HASIHA SUSTAINABLE INFRA CAP INC
CUSIP 41068X100 · Yahoo Finance ↗ · Google Finance ↗
Ha Sustainable Infra Cap Inc (HASI) has 385 institutional holders in Filings Flow’s 13F database, together reporting 126.82M shares worth $4.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wellington Management Group LLP.
Institutional Holders
385
Q1 2026
Reported Value
$4.6B
Ticker
HASI
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.01% | $739M | 20.11M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $442M | 14.05M | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.08% | $419M | 11.39M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $284M | 7.74M | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.17% | $252M | 6.85M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $209M | 5.70M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $198M | 5.40M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.05% | $144M | 4.57M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $142M | 3.95M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $114M | 3.09M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.02% | $99M | 2.70M | Q1 2026 |
| Amundi$367.1B AUM | 0.02% | $89M | 2.42M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $81M | 2.20M | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.73% | $79M | 2.20M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $75M | 2.04M | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.06% | $72M | 2.01M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $65M | 1.76M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.11% | $60M | 1.63M | Q1 2026 |
| NORGES BANK$0 AUM | 0.01% | $60M | 1.90M | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $58M | 1.58M | Q1 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 4.64% | $56M | 1.53M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $52M | 1.43M | Q1 2026 |
| Hood River Capital Management LLC$10.0B AUM | 0.49% | $49M | 1.32M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $47M | 1.27M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $44M | 1.19M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $42M | 1.15M | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.04% | $40M | 1.09M | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 2.34% | $38M | 1.03M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $36M | 986.7K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.11% | $34M | 923.5K | Q1 2026 |
| Mizuho Markets Cayman LP$1.9B AUM | 1.78% | $33M | 900.0K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $31M | 854.4K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $30M | 826.3K | Q1 2026 |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.08% | $29M | 930.9K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.06% | $29M | 789.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.06% | $27M | 733.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $26M | 712.0K | Q1 2026 |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.50% | $26M | 828.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24M | 655.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $23M | 620.2K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.04% | $22M | 596.6K | Q1 2026 |
| Triodos Investment Management BV$1.3B AUM | 1.53% | $20M | 550.0K | Q1 2026 |
| Border to Coast Pensions Partnership Ltd$5.9B AUM | 0.30% | $18M | 475.0K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.05% | $17M | 456.6K | Q1 2026 |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.02% | $17M | 453.5K | Q1 2026 |
| ABN AMRO Bank N.V.$9.3B AUM | 0.17% | $16M | 428.6K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $15M | 415.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $15M | 411.4K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $14M | 385.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $14M | 383.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $14M | 368.3K | Q1 2026 |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.27% | $13M | 490.6K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $13M | 352.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $13M | 350.1K | Q1 2026 |
| LBP AM SA$7.3B AUM | 0.17% | $12M | 340.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $12M | 334.6K | Q1 2026 |
| Boston Common Asset Management, LLC$1.6B AUM | 0.76% | $12M | 319.8K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $11M | 308.5K | Q1 2026 |
| Raiffeisen Bank International AG$7.0B AUM | 0.16% | $11M | 311.7K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $11M | 298.8K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $11M | 292.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.13% | $11M | 287.5K | Q1 2026 |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 3.14% | $10M | 283.8K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.03% | $10M | 277.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 320.1K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $10M | 264.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $10M | 259.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $9M | 249.4K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.12% | $9M | 266.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 231.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 229.3K | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $8M | 227.0K | Q1 2026 |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.11% | $8M | 225.9K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.38% | $8M | 223.6K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.04% | $8M | 222.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.06% | $7M | 203.8K | Q1 2026 |
| NATURAL INVESTMENTS, LLC$405M AUM | 1.83% | $7M | 202.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 197.1K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.01% | $7M | 193.5K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 192.4K | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.09% | $7M | 183.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 179.4K | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 0.45% | $7M | 179.4K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $7M | 179.0K | Q1 2026 |
| Clean Yield Group$355M AUM | 1.75% | $6M | 169.3K | Q1 2026 |
| NIA IMPACT ADVISORS, LLC$225M AUM | 2.74% | $6M | 167.6K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $6M | 195.7K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 167.4K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 163.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 162.7K | Q1 2026 |
| Capital Innovations LLC$399,164 AUM | 1.68% | $6M | 188.0K | Q4 2025OLDER |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.01% | $6M | 157.0K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 0.92% | $6M | 158.6K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $6M | 153.6K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.03% | $5M | 149.4K | Q1 2026 |
