PIPER SANDLER COMPANIES
CUSIP 724078100
Piper Sandler Companies has 19 institutional holders in Filings Flow’s 13F database, together reporting 1.02M shares worth $98M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Invesco Ltd..
Institutional Holders
19
Q1 2026
Reported Value
$98M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| North Reef Capital Management LP$2.9B AUM | 2.80% | $70M | 204.9K | Q4 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 1.50% | $64M | 187.3K | Q4 2025OLDER |
| MOODY ALDRICH PARTNERS LLC$557M AUM | 1.47% | $8M | 23.2K | Q4 2025OLDER |
| Cander Asset Management LP$557M AUM | 1.45% | $8M | 23.1K | Q4 2025OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 1.28% | $5M | 15.9K | Q4 2025OLDER |
| Stephens Investment Management Group LLC$7.3B AUM | 1.23% | $95M | 279.0K | Q4 2025OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 1.16% | $16M | 46.9K | Q4 2025OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.93% | $8M | 24.2K | Q3 2025OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.86% | $28M | 82.4K | Q4 2025OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.81% | $17M | 49.2K | Q4 2025OLDER |
| Azora Capital LP$1.5B AUM | 0.80% | $17M | 49.5K | Q3 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.75% | $92M | 272.1K | Q4 2025OLDER |
| Fluent Financial, LLC$280M AUM | 0.72% | $2M | 6.3K | Q2 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.66% | $31M | 92.3K | Q4 2025OLDER |
| Future Fund LLC$284M AUM | 0.64% | $2M | 5.9K | Q4 2025OLDER |
| Informed Momentum Co LLC$866M AUM | 0.62% | $5M | 15.8K | Q3 2025OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.58% | $2M | 5.5K | Q4 2025OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.57% | $60M | 175.9K | Q4 2025OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.56% | $4M | 12.5K | Q3 2025OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.49% | $3M | 43.1K | Q1 2026 |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.48% | $32M | 93.9K | Q4 2025OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.45% | $604,797 | 2.2K | Q2 2025OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.37% | $4M | 12.5K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.35% | $52M | 152.0K | Q4 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.35% | $3M | 9.4K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.34% | $2M | 4.6K | Q4 2025OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.32% | $11M | 32.5K | Q4 2025OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.29% | $360,093 | 1.1K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.22% | $5M | 14.8K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.21% | $12M | 34.6K | Q4 2025OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.20% | $492,369 | 6.4K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.19% | $4M | 10.4K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.19% | $7M | 18.8K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.17% | $1M | 3.3K | Q4 2025OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.17% | $3M | 8.7K | Q4 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.15% | $752,980 | 2.5K | Q3 2025OLDER |
| MQS Management LLC$148M AUM | 0.15% | $267,656 | 963 | Q2 2025OLDER |
| Scientech Research LLC$120M AUM | 0.14% | $222,850 | 656 | Q4 2025OLDER |
| Morse Asset Management, Inc$481M AUM | 0.14% | $693,008 | 2.0K | Q4 2025OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.13% | $470,838 | 1.4K | Q4 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.12% | $37M | 108.2K | Q4 2025OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.12% | $10M | 136.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.11% | $11M | 38.6K | Q2 2025OLDER |
| Numerai GP LLC$997M AUM | 0.11% | $903,968 | 2.7K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.10% | $5M | 15.0K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.09% | $396,781 | 1.2K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $386,000 | 1.1K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.09% | $1M | 3.6K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.08% | $2M | 4.7K | Q4 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.08% | $240,064 | 735 | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.08% | $3M | 9.8K | Q4 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.08% | $3M | 33.8K | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 0.08% | $305,060 | 898 | Q4 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.08% | $5M | 14.2K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.08% | $3M | 7.6K | Q4 2025OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.08% | $645,449 | 1.9K | Q4 2025OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.07% | $451,475 | 1.3K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.07% | $1M | 3.5K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $20M | 57.6K | Q4 2025OLDER |
| PALLADIEM, LLC$105M AUM | 0.07% | $68,722 | 200 | Q4 2025OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.06% | $17M | 48.7K | Q4 2025OLDER |
| Blue Owl Capital Holdings LP$372M AUM | 0.06% | $206,204 | 607 | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.06% | $3M | 11.5K | Q2 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.06% | $384,308 | 1.1K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.06% | $2M | 5.9K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.06% | $49M | 145.3K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.06% | $2M | 5.0K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 5.1K | Q4 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $210,960 | 621 | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $221,831 | 653 | Q4 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.05% | $312,873 | 921 | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.05% | $13M | 48.1K | Q2 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.05% | $528,589 | 1.6K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $3M | 7.6K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.04% | $45M | 132.2K | Q4 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.04% | $6M | 20.9K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $11M | 31.9K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $859,806 | 2.5K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $6M | 16.5K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 15.2K | Q4 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.04% | $974,289 | 2.9K | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $203,486 | 599 | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $621,000 | 1.8K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.04% | $244M | 716.8K | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.04% | $241,534 | 711 | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.04% | $70,545 | 208 | Q4 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.04% | $2M | 5.5K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $28M | 82.1K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 8.3K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $68M | 201.4K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 11.3K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $108M | 319.2K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $3M | 7.5K | Q4 2025OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.03% | $370,494 | 1.3K | Q2 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $391,782 | 1.4K | Q2 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $204,377 | 589 | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.03% | $18M | 52.1K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 9.7K | Q4 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.03% | $304,936 | 898 | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $2M | 20.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $921,294 | 2.7K | Q4 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.03% | $428,068 | 5.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.03% | $8M | 22.5K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.03% | $51,296 | 151 | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $356,706 | 1.0K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $116M | 341.8K | Q4 2025OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.02% | $271,089 | 798 | Q4 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 0.02% | $302,782 | 873 | Q3 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $499,034 | 1.5K | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $5M | 68.9K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $66,244 | 195 | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $837,045 | 2.5K | Q4 2025OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.02% | $301,881 | 870 | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $13M | 37.0K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.02% | $107,170 | 1.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 60.8K | Q4 2025OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.02% | $27,177 | 80 | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $68,961 | 203 | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $9M | 26.4K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $423,279 | 1.2K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $26M | 76.1K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $55M | 160.6K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 4.6K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $931,689 | 2.7K | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.02% | $4M | 12.2K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $11M | 32.5K | Q4 2025OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.02% | $135,884 | 400 | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $854,710 | 2.5K | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $217,218 | 626 | Q3 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $832,290 | 2.5K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $1M | 3.7K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 3.8K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $152,530 | 449 | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $8M | 28.9K | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $3M | 9.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $103M | 304.1K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $690,291 | 2.0K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $58M | 170.2K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $492,580 | 1.4K | Q4 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $4M | 12.1K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $870M | 2.56M | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $11M | 32.3K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $464,716 | 1.7K | Q2 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $458,609 | 1.4K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $27M | 79.6K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 4.7K | Q4 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $510,244 | 1.5K | Q4 2025OLDER |
