CTRECARETRUST REIT INC
CUSIP 14174T107 · Yahoo Finance ↗ · Google Finance ↗
Caretrust Reit Inc (CTRE) has 485 institutional holders in Filings Flow’s 13F database, together reporting 230.43M shares worth $7.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
485
Q1 2026
Reported Value
$7.4B
Ticker
CTRE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GRS Advisors, LLC$1.0B AUM | 4.76% | $48M | 1.31M | Q1 2026OLDER |
| B&I Capital AG$294M AUM | 3.81% | $11M | 305.9K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 3.79% | $8M | 216.2K | Q1 2026OLDER |
| GSI Capital Advisors LLC$184M AUM | 3.27% | $6M | 164.4K | Q1 2026OLDER |
| Lightrock Netherlands B.V.$468M AUM | 2.55% | $12M | 158.7K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 2.14% | $2M | 65.4K | Q1 2026OLDER |
| AEW CAPITAL MANAGEMENT L P$1.4B AUM | 1.84% | $25M | 701.9K | Q4 2025OLDER |
| one8zero8, LLC$449M AUM | 1.59% | $7M | 195.0K | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 1.48% | $5M | 140.0K | Q3 2025OLDER |
| Capital Square, LLC$217M AUM | 1.47% | $3M | 83.7K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 1.44% | $65M | 1.76M | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 1.31% | $54M | 1.49M | Q1 2026OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 1.19% | $13M | 379.4K | Q4 2025OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 1.13% | $14M | 400.0K | Q3 2025OLDER |
| GAGNON SECURITIES LLC$433M AUM | 1.13% | $5M | 133.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 1.11% | $23M | 617.8K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.07% | $1M | 35.1K | Q1 2026OLDER |
| Monashee Investment Management LLC$184M AUM | 1.04% | $2M | 60.0K | Q3 2025OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 0.91% | $2M | 40.7K | Q2 2026 |
| Greenland Capital Management LP$787M AUM | 0.90% | $7M | 194.0K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.89% | $9M | 235.7K | Q1 2026OLDER |
| Adelante Capital Management LLC$1.5B AUM | 0.88% | $13M | 352.5K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.86% | $9M | 251.4K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.78% | $3M | 84.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.69% | $4M | 116.4K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.67% | $4M | 100.7K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.66% | $5M | 130.2K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.57% | $5M | 134.0K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.55% | $787,390 | 19.5K | Q2 2026 |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.46% | $11M | 298.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.46% | $13M | 357.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.44% | $3M | 74.2K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.39% | $6M | 164.1K | Q4 2025OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.38% | $59M | 1.62M | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.37% | $548,797 | 15.0K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.36% | $955,539 | 26.1K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.26% | $18M | 525.7K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.23% | $16M | 445.7K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.23% | $898,694 | 24.5K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 0.23% | $327,061 | 8.9K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.23% | $326,959 | 8.92M | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.22% | $3M | 75.3K | Q3 2025OLDER |
| Vanderbilt University$526M AUM | 0.21% | $1M | 30.9K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.21% | $293,200 | 8.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.21% | $882,202 | 24.1K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.21% | $73M | 1.98M | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 0.21% | $399,601 | 10.9K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.21% | $1M | 29.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.20% | $2M | 48.3K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.19% | $3M | 91.8K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.18% | $588,269 | 16.1K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.18% | $12M | 333.5K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.18% | $916,250 | 25.0K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.18% | $3M | 86.6K | Q2 2026 |
| Ghisallo Capital Management LLC$3.6B AUM | 0.17% | $5M | 150.0K | Q3 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.17% | $58M | 1.59M | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 0.16% | $20M | 547.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.16% | $922,994 | 25.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.15% | $5M | 124.5K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.15% | $2M | 65.4K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.15% | $510,490 | 14.7K | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.15% | $247,944 | 6.8K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.14% | $1M | 40.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.14% | $125M | 3.41M | Q1 2026OLDER |
| De Lisle Partners LLP$836M AUM | 0.14% | $1M | 31.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.14% | $10M | 286.5K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.14% | $588,150 | 16.0K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.13% | $2M | 38.1K | Q2 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $432,983 | 11.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.12% | $3M | 80.3K | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 0.11% | $201,917 | 5.6K | Q4 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.11% | $619,335 | 16.9K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.11% | $34M | 952.6K | Q4 2025OLDER |
| Wealth Quarterback LLC$254M AUM | 0.11% | $285,509 | 7.8K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.11% | $258,078 | 7.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.11% | $1M | 38.7K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.10% | $400,313 | 10.8K | Q1 2026OLDER |
| SUMMER ROAD LLC$142M AUM | 0.10% | $137,438 | 3.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.09% | $3M | 82.1K | Q2 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.09% | $1M | 29.7K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.09% | $428,805 | 11.7K | Q2 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.09% | $443,465 | 12.1K | Q2 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.09% | $28M | 772.9K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.09% | $436,978 | 11.9K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.09% | $151,872 | 4.2K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.09% | $5M | 142.1K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.09% | $226,651 | 6.3K | Q4 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.08% | $30M | 835.9K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.08% | $3M | 71.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.08% | $433M | 11.82M | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $660,653 | 18.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.08% | $70M | 1.92M | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.07% | $35M | 945.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.07% | $9M | 253.6K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.07% | $6M | 172.9K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.07% | $870,144 | 23.7K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.07% | $11M | 317.4K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.07% | $1M | 39.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.07% | $2M | 59.7K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.07% | $100,641 | 2.7K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.06% | $563,420 | 15.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.06% | $2M | 66.5K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.06% | $314,420 | 8.6K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $1M | 33.5K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.06% | $9M | 258.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.06% | $4M | 121.5K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 41.5K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.05% | $3M | 73.0K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.05% | $2M | 58.5K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.05% | $54,975 | 1.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $3M | 74.