STATE STR SPDR S&P 500 ETF T
CUSIP 78462F103
State Str Spdr S&P 500 Etf T has 4,490 institutional holders in Filings Flow’s 13F database, together reporting 554.23M shares worth $335.4B as of Q1 2026. The largest reported holders are Jane Street Group, LLC, Susquehanna International Group, LLP, and Ctc LLC.
Institutional Holders
4,490
Q1 2026
Reported Value
$335.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| North Horizon Holdings Inc.$118M AUM | 100.00% | $118M | 169.1K | Q1 2026OLDER |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT$132M AUM | 100.00% | $132M | 176.1K | Q2 2026 |
| Trustees of Columbia University in the City of New York$891M AUM | 99.97% | $891M | 1.37M | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 98.59% | $2.6B | 9.58M | Q1 2026OLDER |
| 400 Capital Management LLC$1.4B AUM | 97.85% | $1.4B | 2.05M | Q3 2025OLDER |
| MILLBANK DARTMOOR PORTSMOUTH LLC$154M AUM | 97.05% | $149M | 229.4K | Q1 2026OLDER |
| Power Alpha Investment Ltd$874M AUM | 93.59% | $818M | 1.26M | Q1 2026OLDER |
| Waterfall Asset Management, LLC$179M AUM | 88.71% | $801M | 1.20M | Q3 2025OLDER |
| DOW CHEMICAL CO /DE/$239M AUM | 86.78% | $207M | 318.6K | Q1 2026OLDER |
| Greenfield FTC, Inc.$524M AUM | 86.17% | $452M | 694.8K | Q1 2026OLDER |
| CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM | 77.13% | $5.9B | 9.07M | Q1 2026OLDER |
| Freedom Together Foundation$762M AUM | 72.30% | $551M | 847.4K | Q1 2026OLDER |
| GARNET EQUITY CAPITAL HOLDINGS, INC.$642M AUM | 70.87% | $455M | 700.0K | Q1 2026OLDER |
| EMG Holdings, L.P.$397M AUM | 67.23% | $267M | 410.0K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 65.48% | $467M | 717.9K | Q1 2026OLDER |
| Marest Capital, LLC$173M AUM | 61.97% | $107M | 164.7K | Q1 2026OLDER |
| Teramo Advisors, LLC$474M AUM | 58.95% | $280M | 430.0K | Q1 2026OLDER |
| Two Seas Capital LP$7.2B AUM | 58.80% | $4.2B | 6.47M | Q1 2026OLDER |
| Pacific Wealth Management$186M AUM | 58.72% | $109M | 167.9K | Q1 2026OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 57.99% | $99M | 152.0K | Q1 2026OLDER |
| Ulysses Management LLC$802M AUM | 56.75% | $455M | 700.0K | Q1 2026OLDER |
| KOTLER KEVIN$427M AUM | 55.83% | $239M | 350.0K | Q4 2025OLDER |
| BOCHK Asset Management Ltd$483M AUM | 55.59% | $208M | 305.2K | Q4 2025OLDER |
| Deer Park Road Corp$591M AUM | 55.01% | $325M | 500.0K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 54.59% | $899M | 1.35M | Q3 2025OLDER |
| Spider Management Company, LLC$351M AUM | 54.59% | $191M | 294.3K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 51.96% | $278M | 372.2K | Q2 2026 |
| Hidden Lake Asset Management LP$331M AUM | 51.74% | $205M | 300.0K | Q4 2025OLDER |
| Trust Asset Management LLC$726M AUM | 51.61% | $375M | 1.20M | Q2 2026 |
| CV Advisors LLC$366M AUM | 51.49% | $189M | 290.2K | Q1 2026OLDER |
| Lepercq De Neuflize Asset Management LLC$138M AUM | 51.24% | $71M | 108.7K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 49.98% | $54M | 78.5K | Q1 2026OLDER |
| Tiger Pacific Capital LP$410M AUM | 47.64% | $195M | 300.0K | Q1 2026OLDER |
| WHITE MOUNTAINS INSURANCE GROUP LTD$313M AUM | 47.01% | $147M | 226.5K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 46.33% | $488M | 750.0K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 46.24% | $55M | 80.4K | Q2 2026 |
| Tyro Capital Management LLC$921M AUM | 46.11% | $424M | 652.7K | Q2 2026 |
| Castle Hook Partners LP$23.4B AUM | 46.04% | $10.8B | 165.9K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 45.62% | $187M | 280.2K | Q3 2025OLDER |
| Soundwatch Capital LLC$793M AUM | 44.61% | $354M | 544.1K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 44.01% | $58M | 89.2K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 43.87% | $94M | 144.8K | Q1 2026OLDER |
| Rising Stella Capital Pte. Ltd$214M AUM | 43.38% | $93M | 142.5K | Q1 2026OLDER |
| Proem Advisors LLC$1.7B AUM | 42.67% | $715M | 1.10M | Q1 2026OLDER |
| III Capital Management$344M AUM | 42.28% | $146M | 223.9K | Q1 2026OLDER |
| Compass Rose Asset Management, LP$1.3B AUM | 42.17% | $518M | 760.0K | Q4 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 42.08% | $499M | 768.0K | Q1 2026OLDER |
| PointState Capital LP$7.9B AUM | 42.00% | $3.3B | 5.10M | Q1 2026OLDER |
