1GSNNOVANTA INC
CUSIP 67000B104 · Yahoo Finance ↗ · Google Finance ↗
Novanta Inc (1GSN) has 326 institutional holders in Filings Flow’s 13F database, together reporting 40.01M shares worth $4.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
326
Q1 2026
Reported Value
$4.3B
Ticker
1GSN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ACK Asset Management LLC$801M AUM | 5.53% | $44M | 375.0K | Q1 2026OLDER |
| Telemark Asset Management, LLC$1.1B AUM | 4.09% | $44M | 375.0K | Q1 2026OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 3.42% | $171M | 1.45M | Q1 2026OLDER |
| Harvey Partners, LLC$1.3B AUM | 3.01% | $38M | 320.0K | Q1 2026OLDER |
| G2 Investment Partners Management LLC$406M AUM | 2.50% | $10M | 86.0K | Q1 2026OLDER |
| AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM | 2.37% | $44M | 373.9K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 2.34% | $110M | 931.3K | Q1 2026OLDER |
| Clearline Capital LP$1.9B AUM | 1.74% | $34M | 284.2K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 1.56% | $4M | 30.6K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.22% | $20M | 165.9K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 1.05% | $27M | 231.6K | Q1 2026OLDER |
| Greenhouse Funds LLLP$2.2B AUM | 1.04% | $23M | 196.6K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.97% | $158M | 973.8K | Q2 2026 |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 0.92% | $6M | 53.3K | Q4 2025OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.83% | $13M | 114.2K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.78% | $118M | 996.6K | Q1 2026OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.65% | $13M | 107.0K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.59% | $46M | 392.1K | Q1 2026OLDER |
| HERALD INVESTMENT MANAGEMENT Ltd$718M AUM | 0.47% | $3M | 28.8K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.47% | $1M | 10.5K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.45% | $3M | 21.2K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.42% | $24M | 206.7K | Q1 2026OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.39% | $2M | 20.7K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.37% | $57M | 482.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.35% | $210M | 1.78M | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.33% | $1M | 13.2K | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.33% | $11M | 111.6K | Q3 2025OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.33% | $108M | 915.1K | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.31% | $805,510 | 6.8K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.31% | $92M | 783.1K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.30% | $14M | 115.6K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.25% | $10M | 99.2K | Q3 2025OLDER |
| Sculptor Capital LP$9.6B AUM | 0.24% | $24M | 430.8K | Q4 2025OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.24% | $15M | 128.9K | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.24% | $4M | 37.5K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.20% | $2M | 12.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.20% | $1M | 11.7K | Q3 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.19% | $597,092 | 5.0K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.18% | $25M | 215.6K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.18% | $857,284 | 8.6K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.17% | $12M | 103.0K | Q1 2026OLDER |
| Southpoint Capital Advisors LP$4.9B AUM | 0.17% | $8M | 70.0K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $23M | 197.9K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.17% | $1M | 13.7K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.16% | $4M | 40.3K | Q3 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.16% | $49M | 411.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.15% | $285,338 | 2.4K | Q4 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.15% | $7M | 60.0K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.14% | $4M | 35.0K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.13% | $78M | 661.2K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.13% | $9M | 79.7K | Q4 2025OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.12% | $3M | 25.3K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.12% | $851,573 | 7.2K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.11% | $6M | 48.0K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.11% | $487,676 | 4.1K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $261,421 | 2.2K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.10% | $256,785 | 2.6K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.10% | $4M | 35.7K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.10% | $8M | 71.9K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.09% | $8M | 71.6K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.09% | $23M | 198.8K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.09% | $54M | 458.5K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.09% | $20M | 171.4K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.09% | $36M | 359.7K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.09% | $563,043 | 5.6K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.09% | $73M | 728.5K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.08% | $953,856 | 8.1K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.08% | $31M | 311.7K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $11M | 89.3K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.08% | $705,858 | 7.0K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.07% | $3M | 30.0K | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.07% | $682,544 | 4.2K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $580,629 | 4.9K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $220,430 | 2.2K | Q3 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $5M | 42.0K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.06% | $295,277 | 1.8K | Q2 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $81,322 | 812 | Q3 2025OLDER |
| Bath Savings Trust Co$965M AUM | 0.05% | $523,549 | 3.2K | Q2 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.05% | $57M | 484.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $315,557 | 1.9K | Q2 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.05% | $4M | 38.0K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.05% | $793,581 | 6.7K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.05% | $21M | 186.8K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.05% | $57M | 500.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.05% | $16M | 133.1K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $208,700 | 1.8K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $38M | 323.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $82M | 693.2K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.04% | $215,122 | 2.1K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $333,425 | 2.8K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.04% | $838,109 | 7.1K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.04% | $234,212 | 2.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.04% | $1,015 | 10.1K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $475,512 | 4.7K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 9.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $357,636 | 3.0K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.03% | $21M | 176.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $3M | 21.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 15.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $3M | 27.8K | Q3 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $1M | 11.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $265,511 | 2.2K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.03% | $905,904 | 7.7K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.03% | $210,136 | 1.8K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 24.1K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.03% | $78,533 | 660 | Q4 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $301,117 | 1.9K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $210,760 | 1.78M | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $1M | 10.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $335,296 | 2.6K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $3M | 21.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 36.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 10.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $22M | 183.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $947,006 | 8.0K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.02% | $200,128 | 1.7K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 10.0K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.02% | $223,818 | 1.