FAFFIRST AMERN FINL CORP
CUSIP 31847R102 · Yahoo Finance ↗ · Google Finance ↗
First Amern Finl Corp (FAF) has 429 institutional holders in Filings Flow’s 13F database, together reporting 95.86M shares worth $5.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.
Institutional Holders
429
Q1 2026
Reported Value
$5.7B
Ticker
FAF
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PERRY CREEK CAPITAL LP$160M AUM | 21.60% | $35M | 574.9K | Q1 2026 |
| HG Vora Capital Management, LLC$191M AUM | 21.33% | $41M | 675.0K | Q1 2026 |
| Solel Partners LP$468M AUM | 3.06% | $19M | 307.7K | Q4 2025OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 2.64% | $92M | 1.52M | Q1 2026 |
| Davis Asset Management, L.P.$3.5B AUM | 2.62% | $90M | 1.50M | Q1 2026 |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 2.59% | $231M | 3.84M | Q1 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 2.45% | $39M | 643.9K | Q1 2026 |
| PhiloSmith Capital Corp$351M AUM | 2.30% | $8M | 133.6K | Q1 2026 |
| Channing Capital Management, LLC$3.9B AUM | 2.27% | $89M | 1.47M | Q1 2026 |
| Resolute Capital Asset Partners LLC$190M AUM | 1.90% | $4M | 60.0K | Q1 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 1.70% | $23M | 383.1K | Q1 2026 |
| Private Capital Management, LLC$1.0B AUM | 1.59% | $16M | 264.5K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.41% | $21M | 347.8K | Q1 2026 |
| Avantyr Capital Partners, LP$2.1B AUM | 1.20% | $25M | 414.8K | Q1 2026 |
| Portolan Capital Management, LLC$1.9B AUM | 1.06% | $20M | 320.7K | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.85% | $27M | 446.0K | Q1 2026 |
| FJ Capital Management LLC$888M AUM | 0.81% | $8M | 118.7K | Q3 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.81% | $57M | 953.2K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.75% | $334,725 | 5.4K | Q4 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.66% | $25M | 413.6K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.66% | $17M | 275.4K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.65% | $2M | 40.9K | Q1 2026 |
| Leeward Investments, LLC - MA$2.0B AUM | 0.56% | $11M | 187.5K | Q1 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.55% | $53M | 880.8K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.51% | $6M | 96.8K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.49% | $8M | 139.7K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.46% | $1M | 1.19M | Q1 2026 |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 0.39% | $20M | 337.6K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.36% | $346M | 5.75M | Q1 2026 |
| First National Advisers, LLC$683M AUM | 0.36% | $2M | 40.7K | Q1 2026 |
| Garner Asset Management Corp$255M AUM | 0.35% | $898,990 | 14.9K | Q1 2026 |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.34% | $18M | 299.8K | Q1 2026 |
| Hudson Portfolio Management LLC$119M AUM | 0.32% | $382,842 | 6.3K | Q1 2026 |
| denkapparat Operations GmbH$242M AUM | 0.30% | $729,027 | 12.1K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.30% | $607,964 | 10.1K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.28% | $2M | 27.2K | Q2 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.27% | $568,813 | 9.4K | Q1 2026 |
| Oak Thistle LLC$1.0B AUM | 0.25% | $2M | 28.7K | Q4 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.24% | $645,525 | 10.7K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.23% | $390,697 | 6.4K | Q4 2025OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.22% | $10M | 168.9K | Q2 2025OLDER |
| Leisure Capital Management$286M AUM | 0.22% | $624,062 | 10.4K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.22% | $729,638 | 11.4K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.22% | $667,923 | 10.9K | Q2 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.21% | $1M | 20.0K | Q4 2025OLDER |
| Optimize Financial Inc$203M AUM | 0.21% | $424,864 | 7.0K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.20% | $3M | 43.8K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.20% | $221,023 | 3.7K | Q1 2026 |
| Granite Investment Partners, LLC$1.6B AUM | 0.19% | $4M | 63.5K | Q2 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.19% | $45M | 743.6K | Q1 2026 |
| Penbrook Management LLC$132M AUM | 0.18% | $264,192 | 4.3K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.18% | $48M | 792.1K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.15% | $1M | 17.7K | Q2 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.14% | $2M | 40.9K | Q1 2026 |
| Passumpsic Savings Bank$183M AUM | 0.14% | $254,362 | 4.1K | Q4 2025OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.13% | $293,492 | 4.9K | Q1 2026 |
| Polar Capital Holdings Plc$28.2B AUM | 0.13% | $33M | 540.0K | Q4 2025OLDER |
| RWWM, Inc.$1.4B AUM | 0.13% | $2M | 29.1K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.12% | $3M | 54.6K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.12% | $4M | 68.4K | Q1 2026 |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.12% | $238,748 | 4.0K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.12% | $4M | 61.0K | Q1 2026 |
| Prana Capital Management, LP$3.3B AUM | 0.11% | $4M | 62.1K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.11% | $440,108 | 6.9K | Q3 2025OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.10% | $116,963 | 1.9K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.10% | $621,590 | 10.3K | Q1 2026 |
| New England Research & Management, Inc.$257M AUM | 0.10% | $238,146 | 4.0K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 0.10% | $200,686 | 3.1K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.08% | $6M | 97.0K | Q4 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.08% | $2M | 26.9K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.08% | $208,900 | 3.2K | Q2 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.08% | $3M | 43.9K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.08% | $505,012 | 8.2K | Q1 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.08% | $24M | 391.6K | Q1 2026 |
| River Road Asset Management, LLC$8.8B AUM | 0.07% | $7M | 102.8K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $279,018 | 4.5K | Q2 2025OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.07% | $2M | 26.1K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.07% | $2M | 25.9K | Q4 2025OLDER |
| Bayview Asset Management, LLC$260M AUM | 0.07% | $307,200 | 5.0K | Q4 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.07% | $1M | 24.0K | Q1 2026 |
| Sentry LLC$314M AUM | 0.07% | $221,867 | 3.7K | Q1 2026 |
| Invst, LLC$886M AUM | 0.07% | $646,164 | 10.5K | Q4 2025OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.07% | $381,955 | 6.3K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 39.1K | Q2 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.06% | $496,781 | 8.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.06% | $36M | 603.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $42M | 699.7K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.06% | $619,781 | 10.3K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $280M | 4.64M | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.06% | $2M | 39.4K | Q4 2025OLDER |
| Unison Advisors LLC$1.3B AUM | 0.06% | $634,049 | 9.9K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.06% | $8M | 128.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.06% | $2M | 30.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 43.6K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.06% | $79M | 1.30M | Q1 2026 |
| Sciencast Management LP$785M AUM | 0.06% | $298,652 | 4.6K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $445,740 | 7.4K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.05% | $505,773 | 8.4K | Q1 2026 |
| State of Wyoming$844M AUM | 0.05% | $422,874 | 7.0K | Q1 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.05% | $214,512 | 3.6K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.05% | $4M | 67.7K | Q1 2026 |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.05% | $298,341 | 4.6K | Q3 2025OLDER |
| 111 Capital$406M AUM | 0.05% | $265,082 | 4.3K | Q2 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $480,150 | 8.0K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.04% | $11M | 185.7K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.04% | $122,313 | 1.9K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.04% | $77M | 1.28M | Q1 2026 |
