LAZLAZARD INC
CUSIP 52110M109 · Yahoo Finance ↗ · Google Finance ↗
Lazard Inc (LAZ) has 329 institutional holders in Filings Flow’s 13F database, together reporting 92.02M shares worth $3.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, FMR LLC, and Price T Rowe Associates Inc /Md/.
Institutional Holders
329
Q1 2026
Reported Value
$3.9B
Ticker
LAZ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $541M | 11.15M | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.02% | $451M | 10.61M | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.05% | $408M | 9.60M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $322M | 7.58M | Q1 2026 |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 2.77% | $248M | 5.83M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $211M | 4.96M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $210M | 4.95M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $105M | 2.46M | Q1 2026 |
| Capital Research Global Investors$644.6B AUM | 0.02% | $104M | 2.46M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.03% | $92M | 2.17M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $91M | 2.15M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $81M | 1.90M | Q1 2026 |
| NORGES BANK$0 AUM | 0.01% | $80M | 1.65M | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $80M | 1.88M | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.05% | $76M | 1.79M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $64M | 1.50M | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.03% | $61M | 1.43M | Q1 2026 |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.35% | $58M | 1.36M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $55M | 1.30M | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.03% | $54M | 1.27M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.06% | $53M | 1.26M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $46M | 1.08M | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.41% | $41M | 975.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $40M | 951.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $40M | 949.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $40M | 939.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.05% | $34M | 715.0K | Q2 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $30M | 702.5K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.11% | $29M | 675.3K | Q1 2026 |
| No Street GP LP$1.5B AUM | 1.94% | $26M | 550.0K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $26M | 607.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 588.4K | Q1 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.17% | $25M | 584.4K | Q1 2026 |
| Ranger Investment Management, L.P.$1.4B AUM | 1.78% | $25M | 577.7K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.09% | $24M | 562.5K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.03% | $21M | 498.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $20M | 477.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 448.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 441.8K | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.06% | $18M | 344.8K | Q3 2025OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 1.31% | $18M | 427.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $17M | 407.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 395.4K | Q1 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.28% | $16M | 385.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $16M | 370.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 369.8K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $15M | 348.2K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.07% | $15M | 344.3K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.11% | $14M | 339.0K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $14M | 335.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $14M | 324.0K | Q1 2026 |
| Callodine Capital Management, LP$1.4B AUM | 0.92% | $13M | 308.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 315.1K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.59% | $13M | 295.2K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.13% | $12M | 281.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 268.0K | Q1 2026 |
| Penn Capital Management Company, LLC$1.3B AUM | 0.87% | $11M | 264.9K | Q1 2026 |
| Invenomic Capital Management LP$2.2B AUM | 0.50% | $11M | 256.8K | Q1 2026 |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 2.95% | $11M | 218.9K | Q2 2025OLDER |
| BOKF, NA$6.5B AUM | 0.16% | $10M | 244.1K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $10M | 183.5K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $10M | 224.4K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $9M | 222.7K | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.01% | $9M | 207.0K | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $9M | 203.5K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 201.0K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.14% | $8M | 199.2K | Q1 2026 |
| AMICA MUTUAL INSURANCE CO$1.2B AUM | 0.70% | $8M | 192.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $8M | 192.4K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.99% | $8M | 189.1K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 187.7K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.32% | $8M | 183.8K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.12% | $8M | 181.8K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.11% | $8M | 181.5K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.01% | $8M | 155.0K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $7M | 171.2K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $7M | 167.3K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $7M | 155.2K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.09% | $7M | 124.8K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $7M | 134.5K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $6M | 142.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 140.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 138.4K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.50% | $6M | 133.4K | Q1 2026 |
| Freemont Management S.A.$661M AUM | 0.98% | $6M | 116.2K | Q4 2025OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.17% | $6M | 132.0K | Q1 2026 |
| Van Berkom & Associates Inc.$6.1B AUM | 0.09% | $6M | 129.7K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.24% | $5M | 120.9K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 112.2K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $5M | 109.1K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 106.2K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 101.9K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 101.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 100.7K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 100.3K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $4M | 90.6K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 87.2K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 84.6K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 82.7K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $3M | 80.4K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.11% | $3M | 79.9K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $3M | 77.5K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.10% | $3M | 75.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 72.8K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 71.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 70.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 69.2K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.09% | $3M | 59.4K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 58.1K | Q4 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.29% | $3M | 55.3K | Q4 2025OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.61% | $3M | 61.9K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.40% | $2M | 57.3K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.08% | $2M | 57.2K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $2M | 56.8K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.01% | $2M | 55.2K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.02% | $2M | 55.1K | Q1 2026 |
