CRGYCRESCENT ENERGY COMPANY
CUSIP 44952J104 · Yahoo Finance ↗ · Google Finance ↗
Crescent Energy Company (CRGY) has 352 institutional holders in Filings Flow’s 13F database, together reporting 302.61M shares worth $4.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Liberty Mutual Group Asset Management Inc., and Kohlberg Kravis Roberts & Co. L.P..
Institutional Holders
352
Q1 2026
Reported Value
$4.0B
Ticker
CRGY
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 39.82% | $498M | 36.85M | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 8.94% | $15M | 1.12M | Q1 2026OLDER |
| Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM | 7.24% | $387M | 28.66M | Q1 2026OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 7.06% | $27M | 2.00M | Q1 2026OLDER |
| McAlvany Wealth Management LLC$148M AUM | 2.11% | $3M | 231.1K | Q1 2026OLDER |
| Lloyd Harbor Capital Management, LLC$245M AUM | 1.96% | $5M | 355.0K | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 1.87% | $35M | 2.60M | Q1 2026OLDER |
| VALUEWORKS LLC$367M AUM | 1.80% | $7M | 490.1K | Q1 2026OLDER |
| CM Management, LLC$120M AUM | 1.24% | $1M | 175.0K | Q4 2025OLDER |
| Corigliano Investment Advisers, LLC$256M AUM | 0.93% | $3M | 311.5K | Q4 2025OLDER |
| Neo Ivy Capital Management$379M AUM | 0.70% | $3M | 198.0K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.70% | $3M | 227.2K | Q1 2026OLDER |
| Truffle Hound Capital, LLC$386M AUM | 0.70% | $3M | 200.0K | Q1 2026OLDER |
| Nokomis Capital, L.L.C.$349M AUM | 0.68% | $2M | 175.0K | Q1 2026OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.67% | $12M | 875.2K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.64% | $2M | 126.3K | Q1 2026OLDER |
| Webs Creek Capital Management LP$578M AUM | 0.62% | $3M | 415.3K | Q4 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.61% | $1M | 97.5K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.50% | $35M | 2.59M | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.49% | $10M | 764.5K | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 0.49% | $3M | 231.3K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.48% | $18M | 1.34M | Q1 2026OLDER |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 0.48% | $607,500 | 45.0K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.48% | $14M | 1.07M | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.45% | $22M | 1.67M | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.40% | $3M | 201.9K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 0.35% | $1M | 123.0K | Q4 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.33% | $3M | 207.9K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.30% | $3M | 225.2K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.30% | $383,100 | 30.0K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.26% | $9M | 655.6K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.26% | $9M | 700.4K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.25% | $7M | 522.7K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.25% | $2M | 175.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.22% | $956,000 | 114.0K | Q4 2025OLDER |
| MYDA Advisors LLC$608M AUM | 0.21% | $1M | 93.0K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.19% | $5M | 382.0K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.17% | $187,582 | 13.9K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.17% | $917,109 | 67.9K | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 0.15% | $453,546 | 33.6K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.15% | $21M | 2.52M | Q4 2025OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.15% | $4M | 286.0K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.14% | $569,966 | 67.9K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.14% | $225,985 | 26.9K | Q4 2025OLDER |
| Sciencast Management LP$785M AUM | 0.14% | $1M | 82.4K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.14% | $2M | 167.6K | Q2 2026 |
| CastleKnight Management LP$6.0B AUM | 0.14% | $8M | 600.6K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.13% | $973,080 | 72.1K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.13% | $163,958 | 12.1K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 0.13% | $172,854 | 12.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.13% | $2M | 151.4K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.12% | $1M | 87.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.12% | $233M | 17.29M | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.12% | $18M | 1.34M | Q2 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.11% | $587,722 | 43.5K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.11% | $35M | 2.57M | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.11% | $258,102 | 30.8K | Q4 2025OLDER |
| CoreCommodity Management, LLC$538M AUM | 0.10% | $559,818 | 41.5K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.10% | $3M | 251.9K | Q1 2026OLDER |
| LINDEN ADVISORS LP$17.9B AUM | 0.10% | $18M | 1.33M | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.10% | $2M | 165.0K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.10% | $652,023 | 48.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.09% | $23M | 1.69M | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.09% | $138,996 | 10.3K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.08% | $1M | 75.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.08% | $395,402 | 29.3K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.08% | $5M | 376.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.07% | $151,160 | 11.2K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.07% | $2M | 186.3K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.07% | $240,651 | 17.8K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.06% | $1M | 100.4K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.06% | $3M | 212.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.06% | $127,494 | 9.4K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.06% | $214,245 | 15.9K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.06% | $136,917 | 10.1K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.06% | $445,028 | 33.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $488,619 | 36.2K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.05% | $109,137 | 13.0K | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $194,750 | 21.8K | Q3 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.05% | $17M | 1.30M | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $191,322 | 14.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 3.34M | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.05% | $544,496 | 40.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.05% | $4M | 463.6K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $1M | 96.1K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.04% | $95,898 | 11.4K | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $974,389 | 116.1K | Q4 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.04% | $2M | 150.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $458,325 | 34.0K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.04% | $268,608 | 30.1K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 147.4K | Q4 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.04% | $57M | 4.25M | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $183,045 | 21.8K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.04% | $8M | 892.3K | Q3 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.04% | $2M | 250.4K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $178M | 13.17M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $12M | 869.3K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.03% | $183,533 | 13.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $2M | 206.4K | Q3 2025OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.03% | $7M | 541.3K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $8M | 576.3K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.03% | $297,527 | 22.0K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.03% | $373,127 | 27.6K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.03% | $1M | 97.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 122.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.03% | $97,324 | 11.6K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.03% | $7M | 820.2K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $1M | 107.8K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.03% | $3M | 188.6K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.02% | $653,346 | 48.4K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $19M | 1.98M | Q2 2026 |
