BEAMBEAM THERAPEUTICS INC
CUSIP 07373V105 · Yahoo Finance ↗ · Google Finance ↗
Beam Therapeutics Inc (BEAM) has 249 institutional holders in Filings Flow’s 13F database, together reporting 108.24M shares worth $2.6B as of Q1 2026. The largest reported holders are FMR LLC, Ark Investment Management LLC, and Vanguard Group Inc.
Institutional Holders
249
Q1 2026
Reported Value
$2.6B
Ticker
BEAM
Quarters Tracked
25
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMR LLC$1.90T AUM | 0.02% | $297M | 12.45M | Q1 2026 |
| ARK Investment Management LLC$12.9B AUM | 2.25% | $289M | 12.13M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $255M | 9.19M | Q4 2025OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$17.5B AUM | 1.38% | $242M | 10.13M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $202M | 8.49M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $136M | 5.70M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $109M | 4.57M | Q1 2026 |
| ARCH Venture Management, LLC$677M AUM | 15.98% | $108M | 4.54M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $104M | 4.38M | Q1 2026 |
| Amova Asset Management Americas, Inc.$7.1B AUM | 1.29% | $91M | 3.83M | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.06% | $91M | 3.83M | Q1 2026 |
| Kynam Capital Management, LP$1.6B AUM | 5.41% | $88M | 3.68M | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.01% | $65M | 2.71M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $58M | 2.42M | Q1 2026 |
| MWG Management Ltd.$81M AUM | 67.66% | $55M | 2.27M | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $51M | 2.15M | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $39M | 1.65M | Q1 2026 |
| MWG Caph Ltd$72M AUM | 48.53% | $35M | 1.27M | Q4 2025OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 2.03% | $34M | 1.45M | Q1 2026 |
| Casdin Capital, LLC$1.3B AUM | 2.44% | $32M | 1.35M | Q1 2026 |
| Redmile Group, LLC$1.5B AUM | 1.95% | $29M | 1.24M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $29M | 1.21M | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.11% | $28M | 993.1K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $26M | 1.08M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $24M | 1.01M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 826.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $20M | 825.6K | Q1 2026 |
| Deep Track Capital, LP$6.1B AUM | 0.32% | $20M | 820.8K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $19M | 808.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $19M | 806.1K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $17M | 700.6K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $16M | 684.9K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $15M | 648.3K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.03% | $15M | 527.8K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $14M | 492.4K | Q4 2025OLDER |
| RTW INVESTMENTS, LP$10.0B AUM | 0.14% | $14M | 570.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $13M | 556.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 538.3K | Q1 2026 |
| Contrarius Group Holdings Ltd$1.8B AUM | 0.72% | $13M | 533.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $12M | 513.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12M | 551.4K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.88% | $12M | 488.4K | Q1 2026 |
| Elmind Capital, LP$352M AUM | 3.22% | $11M | 476.3K | Q1 2026 |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.01% | $9M | 385.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 344.5K | Q1 2026 |
| Alphabet Inc.$4.0B AUM | 0.19% | $8M | 321.6K | Q1 2026 |
| Integral Health Asset Management, LLC$2.1B AUM | 0.34% | $7M | 300.0K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $7M | 297.5K | Q1 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM | 4.87% | $6M | 260.1K | Q1 2026 |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.24% | $6M | 255.0K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $6M | 232.6K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $6M | 232.0K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 220.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $5M | 219.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 163.3K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 181.5K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 180.6K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $4M | 175.0K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.05% | $4M | 176.9K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $4M | 176.0K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $4M | 172.9K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $4M | 168.7K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.06% | $4M | 164.3K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.12% | $4M | 137.9K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 151.4K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $4M | 128.4K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 144.7K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 139.2K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $3M | 138.1K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 135.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 132.2K | Q1 2026 |
| Bellevue Group AG$4.2B AUM | 0.06% | $3M | 111.5K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 105.1K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 121.2K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 118.0K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $3M | 113.6K | Q3 2025OLDER |
| Avidity Partners Management LP$936M AUM | 0.62% | $3M | 112.0K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 112.2K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 107.7K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $2M | 102.1K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 138.8K | Q2 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 99.0K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.10% | $2M | 93.9K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 93.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 88.7K | Q3 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $2M | 89.4K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 87.1K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 81.9K | Q1 2026 |
| Liontrust Investment Partners LLP$5.9B AUM | 0.03% | $2M | 80.8K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 80.7K | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.00% | $2M | 50.0K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.07% | $2M | 77.1K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $2M | 60.8K | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.10% | $2M | 60.6K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 69.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 66.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 66.9K | Q1 2026 |
| Privium Fund Management B.V.$480M AUM | 0.32% | $2M | 64.0K | Q1 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.11% | $1M | 62.1K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $1M | 60.2K | Q1 2026 |
| Alessandra Capital Management, LLC$113M AUM | 1.26% | $1M | 51.1K | Q1 2026 |
| Ishara Investments LP$106M AUM | 1.29% | $1M | 57.4K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 57.2K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 55.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 53.2K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 53.0K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 52.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 52.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 50.1K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 49.8K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 47.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 47.3K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 39.5K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $1M | 41.7K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 42.2K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $988,778 | 41.5K | Q1 2026 |
