MASIMO CORP
CUSIP 574795100
Masimo Corp has 441 institutional holders in Filings Flow’s 13F database, together reporting 53.41M shares worth $9.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Politan Capital Management LP, and Vanguard Group Inc.
Institutional Holders
441
Q1 2026
Reported Value
$9.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Politan Capital Management LP$985M AUM | 82.89% | $816M | 4.59M | Q1 2026 |
| Beryl Capital Management LLC$110M AUM | 35.19% | $39M | 217.1K | Q1 2026 |
| NAYA CAPITAL MANAGEMENT UK LTD$1.2B AUM | 15.28% | $203M | 1.56M | Q4 2025OLDER |
| Slotnik Capital, LLC$342M AUM | 12.50% | $43M | 240.3K | Q1 2026 |
| CIBRA Capital Ltd$207M AUM | 7.76% | $16M | 90.4K | Q1 2026 |
| NUANCE INVESTMENTS, LLC$717M AUM | 6.07% | $44M | 244.7K | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 4.65% | $458M | 2.58M | Q1 2026 |
| First Trust Capital Management L.P.$1.9B AUM | 4.48% | $85M | 479.4K | Q1 2026 |
| Fort Baker Capital Management LP$1.3B AUM | 4.37% | $56M | 312.9K | Q1 2026 |
| 4D Advisors, LLC$158M AUM | 4.07% | $8M | 45.0K | Q2 2025OLDER |
| WATER ISLAND CAPITAL LLC$896M AUM | 3.86% | $35M | 194.2K | Q1 2026 |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.80% | $7M | 47.8K | Q3 2025OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 3.70% | $55M | 310.1K | Q1 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM | 3.21% | $11M | 64.0K | Q1 2026 |
| Pentwater Capital Management LP$19.3B AUM | 2.93% | $565M | 3.18M | Q1 2026 |
| Parkman Healthcare Partners LLC$970M AUM | 2.48% | $26M | 200.0K | Q4 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 2.34% | $16M | 88.7K | Q1 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM | 1.98% | $34M | 189.0K | Q1 2026 |
| Fortress Investment Group LLC$394M AUM | 1.62% | $6M | 35.9K | Q1 2026 |
| Sagefield Capital LP$1.4B AUM | 1.56% | $22M | 122.2K | Q1 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP$184M AUM | 1.45% | $3M | 15.0K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 1.37% | $30M | 171.1K | Q1 2026 |
| PFM Health Sciences, LP$1.1B AUM | 1.35% | $16M | 94.5K | Q2 2025OLDER |
| Kryger Capital LLC$1.4B AUM | 1.27% | $18M | 100.6K | Q1 2026 |
| AQR Arbitrage LLC$6.1B AUM | 1.21% | $74M | 417.0K | Q1 2026 |
| Alpha Wave Global, LP$791M AUM | 1.20% | $10M | 75.6K | Q4 2025OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 1.12% | $25M | 138.4K | Q1 2026 |
| TIG Advisors, LLC$2.2B AUM | 1.11% | $24M | 135.2K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 1.06% | $4M | 24.2K | Q1 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 1.05% | $17M | 114.6K | Q3 2025OLDER |
| HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM | 1.04% | $25M | 148.7K | Q2 2025OLDER |
| HARVEST MANAGEMENT LLC$206M AUM | 0.95% | $2M | 11.0K | Q1 2026 |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.91% | $46M | 257.0K | Q1 2026 |
| RTW INVESTMENTS, LP$10.0B AUM | 0.89% | $89M | 683.3K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.77% | $76M | 427.1K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.70% | $20M | 112.8K | Q1 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.68% | $2M | 13.2K | Q4 2025OLDER |
| Durable Capital Partners LP$9.7B AUM | 0.68% | $92M | 620.6K | Q3 2025OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 0.63% | $4M | 22.8K | Q1 2026 |
| Birchview Capital, LP$176M AUM | 0.63% | $1M | 8.3K | Q4 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.60% | $268,834 | 2.1K | Q4 2025OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.60% | $40M | 225.4K | Q1 2026 |
| GLAZER CAPITAL, LLC$4.7B AUM | 0.60% | $28M | 157.9K | Q1 2026 |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.59% | $48M | 270.0K | Q1 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd.$193M AUM | 0.57% | $1M | 8.0K | Q3 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.56% | $4M | 23.6K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.51% | $209M | 1.24M | Q2 2025OLDER |
| Odyssean, LLC$274M AUM | 0.51% | $1M | 7.8K | Q1 2026 |
| Cardinal Capital Management$776M AUM | 0.51% | $4M | 22.1K | Q1 2026 |
| Montanaro Asset Management Ltd$334M AUM | 0.48% | $2M | 13.0K | Q3 2025OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.47% | $3M | 25.8K | Q4 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.46% | $164M | 1.26M | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.46% | $10M | 54.0K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.44% | $12M | 68.7K | Q2 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.35% | $55M | 309.1K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.34% | $20M | 112.6K | Q1 2026 |
| NS Partners Ltd$2.2B AUM | 0.33% | $7M | 42.0K | Q1 2026 |
| Alpine Global Management, LLC$668M AUM | 0.33% | $2M | 12.5K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.33% | $35M | 200.0K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.32% | $4M | 23.1K | Q1 2026 |
| Champlain Investment Partners, LLC$7.9B AUM | 0.32% | $25M | 141.3K | Q1 2026 |
| DE BURLO GROUP INC$441M AUM | 0.31% | $1M | 7.8K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.30% | $662,030 | 3.7K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.29% | $949,292 | 5.3K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.28% | $1M | 9.5K | Q4 2025OLDER |
| DF DENT & CO INC$5.2B AUM | 0.27% | $19M | 142.6K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.27% | $8M | 42.9K | Q1 2026 |
| Sofinnova Investments, Inc.$2.6B AUM | 0.26% | $6M | 46.2K | Q4 2025OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.26% | $378,613 | 2.6K | Q3 2025OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.25% | $61M | 341.2K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.25% | $850,930 | 4.8K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.25% | $2M | 12.0K | Q3 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.24% | $41M | 232.9K | Q1 2026 |
| Malaga Cove Capital, LLC$278M AUM | 0.24% | $697,902 | 5.4K | Q4 2025OLDER |
| Corient IA LLC$106M AUM | 0.22% | $238,346 | 1.3K | Q1 2026 |
| Andina Capital Management, LLC$113M AUM | 0.22% | $252,575 | 1.4K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.20% | $59M | 330.7K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.20% | $5M | 27.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.20% | $152M | 856.1K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.20% | $18M | 100.8K | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.19% | $22M | 122.8K | Q1 2026 |
| Mint Tower Capital Management B.V.$1.1B AUM | 0.19% | $2M | 12.0K | Q1 2026 |