| Lavaca Capital LLC$564M AUM | 0.02% | $148,503 | 17.7K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.02% | $359,092 | 42.8K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $598,797 | 44.4K | Q2 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 166.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $16M | 1.18M | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 120.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 122.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $24M | 1.79M | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $238,737 | 28.5K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $26,760 | 3.0K | Q3 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.02% | $1M | 80.9K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $860,638 | 63.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $116M | 8.58M | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $15M | 1.09M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $581,945 | 43.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $21M | 1.54M | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $849,043 | 63.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $654,588 | 78.0K | Q4 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.01% | $132,123 | 14.8K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $85,914 | 6.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $572,252 | 42.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $23M | 1.68M | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $27,000 | 2.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $273,053 | 32.5K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $112M | 8.31M | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $205,943 | 15.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $335,570 | 24.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $219M | 16.23M | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $4M | 331.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $74M | 5.45M | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $142,292 | 16.0K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 125.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $58M | 4.27M | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $479,363 | 57.1K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $875,056 | 64.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 180.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $16M | 1.17M | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $216,168 | 25.8K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $173,813 | 12.9K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $750,249 | 55.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $478,278 | 35.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 140.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $677,808 | 50.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $504M | 37.36M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $284,513 | 21.1K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $16M | 1.18M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $350,568 | 26.0K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.01% | $111,125 | 12.5K | Q3 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $180,441 | 13.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 699.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $924,831 | 68.5K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $257,674 | 30.7K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 167.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $217M | 16.09M | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $8,127 | 602 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $66,390 | 7.9K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $68,729 | 5.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 144.3K | Q2 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $181,493 | 18.5K | Q2 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $183,938 | 13.6K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.01% | $88,515 | 10.6K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $632,570 | 46.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $19M | 1.38M | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 82.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $192,510 | 14.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $12M | 915.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $263,948 | 20.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $503,784 | 56.5K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $20,291 | 1.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $37M | 2.76M | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.01% | $25,731 | 1.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $22M | 1.60M | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $12,623 | 935 | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $3M | 380.6K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $914,099 | 67.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $2M | 162.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $82M | 6.10M | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.01% | $12,555 | 930 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.00% | $148,072 | 16.6K | Q3 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.00% | $8,390 | 1.0K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $18M | 1.35M | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 388.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $493,009 | 36.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $49,795 | 5.9K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $51,977 | 5.3K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $824,027 | 61.0K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $11,309 | 1.3K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.00% | $151,875 | 11.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $918,864 | 68.1K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $375,422 | 27.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $32M | 2.34M | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 250.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 289.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $811,256 | 60.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 658.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.00% | $259,371 | 19.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 1.29M | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $24,854 | 1.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $132,287 | 9.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $254,178 | 18.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $153M | 11.32M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $945,672 | 112.7K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 485.7K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $179,936 | 22.4K | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $507,505 | 37.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 164.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 201.6K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.00% | $108,097 | 12.9K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 155.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 599.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $722,430 | 53.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $431,434 | 32.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $229M | 27.29M | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $3M | 205.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $34,823 | 2.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41M | 3.06M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $27M | 1.97M | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $9M | 648.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $195,487 | 23.3K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $732,402 | 54.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 197.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 115.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $47M | 5.65M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 118.0K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $345,965 | 25.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $871,911 | 64.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 145.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $350,432 | 26.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 83.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 169.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $648,558 | 48.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $266,274 | 19.7K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.00% | $16,100 | 1.9K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $86,602 | 10.3K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 248.3K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $315,185 | 23.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $115,668 | 8.6K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 115.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $978,561 | 72.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 954.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $14,688 | 1.1K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $781,550 | 63.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 128.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 163.5K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 82.5K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $9,234 | 684 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $315,944 | 23.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $378,540 | 28.0K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.00% | $134,822 | 10.7K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $85,494 | 10.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $424,732 | 31.5K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $649,809 | 48.1K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $4,232 | 474 | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 499.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $5,603 | 415 | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $149,944 | 11.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 497.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 332.4K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $951,718 | 70.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $165,641 | 12.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 508.8K | Q2 2026 |