| Raiffeisen Bank International AG$7.0B AUM | 0.01% | $985,500 | 45.0K | Q1 2026 |
| Canal Insurance CO$465M AUM | 0.20% | $953,000 | 40.0K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $943,460 | 55.5K | Q2 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $939,188 | 39.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $925,177 | 38.8K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $906,749 | 32.7K | Q4 2025OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 0.47% | $905,540 | 38.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $855,116 | 35.9K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.20% | $810,649 | 34.0K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $801,000 | 33.6K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.04% | $791,378 | 28.5K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $775,977 | 32.6K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $774,358 | 27.9K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $765,420 | 32.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $754,164 | 31.7K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $743,782 | 31.2K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $741,089 | 31.1K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $729,889 | 30.6K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $719,001 | 25.9K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $707,847 | 29.7K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $653,830 | 38.4K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $638,024 | 26.8K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $632,567 | 26.5K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $617,405 | 25.4K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $614,814 | 25.8K | Q1 2026 |
| BRANDYWINE MANAGERS, LLC$170M AUM | 0.36% | $606,593 | 25.5K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.01% | $604,128 | 21.7K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $597,776 | 25.1K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $594,033 | 24.5K | Q3 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $588,000 | 24.6K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $582,813 | 21.0K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $573,350 | 24.1K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $568,822 | 23.9K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $559,696 | 23.5K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $555,291 | 32.6K | Q2 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $553,166 | 23.2K | Q1 2026 |
| Palumbo Wealth Management LLC$410M AUM | 0.13% | $532,553 | 22.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $529,836 | 22.2K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.05% | $521,857 | 18.8K | Q4 2025OLDER |
| E Fund Management Co., Ltd.$3.4B AUM | 0.02% | $518,064 | 21.7K | Q1 2026 |
| PSP Research LLC$188M AUM | 0.44% | $508,218 | 18.3K | Q4 2025OLDER |
| Yiheng Capital Management, L.P.$231M AUM | 0.22% | $503,433 | 21.1K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $485,489 | 20.4K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $478,983 | 20.1K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.10% | $478,030 | 20.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $438,877 | 18.4K | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.03% | $430,727 | 18.1K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $415,800 | 15.0K | Q4 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.01% | $407,660 | 17.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $401,000 | 16.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $400,916 | 16.8K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.02% | $396,895 | 14.3K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $383,733 | 15.8K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $383,091 | 16.1K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.13% | $378,127 | 15.6K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $377,467 | 15.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $373,940 | 15.7K | Q1 2026 |
| Longaeva Partners L.P.$2.7B AUM | 0.01% | $369,794 | 15.5K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $355,663 | 14.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $349,634 | 14.7K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $343,464 | 14.2K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $324,088 | 13.6K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $315,986 | 13.3K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.04% | $310,052 | 13.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $304,734 | 12.6K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $295,844 | 12.4K | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.01% | $294,706 | 12.4K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $292,000 | 17.2K | Q2 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $280,431 | 11.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $277,405 | 11.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $272,880 | 11.5K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $255,243 | 10.7K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $249,810 | 10.5K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $248,363 | 14.6K | Q2 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $247,360 | 10.2K | Q3 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.07% | $245,850 | 14.5K | Q2 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $243,781 | 10.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $241,002 | 9.9K | Q3 2025OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.09% | $240,683 | 10.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $240,397 | 10.1K | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.05% | $239,754 | 10.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $239,334 | 8.6K | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $238,000 | 10.0K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.07% | $237,490 | 10.0K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $236,155 | 9.9K | Q1 2026 |
| Green Alpha Advisors, LLC$102M AUM | 0.22% | $236,091 | 8.5K | Q4 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $235,287 | 8.5K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $232,462 | 9.8K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $225,520 | 13.0K | Q2 2025OLDER |
| DLK Investment Management, LLC$253M AUM | 0.08% | $225,225 | 8.1K | Q4 2025OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.00% | $223,784 | 8.1K | Q4 2025OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $221,658 | 9.1K | Q3 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $219,236 | 9.2K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.03% | $216,216 | 7.8K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $216,114 | 9.1K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $214,398 | 9.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $213,555 | 7.7K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $211,975 | 7.6K | Q4 2025OLDER |
| Seven Fleet Capital Management LP$318M AUM | 0.07% | $209,800 | 8.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $209,704 | 8.8K | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $209,490 | 8.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $207,760 | 7.5K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $206,008 | 12.1K | Q2 2025OLDER |
| IvyRock Asset Management (HK) Ltd$178M AUM | 0.12% | $204,938 | 8.6K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $200,395 | 11.8K | Q2 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $199,604 | 11.7K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $190,354 | 8.0K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $189,066 | 11.1K | Q2 2025OLDER |
