OBKORIGIN BANCORP INC
CUSIP 68621T102 · Yahoo Finance ↗ · Google Finance ↗
Origin Bancorp Inc (OBK) has 187 institutional holders in Filings Flow’s 13F database, together reporting 20.22M shares worth $838M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.
Institutional Holders
187
Q1 2026
Reported Value
$838M
Ticker
OBK
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $102M | 2.47M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $66M | 1.75M | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $59M | 1.43M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $55M | 1.33M | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.34% | $47M | 1.13M | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.03% | $42M | 1.17M | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $41M | 984.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $37M | 886.8K | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.35% | $35M | 847.2K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $30M | 713.7K | Q1 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.62% | $29M | 703.0K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $27M | 653.5K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $21M | 512.7K | Q1 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.79% | $17M | 404.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $15M | 369.4K | Q1 2026 |
| Tributary Capital Management, LLC$1.0B AUM | 1.44% | $15M | 356.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $14M | 337.2K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $13M | 313.3K | Q1 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC$441M AUM | 2.85% | $13M | 303.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12M | 293.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $11M | 258.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 250.8K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $10M | 240.7K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $10M | 240.5K | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.18% | $9M | 216.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 216.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 213.2K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.15% | $8M | 201.2K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 3.21% | $8M | 200.0K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 188.0K | Q1 2026 |
| ALGEBRIS (UK) LTD$1.4B AUM | 0.55% | $7M | 184.0K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $7M | 157.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 154.5K | Q1 2026 |
| Rhino Investment Partners, Inc$359M AUM | 1.76% | $6M | 165.1K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.03% | $6M | 146.4K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.04% | $5M | 130.2K | Q1 2026 |
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 4.09% | $5M | 128.2K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $5M | 125.3K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $5M | 123.6K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.08% | $5M | 132.0K | Q4 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $5M | 118.4K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $5M | 111.9K | Q1 2026 |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.08% | $4M | 108.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $4M | 107.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 96.5K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $4M | 95.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 91.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 89.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 87.7K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 83.6K | Q1 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $3M | 76.9K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 75.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 74.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 85.9K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 70.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 65.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 66.7K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 58.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 56.3K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 54.7K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 63.9K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 52.9K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $2M | 52.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2M | 50.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 48.5K | Q1 2026 |
| Forest Hill Capital, LLC$152M AUM | 1.02% | $2M | 53.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 45.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 41.1K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $2M | 39.2K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 39.1K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 38.2K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $2M | 36.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 34.9K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 37.7K | Q2 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $1M | 33.1K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.04% | $1M | 30.0K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 28.7K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 0.32% | $1M | 28.4K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 28.1K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 32.1K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 29.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $1M | 25.2K | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $1M | 26.9K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $985,836 | 23.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $929,036 | 22.4K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $927,190 | 24.7K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $890,353 | 21.5K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $868,338 | 20.9K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $842,882 | 20.3K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $794,000 | 19.2K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $793,088 | 19.1K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.01% | $791,000 | 19.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $790,974 | 19.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $785,297 | 20.9K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $774,073 | 18.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $753,000 | 18.2K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $750,799 | 18.1K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $746,280 | 18.0K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $737,988 | 17.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $736,545 | 17.8K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $705,000 | 17.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $678,451 | 16.4K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $677,208 | 16.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $674,126 | 16.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $671,596 | 16.2K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $661,328 | 16.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $659,884 | 19.1K | Q3 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $651,461 | 15.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $647,000 | 15.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $641,769 | 15.5K | Q1 2026 |