| Corsicana & Co.$158M AUM | 0.00% | $2,023 | 180 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 174.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $7,002 | 835 | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $248,738 | 18.4K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $141,311 | 15.8K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 100.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $411,427 | 30.5K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,727 | 202 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $263,303 | 19.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $36,132 | 2.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $13,284 | 984 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 97.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $3,780 | 280 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $13,135 | 973 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $34,871 | 2.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $501,606 | 37.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $183,803 | 13.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $221,823 | 24.9K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $753,401 | 55.8K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 180.9K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $106,653 | 12.7K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $16M | 1.18M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $592,313 | 43.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 304.9K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 169.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $538,880 | 39.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $59,356 | 4.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $371,251 | 27.6K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $305,195 | 22.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $325,674 | 24.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,281 | 243 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $6,426 | 476 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 100.8K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $181,332 | 13.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 113.1K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $130,876 | 15.6K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,834 | 284 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 191.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 677.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,295 | 170 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $385,940 | 46.0K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $1,539 | 114 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $516,942 | 38.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $8,055 | 903 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $16,634 | 1.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,403 | 817 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $285,217 | 32.0K | Q3 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $959 | 114 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $154,008 | 11.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 273.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $322,071 | 24.0K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $5,144 | 381 | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $164,930 | 12.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $289,764 | 21.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $23,787 | 1.8K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,675 | 272.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $16,399 | 1.7K | Q2 2026 |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $1,930 | 230 | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $218,979 | 26.1K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $164,889 | 12.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,409 | 1.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $8,546 | 633 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $432 | 32 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,251 | 463 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $243,470 | 29.0K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $423,972 | 46.8K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,422 | 622 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $21,506 | 1.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $606,784 | 44.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $69,619 | 5.2K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $149,054 | 11.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $5,227 | 586 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $961,318 | 71.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $24,004 | 2.7K | Q3 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $1,404 | 143 | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $47,140 | 3.5K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $177,040 | 13.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $1,310 | 97 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $537 | 64 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $382,496 | 28.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $221,265 | 16.4K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $1,674 | 124 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $108,327 | 12.9K | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,178 | 132 | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,823 | 135 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $19,590 | 1.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $171,305 | 12.7K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $48,438 | 3.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $312,817 | 35.7K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $424,360 | 31.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $892 | 100 | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $124,615 | 14.8K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $26,055 | 1.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,159 | 234 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $152,616 | 11.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $53,811 | 4.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $7,090 | 525 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $864 | 64 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $32,400 | 2.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $76,651 | 5.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,400 | 400 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,402 | 252 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,018 | 717 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,388 | 345 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $537,000 | 39.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $270,703 | 20.1K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $5,584 | 626 | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $218,633 | 16.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $47,196 | 3.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $14,337 | 1.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $9,883 | 732 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,674 | 124 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,089 | 122 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $18,009 | 1.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $135 | 10 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $270 | 20 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,903 | 215 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $581 | 43 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $95 | 7 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $146,408 | 10.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $1,701 | 126 | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $7,344 | 544 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $54 | 4 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $229 | 17 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $149 | 11 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $122 | 9 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $54 | 4 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $76 | 8 | Q2 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,458 | 108 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $5,211 | 386 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,606 | 180 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $41 | 3 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $675 | 50 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2,142 | 159 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $118 | 14 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,809 | 454 | Q4 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $7 | 1 | Q2 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $9 | 1 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $495 | 59 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $351 | 26 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.