SEC 13F Intelligence

LENDINGCLUB ISSUANCE TR SER

CUSIP 52603A208

Lendingclub Issuance Tr Ser has 242 institutional holders in Filings Flow’s 13F database, together reporting 102.87M shares worth $1.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Wellington Management Group LLP, and Blackrock, Inc..

Institutional Holders
242
Q1 2026
Reported Value
$1.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 7Q2 ’19Q3 ’19: 79Q4 ’19: 85Q1 ’20: 85Q2 ’20: 93Q2 ’20Q3 ’20: 96Q4 ’20: 115Q1 ’21: 136Q2 ’21: 142Q2 ’21Q3 ’21: 181Q4 ’21: 195Q1 ’22: 180Q2 ’22: 178Q2 ’22Q3 ’22: 184Q4 ’22: 191Q1 ’23: 176Q2 ’23: 157Q2 ’23Q3 ’23: 168Q4 ’23: 159Q1 ’24: 162Q2 ’24: 183Q2 ’24Q3 ’24: 196Q4 ’24: 224Q1 ’25: 222Q2 ’25: 225Q2 ’25Q3 ’25: 235Q4 ’25: 251Q1 ’26: 242filingsflow.com
Total reported value
Q2 ’19: $662MQ2 ’19Q3 ’19: $704MQ4 ’19: $674MQ1 ’20: $333MQ2 ’20: $175MQ2 ’20Q3 ’20: $210MQ4 ’20: $484MQ1 ’21: $952MQ2 ’21: $1.0BQ2 ’21Q3 ’21: $1.5BQ4 ’21: $1.2BQ1 ’22: $907MQ2 ’22: $664MQ2 ’22Q3 ’22: $598MQ4 ’22: $486MQ1 ’23: $401MQ2 ’23: $523MQ2 ’23Q3 ’23: $298MQ4 ’23: $522MQ1 ’24: $586MQ2 ’24: $546MQ2 ’24Q3 ’24: $678MQ4 ’24: $1.0BQ1 ’25: $789MQ2 ’25: $1.1BQ2 ’25Q3 ’25: $1.5BQ4 ’25: $1.9BQ1 ’26: $1.5Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM12.57%$20M390.0KQ1 2026
Harspring Capital Management, LLC$190M AUM5.27%$10M700.0KQ1 2026
HARBOURVEST PARTNERS LLC$101M AUM3.14%$3M238.1KQ2 2025OLDER
Cander Asset Management LP$557M AUM2.24%$12M871.8KQ1 2026
Senvest Management, LLC$3.0B AUM2.16%$65M4.55MQ1 2026
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM1.74%$24M1.66MQ1 2026
Rhino Investment Partners, Inc$359M AUM1.24%$5M375.5KQ2 2025OLDER
Long Focus Capital Management, LLC$3.8B AUM0.73%$28M1.94MQ1 2026
SummerHaven Investment Management, LLC$163M AUM0.72%$1M92.1KQ2 2025OLDER
Creek Drive Management Group LLC$433M AUM0.70%$3M216.0KQ1 2026
Azora Capital LP$1.5B AUM0.64%$10M536.6KQ4 2025OLDER
Connective Capital Management, LLC$121M AUM0.52%$566,63337.3KQ3 2025OLDER
Range Financial Group LLC$298M AUM0.51%$1M78.2KQ4 2025OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.49%$10M700.6KQ1 2026
Sheets Smith Investment Management$154M AUM0.43%$659,77843.4KQ3 2025OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.42%$13M927.6KQ1 2026
LIBRA WEALTH LLC$355M AUM0.33%$1M73.1KQ3 2025OLDER
Copperwynd Financial, LLC$401M AUM0.30%$1M99.9KQ2 2025OLDER
Wakefield Asset Management LLLP$377M AUM0.29%$1M75.5KQ1 2026
Nicholas Investment Partners, LP$1.4B AUM0.28%$4M266.5KQ1 2026
Ursa Fund Management, LLC$108M AUM0.27%$286,40020.0KQ1 2026
Optimize Financial Inc$203M AUM0.24%$389,72432.4KQ2 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.24%$8M552.0KQ1 2026
BRIGHTON JONES LLC$2.4B AUM0.22%$6M311.3KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.21%$29M2.01MQ1 2026
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.16%$49M3.42MQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.16%$5M384.1KQ2 2025OLDER
INCEPTIONR LLC$415M AUM0.15%$536,21028.3KQ4 2025OLDER
Scientech Research LLC$120M AUM0.15%$176,79512.3KQ1 2026
Round Rock Advisors LLC$654M AUM0.14%$938,73365.6KQ1 2026
Precision Wealth Strategies, LLC$301M AUM0.13%$406,76028.4KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.13%$9M601.7KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.13%$2M140.2KQ1 2026
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.13%$30M2.12MQ1 2026
Regal Partners Ltd$1.8B AUM0.12%$2M111.5KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.12%$6M296.8KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.12%$478,86133.4KQ1 2026
Interval Partners, LP$3.8B AUM0.12%$4M311.4KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.12%$2M156.4KQ1 2026
G2 Investment Partners Management LLC$406M AUM0.11%$473,50025.0KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$324,60527.0KQ2 2025OLDER
Shay Capital LLC$1.2B AUM0.11%$1M55.0KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.11%$12M630.4KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$606,04232.0KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.09%$814,47353.6KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.09%$568,47539.7KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$938,77665.6KQ1 2026
Invst, LLC$886M AUM0.08%$703,16637.1KQ4 2025OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.08%$2M160.3KQ1 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.08%$2M111.3KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.07%$2M157.0KQ1 2026
MQS Management LLC$148M AUM0.07%$120,90210.1KQ2 2025OLDER
Maltin Wealth Management, Inc.$262M AUM0.05%$143,20010.0KQ1 2026
Requisite Capital Management, LLC$537M AUM0.05%$286,40020.0KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M98.8KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$39M2.75MQ1 2026
Banco BTG Pactual S.A.$1.1B AUM0.05%$323,89621.3KQ3 2025OLDER
Sompo Asset Management Co., Ltd.$609M AUM0.05%$254,60917.8KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.05%$744,00052.0KQ1 2026
TCW GROUP INC$13.3B AUM0.04%$5M359.1KQ1 2026
Quantbot Technologies LP$2.4B AUM0.04%$942,85765.8KQ1 2026
Cambria Investment Management, L.P.$1.8B AUM0.04%$679,92847.5KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.03%$183M12.76MQ1 2026
Abel Hall, LLC$469M AUM0.03%$159,02411.1KQ1 2026
Cache Advisors, LLC$1.2B AUM0.03%$286,40020.0KQ1 2026
SP Asset Management LLC$1.1B AUM0.03%$372,46326.0KQ1 2026
Trek Financial, LLC$1.9B AUM0.03%$504,64233.2KQ3 2025OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM0.03%$2M99.0KQ4 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.03%$261,03918.2KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$2M107.1KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.03%$4M224.4KQ4 2025OLDER
Numerai GP LLC$997M AUM0.03%$279,15419.5KQ1 2026