| NBW CAPITAL LLC$464M AUM | 1.17% | $5M | 202.0K | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 146.4K | Q1 2026 |
| Freshford Capital Management, LLC$200M AUM | 1.48% | $5M | 175.0K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $5M | 170.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 141.0K | Q1 2026 |
| Portman Square Capital LLP$2.6B AUM | 0.22% | $5M | 159.9K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $5M | 130.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $5M | 126.8K | Q1 2026 |
| Castlefield Investment Partners LLP$131M AUM | 3.48% | $5M | 123.8K | Q1 2026 |
| Pier Capital, LLC$606M AUM | 0.73% | $4M | 119.7K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $4M | 116.1K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.16% | $4M | 114.3K | Q1 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.14% | $4M | 112.2K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 111.8K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $4M | 111.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 125.5K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.23% | $4M | 107.2K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.71% | $4M | 107.1K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.01% | $4M | 105.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.07% | $3M | 91.5K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $3M | 105.0K | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 85.2K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.03% | $3M | 79.6K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 84.3K | Q1 2026 |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 2.71% | $3M | 82.7K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 81.5K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 81.3K | Q1 2026 |
| Ruffer LLP$2.4B AUM | 0.13% | $3M | 91.9K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 93.3K | Q3 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.34% | $3M | 77.6K | Q1 2026 |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.11% | $3M | 76.5K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $3M | 102.4K | Q2 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.10% | $3M | 72.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 83.5K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 84.8K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $3M | 70.3K | Q1 2026 |
| Rock Point Advisors, LLC$370M AUM | 0.69% | $3M | 69.1K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 68.3K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 68.1K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.36% | $2M | 66.4K | Q1 2026 |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 0.23% | $2M | 90.0K | Q2 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 89.6K | Q2 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $2M | 65.1K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 63.3K | Q1 2026 |
| ELLERSON GROUP INC /ADV$153M AUM | 1.52% | $2M | 63.2K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.03% | $2M | 62.9K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 62.9K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 60.6K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 59.5K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 59.3K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 58.6K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 57.4K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 56.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 56.5K | Q1 2026 |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.26% | $2M | 55.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 54.9K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.01% | $2M | 61.8K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 51.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 50.2K | Q1 2026 |
| Maven Securities LTD$5.2B AUM | 0.04% | $2M | 57.2K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.01% | $2M | 48.6K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 47.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 46.9K | Q1 2026 |
| Quaero Capital S.A.$80M AUM | 2.12% | $2M | 62.9K | Q2 2025OLDER |
| AXA S.A.$256M AUM | 0.00% | $2M | 61.8K | Q2 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $2M | 45.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 44.7K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.22% | $2M | 38.9K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 0.23% | $2M | 43.5K | Q1 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.51% | $2M | 42.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 41.9K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 41.6K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 40.7K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.10% | $1M | 48.0K | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 39.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 38.7K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 38.4K | Q1 2026 |
| Perpetual Ltd$7.0B AUM | 0.02% | $1M | 45.3K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 37.7K | Q1 2026 |
| Premier Fund Managers Ltd$1.4B AUM | 0.06% | $1M | 45.0K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.19% | $1M | 37.6K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $1M | 36.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 35.4K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $1M | 42.2K | Q4 2025OLDER |
| Strong Tower Advisory Services$531M AUM | 0.25% | $1M | 35.5K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 34.8K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 34.6K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 34.6K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 34.6K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 34.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 33.8K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 39.5K | Q3 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.01% | $1M | 32.9K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 32.0K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 31.6K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.05% | $1M | 43.0K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 31.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 30.5K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $1M | 30.4K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.72% | $1M | 29.8K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 29.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 29.