| Callahan Advisors, LLC$1.2B AUM | 0.19% | $2M | 54.8K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 54.7K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.00% | $2M | 52.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 51.2K | Q1 2026 |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.04% | $2M | 50.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 40.0K | Q3 2025OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.49% | $2M | 48.8K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.30% | $2M | 47.6K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 47.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 47.1K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 37.3K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.06% | $2M | 46.3K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 46.1K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.05% | $2M | 46.1K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 45.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 44.5K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 44.0K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.31% | $2M | 43.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 43.5K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.04% | $2M | 40.6K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 40.4K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 39.4K | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $2M | 39.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $2M | 31.3K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 38.7K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 38.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 36.5K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 35.6K | Q1 2026 |
| OSSIAM$5.7B AUM | 0.02% | $2M | 28.6K | Q3 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.56% | $1M | 29.8K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 33.2K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $1M | 31.9K | Q1 2026 |
| Aureus Asset Management, LLC$1.5B AUM | 0.09% | $1M | 30.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 30.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 30.1K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.02% | $1M | 30.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 26.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 31.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 28.7K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 28.3K | Q1 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.03% | $1M | 25.0K | Q2 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.03% | $1M | 24.3K | Q2 2025OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.39% | $1M | 23.4K | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.12% | $1M | 23.4K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 26.5K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 26.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 26.3K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 26.1K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.11% | $1M | 25.9K | Q1 2026 |
| Hunter Perkins Capital Management, LLC$427M AUM | 0.25% | $1M | 25.3K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 24.7K | Q1 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $1M | 24.4K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 24.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 24.0K | Q1 2026 |
| INTERCAPITAL, LLC$299M AUM | 0.35% | $995,480 | 20.5K | Q4 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.11% | $977,950 | 20.1K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $972,580 | 22.9K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $947,075 | 22.3K | Q1 2026 |
| Mork Capital Management, LLC$141M AUM | 0.67% | $945,180 | 22.3K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.04% | $934,734 | 17.7K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $904,272 | 21.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $897,765 | 21.1K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.33% | $895,648 | 21.1K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $887,832 | 20.9K | Q1 2026 |
| CROBAN$213M AUM | 0.84% | $850,697 | 16.5K | Q2 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.07% | $846,741 | 17.4K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $793,939 | 18.9K | Q1 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM | 0.04% | $790,468 | 18.6K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $786,000 | 18.5K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.10% | $779,195 | 16.2K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $753,893 | 17.7K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.02% | $749,376 | 17.6K | Q1 2026 |
| Future Fund LLC$284M AUM | 0.25% | $718,039 | 16.9K | Q1 2026 |
| Gilman Hill Asset Management, LLC$731M AUM | 0.11% | $710,478 | 16.7K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $708,163 | 16.7K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $685,627 | 16.1K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.10% | $683,502 | 22.3K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $669,400 | 15.8K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.16% | $621,348 | 12.8K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $620,094 | 12.9K | Q2 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $592,000 | 13.9K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $577,864 | 11.9K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $566,573 | 13.3K | Q1 2026 |
| Amica Retiree Medical Trust$73M AUM | 0.77% | $564,000 | 10.7K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $562,520 | 13.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $549,584 | 13.1K | Q1 2026 |
| LAWOOD & CO$108M AUM | 0.50% | $540,346 | 12.7K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $537,037 | 10.2K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $534,016 | 12.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $533,260 | 12.6K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $532,614 | 12.5K | Q1 2026 |
| Sciencast Management LP$785M AUM | 0.11% | $532,578 | 11.1K | Q2 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.08% | $531,102 | 10.1K | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $523,821 | 12.3K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $514,426 | 12.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $510,331 | 9.7K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $510,179 | 10.6K | Q2 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.06% | $504,450 | 11.9K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.08% | $501,686 | 9.5K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $495,685 | 11.9K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $484,909 | 11.4K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $480,000 | 10.0K | Q2 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $477,262 | 11.2K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $472,008 | 11.1K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $471,018 | 11.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $469,574 | 11.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $466,001 | 11.0K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $461,369 | 9.5K | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $452,541 | 10.7K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.09% | $441,170 | 10.4K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.10% | $427,179 | 10.1K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $405,599 | 9.5K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $392,279 | 9.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $388,446 | 8.1K | Q2 2025OLDER |
