BHFBRIGHTHOUSE FINL INC
CUSIP 10922N103 · Yahoo Finance ↗ · Google Finance ↗
Brighthouse Finl Inc (BHF) has 461 institutional holders in Filings Flow’s 13F database, together reporting 52.96M shares worth $3.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Pentwater Capital Management LP.
Institutional Holders
461
Q1 2026
Reported Value
$3.0B
Ticker
BHF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DME Capital Management, LP$3.2B AUM | 5.33% | $170M | 2.84M | Q1 2026OLDER |
| PSquared Asset Management AG$287M AUM | 4.17% | $5M | 99.0K | Q3 2025OLDER |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 3.23% | $5M | 90.4K | Q1 2026OLDER |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 2.45% | $5M | 76.6K | Q1 2026OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 2.32% | $35M | 576.5K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 2.18% | $7M | 136.0K | Q3 2025OLDER |
| Kryger Capital LLC$1.4B AUM | 2.13% | $30M | 502.7K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 1.98% | $11M | 187.6K | Q1 2026OLDER |
| ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM | 1.60% | $27M | 453.9K | Q1 2026OLDER |
| KRYGER CAPITAL Ltd$1.3B AUM | 1.52% | $20M | 302.8K | Q4 2025OLDER |
| Rangeley Capital, LLC$103M AUM | 1.45% | $1M | 25.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 1.40% | $18M | 305.5K | Q1 2026OLDER |
| Pentwater Capital Management LP$19.3B AUM | 1.30% | $232M | 4.37M | Q3 2025OLDER |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 1.18% | $5M | 91.0K | Q1 2026OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.86% | $3M | 49.3K | Q1 2026OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.85% | $26M | 438.4K | Q1 2026OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.84% | $51M | 849.8K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.83% | $1M | 23.4K | Q3 2025OLDER |
| Kintayl Capital LP$192M AUM | 0.78% | $2M | 25.1K | Q1 2026OLDER |
| Kapitalo Investimentos Ltda$531M AUM | 0.76% | $4M | 67.4K | Q1 2026OLDER |
| Four Tree Island Advisory LLC$198M AUM | 0.75% | $1M | 25.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.64% | $8M | 137.3K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.63% | $4M | 142.3K | Q1 2026OLDER |
| COBALT CAPITAL MANAGEMENT, INC.$179M AUM | 0.61% | $1M | 25.0K | Q3 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.61% | $7M | 131.6K | Q3 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.56% | $51M | 846.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.43% | $3M | 43.8K | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.42% | $3M | 47.5K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.41% | $1M | 22.0K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.41% | $2M | 37.4K | Q1 2026OLDER |
| HARVEST MANAGEMENT LLC$206M AUM | 0.39% | $802,392 | 13.4K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.34% | $670,771 | 10.4K | Q4 2025OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.34% | $6M | 95.5K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.32% | $9M | 145.8K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.30% | $9M | 143.7K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.29% | $928,978 | 15.5K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.27% | $3M | 56.1K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.25% | $396,648 | 26.6K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.25% | $680,356 | 11.4K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.24% | $2M | 41.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.23% | $31M | 592.8K | Q3 2025OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.23% | $907,060 | 14.0K | Q4 2025OLDER |
| WATER ISLAND CAPITAL LLC$896M AUM | 0.22% | $2M | 33.5K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.21% | $1M | 17.4K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.19% | $735,685 | 12.3K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.17% | $4M | 68.2K | Q3 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.17% | $5M | 75.9K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 0.17% | $3M | 43.5K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.16% | $6M | 91.4K | Q4 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.15% | $11M | 180.9K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.15% | $3M | 51.6K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.14% | $9M | 158.0K | Q1 2026OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 0.13% | $3M | 49.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.12% | $18M | 304.7K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.12% | $12M | 200.0K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.12% | $238,542 | 4.5K | Q3 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.12% | $476,142 | 7.3K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.11% | $19M | 315.7K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.11% | $773,482 | 14.6K | Q3 2025OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.09% | $206,586 | 3.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.09% | $1M | 16.2K | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.08% | $23M | 391.8K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.08% | $1M | 20.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.08% | $155M | 2.59M | Q1 2026OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.08% | $1M | 24.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $1M | 19.2K | Q3 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.08% | $3M | 55.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $299,000 | 5.6K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.07% | $10M | 162.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $2M | 34.6K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.07% | $943,110 | 15.8K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.07% | $355,795 | 6.7K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.06% | $7M | 120.8K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.06% | $919,239 | 17.3K | Q3 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $247,245 | 4.1K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.06% | $971,850 | 15.0K | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.06% | $38M | 642.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $262,076 | 4.0K | Q4 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.06% | $361,443 | 5.7K | Q2 2026 |
| FJ Capital Management LLC$888M AUM | 0.06% | $539,187 | 10.2K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.05% | $8M | 147.4K | Q3 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.05% | $958,080 | 16.0K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.05% | $28M | 463.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $300,167 | 5.7K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $213M | 3.56M | Q1 2026OLDER |
| Clearline Capital LP$1.9B AUM | 0.04% | $955,440 | 18.0K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.04% | $610,776 | 10.2K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $468,042 | 7.2K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.04% | $12M | 202.5K | Q1 2026OLDER |
| TIG Advisors, LLC$2.2B AUM | 0.04% | $898,200 | 15.0K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.04% | $595,028 | 9.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.04% | $95M | 1.59M | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.04% | $2M | 29.0K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $357,963 | 6.0K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.04% | $244,849 | 4.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $224M | 3.73M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $290,082 | 5.5K | Q3 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $530,280 | 9.9K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $5M | 78.1K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.03% | $396,985 | 7.5K | Q3 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.03% | $4M | 60.7K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.03% | $49,895 | 940 | Q3 2025OLDER |
| Capula Management Ltd$14.1B AUM | 0.03% | $4M | 70.8K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $283,023 | 5.3K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $10M | 161.0K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.03% | $185,628 | 3.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $22M | 365.1K | Q1 2026OLDER |