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 29.3K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $1M | 29.2K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.02% | $1M | 28.4K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.00% | $1M | 32.9K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 27.9K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 27.8K | Q1 2026 |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.09% | $1M | 32.4K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 27.4K | Q1 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV$753M AUM | 0.13% | $965,000 | 26.3K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $958,293 | 26.1K | Q1 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.08% | $951,336 | 29.0K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $939,918 | 25.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $935,829 | 29.8K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.05% | $929,016 | 25.3K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $913,678 | 24.9K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.01% | $909,416 | 24.7K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $909,091 | 24.7K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $904,050 | 24.6K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $874,288 | 27.8K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $872,445 | 23.7K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $866,662 | 32.3K | Q2 2025OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.72% | $865,463 | 23.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $861,644 | 23.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $821,561 | 22.4K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $801,150 | 21.8K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $797,000 | 26.0K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $785,750 | 25.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $760,725 | 20.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $727,226 | 19.8K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.15% | $711,554 | 19.4K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $707,267 | 23.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $689,684 | 18.8K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $684,322 | 18.6K | Q1 2026 |
| Versor Investments LP$41M AUM | 0.11% | $682,031 | 21.7K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $681,419 | 18.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $667,527 | 18.2K | Q1 2026 |
| AIA Group Ltd$6.9B AUM | 0.01% | $662,713 | 18.0K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $655,583 | 17.8K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $646,950 | 24.1K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $645,147 | 17.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.08% | $626,601 | 20.4K | Q3 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.39% | $620,230 | 16.9K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $609,553 | 19.4K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $600,984 | 16.4K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.05% | $583,000 | 15.9K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.04% | $581,000 | 21.6K | Q2 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $573,595 | 21.4K | Q2 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $570,217 | 15.5K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $561,872 | 18.3K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.04% | $559,785 | 13.8K | Q1 2026 |
| Harrington Investments, INC$190M AUM | 0.29% | $556,689 | 15.1K | Q1 2026 |
| Severin Investments, LLC$116M AUM | 0.47% | $551,945 | 15.0K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.01% | $549,000 | 14.9K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.13% | $548,140 | 14.9K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.21% | $537,250 | 17.5K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $536,844 | 14.6K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $535,938 | 20.0K | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $534,472 | 14.5K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.22% | $529,163 | 14.4K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.04% | $528,985 | 19.7K | Q2 2025OLDER |
| Values Added Financial LLC$238M AUM | 0.22% | $522,034 | 14.2K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $519,198 | 16.9K | Q3 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.02% | $519,000 | 14.1K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $517,110 | 14.1K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $515,750 | 14.0K | Q1 2026 |
| MIROVA$2.5B AUM | 0.07% | $513,805 | 19.1K | Q2 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $499,653 | 16.3K | Q3 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.05% | $496,272 | 13.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $494,953 | 13.5K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $490,464 | 13.3K | Q1 2026 |
| Bayesian Capital Management, LP$82M AUM | 0.10% | $485,121 | 15.8K | Q3 2025OLDER |
| FCA CORP /TX$354M AUM | 0.14% | $485,100 | 13.2K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $484,416 | 15.8K | Q3 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $474,994 | 12.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $467,570 | 12.7K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $452,429 | 12.3K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $446,365 | 12.1K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.02% | $439,273 | 12.0K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $432,070 | 11.8K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.29% | $426,528 | 11.6K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $426,006 | 11.6K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $425,011 | 13.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $413,854 | 11.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $406,116 | 10.9K | Q1 2026 |
| Colorado Capital Management, Inc.$293M AUM | 0.15% | $406,000 | 11.0K | Q1 2026 |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.13% | $402,413 | 10.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $396,386 | 10.8K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $396,312 | 10.8K | Q1 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.06% | $393,225 | 10.7K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.09% | $391,500 | 9.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $385,177 | 10.5K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $382,000 | 10.4K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.01% | $380,000 | 10.3K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.27% | $377,790 | 10.3K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $373,596 | 13.9K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $368,382 | 10.0K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $359,709 | 9.8K | Q1 2026 |