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.05% | $8M | 205.2K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.05% | $201,086 | 5.6K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 263.9K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $380,197 | 11.0K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $9M | 249.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $1M | 39.5K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $587,756 | 16.0K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $237,246 | 6.6K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.04% | $617,223 | 16.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.04% | $163M | 4.44M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $9M | 234.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.04% | $305,083 | 8.3K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 64.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.04% | $125M | 3.41M | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $262,701 | 7.6K | Q3 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.04% | $26M | 720.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $24M | 649.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $78M | 2.14M | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.04% | $13M | 366.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.04% | $184,836 | 5.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.04% | $2M | 43.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.04% | $729M | 19.90M | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.04% | $461,937 | 12.6K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.04% | $1M | 32.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $28M | 762.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.04% | $30M | 823.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.04% | $21M | 570.1K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $248,657 | 6.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 56.8K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.03% | $58,713 | 1.7K | Q3 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $612,971 | 16.7K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 273.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.03% | $13M | 346.9K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $40M | 1.10M | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $311,855 | 8.5K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 79.8K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.03% | $10M | 262.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.03% | $565,860 | 15.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $38M | 1.03M | Q1 2026OLDER |
| Flat Footed LLC$920M AUM | 0.03% | $274,875 | 7.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $13M | 352.4K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $264,540 | 7.2K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.03% | $80,978 | 2.3K | Q3 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.03% | $6M | 157.2K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $363,202 | 9.9K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.03% | $211,838 | 5.3K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 78.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 65.9K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.03% | $256,330 | 7.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $779,143 | 21.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.03% | $1M | 34.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 50.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $8M | 208.1K | Q4 2025OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.03% | $338,609 | 9.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $988,670 | 27.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $122M | 3.33M | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.03% | $10M | 278.9K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.02% | $5M | 135.8K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $1M | 32.9K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $45,493 | 1.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.02% | $14M | 386.5K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $603,516 | 16.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $156M | 4.27M | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $25M | 689.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $39M | 1.05M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.3B | 35.88M | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $232,548 | 6.3K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 45.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $7M | 203.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $16M | 472.5K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $25M | 687.1K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $255,193 | 7.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 58.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $397,363 | 10.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $273,573 | 7.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $65M | 1.77M | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.02% | $241,762 | 6.7K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 62.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $368M | 10.05M | Q1 2026OLDER |
| Science & Technology Partners, L.P.$382M AUM | 0.02% | $73,300 | 2.0K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $223,217 | 5.5K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 42.9K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $327,028 | 8.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $29M | 789.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 216.3K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.02% | $40,315 | 1.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $96,719 | 2.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $43M | 1.17M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.2B | 33.18M | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $94M | 2.56M | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.02% | $2M | 57.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.02% | $2M | 47.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $9M | 250.7K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.02% | $16M | 439.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $45M | 1.23M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $120M | 3.29M | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $256M | 6.98M | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $446M | 12.04M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $12M | 318.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $751,043 | 20.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $14M | 385.1K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $7M | 183.1K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 35.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $12M | 320.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $20M | 548.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 60.1K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 55.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $534,573 | 14.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $26M | 721.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 39.1K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.01% | $19,624 | 535 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $90M | 2.44M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $76,415 | 2.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 28.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $53M | 1.46M | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $362,141 | 9.0K | Q2 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 108.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $440,753 | 12.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 61.4K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $5M | 135.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $3M | 89.6K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $352,170 | 9.6K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $598,934 | 16.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $5M | 130.9K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $12M | 327.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 27.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $768,613 | 21.