DCDAKOTA GOLD CORP
CUSIP 46655E100 · Yahoo Finance ↗ · Google Finance ↗
Dakota Gold Corp (DC) has 174 institutional holders in Filings Flow’s 13F database, together reporting 65.79M shares worth $332M as of Q1 2026. The largest reported holders are Blackrock, Inc., State Street Corp, and Vanguard Group Inc.
Institutional Holders
174
Q1 2026
Reported Value
$332M
Ticker
DC
Quarters Tracked
16
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $32M | 6.33M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $32M | 6.32M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $30M | 5.21M | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $23M | 4.64M | Q1 2026 |
| Orion Resource Partners LP$219M AUM | 9.65% | $21M | 4.18M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $20M | 4.04M | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.01% | $19M | 3.75M | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 1.79% | $18M | 3.53M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 2.20M | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $11M | 2.15M | Q1 2026 |
| Nokomis Capital, L.L.C.$349M AUM | 2.90% | $10M | 2.01M | Q1 2026 |
| Bornite Capital Management LP$595M AUM | 1.70% | $10M | 2.00M | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.10% | $7M | 1.40M | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.34% | $6M | 1.28M | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.02% | $6M | 1.25M | Q1 2026 |
| SPROTT INC.$3.4B AUM | 0.18% | $6M | 1.23M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 1.15M | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $6M | 1.12M | Q1 2026 |
| DONALD SMITH & CO., INC.$5.6B AUM | 0.10% | $5M | 1.08M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $5M | 972.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 832.4K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 761.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 746.3K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 706.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 699.4K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $3M | 683.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $3M | 635.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 601.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 574.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 529.3K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.04% | $3M | 522.8K | Q1 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 2.52% | $3M | 520.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 435.4K | Q1 2026 |
| MEDICI CAPITAL LLC$81M AUM | 2.63% | $2M | 423.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 399.7K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $1M | 290.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 276.5K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $1M | 251.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 247.1K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.03% | $1M | 239.8K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 213.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 211.6K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 209.4K | Q1 2026 |
| Hartree Partners, LP$467M AUM | 0.22% | $1M | 203.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 201.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $980,175 | 194.1K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $896,961 | 177.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $804,994 | 159.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $735,548 | 145.7K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $670,004 | 132.7K | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.07% | $633,336 | 125.4K | Q1 2026 |
| Knoll Capital Management, LLC$180M AUM | 0.34% | $620,751 | 122.9K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.04% | $612,000 | 121.2K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $587,017 | 103.3K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $562,803 | 111.4K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $542,703 | 107.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $541,956 | 107.3K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $497,930 | 98.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $492,577 | 97.5K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $475,084 | 94.1K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $463,534 | 91.8K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $455,960 | 90.3K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $454,500 | 90.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $454,339 | 90.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $449,904 | 96.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $449,561 | 89.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $448,440 | 88.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $447,086 | 88.5K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $440,860 | 87.3K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $421,195 | 83.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $417,342 | 82.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $408,914 | 81.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $384,202 | 76.1K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $371,508 | 73.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $362,313 | 63.9K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $358,442 | 63.1K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $358,323 | 71.0K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $352,000 | 69.5K | Q1 2026 |
| Dauntless Investment Group, LLC$151M AUM | 0.23% | $348,657 | 69.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $347,183 | 68.7K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $336,000 | 73.8K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $334,320 | 66.2K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $332,507 | 58.5K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $298,233 | 59.1K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $295,059 | 51.9K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $286,623 | 63.0K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $280,366 | 55.5K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.14% | $267,882 | 53.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $267,000 | 53.0K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.12% | $266,317 | 52.7K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $256,424 | 56.4K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $254,671 | 50.4K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $251,328 | 49.8K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.02% | $248,309 | 49.2K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $221,574 | 43.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $213,716 | 37.6K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $202,808 | 40.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $192,791 | 52.2K | Q2 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.01% | $189,441 | 37.5K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $181,136 | 39.8K | Q3 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.01% | $181,000 | 35.7K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $177,500 | 31.3K | Q4 2025OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.00% | $176,104 | 34.9K | Q1 2026 |
| AEGIS FINANCIAL CORP$580M AUM | 0.04% | $170,400 | 30.0K | Q4 2025OLDER |