AXQ CAPITAL, LP$777M AUM0.03%$211,20614.7KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M255.2KQ2 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.03%$161,73011.3KQ1 2026
Jump Financial, LLC$7.5B AUM0.03%$2M132.9KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M376.1KQ4 2025OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.02%$202,10416.8KQ2 2025OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M402.4KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.02%$676,90647.3KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.02%$152,24910.0KQ3 2025OLDER
111 Capital$406M AUM0.02%$136,31211.3KQ2 2025OLDER
Financial Avengers, Inc.$219M AUM0.02%$50,1203.5KQ1 2026
Grassi Investment Management$1.3B AUM0.02%$282,00023.4KQ2 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$6M379.8KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$228,94612.1KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$254,00413.4KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145.2B AUM0.02%$30M2.09MQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.02%$704,25849.2KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$39M2.70MQ1 2026
StoneX Group Inc.$1.9B AUM0.02%$455,70030.0KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$826,60568.7KQ2 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M111.3KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$82M5.76MQ1 2026
Headlands Technologies LLC$878M AUM0.02%$203,60510.8KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.02%$7M499.3KQ1 2026
Entropy Technologies, LP$2.2B AUM0.02%$340,95923.8KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M479.7KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.02%$1M69.0KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$129,4539.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$7M457.7KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M196.2KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$294,51715.6KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$2M121.8KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.01%$8M543.0KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$389,57720.6KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M74.1KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$19M1.29MQ1 2026
SG Americas Securities, LLC$92.9B AUM0.01%$9M626.4KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$8M589.8KQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M245.4KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$2M174.1KQ2 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$400,94121.2KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M134.2KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.01%$239,14416.7KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$516,96636.1KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M76.0KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.01%$180,45015.0KQ2 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$7M497.3KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.01%$171,49511.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M100.8KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$4M235.8KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M769.7KQ1 2026
Voleon Capital Management LP$4.6B AUM0.01%$307,30216.2KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$242,58116.9KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.01%$4M301.7KQ1 2026
BAILARD, INC.$4.4B AUM0.01%$283,53619.8KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$311,56316.4KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$342,99324.0KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.01%$88,0865.8KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$584,18440.8KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$109M7.63MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$21M1.46MQ1 2026
COMERICA BANK$25.1B AUM0.01%$1M72.2KQ4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$115,5397.6KQ3 2025OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$156,54810.3KQ3 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$447,67231.3KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$50,0483.5KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$898,17962.7KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$1M99.9KQ1 2026
Systematic Alpha Investments, LLC$2.8B AUM0.00%$121,50310.1KQ2 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$306,52021.4KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$176,21514.6KQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$135,5249.5KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$366,37725.6KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M253.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$24M1.68MQ1 2026
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$289,15715.3KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$450,33531.4KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$269,02918.8KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M134.0KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M148.5KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$771,76253.9KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$218,03711.5KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M333.4KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$222M11.70MQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$7,292385Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M523.0KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$336,49123.5KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$19M1.32MQ1 2026
STRS OHIO$25.2B AUM0.00%$720,29650.3KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M118.1KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$45M3.12MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$11M742.2KQ1 2026