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 107.4K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.02% | $615,221 | 6.1K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $499,285 | 4.2K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.02% | $508,346 | 4.3K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $306,259 | 2.6K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.02% | $232,677 | 2.0K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 43.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $27M | 225.2K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.02% | $240,000 | 2.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $13M | 108.1K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.02% | $36,054 | 360 | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $293M | 2.48M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $75M | 631.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $31M | 265.7K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $2M | 13.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 10.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $553,582 | 4.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $946,652 | 8.0K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.01% | $383,743 | 3.2K | Q4 2025OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.01% | $583,582 | 4.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 13.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $10M | 95.6K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $420,000 | 3.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $311,456 | 2.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $2M | 14.0K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $871,416 | 7.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $21M | 176.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $12M | 105.0K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $237,980 | 2.0K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 9.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $550M | 4.65M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 19.7K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $49M | 417.2K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 54.0K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 17.7K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $53M | 445.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $215,196 | 1.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $6M | 48.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $59M | 502.1K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $1M | 10.8K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 13.2K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $29M | 249.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $516M | 4.34M | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $3M | 25.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $229,488 | 1.9K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $3M | 27.0K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 15.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $207,639 | 1.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $111M | 937.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $613,700 | 5.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $13M | 112.1K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $251,929 | 2.1K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 9.8K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $18,425 | 156 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $571,534 | 4.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $36M | 302.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $5M | 41.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $428,503 | 3.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 118.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 16.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $1M | 10.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $52M | 441.4K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $921,376 | 7.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $922,440 | 7.8K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 36.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $25M | 209.2K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 27.6K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $452,162 | 3.8K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 13.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $158M | 1.34M | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 9.0K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 8.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $143,420 | 884 | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 34.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 41.6K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $528,553 | 4.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $22M | 184.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 154.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $1M | 10.1K | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $13,520 | 135 | Q3 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 70.7K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $191M | 1.61M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $73M | 643.2K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $28,819 | 244 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 219.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 90.4K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $633,070 | 5.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $126,968 | 1.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $542,513 | 5.4K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $44,292 | 273 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $54M | 456.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $53,539 | 330 | Q2 2026 |
| Capital International Investors$426.5B AUM | 0.00% | $16M | 134.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $378,897 | 3.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 115.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $933,069 | 7.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 27.6K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $202,878 | 1.7K | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 47.7K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 32.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 19.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $490,275 | 4.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 85.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $90,413 | 765 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 11.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 23.8K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $267,283 | 2.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $50M | 416.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $4,056 | 25 | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $27,638 | 234 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $568,700 | 4.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 26.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 68.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $202,760 | 1.7K | Q4 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $271,464 | 2.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,425 | 29 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 19.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 11.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 30.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 95.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $233,385 | 2.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 41.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 20.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $79,370 | 672 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 10.7K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $604 | 6.0K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $67,559 | 572 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 37.1K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $15,237 | 129 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $943,581 | 8.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 13.9K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $235,984 | 2.0K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $10,059 | 62 | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $23,560 | 198 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 11.1K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $3,868 | 30 | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $3,189 | 27 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $273,307 | 2.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $234,921 | 2.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $49,724 | 421 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $280,275 | 2.