $562 | 15 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $474 | 13 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $6,771 | 186 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $292 | 8 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $546 | 15 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $182 | 5 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $559,136 | 15.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $182 | 5 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $73 | 2 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,022 | 138 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,997 | 46 | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $14,582 | 336 | Q3 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $219 | 6 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $242 | 7 | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $27,621 | 678 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $23,035 | 633 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $36 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20,919 | 482 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $55 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,367 | 120 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $110 | 3 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $182 | 5 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $278 | 8 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,552 | 174 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,222 | 30 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $448 | 11 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.