KALVISTA PHARMACEUTICALS INC
CUSIP 483497103
Kalvista Pharmaceuticals Inc has 183 institutional holders in Filings Flow’s 13F database, together reporting 69.51M shares worth $1.4B as of Q1 2026. The largest reported holders are Venrock Adviser, LLC, Frazier Life Sciences Management, L.P., and Suvretta Capital Management, LLC.
Institutional Holders
183
Q1 2026
Reported Value
$1.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Squadron Capital Management LLC$273M AUM | 9.59% | $26M | 1.30M | Q1 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC$980M AUM | 5.91% | $58M | 2.88M | Q1 2026 |
| Elmind Capital, LP$352M AUM | 5.84% | $21M | 1.02M | Q1 2026 |
| Ishara Investments LP$106M AUM | 5.27% | $6M | 276.8K | Q1 2026 |
| Venrock Adviser, LLC$2.7B AUM | 4.86% | $130M | 6.47M | Q1 2026 |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 4.68% | $92M | 4.57M | Q1 2026 |
| Spruce Street Capital LP$416M AUM | 4.34% | $18M | 897.7K | Q1 2026 |
| Parkman Healthcare Partners LLC$970M AUM | 3.81% | $37M | 1.84M | Q1 2026 |
| Octagon Capital Advisors LP$904M AUM | 3.23% | $29M | 1.45M | Q1 2026 |
| GREAT POINT PARTNERS LLC$435M AUM | 3.12% | $14M | 675.0K | Q1 2026 |
| Frazier Life Sciences Management, L.P.$3.9B AUM | 2.57% | $100M | 4.96M | Q1 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 2.45% | $96M | 4.77M | Q1 2026 |
| Kynam Capital Management, LP$1.6B AUM | 2.26% | $37M | 1.82M | Q1 2026 |
| Sio Capital Management, LLC$697M AUM | 2.11% | $8M | 683.8K | Q3 2025OLDER |
| Catalio Capital Management, LP$479M AUM | 1.79% | $9M | 426.6K | Q1 2026 |
| NEXTBio Capital Management LP$215M AUM | 1.23% | $3M | 131.8K | Q1 2026 |
| DAFNA Capital Management LLC$440M AUM | 1.22% | $5M | 267.4K | Q1 2026 |
| Blue Owl Capital Holdings LP$372M AUM | 1.16% | $4M | 215.0K | Q1 2026 |
| Stonepine Capital Management, LLC$250M AUM | 1.11% | $1M | 100.0K | Q2 2025OLDER |
| Vestal Point Capital, LP$3.6B AUM | 1.04% | $37M | 1.85M | Q1 2026 |
| Rosalind Advisors, Inc.$249M AUM | 0.85% | $2M | 157.7K | Q2 2025OLDER |
| Seven Fleet Capital Management LP$318M AUM | 0.82% | $3M | 128.5K | Q1 2026 |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.81% | $25M | 1.26M | Q1 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.79% | $16M | 805.8K | Q1 2026 |
| Birchview Capital, LP$176M AUM | 0.65% | $1M | 57.0K | Q1 2026 |
| First Turn Management, LLC$895M AUM | 0.45% | $2M | 214.1K | Q2 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.44% | $25M | 1.24M | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.35% | $5M | 246.0K | Q1 2026 |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 0.34% | $3M | 154.5K | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.30% | $5M | 227.0K | Q1 2026 |
| Saturn V Capital Management LP$552M AUM | 0.29% | $709,875 | 62.8K | Q2 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.29% | $49M | 2.43M | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.28% | $1M | 49.9K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.25% | $8M | 376.0K | Q1 2026 |
| Lisanti Capital Growth, LLC$397M AUM | 0.22% | $881,191 | 43.8K | Q1 2026 |
| PSP Research LLC$188M AUM | 0.15% | $217,303 | 10.8K | Q1 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.14% | $336,392 | 16.7K | Q1 2026 |
| STEMPOINT CAPITAL LP$1.0B AUM | 0.14% | $691,459 | 56.8K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.13% | $18M | 882.9K | Q1 2026 |
| Quarry LP$558M AUM | 0.12% | $679,388 | 33.8K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.11% | $30M | 1.51M | Q1 2026 |
| VARCOV Co.$268M AUM | 0.10% | $263,864 | 13.1K | Q1 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.08% | $11M | 564.0K | Q1 2026 |
| Artia Global Partners LP$499M AUM | 0.08% | $506,140 | 41.6K | Q3 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.08% | $123,655 | 10.9K | Q2 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.07% | $1M | 64.2K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.07% | $2M | 143.6K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $540,491 | 26.9K | Q1 2026 |
| Persistent Asset Partners Ltd$268M AUM | 0.07% | $181,190 | 9.0K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.06% | $1M | 53.3K | Q1 2026 |
| Ikarian Capital, LLC$1.2B AUM | 0.06% | $706,946 | 35.1K | Q1 2026 |
| Martin Worley Group$204M AUM | 0.06% | $114,949 | 10.2K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.06% | $43M | 2.14M | Q1 2026 |
| Boxer Capital Management, LLC$762M AUM | 0.05% | $410,652 | 20.4K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.05% | $201,300 | 10.0K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $6M | 315.5K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.04% | $3M | 250.2K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $6M | 286.0K | Q1 2026 |
| ORBIMED ADVISORS LLC$5.0B AUM | 0.04% | $2M | 94.4K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.04% | $1M | 69.9K | Q1 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.03% | $456,747 | 121.2K | Q3 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.03% | $7M | 351.3K | Q1 2026 |
| Legato Capital Management LLC$1.1B AUM | 0.03% | $321,275 | 16.0K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 177.3K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 79.1K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $2M | 128.0K | Q3 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $6M | 351.3K | Q4 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $32,007 | 1.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 125.0K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 139.5K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $516,536 | 25.7K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 90.7K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.02% | $94,289 | 4.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $38M | 1.91M | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.01% | $180,566 | 9.0K | Q1 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.01% | $898,295 | 79.5K | Q2 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $679,911 | 33.8K | Q1 2026 |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.01% | $201,300 | 10.0K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $634,940 | 31.5K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $377,426 | 23.4K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $707,026 | 35.1K | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.01% | $57M | 2.81M | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $9M | 506.7K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 83.3K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $1M | 21.9K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $130,155 | 10.7K | Q3 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $1M | 57.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 165.2K | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.00% | $260,764 | 13.0K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $218,813 | 10.9K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 180.3K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.00% | $201,300 | 10.0K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $828,329 | 41.1K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $1M | 50.8K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 2.00M | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $196,032 | 16.8K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 144.0K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $513,315 | 25.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 162.9K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $383,240 | 33.9K | Q2 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $225,053 | 11.2K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $11M | 537.1K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $402,600 | 20.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 153.5K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $436,579 | 21.