| Murchinson Ltd.$791M AUM | 0.03% | $223,951 | 3.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $4M | 71.7K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.03% | $6M | 115.5K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 31.3K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.03% | $878,262 | 16.5K | Q3 2025OLDER |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 0.03% | $2M | 26.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $3M | 45.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $1M | 21.1K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.02% | $353,805 | 97.1K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $5M | 69.6K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $822,740 | 15.5K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $121,377 | 2.0K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $14M | 215.2K | Q4 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $6M | 102.6K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.02% | $13M | 215.1K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.02% | $94,311 | 1.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 23.2K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $627,663 | 10.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $11M | 187.0K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.02% | $3M | 50.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.02% | $54M | 833.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $41M | 683.4K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $994,008 | 16.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 26.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $33M | 542.7K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $400,170 | 7.5K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $80,838 | 1.4K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.02% | $79,248 | 1.5K | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.02% | $5M | 76.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $7M | 124.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.02% | $87,185 | 1.5K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $21M | 355.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $8M | 136.2K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.02% | $1M | 59.9K | Q2 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $13M | 212.8K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $1M | 21.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $5M | 74.3K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $11M | 162.1K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $2M | 28.3K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $758,933 | 14.2K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $8M | 148.8K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $13M | 214.0K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.01% | $208,143 | 3.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $506,399 | 7.8K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.01% | $257,756 | 4.9K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 25.1K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $9M | 134.1K | Q4 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 60.3K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 61.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $994,307 | 16.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $767,183 | 12.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $46M | 773.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $373,352 | 6.2K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $95,759 | 1.5K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $339,340 | 5.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $478,921 | 8.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $753,949 | 12.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $247,963 | 4.1K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $211,799 | 3.3K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 156.2K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $702,692 | 11.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $438,036 | 6.9K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 28.1K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 35.3K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.01% | $248,521 | 4.7K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $150M | 2.50M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 118.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $17M | 284.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 148.5K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.01% | $1M | 21.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $53M | 885.3K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $451,854 | 7.5K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $8M | 148.7K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $213,859 | 4.0K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $4M | 58.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $316,953 | 4.9K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $316M | 5.27M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $940,535 | 15.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $10M | 169.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $21M | 356.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $554,369 | 9.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $141,475 | 2.2K | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $34M | 567.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $351M | 5.41M | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $15,193 | 262 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 1.26M | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $452,094 | 7.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 30.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $36M | 598.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $87,545 | 1.5K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $940,116 | 15.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $39M | 654.0K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $11,130 | 207 | Q1 2026OLDER |
| METEORA CAPITAL, LLC$1.4B AUM | 0.00% | $59,880 | 1.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 69.6K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $20,668 | 319 | Q2 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $44,120 | 697 | Q2 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $857,961 | 14.3K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $824,428 | 13.8K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $11,837 | 223 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 65.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $1M | 20.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $66M | 1.10M | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $8M | 127.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 36.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $116M | 1.94M | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $13,104 | 207 | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $21M | 354.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 113.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $154M | 2.57M | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $25M | 415.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 36.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 23.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $922,545 | 14.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 41.6K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $18,800 | 297 | Q2 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $49,161 | 821 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $387,590 | 7.3K | Q3 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $579,871 | 8.9K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $467,304 | 7.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $292,582 | 4.8K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $1M | 21.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $267,785 | 4.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 41.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $122,934 | 2.1K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $410,298 | 6.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $16,986 | 320 | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,988 | 100 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $167,365 | 2.8K | Q2 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $754,488 | 12.