FLUSHING FINL CORP
CUSIP 343873105
Flushing Finl Corp has 154 institutional holders in Filings Flow’s 13F database, together reporting 25.87M shares worth $397M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
154
Q1 2026
Reported Value
$397M
Ticker
unmapped
private placement or foreign
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $50M | 3.24M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $46M | 3.01M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $28M | 1.88M | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $22M | 1.43M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $19M | 1.23M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $19M | 1.23M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $18M | 1.20M | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 855.5K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.13% | $13M | 844.5K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $13M | 841.5K | Q1 2026 |
| GLAZER CAPITAL, LLC$4.7B AUM | 0.27% | $13M | 821.3K | Q1 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $12M | 797.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $12M | 780.3K | Q1 2026 |
| Patriot Financial Partners GP II, L.P.$388M AUM | 3.19% | $10M | 675.0K | Q4 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.02% | $10M | 634.1K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $9M | 561.9K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.06% | $8M | 546.6K | Q1 2026 |
| PATRIOT FINANCIAL PARTNERS GP, LP$284M AUM | 2.83% | $8M | 675.0K | Q2 2025OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.12% | $7M | 463.9K | Q1 2026 |
| CSM Advisors, LLC$4.1B AUM | 0.17% | $7M | 458.4K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 427.8K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.19% | $6M | 404.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 354.4K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $5M | 336.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 323.5K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.01% | $5M | 300.7K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 279.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $4M | 272.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 270.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $4M | 242.5K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $4M | 236.3K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.46% | $3M | 227.9K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 220.9K | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.07% | $3M | 219.2K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.28% | $3M | 192.6K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 191.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 183.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 165.2K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.91% | $2M | 171.3K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 145.7K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 145.0K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.04% | $2M | 157.1K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 142.9K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 141.8K | Q4 2025OLDER |
| North Reef Capital Management LP$2.9B AUM | 0.08% | $2M | 135.0K | Q4 2025OLDER |
| Teton Advisors, Inc.$164M AUM | 1.18% | $2M | 163.0K | Q2 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 115.3K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $2M | 102.6K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 92.9K | Q1 2026 |
| CANYON CAPITAL ADVISORS LLC$772M AUM | 0.18% | $1M | 91.2K | Q1 2026 |
| Teton Advisors, LLC$142M AUM | 0.97% | $1M | 90.0K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 95.0K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 82.7K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 79.1K | Q1 2026 |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.18% | $1M | 87.6K | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 78.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 78.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 78.3K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 75.7K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 75.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 72.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 71.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $967,545 | 63.0K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $963,180 | 62.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $885,443 | 57.6K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.05% | $875,520 | 57.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $866,304 | 56.4K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $860,691 | 55.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $852,615 | 56.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $832,000 | 54.2K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $829,314 | 54.7K | Q4 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.14% | $807,176 | 58.4K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $756,070 | 54.7K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $722,442 | 47.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $713,551 | 47.0K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$232M AUM | 0.24% | $708,398 | 51.3K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.09% | $706,179 | 46.6K | Q4 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $693,442 | 45.1K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $652,938 | 42.5K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $626,033 | 40.8K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $617,472 | 40.2K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $595,215 | 38.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $578,720 | 37.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $557,307 | 36.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $555,648 | 36.2K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $550,487 | 35.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $535,770 | 34.9K | Q1 2026 |
| Fourthstone LLC$590M AUM | 0.09% | $524,780 | 38.0K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $517,586 | 33.7K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.03% | $499,369 | 32.5K | Q1 2026 |
| Yakira Capital Management, Inc.$342M AUM | 0.14% | $493,670 | 32.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $492,457 | 32.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $483,855 | 31.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $481,000 | 40.5K | Q2 2025OLDER |
| WATER ISLAND CAPITAL LLC$896M AUM | 0.05% | $463,273 | 30.2K | Q1 2026 |
| Angel Oak Capital Advisors, LLC$90M AUM | 0.51% | $460,800 | 30.0K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $437,484 | 28.5K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $424,625 | 26.9K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $424,428 | 27.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $423,310 | 27.2K | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.00% | $389,830 | 32.8K | Q2 2025OLDER |
| Watershed Asset Management, L.L.C.$96M AUM | 0.36% | $387,897 | 25.6K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $379,250 | 25.0K | Q4 2025OLDER |