| Neo Ivy Capital Management$379M AUM | 0.19% | $719,484 | 4.0K | Q1 2026 |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.19% | $6M | 48.8K | Q1 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.19% | $5M | 29.4K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.19% | $61M | 341.5K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.19% | $2M | 16.8K | Q3 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.18% | $8M | 45.9K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.18% | $25M | 142.8K | Q1 2026 |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.18% | $318,647 | 2.5K | Q4 2025OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.18% | $471,356 | 2.6K | Q1 2026 |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 0.18% | $67M | 514.3K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.18% | $453,274 | 3.1K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.17% | $4M | 27.8K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.16% | $16M | 92.0K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.16% | $599,536 | 3.6K | Q2 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.16% | $4M | 20.5K | Q1 2026 |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.16% | $3M | 15.0K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.15% | $22M | 126.1K | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.15% | $381M | 2.93M | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.15% | $21M | 120.2K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.15% | $5M | 30.0K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $474,024 | 2.7K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.14% | $551,397 | 3.1K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.14% | $2M | 15.3K | Q3 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.14% | $417M | 2.34M | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.13% | $1M | 6.6K | Q1 2026 |
| BAMCO INC /NY/$33.1B AUM | 0.13% | $49M | 373.9K | Q4 2025OLDER |
| Redwood Investment Management, LLC$805M AUM | 0.13% | $1M | 5.8K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.13% | $229,274 | 1.3K | Q1 2026 |
| TPG GP A, LLC$3.7B AUM | 0.12% | $4M | 25.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.12% | $47M | 264.8K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.12% | $488M | 2.74M | Q1 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.12% | $1M | 6.3K | Q1 2026 |
| apricus wealth, LLC$205M AUM | 0.12% | $215,718 | 1.5K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.12% | $70M | 391.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.11% | $62M | 347.4K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.11% | $2M | 11.3K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.11% | $12M | 84.7K | Q3 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.10% | $27M | 153.2K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.10% | $382,598 | 2.2K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.10% | $408,518 | 3.1K | Q4 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.10% | $93M | 522.8K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.10% | $2M | 16.4K | Q4 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.10% | $1M | 9.6K | Q4 2025OLDER |
| Machina Capital S.A.S.$508M AUM | 0.10% | $491,099 | 2.8K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.10% | $567,583 | 3.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.09% | $227M | 1.28M | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.09% | $293,329 | 2.0K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.09% | $12M | 65.0K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.08% | $229,166 | 1.8K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.08% | $57M | 321.6K | Q1 2026 |
| 111 Capital$406M AUM | 0.08% | $373,402 | 2.9K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.08% | $69M | 389.4K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.08% | $286,392 | 2.2K | Q4 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.08% | $6M | 31.9K | Q1 2026 |
| Havemeyer Place LP$867M AUM | 0.08% | $392,781 | 3.0K | Q4 2025OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 0.08% | $2M | 11.4K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.08% | $12M | 66.9K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.08% | $792,944 | 4.5K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.07% | $5M | 30.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.07% | $147M | 832.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.07% | $43M | 239.5K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.07% | $86M | 482.0K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.07% | $291,351 | 1.6K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.06% | $841,681 | 4.7K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.06% | $24M | 137.6K | Q1 2026 |
| Liontrust Investment Partners LLP$5.9B AUM | 0.06% | $4M | 20.1K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $262,461 | 2.0K | Q4 2025OLDER |
| South Dakota Investment Council$5.2B AUM | 0.06% | $3M | 17.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.06% | $52M | 291.5K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $485,229 | 2.7K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.05% | $72M | 403.3K | Q1 2026 |
| United Community Bank$300M AUM | 0.05% | $159,136 | 946 | Q2 2025OLDER |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM | 0.05% | $2M | 9.9K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.05% | $30M | 166.2K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.05% | $2M | 13.0K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.05% | $19M | 109.4K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $12M | 70.0K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.05% | $27M | 152.6K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $1M | 8.4K | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.05% | $232,144 | 1.4K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $649,403 | 3.7K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.04% | $84M | 473.4K | Q1 2026 |
| TEMA ETFS LLC$1.5B AUM | 0.04% | $564,721 | 4.3K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 12.7K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.04% | $209,319 | 1.2K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $426,532 | 2.4K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.04% | $235,856 | 1.3K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.04% | $87,792 | 595 | Q3 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.04% | $479,000 | 3.7K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $376,654 | 2.9K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 13.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.04% | $95M | 533.4K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.04% | $738,871 | 5.7K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 7.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $333,506 | 1.9K | Q1 2026 |
| Bellevue Group AG$4.2B AUM | 0.04% | $2M | 8.8K | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.04% | $44,112 | 248 | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.04% | $6M | 34.1K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.04% | $2M | 10.0K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $400,208 | 2.3K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.04% | $2M | 12.1K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.04% | $3M | 17.5K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.04% | $22M | 150.0K | Q3 2025OLDER |