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $415,627 | 6.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $622,752 | 10.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 31.7K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 51.3K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $580,417 | 9.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 30.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $9,162 | 153 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $843,470 | 14.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 33.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $158,203 | 2.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $26,649 | 421 | Q2 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $999,996 | 16.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $359,580 | 6.0K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,114 | 52 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $4M | 59.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $14M | 233.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $114,790 | 1.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $205,688 | 3.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $7,256 | 112 | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $7M | 123.3K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $203,570 | 3.1K | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $519,459 | 8.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $24,732 | 413 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $445,627 | 7.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $7,545 | 126 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9M | 146.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $6M | 109.9K | Q3 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $9,938 | 157 | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $307,484 | 5.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $343,711 | 5.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 19.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $791,308 | 13.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $43,682 | 729 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $639,758 | 10.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $6M | 97.0K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $1M | 25.5K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $846,284 | 14.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 29.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 17.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $238,981 | 4.0K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $5,449 | 91 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $45,090 | 753 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $351,765 | 5.9K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $1,737 | 29 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $2,335 | 39 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,090 | 85 | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $2,321 | 37 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,934 | 49 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 83.0K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $3,473 | 58 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 31.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $472,412 | 8.9K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 25.9K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $2,036 | 34 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $293,292 | 4.9K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $204,251 | 3.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,393 | 22 | Q2 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $7,969 | 123 | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $247,603 | 4.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $320,285 | 6.0K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $2,814 | 47 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $748,216 | 14.1K | Q3 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $2,635 | 44 | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.00% | $1,437 | 24 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 64.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $66,347 | 1.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $547,626 | 10.3K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $334,917 | 6.3K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 46.1K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $223,652 | 3.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $727,621 | 13.7K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 57.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $450,615 | 7.0K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,533 | 59 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $977,960 | 16.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $16,946 | 283 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $337,723 | 5.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 26.8K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $308,801 | 5.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $6,048 | 101 | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.00% | $959 | 16 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 44.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $2,216 | 37 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 181.5K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $1,257 | 21 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,073 | 32 | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $1,858 | 35 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $7,186 | 120 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $647,597 | 10.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $1,198 | 20 | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.00% | $1,610 | 27 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,629 | 94 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $5,689 | 95 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $554,968 | 9.3K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.00% | $1,266 | 20 | Q2 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $13,606 | 210 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $1,750 | 27 | Q4 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $1,737 | 29 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $308,981 | 5.2K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $13,473 | 225 | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.00% | $599 | 10 | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.00% | $1,805 | 34 | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $228,921 | 3.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,054 | 51 | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $1,274 | 24 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 102.6K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $959 | 16 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $1,198 | 20 | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $838 | 14 | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.00% | $778 | 13 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $433,409 | 7.2K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $479 | 8 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $1,257 | 21 | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $599 | 10 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $240,864 | 4.5K | Q3 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $1,101 | 17 | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $899 | 15 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $771,314 | 12.9K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $12,515 | 209 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,557 | 26 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,080 | 51.4K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $539 | 9 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $291,696 | 5.5K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,371 | 73 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $80,240 | 1.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $81,856 | 1.