| PERRITT CAPITAL MANAGEMENT INC$60M AUM | 0.63% | $379,250 | 25.0K | Q4 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.05% | $365,322 | 23.8K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.20% | $357,473 | 23.3K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $348,788 | 21.6K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $346,675 | 22.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $342,374 | 22.3K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $340,531 | 22.2K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $329,610 | 21.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $324,153 | 21.4K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.12% | $322,643 | 23.4K | Q3 2025OLDER |
| AlphaQuest LLC$0 AUM | 0.02% | $313,109 | 20.6K | Q4 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $298,429 | 19.4K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $288,707 | 18.8K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $267,477 | 17.6K | Q4 2025OLDER |
| PharVision Advisers, LLC$10M AUM | 0.13% | $264,459 | 17.4K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $262,947 | 17.1K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.03% | $246,451 | 16.0K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.01% | $242,720 | 16.0K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $238,157 | 15.5K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.01% | $231,000 | 15.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $230,205 | 15.2K | Q4 2025OLDER |
| Versor Investments LP$41M AUM | 0.03% | $215,141 | 14.2K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $213,887 | 13.9K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $207,145 | 13.5K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $203,766 | 14.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $196,431 | 12.8K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $195,121 | 14.1K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.01% | $193,229 | 12.6K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $188,698 | 12.3K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $188,000 | 12.3K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $185,893 | 12.3K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $184,980 | 12.0K | Q1 2026 |
| 9823 Capital, L.P.$132M AUM | 0.14% | $179,051 | 11.7K | Q1 2026 |
| Semanteon Capital Management, LP$7M AUM | 2.40% | $178,468 | 11.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $177,182 | 12.8K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $171,704 | 10.2K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $166,642 | 10.9K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $166,445 | 11.0K | Q4 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $165,000 | 10.7K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $161,272 | 11.0K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $158,899 | 10.3K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.02% | $156,661 | 10.3K | Q4 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $152,932 | 11.1K | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $152,296 | 11.0K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $124,708 | 8.1K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $105,462 | 6.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $99,318 | 6.5K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $98,826 | 6.4K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $82,039 | 5.4K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $66,095 | 4.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $62,000 | 4.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $58,943 | 3.8K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $53,000 | 3.4K | Q1 2026 |
| Sagefield Capital LP$1.4B AUM | 0.00% | $48,430 | 3.2K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $45,481 | 3.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $44,529 | 2.9K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $44,427 | 3.2K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $44,068 | 2.9K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.03% | $39,006 | 2.5K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $35,240 | 2.3K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $33,086 | 2.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $27,602 | 1.8K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $26,803 | 1.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,144 | 1.6K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $23,439 | 1.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,890 | 1.4K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $17,855 | 1.2K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $17,787 | 1.2K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 0.01% | $17,280 | 1.1K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $16,512 | 1.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $16,312 | 1.1K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $15,000 | 1.0K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,516 | 945 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $10,645 | 693 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $9,984 | 650 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,339 | 608 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,258 | 600 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $9,201 | 599 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,156 | 531 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,311 | 476 | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $7,000 | 500 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $6,979 | 448 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $6,898 | 449 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,559 | 427 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,994 | 397 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,884 | 318 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,808 | 313 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,516 | 294 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $4,276 | 360 | Q2 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $3,825 | 249 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,656 | 238 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,456 | 225 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,811 | 183 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,460 | 160 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $2,417 | 175 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,013 | 131 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,782 | 150 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,644 | 107 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,536 | 100 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,367 | 89 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,188 | 100 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,183 | 77 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,000 | 135 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $753 | 49 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $594 | 50 | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $476 | 31 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $353 | 23 | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $323 | 21 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $228 | 15 | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $215 | 16 | Q3 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $215 | 16 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $15 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.