EXP WORLD HLDGS INC
CUSIP 30212W100
Exp World Hldgs Inc has 225 institutional holders in Filings Flow’s 13F database, together reporting 60.72M shares worth $365M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
225
Q1 2026
Reported Value
$365M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $128M | 14.11M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $81M | 13.57M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $53M | 8.92M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $25M | 4.21M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $20M | 3.33M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $16M | 2.68M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $15M | 2.52M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $12M | 2.07M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 1.58M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $7M | 1.23M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 1.22M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 1.20M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $7M | 1.12M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 960.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 867.5K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $5M | 797.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4M | 741.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 733.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 722.5K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 633.1K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.01% | $4M | 399.8K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 391.5K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 588.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 339.6K | Q2 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $3M | 518.7K | Q1 2026 |
| Baring Financial LLC$182M AUM | 1.66% | $3M | 453.7K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.17% | $3M | 294.1K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 442.6K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.06% | $3M | 245.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 400.9K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 389.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 343.1K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $2M | 323.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 278.6K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 262.5K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $1M | 246.3K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $1M | 233.3K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $1M | 215.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 213.3K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 200.2K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 109.0K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $1M | 192.1K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 186.0K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $1M | 182.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 178.9K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 112.3K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 169.7K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 167.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $917,302 | 153.1K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.04% | $844,742 | 92.8K | Q2 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.00% | $732,335 | 80.9K | Q4 2025OLDER |
| VARCOV Co.$268M AUM | 0.27% | $727,312 | 121.4K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $707,162 | 118.1K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $692,288 | 115.6K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $687,000 | 114.7K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $677,858 | 113.2K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.01% | $650,376 | 108.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $647,423 | 108.1K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $641,583 | 60.2K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $641,068 | 107.0K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.02% | $595,933 | 65.8K | Q4 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.00% | $586,864 | 98.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $565,334 | 94.4K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $558,142 | 93.2K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $554,345 | 92.5K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.12% | $545,000 | 60.2K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.06% | $540,598 | 90.3K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.02% | $521,004 | 87.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $518,831 | 86.6K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $515,973 | 86.1K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $515,542 | 57.0K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $513,504 | 56.4K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $502,774 | 83.9K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.06% | $484,732 | 45.5K | Q3 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $477,259 | 44.8K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $464,070 | 77.5K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $448,409 | 49.5K | Q4 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $448,000 | 74.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $436,323 | 72.8K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $424,433 | 70.9K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $406,345 | 44.9K | Q4 2025OLDER |
| PharVision Advisers, LLC$10M AUM | 0.20% | $396,073 | 43.8K | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $394,124 | 65.8K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $391,171 | 65.3K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.38% | $390,482 | 65.2K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $389,542 | 65.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $388,083 | 64.8K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $376,203 | 41.3K | Q2 2025OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $373,680 | 62.4K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $371,222 | 41.0K | Q4 2025OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.10% | $364,635 | 40.3K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $364,271 | 60.8K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $362,000 | 60.4K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $361,389 | 60.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $357,169 | 59.6K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $353,926 | 38.9K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $332,020 | 36.7K | Q4 2025OLDER |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $328,000 | 54.8K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.00% | $324,053 | 54.1K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $319,914 | 53.4K | Q1 2026 |
| Lotus Technology Management, LP$27M AUM | 0.18% | $315,311 | 34.8K | Q4 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $314,000 | 52.6K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $312,822 | 34.4K | Q2 2025OLDER |
| AlphaQuest LLC$0 AUM | 0.02% | $311,266 | 34.4K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $307,742 | 51.4K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $303,811 | 50.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $298,901 | 49.9K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $295,193 | 49.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $283,466 | 47.3K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $278,460 | 26.1K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $275,924 | 46.1K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.04% | $272,992 | 25.6K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $267,960 | 25.1K | Q3 2025OLDER |
| Versor Investments LP$41M AUM | 0.05% | $267,566 | 25.1K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $264,880 | 24.8K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $257,288 | 43.0K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $254,000 | 42.5K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $253,611 | 42.3K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.00% | $240,798 | 40.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $237,498 | 39.6K | Q1 2026 |
| Nebula Research & Development LLC$0 AUM | 0.02% | $237,228 | 26.1K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $235,790 | 39.4K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $235,772 | 39.4K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $216,251 | 36.1K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $216,239 | 36.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $215,141 | 35.9K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $212,046 | 35.4K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.01% | $212,000 | 35.4K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.02% | $211,758 | 35.4K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.01% | $211,000 | 35.3K | Q1 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.08% | $204,992 | 22.7K | Q4 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.02% | $200,000 | 33.4K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $197,000 | 32.9K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $193,154 | 17.4K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $191,974 | 21.1K | Q2 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $186,396 | 31.1K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $186,385 | 31.1K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $182,144 | 30.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $181,235 | 20.0K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $179,697 | 19.9K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $173,734 | 29.0K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $171,799 | 18.9K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $170,889 | 28.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $166,582 | 27.8K | Q1 2026 |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.05% | $159,623 | 17.5K | Q2 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.02% | $157,253 | 17.4K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $156,800 | 26.2K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $156,000 | 26.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $154,000 | 25.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $152,889 | 25.5K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $149,666 | 25.