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $3,533 | 59 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $2,036 | 34 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $1,167 | 18 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $359 | 6 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,729 | 334 | Q3 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $719 | 12 | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.00% | $633 | 10 | Q2 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,438 | 24 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $917 | 19 | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $228,622 | 3.8K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $958 | 16 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $29,099 | 488 | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $1,140 | 18 | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,766 | 113 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $249,460 | 4.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,812 | 136 | Q4 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $599 | 10 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $958 | 16 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $11,737 | 196 | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.00% | $420 | 7 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $9,432 | 149 | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,557 | 26 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,716 | 70 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $144,910 | 2.4K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $659 | 11 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $88,024 | 1.5K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $6,108 | 102 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 28.9K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $2,216 | 37 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $898 | 15 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,153 | 113 | Q2 2026 |
| McMillan Office, Inc.$782M AUM | 0.00% | $1,617 | 27 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $139,026 | 2.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $778 | 13 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,593 | 60 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,108 | 102 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $34,132 | 570 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $2,575 | 43 | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.00% | $443 | 7 | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $839 | 14 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $1M | 15.8K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,438 | 24 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $1,677 | 28 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $3,653 | 61 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,198 | 20 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $779 | 13 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $3,478 | 53 | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $599 | 10 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $419 | 7 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $419 | 7 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,192 | 19 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $426,046 | 7.1K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $838 | 14 | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $539 | 9 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $300 | 5 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $959 | 16 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $9,875 | 156 | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $719 | 12 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $1,078 | 18 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $11,598 | 179 | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $719 | 12 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $1,138 | 19 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $453 | 7 | Q4 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $1,138 | 19 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,796 | 30 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $24,895 | 469 | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $719 | 12 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $1,198 | 20 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,455 | 41 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,138 | 19 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $299 | 5 | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $570 | 9 | Q2 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $539 | 9 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $205,208 | 3.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $69,714 | 1.1K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $659 | 11 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $315 | 5 | Q2 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $570 | 9 | Q2 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $1,078 | 18 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $697 | 11 | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $194 | 3 | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $45,353 | 700 | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $419 | 7 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $315,568 | 5.3K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $300 | 5 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $180 | 3 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $372 | 7 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,665 | 128 | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $212 | 4 | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $300 | 5 | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $425 | 8 | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $950 | 15 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $26,348 | 440 | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $659 | 11 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $479 | 8 | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $181 | 3 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $360 | 6 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,234 | 54 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $1,318 | 22 | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.00% | $192 | 4 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $1,805 | 34 | Q3 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $778 | 13 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,592 | 40 | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.00% | $180 | 3 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $1,617 | 27 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $481,000 | 8.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $599 | 10 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $1,076 | 17 | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $240 | 4 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $583 | 9 | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $299 | 5 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,114 | 52 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $898 | 15 | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $120 | 2 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $240 | 4 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $180 | 3 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $17,605 | 294 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $59,640 | 996 | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $299 | 5 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $299 | 5 | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.00% | $1,138 | 19 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $180 | 3 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $1,140 | 18 | Q2 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $253 | 4 | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,030 | 84 | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $106 | 2 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $292,350 | 4.9K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,620 | 25 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,123 | 40 | Q3 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $120 | 2 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,406 | 23 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,151 | 52 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $479 | 8 | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $419 | 7 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.