| Frec Markets, Inc.$587M AUM | 0.03% | $203,305 | 1.1K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.03% | $735,492 | 4.1K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.03% | $4M | 22.2K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 56.0K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.03% | $610,094 | 3.4K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.03% | $304,691 | 1.7K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.03% | $4M | 23.7K | Q1 2026 |
| Hardy Reed LLC$1.4B AUM | 0.03% | $423,509 | 2.4K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.03% | $4M | 21.8K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $3M | 19.5K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 13.9K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $115,753 | 890 | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $679,173 | 4.6K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 10.2K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.03% | $419,773 | 2.4K | Q1 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.03% | $2M | 16.1K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $6M | 32.2K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.03% | $7M | 37.2K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $780,835 | 5.3K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $444,156 | 2.5K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $3M | 14.2K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $256,536 | 1.5K | Q2 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.02% | $37M | 209.5K | Q1 2026 |
| ING GROEP NV$16.4B AUM | 0.02% | $4M | 21.7K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $592,841 | 3.3K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $312,162 | 1.8K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.02% | $955,162 | 5.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 16.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 24.5K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 9.4K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $733,181 | 4.1K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $64,034 | 360 | Q1 2026 |
| Oak Thistle LLC$1.0B AUM | 0.02% | $216,467 | 1.2K | Q1 2026 |
| Knollwood Investment Advisory, LLC$992M AUM | 0.02% | $202,238 | 1.1K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.02% | $3M | 14.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $175M | 984.2K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.02% | $409,429 | 3.1K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $23M | 129.6K | Q1 2026 |
| Perpetual Ltd$7.0B AUM | 0.02% | $2M | 10.6K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.02% | $12M | 67.6K | Q1 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM | 0.02% | $315,000 | 1.8K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.02% | $59M | 455.4K | Q1 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 0.02% | $35,574 | 200 | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $782,571 | 6.0K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $9M | 49.7K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $357M | 2.01M | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 7.8K | Q1 2026 |
| Wesleyan Assurance Society$1.7B AUM | 0.02% | $311,000 | 1.8K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 10.3K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 7.6K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $33M | 188.1K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $6M | 47.6K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $3M | 18.9K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 42.0K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 10.6K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.02% | $227,660 | 1.3K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $31M | 172.6K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.02% | $282,490 | 2.2K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $304,691 | 1.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 34.7K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.02% | $5M | 25.5K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 13.9K | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $235,500 | 1.3K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $16M | 90.7K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $737,983 | 4.1K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $48,814 | 293 | Q1 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.02% | $76,306 | 429 | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.02% | $833,320 | 4.7K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $653,871 | 3.9K | Q2 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $1M | 7.9K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.01% | $224,742 | 1.3K | Q2 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $447,343 | 2.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $826M | 4.64M | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.01% | $229,630 | 1.3K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $449,332 | 2.5K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $17M | 96.2K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.01% | $7M | 38.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $258M | 1.45M | Q1 2026 |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.01% | $312,889 | 1.9K | Q2 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $7M | 39.7K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 12.5K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $52M | 289.9K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $621,427 | 4.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $11M | 61.3K | Q1 2026 |
| OP Asset Management Ltd$8.4B AUM | 0.01% | $1M | 8.2K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.01% | $601,000 | 3.6K | Q2 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $2M | 10.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $83M | 468.3K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $6M | 36.4K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $228,703 | 1.6K | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $15M | 114.5K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.01% | $43M | 243.1K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $630,016 | 3.5K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $358,409 | 2.0K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 16.3K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $21,000 | 120 | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.01% | $13,340 | 75 | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $3M | 19.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $335,007 | 1.9K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $170M | 956.7K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $69M | 386.9K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.01% | $24,000 | 136 | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 11.0K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $234,433 | 1.3K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $325,150 | 2.5K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $9M | 53.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $54M | 306.4K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $258,000 | 2.0K | Q4 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.01% | $231,942 | 1.3K | Q1 2026 |