| Optimize Financial Inc$203M AUM | 0.22% | $358,339 | 13.3K | Q2 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.26% | $349,787 | 9.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $341,040 | 9.3K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $340,307 | 9.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $337,549 | 9.2K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $335,234 | 9.1K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 0.34% | $334,572 | 9.1K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $333,249 | 9.1K | Q1 2026 |
| American Trust Investment Advisors, LLC$181M AUM | 0.18% | $330,383 | 9.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $329,783 | 8.8K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $329,472 | 10.7K | Q3 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $325,035 | 8.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $322,516 | 12.0K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $319,360 | 8.7K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.00% | $317,443 | 10.1K | Q4 2025OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.15% | $317,348 | 8.6K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $314,300 | 10.0K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.01% | $312,516 | 8.5K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $312,228 | 8.5K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $309,656 | 8.4K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.03% | $307,928 | 8.4K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.03% | $307,781 | 8.4K | Q1 2026 |
| State of Wyoming$844M AUM | 0.04% | $302,710 | 8.2K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $298,520 | 8.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $297,455 | 8.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $295,911 | 8.1K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $294,735 | 8.0K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $287,128 | 7.8K | Q1 2026 |
| TCW GROUP INC$13.3B AUM | 0.00% | $285,842 | 7.8K | Q1 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.06% | $283,600 | 7.7K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $280,366 | 7.6K | Q1 2026 |
| SMH CAPITAL ADVISORS INC$33M AUM | 0.56% | $272,794 | 8.7K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $267,430 | 7.3K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.04% | $265,715 | 7.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $262,637 | 7.1K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $257,845 | 7.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $257,000 | 7.0K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $255,997 | 8.1K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $254,520 | 8.1K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $254,071 | 8.3K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $251,597 | 8.0K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $247,239 | 6.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $243,469 | 6.6K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.05% | $240,713 | 6.5K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.00% | $240,382 | 6.5K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $239,782 | 7.5K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $238,618 | 6.5K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $236,372 | 6.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $234,615 | 6.4K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.00% | $234,000 | 7.6K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $233,064 | 8.7K | Q2 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $231,231 | 6.3K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.09% | $228,403 | 6.2K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.01% | $225,762 | 7.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $224,579 | 6.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $224,110 | 6.1K | Q1 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.07% | $221,419 | 6.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.03% | $220,209 | 6.4K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $219,508 | 6.0K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.04% | $219,420 | 9.0K | Q2 2025OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.02% | $218,663 | 6.0K | Q1 2026 |
| Reynders McVeigh Capital Management, LLC$2.0B AUM | 0.01% | $215,000 | 5.8K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $211,150 | 5.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $211,093 | 5.7K | Q1 2026 |
| SHERBROOKE PARK ADVISERS LLC$39M AUM | 0.09% | $202,896 | 6.6K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $202,144 | 5.5K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.06% | $201,855 | 7.2K | Q2 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $201,574 | 5.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $179,340 | 4.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $154,184 | 4.1K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $152,696 | 4.2K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $152,000 | 4.1K | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 0.01% | $147,000 | 4.0K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $147,000 | 4.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $142,573 | 4.5K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $135,064 | 3.6K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $134,555 | 3.7K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $134,101 | 3.6K | Q1 2026 |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.10% | $111,904 | 3.0K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.00% | $108,302 | 2.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $104,013 | 2.9K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.02% | $96,837 | 2.6K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $96,000 | 2.6K | Q1 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.01% | $92,396 | 2.5K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $91,875 | 2.5K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $89,000 | 2.4K | Q1 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.00% | $87,833 | 2.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $87,269 | 2.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $84,713 | 2.3K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.02% | $74,941 | 2.8K | Q2 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $73,574 | 2.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $71,176 | 1.9K | Q1 2026 |