| BlackBarn Capital Partners LP$1.2B AUM | 41.86% | $520M | 800.0K | Q1 2026OLDER |
| PEAVINE CAPITAL, LLC$446M AUM | 41.35% | $184M | 283.6K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 40.37% | $34.1B | 52.41M | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 39.27% | $430M | 661.6K | Q1 2026OLDER |
| Helix Partners Management LP$374M AUM | 39.15% | $146M | 225.0K | Q1 2026OLDER |
| Vision Capital Corp$397M AUM | 38.94% | $133M | 200.0K | Q3 2025OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 38.74% | $694M | 1.07M | Q1 2026OLDER |
| THOR TRADING ADVISORS, LLC$241M AUM | 37.82% | $91M | 140.3K | Q1 2026OLDER |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 36.96% | $121M | 186.6K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 36.68% | $93M | 128.0K | Q2 2026 |
| Timelo Investment Management Inc.$127M AUM | 35.90% | $46M | 70.0K | Q1 2026OLDER |
| Charter Oak Advisors LP$165M AUM | 35.85% | $100M | 150.0K | Q3 2025OLDER |
| Western Standard LLC$190M AUM | 35.57% | $120M | 180.0K | Q3 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 35.48% | $443M | 681.7K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 35.33% | $57M | 88.0K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 35.18% | $364M | 559.9K | Q1 2026OLDER |
| Finepoint Capital LP$2.0B AUM | 35.13% | $686M | 1.05M | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 35.10% | $74M | 114.3K | Q1 2026OLDER |
| Owl Creek Asset Management, L.P.$1.4B AUM | 34.17% | $473M | 726.7K | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 34.00% | $41M | 62.7K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 33.97% | $444M | 702.6K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 33.59% | $2.3B | 3.50M | Q1 2026OLDER |
| Granby Capital Management, LLC$174M AUM | 33.36% | $58M | 89.5K | Q1 2026OLDER |
| Mercuria Capital Strategies, LLC$262M AUM | 33.35% | $25M | 38.0K | Q3 2025OLDER |
| Div Capital Phoenix Assets Ltd$434M AUM | 33.09% | $144M | 221.1K | Q1 2026OLDER |
| Dean, Jacobson Financial Services, LLC$163M AUM | 33.02% | $54M | 82.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 32.98% | $102M | 156.7K | Q1 2026OLDER |
| Naman Capital Ltda$360M AUM | 32.98% | $119M | 182.4K | Q1 2026OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 32.83% | $533M | 820.0K | Q1 2026OLDER |
| ARMOR ADVISORS, L.L.C.$298M AUM | 32.76% | $98M | 150.0K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 32.68% | $59M | 90.2K | Q1 2026OLDER |
| Hackensack Meridian Health, Inc.$1.1B AUM | 32.62% | $346M | 531.5K | Q1 2026OLDER |
| Monarch Alternative Capital LP$1.6B AUM | 32.10% | $524M | 805.0K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 31.56% | $209M | 280.4K | Q2 2026 |
| Attessa Capital LLC$223M AUM | 31.40% | $70M | 93.7K | Q2 2026 |
| Urban Financial Advisory Corp$283M AUM | 31.29% | $89M | 136.1K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 31.22% | $139M | 213.5K | Q1 2026OLDER |
| Azarias Capital Management, L.P.$223M AUM | 31.03% | $69M | 106.5K | Q1 2026OLDER |
| Eos Management, L.P.$233M AUM | 30.94% | $72M | 110.7K | Q1 2026OLDER |
| PBCay One RSC Ltd$1.3B AUM | 30.47% | $410M | 630.0K | Q1 2026OLDER |
| Diameter Capital Partners LP$1.1B AUM | 30.44% | $325M | 500.0K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 30.43% | $83M | 125.1K | Q3 2025OLDER |
| CTC LLC$217.2B AUM | 30.34% | $65.9B | 1.01M | Q1 2026OLDER |
| Ursa Fund Management, LLC$108M AUM | 30.24% | $33M | 50.0K | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 29.96% | $34M | 50.9K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 29.90% | $48M | 73.8K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 29.62% | $42M | 65.3K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 29.60% | $58M | 89.1K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 29.58% | $316M | 486.1K | Q1 2026OLDER |
| Marnell Management LLC$288M AUM | 29.40% | $85M | 130.0K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 29.40% | $4.1B | 6.36M | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 28.87% | $58M | 89.8K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 28.73% | $30M | 45.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 28.65% | $98M | 144.3K | Q4 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 28.61% | $70M | 107.4K | Q1 2026OLDER |
