PAGPENSKE AUTOMOTIVE GRP INC
CUSIP 70959W103 · Yahoo Finance ↗ · Google Finance ↗
Penske Automotive Grp Inc (PAG) has 371 institutional holders in Filings Flow’s 13F database, together reporting 18.40M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Victory Capital Management Inc.
Institutional Holders
371
Q1 2026
Reported Value
$2.5B
Ticker
PAG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BRUNI J V & CO /CO$958M AUM | 2.74% | $26M | 175.2K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 1.93% | $4M | 27.3K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 1.54% | $163M | 885.9K | Q3 2025OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.74% | $1M | 9.3K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.74% | $26M | 171.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.71% | $316,579 | 2.0K | Q4 2025OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 0.64% | $884,411 | 884.4K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.58% | $59M | 395.0K | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 0.52% | $23M | 129.9K | Q2 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.49% | $16M | 107.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.47% | $879,626 | 5.9K | Q1 2026OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.46% | $9M | 49.2K | Q3 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.44% | $1M | 8.2K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.37% | $2M | 16.6K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.37% | $760,160 | 5.1K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.34% | $4M | 27.5K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.32% | $473,829 | 3.2K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.27% | $1M | 7.3K | Q4 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.27% | $463,662 | 3.1K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.26% | $1M | 6.7K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.26% | $783,539 | 5.4K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.23% | $21M | 142.5K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.23% | $1M | 7.4K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.19% | $1M | 9.9K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.18% | $289,196 | 1.8K | Q4 2025OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.17% | $575,951 | 3.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.17% | $627,303 | 4.0K | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.17% | $679,381 | 4.3K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.17% | $598,080 | 4.0K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.16% | $3M | 18.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.16% | $247M | 1.65M | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.15% | $4M | 23.3K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.15% | $503,434 | 3.4K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.15% | $206,487 | 1.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.13% | $3M | 18.8K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.12% | $1M | 7.4K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.12% | $638,700 | 4.0K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.12% | $3M | 18.9K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.11% | $2M | 10.4K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.11% | $4M | 23.9K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.10% | $262,697 | 1.5K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.10% | $1M | 7.1K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.10% | $235,822 | 1.4K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.10% | $1M | 6.0K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.09% | $861,983 | 5.8K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.09% | $6M | 37.1K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $1M | 10.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.08% | $13M | 84.0K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.08% | $418,427 | 2.4K | Q3 2025OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.07% | $6M | 41.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.07% | $18M | 123.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.07% | $465,997 | 9.7K | Q4 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.07% | $2M | 10.6K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.06% | $1M | 6.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $244,083 | 1.5K | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.06% | $290,430 | 1.7K | Q3 2025OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.06% | $201,403 | 1.3K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.06% | $352,168 | 2.0K | Q3 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.06% | $2M | 11.4K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.05% | $2M | 11.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $7M | 41.8K | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.05% | $7M | 46.6K | Q4 2025OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.05% | $58,159 | 325 | Q2 2026 |
| WFA Asset Management Corp$184M AUM | 0.05% | $85,779 | 528 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.05% | $123M | 824.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.05% | $235,494 | 1.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $216M | 1.45M | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 12.9K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $2M | 10.4K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.04% | $428,649 | 2.7K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $261,337 | 1.7K | Q4 2025OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.04% | $213,706 | 1.2K | Q3 2025OLDER |
| Founders Capital Management$205M AUM | 0.04% | $82,236 | 550 | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.04% | $266,719 | 1.7K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $5M | 34.5K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.03% | $207,649 | 1.2K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $11M | 74.8K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $224,373 | 1.3K | Q3 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.03% | $73,265 | 490 | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $719,191 | 4.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $1M | 6.4K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $68M | 459.6K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $241,551 | 1.5K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $2M | 16.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $7M | 48.9K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 13.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.03% | $403,677 | 2.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 8.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $69,527 | 465 | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $317,431 | 2.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.03% | $23M | 155.0K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.03% | $261,495 | 1.7K | Q4 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.03% | $224,280 | 1.5K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $274,519 | 1.8K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.03% | $329,907 | 1.9K | Q3 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $523,918 | 3.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.02% | $2M | 10.9K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $2M | 10.6K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 12.9K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.02% | $210,180 | 1.2K | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.02% | $192,581 | 1.3K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $251,343 | 1.7K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $406,246 | 2.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 12.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 8.1K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $4M | 28.7K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $357,419 | 2.3K | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $598,080 | 4.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 9.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $12M | 81.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $4M | 23.2K | Q4 2025OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.02% | $37,765 | 211 | Q2 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $523,522 | 3.3K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $59,808 | 400 | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $965,829 | 5.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $586,972 | 3.9K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.02% | $228,866 | 1.3K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $219,865 | 1.4K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $505,378 | 3.4K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 18.1K | Q3 2025OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.01% | $2M | 15.8K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.01% | $152,660 | 1.0K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $151,165 | 1.0K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $597,678 | 3.4K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $455,594 | 3.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $278,556 | 1.9K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $792,456 | 5.3K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $625,404 | 4.0K | Q4 2025OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.01% | $217,649 | 1.4K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $86M | 572.3K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $3M | 22.6K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.01% | $15,267 | 85 | Q2 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $1M | 7.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $7M | 47.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 5.8K | Q3 2025OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.01% | $545,556 | 3.1K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $721,031 | 4.1K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $19M | 125.9K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.01% | $3M | 22.