Arizona State Retirement System$17.1B AUM0.00%$453,78631.7KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$101,3867.1KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$613,32542.8KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M128.0KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$137M9.59MQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$386,37620.4KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M124.3KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$9,637673Q1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$231,00015.2KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.00%$356,56824.9KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M137.0KQ1 2026
Empowered Funds, LLC$15.7B AUM0.00%$176,21514.6KQ2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3M238.5KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M73.6KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$15M1.02MQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$396,55733.0KQ2 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M228.2KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$8M534.7KQ1 2026
BANQUE PICTET & CIE SA$14.2B AUM0.00%$265,43618.5KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M146.9KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$968,03267.6KQ1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,807196Q1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$182,09312.7KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$70M4.91MQ1 2026
UBS Group AG$666.3B AUM0.00%$10M720.3KQ1 2026
Torren Management, LLC$201M AUM0.00%$2,993209Q1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$370,02925.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M71.2KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$41M2.89MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$19M1.31MQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$963,46467.3KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M818.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$12M830.8KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$22M1.17MQ1 2026
Creative Planning$147.4B AUM0.00%$2M135.0KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$734,93848.4KQ3 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$8,258436Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$420,32129.4KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$458,00038.0KQ2 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$243,71217.0KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$189,40010.0KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$227,29912.0KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$23,2771.5KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$275,39518.1KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$156,01610.9KQ1 2026
Jain Global LLC$24.2B AUM0.00%$224,98811.9KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$497,09034.7KQ1 2026
Triumph Capital Management$491M AUM0.00%$5,298370Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M582.7KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$167,90314.0KQ2 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M73.4KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.00%$9,874650Q3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$54,2873.8KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$33,7382.4KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$183,41912.1KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M334.6KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M85.8KQ3 2025OLDER
Quarry LP$558M AUM0.00%$5,542387Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$5M362.2KQ1 2026
Valued Wealth Advisors LLC$247M AUM0.00%$2,335163Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$70,0894.9KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M75.9KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$494,38434.5KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$8M555.2KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M79.0KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M82.5KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,062563Q1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M122.1KQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM0.00%$198,11210.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$17,0841.2KQ1 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$5,209275Q4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$5,799482Q2 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$727,24150.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$281,00014.8KQ4 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.00%$65,0004.6KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M112.2KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M145.2KQ1 2026
FMR LLC$1.90T AUM0.00%$13M888.9KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$769,19953.7KQ1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$8,000525Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M84.2KQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$306,82816.2KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$8,580600Q1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$2,263158Q1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$149,00010.4KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$4M263.0KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$431,34730.1KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$2,005140Q1 2026
Walleye Trading LLC$60.0B AUM0.00%$330,50623.1KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$340,92018.0KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$15,0671.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$585,92840.9KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$67,0003.6KQ4 2025OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$667,92846.6KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$313,77021.9KQ1 2026