| Fore Capital, LLC$162M AUM | 28.17% | $46M | 70.0K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 28.11% | $43M | 66.1K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 28.00% | $55M | 84.3K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 27.96% | $43M | 65.8K | Q1 2026OLDER |
| Mizuho Bank, Ltd.$369M AUM | 27.81% | $103M | 158.0K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 27.74% | $1.0B | 1.58M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 27.43% | $1.7B | 49.29M | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 27.28% | $8.9B | 13.70M | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 27.16% | $29M | 44.1K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 27.00% | $1.6B | 2.49M | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 26.83% | $57M | 87.6K | Q1 2026OLDER |
| Galaxy Digital Inc.$1.2B AUM | 26.63% | $308M | 473.0K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 26.37% | $64M | 98.2K | Q1 2026OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 26.29% | $302M | 515.0K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 25.95% | $1.9B | 2.92M | Q1 2026OLDER |
| Galilei Investment Office LLP$193M AUM | 25.86% | $50M | 76.7K | Q1 2026OLDER |
| Anchor Capital Management Group Inc$144M AUM | 25.78% | $37M | 57.0K | Q1 2026OLDER |
| TOMS Capital Investment Management LP$3.8B AUM | 25.58% | $976M | 1.50M | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 25.57% | $234M | 359.8K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 25.44% | $38M | 58.6K | Q2 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 25.23% | $145M | 223.3K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 25.20% | $43M | 65.5K | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 25.15% | $65M | 100.0K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 25.10% | $65M | 99.8K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 24.91% | $358M | 550.0K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 24.73% | $251M | 386.5K | Q1 2026OLDER |
| Oasis Management Co Ltd.$1.7B AUM | 24.31% | $375M | 550.0K | Q4 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 24.28% | $1.4B | 2.10M | Q1 2026OLDER |
| MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM | 24.14% | $666M | 1.00M | Q3 2025OLDER |
| ZEGA Investments, LLC$890M AUM | 23.87% | $212M | 326.6K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 23.74% | $41M | 62.8K | Q1 2026OLDER |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 23.65% | $259M | 399.0K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 23.63% | $156M | 240.0K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 23.38% | $722M | 1.11M | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 23.03% | $85M | 130.7K | Q1 2026OLDER |
| Potrero Capital Research LLC$163M AUM | 23.01% | $200M | 300.0K | Q3 2025OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 22.95% | $13.7B | 21.00M | Q1 2026OLDER |
| Trustees of Dartmouth College$252M AUM | 22.92% | $58M | 88.7K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 22.90% | $59M | 90.0K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 22.61% | $221M | 339.5K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 22.52% | $463M | 695.0K | Q3 2025OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 22.39% | $186M | 286.7K | Q1 2026OLDER |
| Granger Management LLC$358M AUM | 22.36% | $80M | 122.8K | Q1 2026OLDER |
| Schusterman Interests, LLC$391M AUM | 22.27% | $87M | 134.0K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 22.22% | $649M | 997.3K | Q1 2026OLDER |
| JCP Investment Management, LLC$150M AUM | 22.10% | $33M | 50.9K | Q1 2026OLDER |
| Socha Financial Group, LLC$197M AUM | 22.09% | $44M | 67.0K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 21.71% | $46M | 71.2K | Q1 2026OLDER |
| Swan Global Investments, LLC$3.0B AUM | 21.61% | $647M | 995.4K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 21.34% | $55M | 85.0K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 21.33% | $76M | 116.4K | Q1 2026OLDER |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 21.14% | $219M | 337.5K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 21.07% | $60M | 92.4K | Q1 2026OLDER |