| Truepoint, Inc.$4.5B AUM | 0.01% | $595,253 | 7.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $16M | 46.9K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $3M | 8.4K | Q4 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.01% | $12,569 | 37 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.01% | $445,020 | 1.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $99M | 292.0K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $37,732 | 112 | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 3.5K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $26,158 | 77 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $298,375 | 870 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $89,004 | 262 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $71M | 209.8K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 22.3K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $251,346 | 724 | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $723M | 2.13M | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $8M | 24.7K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $41M | 120.1K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $900,819 | 2.6K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $13,249 | 39 | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 4.7K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $341,409 | 1.0K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 5.1K | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $34,990 | 103 | Q4 2025OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $258,859 | 762 | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 3.5K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $856,829 | 2.5K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 4.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $29M | 86.8K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $173,252 | 510 | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $667,412 | 2.0K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $49M | 143.7K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 8.1K | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $56,732 | 167 | Q4 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $396,442 | 1.2K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $8M | 24.4K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $5M | 13.3K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 6.8K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $135M | 395.9K | Q4 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.01% | $127,392 | 375 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $19M | 56.1K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $63M | 184.4K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $18M | 51.7K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 9.5K | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $174,951 | 515 | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $232M | 683.9K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 4.7K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $203,418 | 599 | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $41,160 | 148 | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 4.1K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $12M | 34.9K | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $645,789 | 1.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 18.1K | Q2 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $680,532 | 2.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 4.9K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $251,726 | 741 | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $18,132 | 52 | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $9,369 | 27 | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $250,426 | 737 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.01% | $9M | 26.4K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $255,801 | 753 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 6.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $100M | 294.6K | Q4 2025OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.01% | $8,493 | 25 | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $317,629 | 935 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $120M | 352.4K | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $1M | 3.4K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 16.8K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $2M | 4.5K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $611,595 | 1.8K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $357,375 | 1.1K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $349,864 | 4.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 9.0K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $277,281 | 817 | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $201,108 | 592 | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $294,529 | 867 | Q4 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $14,227 | 41 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $5M | 13.7K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 3.8K | Q4 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $2M | 6.4K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $28M | 81.8K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $380,706 | 1.1K | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $11,881 | 35 | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $421,920 | 1.2K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $7M | 23.5K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 10.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 58.8K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $387,949 | 1.1K | Q4 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $204,030 | 588 | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 3.4K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $299,284 | 881 | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $5M | 15.3K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $70M | 204.6K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 8.1K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $46,490 | 127 | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $1M | 3.7K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $163,061 | 480 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $35,670 | 105 | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 20.7K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $584,301 | 1.7K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $886,643 | 2.6K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $19,704 | 58 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1M | 3.3K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $1M | 3.0K | Q4 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $5,908 | 17 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $647,136 | 1.9K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $469,479 | 1.4K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 5.1K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 30.8K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $15M | 43.5K | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $7,840 | 23 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $41,446 | 122 | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $269,390 | 793 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 4.9K | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $10,531 | 31 | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $256,821 | 756 | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $224,548 | 661 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $142,678 | 420 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 4.4K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $509,487 | 1.8K | Q2 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $5,095 | 15 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 5.2K | Q4 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $460,986 | 1.4K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $699,133 | 2.1K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 41.7K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 6.6K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 3.5K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 8.3K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 24.0K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 8.7K | Q4 2025OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.00% | $16,986 | 50 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 32.8K | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $8,492 | 25 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 6.3K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $376,053 | 1.4K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $141,158 | 1.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 4.3K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 3.7K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $4M | 11.2K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $324,083 | 954 | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $1M | 3.4K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 5.0K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $357,451 | 1.1K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $37,028 | 109 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,536 | 10 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 31.2K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 5.1K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $393,384 | 1.2K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $3M | 9.8K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $22,125 | 65 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $897,708 | 2.6K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $736,492 | 2.2K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 6.7K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $307,097 | 904 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $91,722 | 270 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 30.3K | Q4 2025OLDER |