| Capital Research Global Investors$644.6B AUM | 0.01% | $64M | 359.1K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $18M | 102.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 38.8K | Q1 2026 |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $4M | 27.7K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $7M | 53.5K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $59M | 332.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 170.5K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $268,762 | 1.5K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $16M | 90.3K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $38,776 | 218 | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $271,785 | 1.5K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $69M | 390.4K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.01% | $2M | 12.2K | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $473,488 | 3.2K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $365M | 2.05M | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $341,333 | 1.9K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $818,000 | 4.6K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $256M | 1.44M | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $353,241 | 2.1K | Q2 2025OLDER |
| Handelsbanken Fonder AB$30.0B AUM | 0.01% | $3M | 14.7K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $475,589 | 3.2K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $30,594 | 172 | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $14M | 77.4K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $5M | 26.4K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 13.9K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $566M | 4.35M | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $655,097 | 3.7K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $134M | 752.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 6.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $4M | 24.2K | Q2 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $809,131 | 4.5K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $235,785 | 1.6K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 13.4K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 10.9K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $313,302 | 1.8K | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.01% | $8M | 59.5K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $360,720 | 2.0K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $321,711 | 1.8K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $250,797 | 1.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $819,400 | 4.9K | Q2 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $338,843 | 1.9K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $470,821 | 2.6K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $17,787 | 100 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 22.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $102M | 572.6K | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 9.4K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.01% | $3M | 14.1K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $453,746 | 2.6K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $27,749 | 156 | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.01% | $3M | 16.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 12.2K | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $7M | 40.9K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 0.01% | $12,154 | 68 | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $29M | 164.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $4M | 24.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $586,224 | 3.3K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $4M | 20.9K | Q2 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 11.5K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $189,253 | 1.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $262,892 | 1.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $107,789 | 606 | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.01% | $2M | 15.9K | Q4 2025OLDER |
| Covestor Ltd$144M AUM | 0.01% | $8,000 | 45 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $49M | 273.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $191,388 | 1.1K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $20M | 111.5K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $16M | 89.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 7.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 16.8K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.01% | $292,063 | 1.6K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $663,436 | 5.1K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $24M | 133.7K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $28,103 | 158 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $13,722 | 93 | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $416,038 | 2.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $104,232 | 586 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 18.1K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $313,000 | 1.8K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 12.1K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 15.5K | Q2 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 5.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $547,306 | 3.1K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $423,686 | 2.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $3M | 14.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $308,722 | 1.8K | Q2 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $324,435 | 1.8K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $841,503 | 4.7K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $8,182 | 46 | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $325,540 | 2.5K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $44,481 | 342 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 14.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $324,328 | 1.9K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 11.7K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.00% | $1M | 7.6K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $81,287 | 457 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 23.