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $149,385 | 24.9K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.14% | $149,031 | 24.9K | Q1 2026 |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $145,225 | 16.0K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $143,760 | 24.0K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $142,568 | 23.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.00% | $142,097 | 23.7K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $141,376 | 23.6K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $140,831 | 23.5K | Q1 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.04% | $140,442 | 23.4K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $135,039 | 12.7K | Q3 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $134,110 | 22.4K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $131,822 | 12.4K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $130,923 | 21.9K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.00% | $130,000 | 21.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $128,942 | 11.9K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $128,510 | 21.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $127,791 | 21.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $126,389 | 21.1K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $123,993 | 20.7K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $123,819 | 20.7K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.01% | $122,590 | 11.5K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.01% | $122,436 | 20.4K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $121,914 | 20.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $117,781 | 19.7K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $117,404 | 19.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $115,688 | 12.7K | Q2 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $114,953 | 12.7K | Q4 2025OLDER |
| Oakum Bay Capital LLC$187M AUM | 0.06% | $113,810 | 19.0K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.02% | $111,468 | 18.6K | Q1 2026 |
| Corton Capital Inc.$41M AUM | 0.13% | $111,293 | 12.2K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $109,478 | 18.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $109,006 | 18.2K | Q1 2026 |
| Optimize Financial Inc$203M AUM | 0.05% | $108,311 | 18.1K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.01% | $107,831 | 11.9K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $104,514 | 17.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $104,502 | 17.4K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $99,812 | 11.0K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $95,385 | 15.9K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $95,093 | 10.5K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $93,869 | 15.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $93,141 | 10.2K | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $92,000 | 15.4K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $90,449 | 15.1K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $88,329 | 14.7K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $83,656 | 14.0K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.03% | $82,692 | 13.8K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $80,008 | 13.4K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $72,431 | 12.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $68,000 | 11.4K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $67,759 | 7.4K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $66,838 | 11.2K | Q1 2026 |
| Copeland Capital Management, LLC$4.5B AUM | 0.00% | $66,731 | 6.3K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $66,374 | 11.1K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $65,968 | 11.0K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $65,195 | 10.9K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $63,530 | 10.6K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.00% | $62,997 | 10.5K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $62,062 | 10.4K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.04% | $54,605 | 9.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $54,000 | 9.1K | Q1 2026 |
| Philadelphia Investment Partners, LLC$147M AUM | 0.03% | $51,328 | 8.6K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $47,531 | 7.9K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $45,470 | 7.6K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.03% | $45,250 | 5.0K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $44,000 | 4.9K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $39,270 | 6.6K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $38,953 | 6.5K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $37,440 | 4.1K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $36,180 | 6.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $36,000 | 6.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $28,819 | 4.8K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $24,798 | 4.1K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $23,147 | 3.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $20,504 | 3.4K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $18,892 | 3.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $17,952 | 3.0K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.00% | $15,124 | 1.7K | Q2 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $14,837 | 1.6K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $14,737 | 2.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,899 | 2.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,745 | 1.5K | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $12,687 | 2.1K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $12,142 | 2.0K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $11,980 | 2.0K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.00% | $11,708 | 1.1K | Q3 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $9,878 | 1.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $9,261 | 1.5K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,829 | 1.3K | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $7,462 | 700 | Q3 2025OLDER |
| Covestor Ltd$144M AUM | 0.00% | $7,000 | 1.3K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $6,044 | 1.0K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $5,990 | 1.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $5,139 | 858 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,936 | 824 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $4,372 | 483 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,900 | 651 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,830 | 639 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,724 | 622 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,548 | 592 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,522 | 588 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $3,504 | 585 | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.00% | $3,474 | 580 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $3,284 | 308 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,155 | 296 | Q3 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $3,000 | 287 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $2,665 | 451 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,489 | 275 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,462 | 411 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,336 | 390 | Q1 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.00% | $2,313 | 386 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,282 | 381 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,132 | 200 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,105 | 355 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $2,085 | 348 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,024 | 338 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,901 | 210 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,690 | 282 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $1,497 | 250 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,483 | 250 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1,450 | 242 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,402 | 234 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,376 | 152 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,205 | 113 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,198 | 200 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $1,198 | 200 | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $1,043 | 174 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,001 | 167 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $964 | 106 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $884 | 150 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $863 | 144 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $815 | 136 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $803 | 134 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $692 | 76 | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $522 | 87 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $509 | 85 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $507 | 56 | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $503 | 84 | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $480 | 49 | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $437 | 41 | Q3 2025OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $426 | 71 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $425 | 71 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $416 | 46 | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $416 | 39 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $378 | 63 | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $341 | 66 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $300 | 50 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $256 | 24 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $246 | 23 | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $213 | 20 | Q3 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $172 | 19 | Q4 2025OLDER |
| Ankerstar Wealth, LLC$95M AUM | 0.00% | $154 | 17 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $154 | 17 | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $132 | 22 | Q1 2026 |
| Byrne Asset Management LLC$185M AUM | 0.00% | $120 | 20 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $78 | 13 | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $75 | 12 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $60 | 10 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $47 | 8 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $38 | 6 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $27 | 4 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $22 | 2 | Q3 2025OLDER |
| 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.