| Optimize Financial Inc$203M AUM | 0.08% | $168,786 | 33.4K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $165,448 | 32.8K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.06% | $158,924 | 31.5K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.01% | $158,065 | 31.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $156,363 | 31.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $151,076 | 29.9K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $147,481 | 26.0K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $139,120 | 29.6K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $137,349 | 37.2K | Q2 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $136,658 | 27.1K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.12% | $134,840 | 26.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $133,663 | 26.5K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $128,063 | 25.4K | Q1 2026 |
| Warberg Asset Management LLC$600M AUM | 0.02% | $126,477 | 25.0K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $125,538 | 24.9K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $124,478 | 24.6K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $117,721 | 23.3K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $115,554 | 20.3K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $113,032 | 19.9K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $111,393 | 22.1K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $106,470 | 23.4K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $106,460 | 18.7K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $95,162 | 18.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $89,199 | 17.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $88,935 | 17.6K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $86,466 | 17.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $86,136 | 18.9K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $85,784 | 18.9K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $85,608 | 17.0K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $82,446 | 16.3K | Q1 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.01% | $81,598 | 16.2K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $80,934 | 14.2K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.04% | $80,889 | 14.2K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $80,739 | 16.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $80,548 | 15.9K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.01% | $78,129 | 15.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $75,750 | 15.0K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $74,976 | 13.2K | Q4 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.01% | $73,833 | 16.2K | Q3 2025OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.02% | $69,821 | 13.8K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $69,614 | 13.8K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.00% | $68,680 | 13.6K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $65,902 | 13.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $65,569 | 13.0K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $65,211 | 12.9K | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.00% | $65,145 | 12.9K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $63,539 | 12.6K | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.03% | $63,504 | 12.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $63,438 | 12.6K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.01% | $61,610 | 12.2K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $60,721 | 12.0K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.05% | $60,671 | 12.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $60,000 | 11.8K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $59,114 | 16.0K | Q2 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $56,800 | 10.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $52,990 | 10.5K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $49,022 | 13.3K | Q2 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $46,000 | 10.2K | Q3 2025OLDER |
| SHERBROOKE PARK ADVISERS LLC$39M AUM | 0.02% | $45,973 | 10.1K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $43,350 | 7.6K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $39,422 | 7.8K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $39,132 | 10.6K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $37,335 | 7.4K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 0.01% | $36,900 | 10.0K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $35,951 | 7.9K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $35,704 | 7.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $29,588 | 5.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,422 | 5.0K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $24,477 | 4.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $24,255 | 4.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $18,700 | 3.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $18,458 | 3.7K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $17,953 | 3.6K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $17,675 | 3.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16,413 | 3.3K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $16,000 | 2.8K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $15,231 | 3.0K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.01% | $12,627 | 2.2K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $12,201 | 2.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $10,978 | 2.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $10,676 | 2.1K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9,297 | 1.8K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $8,797 | 1.7K | Q1 2026 |
| State of Wyoming$844M AUM | 0.00% | $7,429 | 1.5K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $6,021 | 1.1K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.00% | $5,589 | 984 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,146 | 1.0K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.00% | $5,050 | 1.0K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,050 | 1.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,752 | 941 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $4,658 | 820 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,156 | 625 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,131 | 620 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $2,929 | 580 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,611 | 517 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,525 | 500 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,525 | 500 | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.00% | $2,273 | 450 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $2,096 | 415 | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1,820 | 400 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,798 | 356 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,793 | 355 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,500 | 297 | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $1,010 | 200 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $859 | 170 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $628 | 138 | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $505 | 100 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $324 | 71 | Q3 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.00% | $222 | 60 | Q2 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $141 | 28 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $48 | 13 | Q1 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.00% | $40 | 8 | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $36 | 8 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $5 | 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.