Man Group plc$55.1B AUM0.00%$238,84316.7KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$28,1962.0KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$13,088914Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$389,41827.2KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$424,34129.6KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$745,74052.1KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$237,54016.6KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$182,00012.7KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$93,3096.5KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,862130Q1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$178,90012.5KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$1M92.1KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$178,59912.5KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$156,80410.9KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$16,2391.1KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$191,93113.4KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$156,00010.8KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M305.4KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$6,556545Q2 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$72948Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$171,69612.0KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$237,81216.6KQ1 2026
Kilter Group LLC$232M AUM0.00%$57340Q1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$203,05814.2KQ1 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$8,234575Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$64,5404.5KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$497,20534.7KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$126,71610.1KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$79,2765.5KQ1 2026
Avion Wealth$484M AUM0.00%$1,00096Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$21,8651.5KQ1 2026
Mariner, LLC$85.7B AUM0.00%$171,75312.0KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$140,0009.8KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$807,57656.4KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$294,99220.6KQ1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$16,0811.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$44,0542.3KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,465242Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$365,77625.5KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$1,66788Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$536,19837.4KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,148150Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$5,971417Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$168,6348.9KQ4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,377166Q1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$272,74318.2KQ3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$224,09415.6KQ1 2026
KBC Group NV$39.9B AUM0.00%$58,0004.0KQ1 2026
Asset Management One Co., Ltd.$33.9B AUM0.00%$47,9863.4KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$306,29625.5KQ2 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,879152Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$32,0772.2KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$656,30045.8KQ1 2026
Hughes Financial Services, LLC$651M AUM0.00%$77354Q1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$182,48012.7KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$394,35827.5KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$257,54518.0KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$81,2515.7KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$34424Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$3,050213Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$1,790125Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,679187Q1 2026
Marquette Asset Management, LLC$779M AUM0.00%$55029Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$31522Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$28,6402.0KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,535177Q1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$21,2941.5KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$1,894100Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,36890Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$36130Q2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$231,86916.2KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$178,48412.5KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$25,7761.8KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$24,0602.0KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$9,810685Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,339154Q3 2025OLDER
Key FInancial Inc$562M AUM0.00%$14310Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$41,6523.0KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$12,988907Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,004140Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$51636Q1 2026
MAI Capital Management$17.7B AUM0.00%$1,04673Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$241Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$71650Q1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$2,000160Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$7,518525Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$10,000684Q1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$4,267298Q1 2026
Freestone Grove Partners LP$14.2B AUM0.00%$141Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.