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $377,025 | 2.1K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $28,815 | 162 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $749,011 | 4.2K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $833,000 | 4.7K | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.00% | $564,721 | 4.3K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $212,967 | 1.3K | Q2 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $374,060 | 2.1K | Q1 2026 |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $4M | 28.3K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $480,960 | 2.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41M | 232.0K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 7.2K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 7.2K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $209,353 | 1.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 22.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $12M | 65.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $127,533 | 717 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $11M | 62.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 8.0K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 10.2K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.00% | $8,716 | 49 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $500,170 | 2.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $478,648 | 2.7K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $202,408 | 1.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $63,126 | 356 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $14,408 | 81 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $4,092 | 23 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $400,385 | 2.3K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $563,789 | 3.8K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 13.2K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $3,024 | 17 | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $625,392 | 3.5K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,523 | 15 | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 19.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $110,991 | 624 | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $7,153 | 55 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $25,969 | 146 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $4,878 | 29 | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $250,263 | 1.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 6.1K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $12M | 69.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $251,686 | 1.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $461,347 | 2.6K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $216,943 | 1.3K | Q2 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $204,724 | 1.2K | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,557 | 20 | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 18.4K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $487,186 | 2.7K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 5.7K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $8,894 | 50 | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 20.0K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $203,176 | 1.4K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $300,422 | 1.7K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $6,503 | 50 | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $244,749 | 1.4K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $219,259 | 1.5K | Q3 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $428,845 | 2.4K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $337,775 | 1.9K | Q1 2026 |
| M&G Plc$19.4B AUM | 0.00% | $288,894 | 1.6K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $3,558 | 20 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 7.2K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $3,902 | 30 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $7,826 | 44 | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $227,851 | 1.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $17,787 | 100 | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 7.0K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $48,025 | 270 | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $2,355 | 14 | Q2 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $3,380 | 19 | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $613,623 | 4.7K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $324,968 | 1.8K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $2M | 14.6K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $78,974 | 444 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $57,274 | 322 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $39,131 | 220 | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $696,717 | 3.9K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,067 | 6 | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $268,762 | 1.5K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 11.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $893,619 | 5.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $61,543 | 346 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $8M | 45.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $162,396 | 913 | Q1 2026 |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.00% | $19,000 | 115 | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 7.7K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $225,895 | 1.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $699,562 | 3.9K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $519,558 | 2.9K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $776,046 | 4.4K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $782,450 | 4.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $271,074 | 1.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $367,835 | 2.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $283,000 | 1.7K | Q2 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $3,735 | 21 | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $296,865 | 1.7K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $2,134 | 12 | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $13,656 | 105 | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,669 | 15 | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.00% | $1,245 | 7 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $14,437 | 111 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $6,854 | 40 | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,668 | 15 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $49,448 | 278 | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $201,463 | 1.5K | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $352,593 | 2.7K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,850 | 11 | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 12.6K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,459 | 37 | Q3 2025OLDER |
| KBC Group NV$39.9B AUM | 0.00% | $224,000 | 1.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $588,656 | 4.5K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $908,383 | 5.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.