| Quarry LP$558M AUM | 0.03% | $166,810 | 7.0K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $159,923 | 6.7K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $148,000 | 6.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $135,879 | 5.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $131,226 | 5.5K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $126,609 | 5.3K | Q1 2026 |
| Bayforest Capital Ltd$89M AUM | 0.05% | $113,632 | 4.7K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $108,403 | 4.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $103,994 | 4.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $87,152 | 3.1K | Q4 2025OLDER |
| KBC Group NV$39.9B AUM | 0.00% | $85,000 | 3.6K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $83,405 | 3.5K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $83,000 | 3.0K | Q4 2025OLDER |
| BIT Capital GmbH$2.1B AUM | 0.00% | $82,275 | 3.4K | Q3 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $79,000 | 3.3K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $76,637 | 3.2K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $74,945 | 3.1K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $69,000 | 2.9K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.07% | $69,000 | 2.5K | Q4 2025OLDER |
| Covestor Ltd$144M AUM | 0.04% | $63,000 | 2.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $60,433 | 2.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $60,337 | 2.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $58,545 | 2.1K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $57,692 | 3.0K | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $54,309 | 2.3K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $53,022 | 2.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $51,192 | 2.3K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $43,061 | 1.8K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $40,749 | 1.7K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $36,317 | 1.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $32,171 | 1.4K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $31,169 | 1.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $30,074 | 1.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $26,666 | 1.1K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $18,802 | 789 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $18,182 | 763 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $15,704 | 659 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $15,309 | 900 | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $14,798 | 621 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $14,691 | 530 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,888 | 582 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $13,392 | 562 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $11,986 | 503 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $11,651 | 685 | Q2 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $10,700 | 449 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10,468 | 478 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,906 | 409 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,341 | 392 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,404 | 347 | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $8,000 | 302 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,983 | 335 | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.01% | $7,568 | 273 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,281 | 300 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,529 | 232 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5,076 | 213 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.00% | $4,766 | 200 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $4,766 | 200 | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $4,194 | 236 | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,122 | 173 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,005 | 165 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,964 | 143 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,026 | 127 | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $2,912 | 120 | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $2,689 | 97 | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $2,526 | 106 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $2,354 | 97 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,312 | 97 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,218 | 80 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,026 | 85 | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $2,024 | 119 | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,002 | 84 | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.00% | $2,000 | 100 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,804 | 75 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,763 | 74 | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $1,715 | 72 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,649 | 97 | Q2 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,621 | 68 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,477 | 62 | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.00% | $1,386 | 50 | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $1,382 | 58 | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $1,192 | 50 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,192 | 50 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $801 | 33 | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $786 | 33 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $693 | 25 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $643 | 27 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $631 | 26 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $596 | 25 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $595 | 25 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $582 | 21 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $572 | 24 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $549 | 23 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $510 | 30 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $510 | 21 | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $429 | 18 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $381 | 16 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $357 | 15 | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $357 | 15 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $357 | 15 | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $340 | 14 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $333 | 12 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $262 | 11 | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.00% | $238 | 10 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $238 | 10 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $218 | 9 | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $171 | 10 | Q2 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $143 | 6 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $143 | 6 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $120 | 5 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $119 | 5 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $111 | 4 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $102 | 6 | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $95 | 4 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $72 | 3 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $48 | 2 | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $47 | 2 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $24 | 1 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $24 | 1 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $24 | 1 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $24 | 1 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $18 | 1 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $18 | 1 | 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.