| Azora Capital LP$1.5B AUM | 0.04% | $639,821 | 17.0K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $639,000 | 18.5K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $603,948 | 14.6K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $592,878 | 14.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $585,053 | 14.1K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $578,408 | 14.0K | Q1 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.08% | $576,999 | 13.9K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $570,184 | 13.7K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $567,380 | 13.7K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $524,552 | 12.7K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $477,494 | 11.5K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.24% | $469,731 | 13.1K | Q2 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $466,176 | 11.2K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.13% | $438,000 | 10.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $433,713 | 10.5K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $424,011 | 10.2K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $417,283 | 11.1K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $402,403 | 9.7K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $395,238 | 9.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $385,786 | 9.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $380,934 | 9.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $375,047 | 9.0K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $369,443 | 9.8K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $369,119 | 8.9K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.03% | $360,000 | 8.7K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.21% | $354,348 | 10.3K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $345,362 | 8.3K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $344,000 | 10.0K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $341,133 | 8.2K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $337,468 | 9.8K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $335,080 | 8.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $333,919 | 8.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $324,488 | 9.4K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $312,774 | 7.5K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $302,948 | 7.3K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $301,068 | 8.0K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $288,450 | 7.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $286,000 | 7.6K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $279,859 | 6.8K | Q1 2026 |
| Cornerstone Capital, Inc.$1.0B AUM | 0.03% | $276,922 | 7.4K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $268,189 | 6.4K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $263,851 | 6.4K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $261,198 | 6.3K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $251,658 | 7.3K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $248,763 | 6.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $247,000 | 6.0K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 0.04% | $243,159 | 7.0K | Q3 2025OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.23% | $240,555 | 5.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $237,981 | 6.9K | Q3 2025OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 0.21% | $237,921 | 6.3K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $236,770 | 5.7K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $235,461 | 6.8K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $230,891 | 5.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $229,985 | 6.1K | Q4 2025OLDER |
| 1492 Capital Management LLC$263M AUM | 0.09% | $223,884 | 5.4K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.01% | $220,507 | 5.9K | Q4 2025OLDER |
| PITCAIRN CO$0 AUM | 0.02% | $211,884 | 6.1K | Q3 2025OLDER |
| STONERIDGE INVESTMENT PARTNERS LLC$138M AUM | 0.14% | $207,000 | 5.5K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $204,598 | 5.4K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $157,673 | 3.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $147,680 | 3.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $145,325 | 3.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $132,376 | 3.5K | Q4 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $128,000 | 3.1K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $114,000 | 2.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $107,092 | 2.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $104,018 | 2.5K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $103,070 | 2.5K | Q1 2026 |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $102,788 | 2.9K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $79,479 | 1.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $75,855 | 2.0K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $63,807 | 1.5K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $56,000 | 1.4K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $47,555 | 1.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $43,533 | 1.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $35,025 | 980 | Q2 2025OLDER |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $35,000 | 935 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $33,751 | 809 | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $28,068 | 677 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,983 | 717 | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $24,578 | 712 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $22,720 | 548 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $22,347 | 539 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,689 | 499 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $19,820 | 527 | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $19,694 | 475 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,330 | 418 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $15,962 | 385 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $13,806 | 333 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $13,164 | 350 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $12,894 | 311 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $11,982 | 289 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,847 | 260 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $10,000 | 246 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $9,000 | 224 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $8,955 | 216 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,665 | 209 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,292 | 200 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $7,877 | 190 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $7,795 | 188 | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $6,214 | 180 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,763 | 139 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $5,703 | 138 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,266 | 127 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,183 | 125 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,141 | 124 | Q1 2026 |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $4,776 | 127 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,726 | 114 | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $3,832 | 111 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,498 | 93 | Q4 2025OLDER |
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 0.00% | $3,275 | 79 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,176 | 92 | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $3,140 | 74 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $3,002 | 84 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $3,000 | 80 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,752 | 66 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,731 | 67 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $2,425 | 58 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,197 | 53 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,244 | 30 | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $1,243 | 36 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,202 | 29 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,037 | 25 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $788 | 19 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $656 | 19 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $622 | 15 | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $583 | 14 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $414 | 11 | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $332 | 8 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $249 | 6 | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $188 | 5 | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $166 | 4 | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $124 | 3 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $41 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.