| Gitterman Wealth Management, LLC$436M AUM | 0.02% | $66,993 | 2.5K | Q2 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.03% | $66,588 | 2.2K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $64,313 | 1.8K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.03% | $62,475 | 1.7K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $51,545 | 1.6K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $47,273 | 1.3K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $42,000 | 1.1K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.01% | $41,234 | 1.1K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $39,105 | 1.2K | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $36,824 | 1.0K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $35,648 | 970 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $33,958 | 924 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $33,139 | 893 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $32,232 | 1.2K | Q2 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $32,156 | 875 | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $31,430 | 1.0K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $30,870 | 840 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $28,849 | 785 | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.01% | $27,410 | 1.0K | Q2 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.01% | $27,077 | 882 | Q3 2025OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 0.02% | $26,860 | 1.0K | Q2 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $26,681 | 726 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $26,681 | 726 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $26,464 | 842 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,100 | 683 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,981 | 652 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $23,116 | 629 | Q1 2026 |
| DV Trading LLC$4.2B AUM | 0.00% | $22,001 | 700 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $21,058 | 573 | Q1 2026 |
| Twin Lakes Capital Management, LLC$220M AUM | 0.01% | $19,037 | 518 | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.01% | $18,000 | 503 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $17,383 | 473 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $16,538 | 450 | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $16,535 | 450 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $16,042 | 427 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $14,899 | 405 | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.00% | $14,700 | 400 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,406 | 392 | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $13,561 | 369 | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $12,280 | 400 | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $11,025 | 300 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $11,025 | 300 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $10,878 | 296 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $10,621 | 289 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $10,499 | 286 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $10,217 | 278 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,959 | 271 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $9,477 | 258 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $9,429 | 300 | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $9,408 | 256 | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $9,059 | 246 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $8,820 | 240 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,379 | 215 | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.00% | $8,139 | 303 | Q2 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $8,058 | 300 | Q2 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $7,975 | 217 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $7,902 | 215 | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $6,286 | 200 | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.00% | $5,880 | 160 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $5,660 | 154 | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $5,550 | 151 | Q1 2026 |
| Brown Shipley& Co Ltd$167M AUM | 0.00% | $5,513 | 150 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $5,372 | 200 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,158 | 168 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5,145 | 140 | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $4,961 | 135 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,390 | 143 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,226 | 115 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,969 | 108 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $3,785 | 103 | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.00% | $3,531 | 115 | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $3,455 | 94 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,418 | 93 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,344 | 91 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $3,143 | 100 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $3,017 | 96 | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $2,903 | 79 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,389 | 65 | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $2,263 | 72 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,948 | 53 | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,801 | 49 | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $1,593 | 50 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,456 | 46 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,014 | 33 | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1,000 | 63 | Q2 2025OLDER |
| Covestor Ltd$144M AUM | 0.00% | $1,000 | 28 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $992 | 27 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $919 | 25 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $913 | 34 | Q2 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $772 | 21 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $772 | 21 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.00% | $735 | 20 | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $618 | 23 | Q2 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $406 | 11 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $405 | 11 | Q1 2026 |
| Neo Ivy Capital Management$379M AUM | 0.00% | $367 | 10 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $349 | 13 | Q2 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $221 | 6 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $184 | 5 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $110 | 3 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $110 | 3 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $91 | 2 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $37 | 1 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $37 | 1 | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $37 | 1 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $37 | 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.