| ARGA Investment Management, LP$3.0B AUM | 0.04% | $1M | 21.1K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $10M | 172.8K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.04% | $103,074 | 1.7K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.04% | $395,382 | 6.6K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.04% | $52M | 860.8K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.04% | $6M | 99.0K | Q1 2026 |
| Vest Financial, LLC$8.3B AUM | 0.04% | $3M | 53.0K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $815,483 | 13.5K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.04% | $6M | 96.0K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $242,092 | 3.4K | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.04% | $1M | 17.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.04% | $25M | 406.6K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $409,410 | 6.7K | Q2 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.03% | $20M | 336.6K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $338,106 | 5.6K | Q1 2026 |
| Dougherty Wealth Advisers LLC$158M AUM | 0.03% | $53,902 | 894 | Q1 2026 |
| Optas, LLC$661M AUM | 0.03% | $224,217 | 3.7K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $64M | 1.07M | Q1 2026 |
| Tributary Capital Management, LLC$1.0B AUM | 0.03% | $339,131 | 5.6K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $446,629 | 7.4K | Q1 2026 |
| Petrus Trust Company, LTA$915M AUM | 0.03% | $303,144 | 4.9K | Q2 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $22M | 372.6K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 29.5K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.03% | $332,921 | 5.5K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $276,244 | 4.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $29M | 479.0K | Q4 2025OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.03% | $232,920 | 3.8K | Q4 2025OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.03% | $3M | 54.9K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $7M | 119.2K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $36M | 598.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.03% | $552M | 9.16M | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $25M | 387.5K | Q3 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.03% | $62,752 | 1.0K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.03% | $655,584 | 10.7K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $285,051 | 4.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 37.1K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $679,017 | 10.6K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.03% | $2M | 39.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $5M | 85.2K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $40M | 660.2K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $8M | 124.9K | Q1 2026 |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.02% | $533,192 | 8.3K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $14M | 237.3K | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 0.02% | $80,557 | 1.3K | Q3 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $355,052 | 5.9K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $11M | 181.4K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 31.7K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 19.5K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $185,643 | 3.0K | Q2 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $794,509 | 12.9K | Q2 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $118M | 1.96M | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $3M | 42.2K | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 22.8K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $414,313 | 6.9K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $856,239 | 14.2K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $15M | 253.6K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 23.6K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $6M | 94.8K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $17M | 281.7K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.02% | $420,824 | 7.0K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.02% | $203,539 | 3.4K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.02% | $636,573 | 10.6K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $452,838 | 7.5K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $1M | 17.7K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.02% | $36,174 | 600 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $125,464 | 2.1K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $235,991 | 3.8K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.02% | $16M | 263.3K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 20.9K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $314M | 5.22M | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.02% | $288,669 | 4.8K | Q1 2026 |
| Quarry LP$558M AUM | 0.02% | $101,868 | 1.7K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $541,645 | 9.0K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 26.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $3M | 50.0K | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.02% | $113M | 1.87M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $33M | 547.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $92M | 1.53M | Q1 2026 |
| Capital Research Global Investors$644.6B AUM | 0.01% | $93M | 1.55M | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $695,193 | 11.3K | Q4 2025OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.01% | $1M | 24.2K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $17M | 276.4K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $6M | 96.8K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $200,622 | 3.1K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $42,791 | 652 | Q1 2026 |
| Deseret Mutual Benefit Administrators$294M AUM | 0.01% | $38,405 | 637 | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $255,810 | 4.2K | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $20M | 317.9K | Q2 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $7M | 123.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $11M | 186.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 18.0K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 26.6K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 39.7K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $1M | 17.0K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $120,580 | 2.0K | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $693,920 | 10.8K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $11M | 175.9K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $4M | 73.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $230,446 | 3.8K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $620,686 | 10.3K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $424,144 | 6.9K | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $70M | 1.15M | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $415,398 | 6.9K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $6M | 92.9K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.01% | $126,812 | 2.1K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $944,684 | 15.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 41.0K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $54M | 899.2K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $129,142 | 2.1K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 28.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $210,248 | 3.4K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $556M | 9.23M | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $38M | 628.9K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $211,799 | 3.5K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $271,305 | 4.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 18.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $393,091 | 6.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $521,427 | 7.3K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $413,240 | 6.2K | Q1 2026 |
