NVEEUSDNV5 GLOBAL INC COM
CUSIP 62945V109 · Yahoo Finance ↗ · Google Finance ↗
Nv5 Global Inc Com (NVEEUSD) has 1 institutional holders in Filings Flow’s 13F database, together reporting 55 shares worth $1,270 as of Q1 2026. The largest reported holders are Blackrock, Inc., Cercano Management LLC, and Vanguard Group Inc.
Institutional Holders
1
Q1 2026
Reported Value
$1,270
Ticker
NVEEUSD
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Redwood Grove Capital, LLC$310M AUM | 4.73% | $14M | 617.1K | Q2 2025OLDER |
| BERNZOTT CAPITAL ADVISORS$209M AUM | 4.72% | $9M | 400.3K | Q2 2025OLDER |
| Cercano Management LLC$2.3B AUM | 2.59% | $91M | 3.93M | Q2 2025OLDER |
| Cruiser Capital Advisors, LLC$257M AUM | 2.08% | $5M | 203.2K | Q2 2025OLDER |
| Slotnik Capital, LLC$342M AUM | 1.93% | $5M | 219.1K | Q2 2025OLDER |
| Haven Capital Group, Inc.$108M AUM | 1.83% | $2M | 89.8K | Q2 2025OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 1.65% | $5M | 223.4K | Q2 2025OLDER |
| HARVEST MANAGEMENT LLC$206M AUM | 1.63% | $4M | 166.2K | Q2 2025OLDER |
| ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM | 1.63% | $31M | 1.32M | Q2 2025OLDER |
| Beryl Capital Management LLC$110M AUM | 1.43% | $10M | 412.0K | Q2 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 1.42% | $16M | 692.5K | Q2 2025OLDER |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.16% | $12M | 540.4K | Q2 2025OLDER |
| Trium Capital LLP$142M AUM | 0.93% | $4M | 162.7K | Q2 2025OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.92% | $3M | 117.2K | Q2 2025OLDER |
| FORMULA GROWTH LTD$222M AUM | 0.51% | $1M | 59.0K | Q2 2025OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.50% | $1M | 59.8K | Q2 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.41% | $3M | 116.9K | Q2 2025OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 0.38% | $3M | 128.6K | Q2 2025OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.37% | $8M | 330.9K | Q2 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.34% | $14M | 609.1K | Q2 2025OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.32% | $19M | 838.6K | Q2 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.28% | $3M | 138.7K | Q2 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.26% | $13M | 559.5K | Q2 2025OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.25% | $3M | 117.1K | Q2 2025OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.21% | $2M | 77.4K | Q2 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.18% | $625,092 | 27.7K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.17% | $25M | 1.10M | Q2 2025OLDER |
| Chicago Capital Management, LLC$121M AUM | 0.17% | $230,900 | 10.0K | Q2 2025OLDER |
| Sagefield Capital LP$1.4B AUM | 0.14% | $1M | 44.0K | Q2 2025OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 0.14% | $2M | 75.5K | Q2 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.13% | $1M | 50.3K | Q2 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.11% | $213,487 | 11.1K | Q2 2025OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.11% | $996,465 | 43.2K | Q2 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.11% | $2M | 82.7K | Q2 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.10% | $163,708 | 7.1K | Q2 2025OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.09% | $2M | 91.3K | Q2 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.08% | $872,710 | 37.8K | Q2 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.08% | $4M | 190.6K | Q2 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.08% | $115,450 | 5.0K | Q2 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $3M | 146.8K | Q2 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.07% | $795,000 | 34.4K | Q3 2025OLDER |
| Financial Avengers, Inc.$219M AUM | 0.06% | $138,540 | 6.0K | Q2 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.06% | $163,939 | 7.1K | Q2 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.05% | $244,184 | 10.6K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.05% | $32M | 1.37M | Q2 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $414,696 | 18.0K | Q2 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $375,305 | 16.3K | Q2 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $390,175 | 16.9K | Q2 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $876,312 | 38.0K | Q2 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.04% | $461,800 | 20.0K | Q2 2025OLDER |
| Swedbank AB$95.1B AUM | 0.04% | $35M | 1.50M | Q2 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.04% | $8M | 340.0K | Q2 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 91.6K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $905,313 | 39.2K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $8M | 353.8K | Q2 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.03% | $503,274 | 26.1K | Q2 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.03% | $3M | 142.1K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 110.0K | Q2 2025OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.03% | $2M | 73.9K | Q2 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.02% | $3M | 150.6K | Q2 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.02% | $129,304 | 5.6K | Q2 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $878,090 | 38.0K | Q2 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.02% | $5M | 208.9K | Q2 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $4M | 179.1K | Q2 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $716,552 | 31.0K | Q2 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $29M | 1.24M | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $66M | 2.87M | Q2 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.01% | $7M | 295.2K | Q2 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $8M | 335.0K | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $17,733 | 768 | Q2 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $692,700 | 30.0K | Q2 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $565,705 | 24.5K | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $53M | 2.31M | Q2 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $281,375 | 12.2K | Q2 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $626,016 | 27.1K | Q2 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $856,454 | 37.1K | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 63.5K | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $350,945 | 15.2K | Q2 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $18,518 | 802 | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 165.0K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 92.8K | Q2 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $1M | 60.0K | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $12M | 536.3K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $4M | 193.2K | Q2 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $230,900 | 10.0K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $192,270 | 8.3K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5M | 212.7K | Q2 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $277,080 | 12.0K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $448,385 | 19.4K | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $794,920 | 34.4K | Q2 2025OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.00% | $10,781 | 110 | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 190.2K | Q2 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $293,959 | 12.7K | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $222M | 9.61M | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $132,998 | 5.8K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 45.5K | Q2 2025OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $3,233 | 140 | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $82,755 | 3.6K | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $28,748 | 1.2K | Q2 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $558,339 | 24.2K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 163.4K | Q2 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $6M | 260.8K | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $18M | 760.6K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $47,081 | 2.0K | Q2 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $300,262 | 13.0K | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 61.6K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $739 | 32.0K | Q2 2025OLDER |