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $522,735 | 14.2K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.01% | $1M | 35.6K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $20,707 | 565 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $18M | 504.8K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $166,574 | 6.2K | Q4 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.01% | $1M | 36.6K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $2M | 46.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $676,626 | 18.7K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 196.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 53.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $10M | 267.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $44M | 1.21M | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $326,922 | 9.0K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $8M | 224.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $59,959 | 1.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $249,939 | 7.2K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 66.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 42.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $29M | 799.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $16M | 441.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $29,320 | 800 | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $338,646 | 9.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $366M | 10.00M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $230,529 | 6.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $801,056 | 21.9K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 27.7K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $259,718 | 7.5K | Q3 2025OLDER |
| Perpetual Ltd$7.0B AUM | 0.01% | $589,661 | 16.3K | Q4 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $13,267 | 362 | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 28.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $52M | 1.43M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 131.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 31.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $96,635 | 2.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $662,353 | 18.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $9M | 253.7K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $14,550 | 397 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 54.8K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $571,483 | 15.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $15M | 408.2K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $15,638 | 427 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $290,568 | 7.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $65,476 | 1.9K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $359,961 | 9.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 55.2K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 116.8K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $206,999 | 5.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $4M | 114.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $76,892 | 2.1K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $1M | 35.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 47.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $20,235 | 708 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $8M | 207.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $8M | 231.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $50M | 1.36M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $281,106 | 7.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $70,895 | 1.8K | Q2 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $254,754 | 7.0K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $453,617 | 12.4K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.01% | $23,336 | 630 | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $285,943 | 7.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $339,943 | 9.3K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $399,485 | 10.9K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $17M | 473.1K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $9M | 243.6K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $364,056 | 9.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $156,349 | 4.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $61,788 | 1.7K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $158,986 | 4.4K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $1M | 40.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $360,039 | 9.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $88M | 2.43M | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 105.5K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $856,492 | 24.7K | Q3 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.01% | $3M | 86.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $34M | 931.3K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $6M | 167.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 37.6K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 94.7K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $10,186 | 275 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 491.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $282,518 | 7.8K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $252,995 | 6.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $42M | 1.14M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 88.5K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.00% | $358,993 | 11.3K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $270,864 | 6.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $11,325 | 309 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 259.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $52,960 | 1.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $249,660 | 6.8K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $11M | 287.1K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $7M | 181.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $360,674 | 9.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $16,750 | 457 | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $5,394 | 144 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $19M | 508.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $375,992 | 10.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $278,100 | 7.6K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 0.00% | $362,615 | 9.9K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $304,121 | 8.3K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $8,788 | 240 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 59.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $211,148 | 5.2K | Q2 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $938,278 | 25.6K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $873,763 | 25.2K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $229,375 | 6.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 73.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $9,240 | 229 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $56M | 1.53M | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.00% | $18,362 | 501 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $623,779 | 17.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $4,595 | 125.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 44.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 98.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $45M | 1.21M | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $62,012 | 1.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $920,538 | 25.1K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $529,997 | 14.7K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $5M | 139.4K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $19,425 | 530 | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $5,371 | 145 | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $3,468 | 100 | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $544,399 | 14.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,681 | 155 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 73.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $573,822 | 15.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $21,192 | 539 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $555,871 | 15.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $25M | 671.0K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $5,062 | 140 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $222,280 | 6.