| Teza Capital Management LLC$27M AUM | 0.29% | $386,671 | 8.1K | Q2 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.03% | $383,000 | 8.0K | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $379,856 | 8.9K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $377,554 | 7.8K | Q4 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $369,279 | 8.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $367,197 | 8.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $366,408 | 8.6K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $361,547 | 8.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $351,928 | 8.3K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $348,633 | 8.2K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.01% | $346,000 | 7.1K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.02% | $345,159 | 8.1K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $344,980 | 8.1K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $341,064 | 6.5K | Q3 2025OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.13% | $337,870 | 8.0K | Q1 2026 |
| Bayesian Capital Management, LP$82M AUM | 0.07% | $335,997 | 6.4K | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $335,000 | 7.9K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $333,510 | 7.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $330,410 | 7.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $326,154 | 7.7K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.20% | $324,748 | 6.7K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $324,675 | 7.6K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.00% | $322,000 | 6.1K | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.08% | $316,093 | 7.4K | Q1 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.02% | $313,970 | 7.4K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $305,649 | 5.8K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $301,849 | 6.2K | Q4 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $294,468 | 6.1K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $293,537 | 6.9K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $292,000 | 5.5K | Q3 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.11% | $285,933 | 6.7K | Q1 2026 |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.01% | $280,539 | 5.8K | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $278,117 | 6.5K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $277,182 | 6.5K | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 0.10% | $275,653 | 6.5K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $275,512 | 5.2K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $272,892 | 6.4K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $269,231 | 5.1K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $266,987 | 6.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $265,575 | 5.5K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $254,987 | 6.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $254,382 | 6.0K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $249,018 | 5.9K | Q1 2026 |
| Z3 Capital Partners, LLC$395M AUM | 0.06% | $248,720 | 5.9K | Q1 2026 |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $244,982 | 5.8K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $243,000 | 5.7K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.05% | $235,662 | 4.9K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $235,467 | 5.5K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $233,693 | 5.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $230,174 | 4.7K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.02% | $229,961 | 4.6K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $229,095 | 5.4K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $222,745 | 4.6K | Q4 2025OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 0.07% | $220,420 | 4.6K | Q2 2025OLDER |
| King Wealth Management Group$800M AUM | 0.03% | $219,000 | 4.5K | Q4 2025OLDER |
| Lazard Freres Gestion S.A.S.$5.1B AUM | 0.00% | $218,000 | 4.5K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $216,648 | 5.1K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.02% | $215,870 | 4.1K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.06% | $215,331 | 5.1K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $213,887 | 5.0K | Q1 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 0.03% | $212,400 | 5.0K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $211,479 | 4.4K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $211,120 | 4.0K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $210,519 | 5.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $210,000 | 4.9K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.03% | $209,050 | 4.9K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $208,619 | 4.9K | Q1 2026 |
| PineBridge Investments, L.P.$13.5B AUM | 0.00% | $207,226 | 4.3K | Q2 2025OLDER |
| one8zero8, LLC$449M AUM | 0.04% | $205,842 | 3.9K | Q3 2025OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.13% | $205,842 | 3.9K | Q3 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $203,479 | 4.8K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $199,656 | 4.7K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $199,571 | 4.7K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.01% | $190,452 | 3.9K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $181,984 | 4.3K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $176,004 | 3.3K | Q3 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $172,341 | 3.7K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $169,334 | 4.0K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.06% | $166,890 | 3.2K | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $150,039 | 3.5K | Q1 2026 |
| Bayforest Capital Ltd$89M AUM | 0.16% | $147,108 | 3.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $135,597 | 3.2K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.01% | $127,440 | 3.0K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $127,000 | 3.0K | Q1 2026 |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.02% | $111,184 | 2.1K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $111,128 | 2.6K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.03% | $105,219 | 2.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $99,192 | 2.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $98,426 | 2.3K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $89,930 | 2.1K | Q1 2026 |
| Axiom Investment Management LLC$131M AUM | 0.07% | $89,208 | 2.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $88,776 | 1.7K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $63,125 | 1.5K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $60,322 | 1.4K | Q1 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC$134M AUM | 0.04% | $60,214 | 1.2K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $59,854 | 1.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $57,816 | 1.4K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $56,000 | 1.1K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $54,842 | 1.3K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $54,462 | 1.3K | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.01% | $54,459 | 1.3K | Q1 2026 |
| Berbice Capital Management LLC$153M AUM | 0.03% | $47,502 | 900 | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $44,000 | 834 | Q3 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.04% | $43,945 | 1.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $42,353 | 997 | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.03% | $42,224 | 800 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $39,974 | 941 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $38,193 | 910 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $37,722 | 888 | Q1 2026 |