| Peterson Wealth Services$405M AUM | 0.00% | $9,236 | 400 | Q2 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $395,093 | 17.1K | Q2 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $32M | 1.38M | Q2 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $2M | 98.2K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $384,033 | 16.6K | Q2 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $573,094 | 24.8K | Q2 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $6,096 | 264 | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $14M | 595.0K | Q2 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $287,401 | 12.4K | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $50M | 2.18M | Q2 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 55.5K | Q2 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 112.1K | Q2 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $735,301 | 31.8K | Q2 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $86M | 3.71M | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 54.1K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 203.4K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $772,545 | 33.5K | Q2 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 50.3K | Q2 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $295,552 | 12.8K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $229,722 | 9.9K | Q2 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $608,860 | 26.4K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 62.1K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 101.5K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $42,000 | 1.8K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 261.8K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $242,398 | 10.5K | Q2 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 109.5K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 47.2K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $238,151 | 10.3K | Q2 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $64,652 | 2.8K | Q2 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 151.6K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 509.1K | Q2 2025OLDER |
| Boston Partners$95.5B AUM | 0.00% | $769,100 | 33.3K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 177.1K | Q2 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 122.1K | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $929,857 | 40.3K | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 162.2K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 501.3K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 184.1K | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $57,286 | 2.5K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $274,009 | 11.9K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 116.8K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 154.6K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 154.5K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $6,327 | 274 | Q2 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $360,227 | 15.6K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $662,429 | 28.7K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $447 | 19.3K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 110.4K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 116.6K | Q2 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $408 | 17.7K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $36,228 | 1.6K | Q2 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $1,270 | 55 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $394,603 | 17.1K | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 143.1K | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 58.6K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 53.9K | Q2 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $92,060 | 4.0K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $246,668 | 10.6K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $376,529 | 16.3K | Q2 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $622,641 | 27.0K | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $6,511 | 282 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $232,261 | 10.1K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $280,153 | 12.1K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $15,701 | 680 | Q2 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $716 | 31 | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,584 | 545 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 72.8K | Q2 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $14,547 | 630 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 148.3K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,408 | 61 | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,598 | 459 | Q2 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $970 | 42 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $102,358 | 4.4K | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,655 | 115 | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $230,115 | 10.0K | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $232,193 | 10.1K | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,386 | 60 | Q2 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $229,491 | 9.9K | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,842 | 253 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $200 | 8.7K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $208,549 | 9.0K | Q2 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $278 | 12 | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $254 | 11 | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $146,206 | 6.3K | Q2 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,117 | 135 | Q2 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $283,684 | 12.3K | Q2 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $663 | 28.7K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,725 | 118 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $104,667 | 4.5K | Q2 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $14,662 | 635 | Q2 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $231 | 10 | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,369 | 105 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,843 | 383 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $85,710 | 3.7K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $20,429 | 910 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,325 | 144 | Q2 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $831 | 36 | Q2 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $8 | 333 | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $462 | 20 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $209,368 | 9.1K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,317 | 57 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,732 | 75 | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,298 | 446 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,385 | 60 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $300 | 13 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,390 | 61 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.