| Asset Planning,Inc$141M AUM | 0.01% | $13,087 | 213 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $626M | 10.19M | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 33.1K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.01% | $51M | 833.4K | Q2 2025OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.01% | $201,649 | 3.1K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $227,979 | 3.6K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $257,618 | 4.2K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $530,627 | 8.8K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 35.4K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $342,595 | 5.3K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $237,374 | 3.9K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 39.5K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 102.7K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $4M | 72.0K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $211,231 | 3.4K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 25.5K | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 24.6K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $412,022 | 6.8K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.01% | $2M | 32.3K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $7M | 120.4K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $58M | 963.8K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $22M | 371.4K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $204,669 | 3.2K | Q3 2025OLDER |
| Brave Warrior Advisors, LLC$4.0B AUM | 0.01% | $301,450 | 5.0K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $14M | 227.5K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 28.9K | Q1 2026 |
| Briaud Financial Planning Inc$381M AUM | 0.01% | $18,000 | 301 | Q2 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $11M | 189.4K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $12M | 201.7K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $12,661 | 210 | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $112M | 1.86M | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $8,260 | 137 | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $150,172 | 2.3K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $3M | 42.5K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $5M | 75.1K | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $197M | 3.27M | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 25.2K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 70.2K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $203,320 | 3.2K | Q3 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $278,781 | 4.6K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $265M | 4.39M | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $952,823 | 15.8K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $622,678 | 9.7K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $203,178 | 3.4K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $877,641 | 14.6K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 30.8K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $292,407 | 4.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 106.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $97M | 1.58M | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.01% | $15,679 | 244 | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $377,716 | 6.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 60.9K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $240,195 | 4.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $358,748 | 5.8K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $6M | 102.8K | Q2 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 22.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $306,213 | 5.1K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $5M | 82.7K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.01% | $725,108 | 12.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $278,980 | 4.3K | Q3 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $26,347 | 437 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $173,372 | 2.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $186,176 | 3.1K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $4M | 64.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $31M | 522.0K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $17,364 | 288 | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $402,195 | 6.7K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $3M | 39.8K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $460,057 | 7.6K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $6M | 91.8K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $208,835 | 3.4K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $409,244 | 6.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 41.0K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 24.1K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $2M | 25.5K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $201,670 | 3.3K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $56,431 | 936 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 47.3K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $93,329 | 1.5K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $3M | 57.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 39.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $20M | 328.4K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $9,828 | 163 | Q1 2026 |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.00% | $421,146 | 6.4K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 71.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $324,155 | 5.0K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $392,247 | 6.5K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 235.2K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $9,285 | 154 | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $287,724 | 4.7K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 70.6K | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $19,272 | 300 | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 25.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 213.1K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 26.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $299,397 | 4.9K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $81,271 | 1.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $665,489 | 11.0K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $313,508 | 5.2K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $843,086 | 13.1K | Q3 2025OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $281,072 | 4.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $102,675 | 1.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $628,403 | 10.4K | Q1 2026 |
| Andra AP-fonden$8.4B AUM | 0.00% | $244,112 | 3.8K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 330.7K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $461,339 | 7.7K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $405,631 | 6.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $35,422 | 577 | Q2 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $26,106 | 433 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38M | 624.1K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $330,691 | 5.4K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $670,556 | 10.9K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $213,487 | 3.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 129.8K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 20.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $204,075 | 3.3K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $47,946 | 781 | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $215,900 | 3.5K | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $10,732 | 178 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 32.9K | Q1 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.00% | $1M | 24.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 341.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 127.2K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,443 | 193 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $4,557 | 74 | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $580,301 | 9.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $830,917 | 13.8K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $60,290 | 1.0K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 21.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 30.1K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $34,787 | 577 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 25.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $564,670 | 8.8K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $224,140 | 3.8K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $27,576 | 457 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9M | 148.4K | Q1 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.00% | $211,354 | 3.4K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $760,327 | 12.6K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $29,784 | 494 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $966,794 | 16.6K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $7,416 | 123 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 133.1K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $165,134 | 2.7K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $100,564 | 1.