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $25,728 | 702 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $306,754 | 8.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $703,378 | 18.9K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $538,133 | 14.9K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 101.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $311,203 | 8.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $80,587 | 2.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $497,707 | 13.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $17,252 | 471 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $9,529 | 260 | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $537,540 | 15.5K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $410,334 | 11.2K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $3M | 81.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 44.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $147,883 | 4.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $569,542 | 15.5K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $953,890 | 26.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $125,457 | 3.5K | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $701,363 | 19.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $226,681 | 6.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $9,492 | 259 | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $123,694 | 3.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $3,885 | 106 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $18,354 | 501 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 28.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 283.7K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $9,419 | 257 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $8M | 210.1K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $3,390 | 84 | Q2 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $350,191 | 9.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $11,567 | 313 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $298,624 | 8.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 90.7K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $45,813 | 1.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $16,126 | 440 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 100.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 177.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $57,216 | 1.4K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $5,424 | 150 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $533,198 | 14.4K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $875,289 | 25.2K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 41.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,833 | 50 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $516,732 | 14.9K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $317,389 | 8.7K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $3,628 | 99 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $566,368 | 15.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $259,259 | 7.1K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $673,920 | 18.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $685,156 | 17.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,503 | 41 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $5M | 135.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $185,010 | 5.0K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $364,777 | 10.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,110 | 194 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $845,943 | 23.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $16,053 | 438 | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $2M | 48.0K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.00% | $223,895 | 6.4K | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $6,011 | 164 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 68.8K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $375,259 | 10.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 126.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,456 | 67 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $74,033 | 2.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $8,901 | 242.8K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $631,003 | 17.2K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $27,043 | 741 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 157.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $724,290 | 19.8K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $37,082 | 919 | Q2 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $322,557 | 8.8K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $5,603 | 155 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $305,844 | 8.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $577,510 | 15.8K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $3,652 | 101 | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,712 | 75 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $33,571 | 916 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $9,163 | 250 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,456 | 67 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $359,116 | 9.8K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $252,189 | 6.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $447,276 | 12.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,377 | 505 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,859 | 77 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $496,974 | 13.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $41,148 | 1.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,330 | 200 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $282,608 | 7.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,189 | 87 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $7,521 | 208 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $124,943 | 3.4K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $615 | 17 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $23,568 | 630 | Q1 2026OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.00% | $212,483 | 5.3K | Q2 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,665 | 100 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $278,768 | 636 | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $3,233 | 88 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,042 | 83 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,393 | 69 | Q3 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $1,100 | 30 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $802,951 | 21.6K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $766 | 21 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $326,409 | 9.4K | Q3 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $347 | 10 | Q3 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $2,822 | 77 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,445 | 39 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $50,357 | 1.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $214,695 | 5.9K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,027 | 28 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $23,220 | 634 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,467 | 92 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $51,714 | 1.4K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $11,655 | 318 | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $3,503 | 101 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $13,744 | 375 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $6,964 | 190 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $285,664 | 7.9K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $587 | 16 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $312 | 9 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $260,362 | 7.1K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $39 | 1.1K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,319 | 36 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $400,181 | 10.9K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,686 | 46 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $414 | 11 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,282 | 35 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,336 | 473 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $1,136 | 31 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.