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $385,277 | 3.8K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $862,203 | 7.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $79,247 | 666 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $505,393 | 4.3K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $284,267 | 2.4K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,496 | 63 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 35.0K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $276,496 | 2.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,975 | 25 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 72.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $4,306 | 43 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $353,149 | 3.0K | Q2 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $360,065 | 3.0K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $219,299 | 1.8K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $217,795 | 1.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $571,416 | 4.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $10M | 88.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $787,557 | 6.7K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,126 | 18 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $21,968 | 186 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,003 | 20 | Q3 2025OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 0.00% | $53,431 | 449 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 11.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $415,157 | 3.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 15.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $4,807 | 48 | Q3 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $1,403 | 14 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $864,791 | 7.3K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $274,488 | 2.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,756 | 108 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $412,913 | 3.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 53.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $236,220 | 2.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 14.5K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $726,258 | 6.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 46.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $22,957 | 203 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 25.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,798 | 200 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $751,652 | 6.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $2,835 | 24 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 27.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $460,372 | 3.9K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $735,825 | 6.2K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $3M | 23.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 32.2K | Q2 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $8,386 | 71 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $201,022 | 1.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 43.8K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $815,622 | 8.1K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,890 | 16 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $439,452 | 3.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,016 | 34 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $436,000 | 3.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $801,967 | 6.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 10.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $61,079 | 516 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $733 | 6.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $244,871 | 2.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $254,409 | 2.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $18,009 | 111 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,039 | 85 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $728,792 | 7.3K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $32,362 | 274 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $669,329 | 5.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,008 | 17 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $40 | 401 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $282,166 | 2.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $108,307 | 917 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,008 | 17 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $67,911 | 575 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,543 | 30 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $5,593 | 47 | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,772 | 15 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $4,134 | 35 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,300 | 11 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $209,763 | 1.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $177,165 | 1.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $66,023 | 559 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $237,755 | 2.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,181 | 10 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $261,026 | 2.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $28,583 | 242 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $452,480 | 3.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,488 | 165 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,063 | 136 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $72,621 | 639 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,446 | 56 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $49,961 | 423 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $114,212 | 967 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,181 | 10 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $354 | 3 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,394 | 88 | Q2 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $283,464 | 2.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $91,890 | 778 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $47,121 | 400 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $354 | 3 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $23,386 | 198 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,543 | 30 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $63,425 | 537 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $6,378 | 54 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $335,905 | 2.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,111 | 71 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $47,596 | 400 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,661 | 31 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $24,155 | 203 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,606 | 39 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $354 | 3 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 14.6K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $236 | 2 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $649 | 4 | Q2 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $21,142 | 179 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $595 | 5 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $355 | 3 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,418 | 12 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $2,110 | 13 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $14,522 | 145 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $836 | 8 | Q3 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $119 | 1 | Q4 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $1,890 | 16 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $590 | 5 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $26,416 | 222 | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $12 | 123 | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $595 | 5 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $77 | 1 | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $401 | 4 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $118 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,512 | 216 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $119 | 1 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $101 | 1 | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $20 | 152 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,182 | 10 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $100 | 1 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $118 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,496 | 63 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $118 | 1 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $118 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1 | 13 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.