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 28.0K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $9,104 | 151 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $10,913 | 181 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 25.8K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $359,268 | 6.0K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $3,075 | 51 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 65.5K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $15,555 | 258 | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 27.2K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 50.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $291,623 | 4.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $258,162 | 4.3K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $49,722 | 825 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $427,094 | 7.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,986 | 49 | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $28,457 | 472 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $28,035 | 465 | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $171,444 | 2.8K | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $30,386 | 504 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $6,270 | 104 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $53,606 | 873 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $381,742 | 6.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $295,481 | 4.9K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $3,135 | 52 | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $207,458 | 3.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 52.2K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $9,953 | 162 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $80,538 | 1.3K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $3M | 45.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $934,620 | 15.5K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $31,050 | 515 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $238,519 | 4.0K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $329,113 | 5.1K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $811,504 | 13.5K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $278,095 | 4.3K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $685,643 | 11.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $229,337 | 3.6K | Q3 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $318,030 | 5.3K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $330,691 | 5.5K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $610,195 | 10.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 27.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 285.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $284,685 | 4.7K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $743,514 | 12.3K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,507 | 25 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $6,753 | 112 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $68,911 | 1.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 88.6K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,788 | 96 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $316,842 | 5.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $57,637 | 956 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $8,441 | 140 | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $465,961 | 7.6K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $277,245 | 4.6K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $1,408 | 23 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $488,349 | 8.1K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,171 | 36 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 16.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21,449 | 360 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 99.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $4,362 | 71 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,954 | 49 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $708,071 | 11.7K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $35,571 | 590 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $6M | 98.0K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $3,437 | 57 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $784 | 13 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 37.3K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $325,687 | 5.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $29,676 | 483 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $9,165 | 152 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $89,148 | 1.5K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $203,305 | 3.3K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $30,695 | 500 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 29.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,428 | 372 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $10,007 | 163 | Q2 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $149,519 | 2.5K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,214 | 47 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $482 | 8 | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $707 | 11 | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $9,406 | 156 | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.00% | $723 | 12 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $5,607 | 93 | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $1,568 | 26 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $76,109 | 1.3K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,472 | 41 | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,929 | 32 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $72,335 | 1.1K | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,387 | 23 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $4,851 | 80 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,714 | 45 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $677,418 | 11.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $545,263 | 9.0K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $905 | 15 | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $2,248 | 35 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $529,193 | 8.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $22,609 | 375 | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $491 | 8 | Q2 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $800,230 | 13.3K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,025 | 17 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $491 | 8 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 22.5K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $964 | 16 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,923 | 148 | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $66,000 | 1.0K | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $91,038 | 1.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $195,641 | 3.2K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,146 | 19 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $13,023 | 216 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $115,384 | 1.9K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $5,004 | 83 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $131,212 | 2.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $356,616 | 5.9K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $482 | 8 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,146 | 19 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $246 | 4 | Q2 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $422 | 7 | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $580,472 | 9.6K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,447 | 24 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $15,555 | 258 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $5,426 | 90 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $164,698 | 2.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $291,668 | 5.0K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,869 | 31 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $723 | 12 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $55,296 | 900 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,218 | 85 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.