| TLWM$615M AUM | 20.81% | $128M | 171.4K | Q2 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 20.69% | $8.0B | 12.27M | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 20.57% | $22M | 34.0K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 20.50% | $657M | 1.01M | Q1 2026OLDER |
| Investidor Profissional Gestao de Recursos Ltda.$306M AUM | 20.41% | $62M | 96.0K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 20.41% | $47M | 71.6K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 20.38% | $172M | 264.4K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 20.34% | $185M | 285.0K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 20.34% | $98M | 151.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 20.29% | $141M | 217.1K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 20.23% | $29M | 44.6K | Q1 2026OLDER |
| KIM, LLC$976M AUM | 19.99% | $195M | 300.0K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 19.99% | $29M | 44.5K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 19.87% | $34M | 51.6K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 19.71% | $85M | 130.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 19.58% | $111M | 171.4K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 19.37% | $109M | 166.5K | Q1 2026OLDER |
| Panoramic Capital, LLC$142M AUM | 19.37% | $43M | 64.7K | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 19.36% | $11.1B | 17.09M | Q1 2026OLDER |
| KALEIDOSCOPE CAPITAL LP$260M AUM | 19.17% | $50M | 76.6K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 19.16% | $2.7B | 4.27M | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 19.15% | $109M | 166.9K | Q1 2026OLDER |
| NEW YORK LIFE INSURANCE CO$491M AUM | 18.89% | $93M | 142.5K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 18.88% | $269M | 414.3K | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 18.87% | $190M | 292.2K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 18.65% | $94M | 143.8K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 18.38% | $34M | 52.4K | Q1 2026OLDER |
| BRANDYWINE TRUST CO$552M AUM | 18.33% | $101M | 155.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 18.09% | $358M | 550.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 17.98% | $176M | 271.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 17.94% | $5.9B | 9.01M | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 17.79% | $31M | 47.9K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 17.78% | $33M | 50.4K | Q1 2026OLDER |
| PPSC Investment Service Corp$1.3B AUM | 17.60% | $223M | 343.1K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 17.56% | $65M | 100.0K | Q1 2026OLDER |
| Truxt Investmentos Ltda.$156M AUM | 17.44% | $27M | 41.8K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 17.30% | $272M | 417.0K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 17.24% | $22M | 29.7K | Q2 2026 |
| AXA S.A.$256M AUM | 17.23% | $44M | 67.9K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 17.11% | $32M | 49.7K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 17.07% | $839M | 1.29M | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 17.03% | $18M | 24.7K | Q2 2026 |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 17.02% | $28M | 40.6K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 16.99% | $163M | 250.0K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 16.76% | $65M | 87.4K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 16.73% | $130.0B | 199.91M | Q1 2026OLDER |
| Stembrook Asset Management, LLC$102M AUM | 16.71% | $17M | 26.2K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 16.53% | $25M | 33.6K | Q2 2026 |
| ELWOOD CAPITAL PARTNERS LP$197M AUM | 16.49% | $33M | 50.0K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 16.29% | $258M | 397.0K | Q1 2026OLDER |
| MIO Partners, Inc.$340M AUM | 16.26% | $55M | 84.9K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 16.06% | $32M | 49.9K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 16.03% | $25M | 35.7K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 16.03% | $20M | 30.7K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 15.98% | $114M | 175.2K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 15.98% | $21M | 29.5K | Q1 2026OLDER |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 15.93% | $124M | 1.9K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 15.76% | $39M | 59.6K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 15.75% | $33M | 51.0K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 15.58% | $23M | 35.9K | Q1 2026OLDER |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 15.51% | $104M | 1.6K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 15.47% | $23M | 30.5K | Q2 2026 |