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 35.8K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $204,692 | 1.2K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 11.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $58M | 389.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 8.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $867,515 | 5.8K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.01% | $201,736 | 1.2K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 16.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $961,713 | 6.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $617,817 | 4.1K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $16,881 | 100 | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.01% | $275,615 | 1.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $12M | 81.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $244,312 | 1.5K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $758,814 | 5.1K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $201,403 | 1.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 64.4K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $564,887 | 3.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 57.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $431,123 | 2.5K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $2M | 15.7K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $66,640 | 421 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 7.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $19,153 | 121 | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 9.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $122M | 816.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 8.6K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.01% | $26,118 | 165 | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $259,769 | 1.4K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $280,051 | 1.9K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $23,478 | 135 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $359M | 2.40M | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $235,377 | 1.5K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $393,984 | 2.5K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $52M | 344.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $364,081 | 2.4K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.01% | $17,344 | 116 | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $2M | 10.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $229,562 | 1.3K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $187,798 | 1.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $707,080 | 4.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $25,326 | 160 | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $223,532 | 1.3K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $88M | 556.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $251,493 | 1.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 17.7K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $397,150 | 2.5K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $848,159 | 4.9K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $416,303 | 2.6K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $325,666 | 2.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $69M | 463.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $255,153 | 1.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $4M | 24.5K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $74,156 | 426 | Q3 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 13.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $811,296 | 5.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $30M | 203.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 16.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $12,710 | 85 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $6,130 | 41 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $49,927 | 279 | Q2 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 7.6K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.00% | $221,040 | 1.3K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $17M | 113.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $539,140 | 3.6K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $1M | 6.0K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $214,740 | 1.2K | Q2 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $449,906 | 3.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $26M | 175.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $269M | 1.70M | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 24.4K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $925,977 | 6.2K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $23,295 | 134 | Q3 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 39.4K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 25.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $690,782 | 4.6K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $657,888 | 4.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 53.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $333,907 | 1.9K | Q3 2025OLDER |
| Capula Management Ltd$14.1B AUM | 0.00% | $481,454 | 3.2K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $5,233 | 35 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 39.0K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $990,271 | 6.6K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $20,042 | 112 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $215,907 | 1.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $53M | 354.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $6M | 41.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $257,913 | 1.6K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $95M | 635.7K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.00% | $226,083 | 1.3K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $121,111 | 810 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $578,192 | 3.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $81,423 | 455 | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $750,627 | 4.7K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 47.8K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $285,532 | 1.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $22M | 149.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $413,423 | 2.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 11.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,289 | 22 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $76,770 | 429 | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $113M | 757.9K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $363,334 | 2.4K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $17,895 | 100 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $75,322 | 509 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 14.4K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $9,186 | 61 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $9,186 | 61 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $796,194 | 5.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $15,371 | 103 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $15M | 102.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $939,135 | 6.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $313,843 | 2.1K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $4,934 | 33 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $303,675 | 2.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $50,127 | 288 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $259,403 | 1.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $341,653 | 2.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 15.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 18.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 10.9K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $21,830 | 146 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 7.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $267,645 | 1.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $407,933 | 2.6K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $10,167 | 68 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $463,305 | 3.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $742,367 | 5.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9M | 58.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $9M | 57.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $316,235 | 2.1K | Q2 2026 |
| Man Group plc$55.1B AUM | 0.00% | $1M | 7.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 42.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $1M | 7.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $301,550 | 1.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $257,661 | 1.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 14.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $26,723 | 179 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $463,662 | 3.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $23,326 | 156 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $593,799 | 3.8K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $359,468 | 2.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 56.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $115,130 | 770 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $91,805 | 614 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $41,268 | 276 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2,435 | 14 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 47.8K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $130,431 | 824 | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.00% | $4,785 | 32 | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $5,540 | 35 | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $1M | 7.6K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 8.1K | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $2,609 | 15 | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $248,214 | 1.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 30.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 7.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $10,616 | 71 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $205,460 | 1.3K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $47,401 | 317 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $29,832 | 200 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 15.5K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $384,715 | 2.