| State of Wyoming$844M AUM | 0.00% | $36,745 | 865 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $35,938 | 846 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $34,919 | 822 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $33,984 | 800 | Q1 2026 |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.00% | $33,000 | 632 | Q3 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $32,711 | 770 | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $29,736 | 700 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $28,036 | 660 | Q1 2026 |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.01% | $27,612 | 650 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $27,400 | 645 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $26,390 | 500 | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $26,296 | 619 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,257 | 541 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $24,135 | 497 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $23,806 | 560 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $22,096 | 520 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $21,075 | 434 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $20,178 | 475 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $20,091 | 484 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $19,456 | 458 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $18,285 | 430 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $18,000 | 423 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $17,773 | 366 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $17,417 | 410 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $17,249 | 406 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $16,992 | 400 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $16,746 | 349 | Q2 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $15,610 | 296 | Q3 2025OLDER |
| United Community Bank$300M AUM | 0.00% | $15,570 | 295 | Q3 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $14,620 | 277 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $14,568 | 300 | Q4 2025OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $13,466 | 317 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $13,195 | 250 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $11,300 | 266 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $10,781 | 222 | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $10,748 | 224 | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,238 | 241 | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $9,357 | 195 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $8,868 | 168 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,734 | 208 | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $8,708 | 205 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $8,496 | 200 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $8,284 | 195 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,114 | 191 | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $7,917 | 150 | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $7,917 | 150 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,578 | 179 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,260 | 171 | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.01% | $6,542 | 154 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,457 | 152 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $6,302 | 148 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,070 | 115 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,932 | 143 | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $5,828 | 120 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,758 | 120 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $5,735 | 135 | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.00% | $4,856 | 100 | Q4 2025OLDER |
| Park Square Financial Group, LLC$13M AUM | 0.00% | $4,798 | 100 | Q2 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $4,248 | 100 | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $3,959 | 75 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,642 | 75 | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $3,593 | 74 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,441 | 81 | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $3,351 | 69 | Q4 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.00% | $3,291 | 76 | Q2 2025OLDER |
| City State Bank$385M AUM | 0.00% | $3,186 | 75 | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $3,016 | 57 | Q3 2025OLDER |
| Hemington Wealth Management$769M AUM | 0.00% | $3,000 | 72 | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $2,830 | 59 | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,592 | 61 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,591 | 61 | Q1 2026 |
| Magnolia Wealth Management, LLC$191M AUM | 0.00% | $2,549 | 60 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $2,507 | 59 | Q1 2026 |
| Curat Global, LLC$102M AUM | 0.00% | $2,428 | 50 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,421 | 57 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,270 | 43 | Q3 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.00% | $2,217 | 42 | Q3 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $2,000 | 37 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,997 | 47 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,942 | 40 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,827 | 43 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,700 | 35 | Q4 2025OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.00% | $1,583 | 33 | Q2 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,457 | 30 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,317 | 31 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,274 | 30 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $1,247 | 26 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,189 | 28 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $1,000 | 10 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $977 | 23 | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.00% | $892 | 21 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $892 | 21 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $765 | 18 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $722 | 17 | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $720 | 15 | Q2 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $637 | 15 | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $637 | 15 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $595 | 14 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $510 | 12 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $510 | 12 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $510 | 12 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $467 | 11 | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $425 | 10 | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $383 | 9 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $340 | 7 | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $317 | 6 | Q3 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $297 | 7 | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $255 | 6 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $212 | 5 | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $211 | 4 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $202 | 5 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $170 | 4 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $170 | 4 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $109 | 2 | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.00% | $85 | 2 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $53 | 1 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $49 | 1 | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $49 | 1 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $48 | 1 | Q2 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $48 | 1 | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $42 | 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.