| Concorde Financial Corp$127M AUM | 0.00% | $2,779 | 10 | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $12,508 | 45 | Q2 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,737 | 11 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 65.1K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 14.5K | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $5,776 | 17 | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $3,737 | 11 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $51,749 | 152 | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $467,288 | 1.4K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $422,260 | 1.2K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 5.7K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $341,153 | 1.0K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $393,044 | 1.2K | Q4 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $269,050 | 792 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $54,014 | 159 | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $6,593 | 19 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 22.9K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 7.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $792,566 | 14.8K | Q4 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $7,474 | 22 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $208,908 | 615 | Q4 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $479,331 | 1.4K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $217,219 | 631 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $27,177 | 80 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $95,459 | 281 | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $63,865 | 188 | Q4 2025OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $506,129 | 1.8K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $58,090 | 171 | Q4 2025OLDER |
| First Pacific Financial$777M AUM | 0.00% | $7,814 | 23 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $737,570 | 2.2K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $6,115 | 18 | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,397 | 10 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $92,733 | 267 | Q3 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $960,700 | 2.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 18.1K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $25,139 | 74 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $8,493 | 25 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 9.7K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $69,980 | 206 | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $363,829 | 1.1K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $63,186 | 186 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $41,446 | 122 | Q4 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $3,058 | 11 | Q2 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,531 | 31 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,935 | 41 | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $401,877 | 1.2K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $212,319 | 625 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $26,158 | 77 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $20,060 | 59 | Q4 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $1,104 | 4 | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $600,283 | 1.8K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $34,601 | 452 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 4.2K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 4.3K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,718 | 8 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 3.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $223,189 | 657 | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $5M | 16.1K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $3,057 | 9 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $289,047 | 37.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $69,980 | 206 | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,699 | 5 | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $18,044 | 52 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $12,526 | 37 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $9,172 | 27 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $14,619 | 43 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $23,424 | 306 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,179 | 27 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $13,930 | 41 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,205 | 15 | Q3 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $3,398 | 10 | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $375,145 | 1.1K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $107,690 | 317 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $157,000 | 462 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7,474 | 22 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $30,574 | 90 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $33,824 | 92 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,082 | 6 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $210,280 | 619 | Q4 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $679 | 2 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $244,591 | 720 | Q4 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $3,057 | 9 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $2,447 | 7 | Q4 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $36,349 | 107 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 7.7K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $54,693 | 161 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,020 | 3 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $4,511 | 13 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $16,986 | 50 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $249,253 | 733 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,038 | 6 | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $340 | 1 | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $680 | 2 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $18,044 | 52 | Q3 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $4,077 | 12 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,020 | 3 | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $893,098 | 2.6K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,737 | 11 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $2,429 | 7 | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $1,019 | 3 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $117,599 | 346 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $587,698 | 1.7K | Q4 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $278 | 1 | Q2 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,699 | 5 | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $2,501 | 9 | Q2 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $679 | 2 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,718 | 8 | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $643 | 2 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,020 | 3 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $23,101 | 68 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $556 | 2 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $30,503 | 90 | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $2,718 | 8 | Q4 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $351 | 1 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,718 | 8 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $27,804 | 85 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $7,474 | 22 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $175,000 | 506 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $680 | 2 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $75,000 | 221 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $33,971 | 100 | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $1,735 | 5 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $33,971 | 100 | Q4 2025OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $4,077 | 12 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $35,330 | 104 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,359 | 4 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $10,757 | 31 | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $2,779 | 10 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $75,415 | 222 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $340 | 1 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,838 | 5 | Q4 2025OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $347 | 1 | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $679 | 2 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $340 | 1 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $43,746 | 125 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,039 | 6 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,019 | 3 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,053 | 6 | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $7,000 | 28 | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $12,229 | 36 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,832 | 26 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $299 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.