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 584.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 244.3K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $20,613 | 1.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $64,134 | 3.2K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $4,490 | 278 | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $224,892 | 11.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 824.3K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $208,642 | 12.9K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $176,649 | 10.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 515.6K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $857,055 | 42.6K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $6M | 276.4K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $39M | 1.96M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $76M | 3.80M | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $51,009 | 2.5K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $20M | 996.2K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 56.2K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $2,395 | 119 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $653,279 | 32.5K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 230.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $33,355 | 1.7K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $489,078 | 24.3K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 323.5K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 363.7K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.00% | $219,859 | 10.9K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $37M | 1.83M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 140.7K | Q1 2026 |
| Garner Asset Management Corp$255M AUM | 0.00% | $2,180 | 135 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 60.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 555.6K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $955,539 | 47.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $49,882 | 2.5K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $327,958 | 16.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $140,899 | 11.6K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $24,801 | 1.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $37,764 | 1.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 700.2K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 54.9K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $12,863 | 639 | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $435,856 | 22.0K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $41M | 2.51M | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 106.9K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $402,600 | 20.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 169.4K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $174,125 | 8.7K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $260,908 | 21.4K | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $120,780 | 6.0K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,892 | 94 | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $56,783 | 4.7K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 107.3K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $7M | 362.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10,557 | 575 | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $22,666 | 1.1K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $102,180 | 5.1K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $2,759 | 244 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 160.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $756,325 | 37.6K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $310,847 | 15.4K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,088 | 54 | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $348,732 | 17.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $210,840 | 10.5K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $1,631 | 81 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $223,403 | 11.1K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $200,575 | 10.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $782,192 | 38.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 75.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $244,432 | 12.1K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $2,013 | 100 | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $376,652 | 18.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4M | 187.8K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,067 | 53 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $212,392 | 10.6K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $249 | 22 | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $542,317 | 33.6K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $430 | 38 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $699,377 | 34.7K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $256,998 | 21.1K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $906 | 45 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $74,864 | 3.7K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $121,122 | 10.7K | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $553,508 | 45.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,475 | 631 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,038 | 250 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $241,037 | 12.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,214 | 110 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $60,999 | 3.8K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $219,526 | 10.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $750,849 | 37.3K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $5,012 | 249 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $398,510 | 19.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $481,651 | 23.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $4,692 | 415 | Q2 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $592,000 | 29.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $805 | 40 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $40,380 | 2.0K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $14,735 | 732 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $322 | 16 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,087 | 54 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,591 | 79 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $18,137 | 901 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $11,535 | 573 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,248 | 62 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $8,382 | 519 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $92,417 | 4.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $404,398 | 22.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $13,386 | 665 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $40,000 | 3.5K | Q2 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $19,164 | 952 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $10,447 | 519 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $53,063 | 2.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $14,252 | 708 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $81 | 4 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $181 | 9 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $59,000 | 2.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $280 | 23 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $972 | 48 | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $2,000 | 154 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,949 | 160 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,999 | 149 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $61 | 5 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,218 | 63 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.