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $733,401 | 4.9K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $383,968 | 2.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $27,960 | 187 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $7,476 | 50 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $241,663 | 1.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $65,938 | 441 | Q2 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $289,022 | 1.9K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $1,645 | 11 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $239,687 | 1.6K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,216 | 14 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $22M | 146.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 22.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 28.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $10,616 | 71 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $7,626 | 51 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 6.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,962 | 80 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 10.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $743,099 | 5.0K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $278,107 | 1.9K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $210,973 | 1.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $428,966 | 2.7K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $88,217 | 590 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $130,431 | 824 | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 28.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $882,329 | 5.9K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,609 | 15 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $631,795 | 4.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $930,762 | 6.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $8,971 | 60 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $255,380 | 1.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 54.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $50,882 | 321 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 89.3K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 10.8K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $897 | 6 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 6.6K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $217,561 | 1.3K | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $39,111 | 263 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,196 | 8 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $381,080 | 2.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $313,842 | 2.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 10.4K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $3,589 | 24 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,486 | 30 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 27.4K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $23,625 | 158 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $49,641 | 332 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $1M | 9.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,337 | 29 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $460,913 | 3.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $163,261 | 1.0K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $59,484 | 400 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $287,377 | 1.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $17,802 | 119 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 12.9K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $895 | 5 | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $594,383 | 4.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $358,506 | 2.4K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $2,186 | 13 | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 8.5K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $307,241 | 1.9K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 7.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $778,619 | 5.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,610 | 9 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $339,257 | 2.1K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $22,011 | 123 | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $10,018 | 67 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $205,498 | 1.2K | Q3 2025OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $30,353 | 203 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $387,316 | 2.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $314,142 | 2.1K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $5,233 | 35 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $480,109 | 3.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $4,037 | 27 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,991 | 20 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $7,775 | 52 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 11.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $345,840 | 2.3K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $3,579 | 20 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $499,949 | 3.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $327,083 | 2.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $349,428 | 2.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,496 | 10 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $360,110 | 2.3K | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,495 | 10 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $1,253 | 7 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $65,803 | 440 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $219,196 | 1.5K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,346 | 9 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,728 | 45 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,841 | 19 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $176,284 | 1.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $599 | 4 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $304,124 | 2.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $12,859 | 86 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 10.2K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $493,415 | 3.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,437 | 16.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $950 | 6 | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $65,490 | 438 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $2,243 | 15 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $66 | 380 | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,047 | 7 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $598 | 4 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $598 | 4 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,044 | 7 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $898 | 6 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $15,380 | 103 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,857 | 37 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $91,498 | 611 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $7,326 | 49 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $3,888 | 26 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 7.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $13,233 | 89 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,503 | 10 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $2,990 | 20 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $13,457 | 90 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,435 | 14 | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $449 | 3 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $183,610 | 1.2K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.00% | $150 | 1 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $158,290 | 1.0K | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $299 | 2 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $38,875 | 260 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $895 | 5 | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,047 | 7 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,108 | 7 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,047 | 7 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $358 | 2 | Q2 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,392 | 16 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,392 | 16 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $696 | 4 | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $179 | 1 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,217 | 19 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $105,618 | 712 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $7,177 | 48 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $302 | 2 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,457 | 90 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $150 | 1 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $358 | 2 | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $12,347 | 78 | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $475 | 3 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $598 | 4 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $299 | 2 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $299 | 2 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $150 | 1 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $475 | 3 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,542 | 17 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $10,466 | 70 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1,741 | 11 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,645 | 11 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $5,532 | 37 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,826 | 45 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $158 | 1 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $165 | 1 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $493 | 3 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.