| Brandywine Asset Management, Inc.$126M AUM | 15.43% | $19M | 29.9K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 15.41% | $185M | 283.8K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 15.34% | $107M | 163.8K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 15.27% | $36M | 56.0K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 15.25% | $21M | 32.0K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 15.25% | $67M | 103.7K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 15.21% | $38M | 58.8K | Q1 2026OLDER |
| Clearline Capital LP$1.9B AUM | 15.20% | $293M | 450.0K | Q1 2026OLDER |
| Ripple Effect Asset Management LP$679M AUM | 15.14% | $53M | 77.5K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 15.10% | $484M | 743.7K | Q1 2026OLDER |
| MSA Advisors, LLC$333M AUM | 15.02% | $50M | 76.7K | Q1 2026OLDER |
| DG Capital Management, LLC$326M AUM | 14.96% | $34M | 50.0K | Q4 2025OLDER |
| Ramiah Investment Group$275M AUM | 14.92% | $14M | 22.4K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 14.92% | $24M | 36.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 14.74% | $264M | 405.8K | Q1 2026OLDER |
| Seven Post Investment Office LP$310M AUM | 14.67% | $45M | 69.8K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 14.60% | $25M | 39.1K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 14.59% | $112M | 149.9K | Q2 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 14.59% | $22M | 34.6K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 14.59% | $41M | 54.7K | Q2 2026 |
| All Terrain Financial Advisors, LLC$425M AUM | 14.48% | $62M | 94.7K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 14.46% | $35M | 53.9K | Q1 2026OLDER |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 14.44% | $423M | 650.0K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 14.40% | $682M | 913.7K | Q2 2026 |
| Norris Financial Group, LLC$108M AUM | 14.24% | $15M | 48.0K | Q2 2026 |
| Tiller Private Wealth, Inc.$281M AUM | 14.19% | $40M | 61.4K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 14.18% | $35M | 53.2K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 14.14% | $156M | 239.8K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 14.08% | $28M | 42.6K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 14.05% | $24M | 36.5K | Q1 2026OLDER |
| Birnam Oak Advisors, LP$441M AUM | 14.02% | $62M | 95.0K | Q1 2026OLDER |
| Troluce Capital Advisors LLC$1.6B AUM | 13.97% | $100M | 150.0K | Q3 2025OLDER |
| SILVERBACK ASSET MANAGEMENT LLC$699M AUM | 13.96% | $98M | 150.0K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 13.96% | $41M | 62.4K | Q1 2026OLDER |
| Philosophy Capital Management LLC$1.6B AUM | 13.96% | $228M | 3.5K | Q1 2026OLDER |
| GeoSphere Capital Management, LLC$229M AUM | 13.93% | $32M | 49.0K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 13.92% | $29M | 45.0K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 13.92% | $29M | 39.5K | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 13.87% | $123.9B | 190.47M | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 13.80% | $23M | 30.2K | Q2 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE$416M AUM | 13.79% | $57M | 88.2K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 13.76% | $93M | 143.1K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 13.75% | $113M | 174.2K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 13.67% | $15M | 22.9K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 13.64% | $77M | 118.4K | Q1 2026OLDER |
| Kintayl Capital LP$192M AUM | 13.61% | $26M | 40.2K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 13.56% | $408M | 627.4K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 13.49% | $138M | 211.7K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 13.46% | $14M | 21.7K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 13.43% | $22M | 33.2K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 13.29% | $41M | 62.5K | Q1 2026OLDER |
| Aperture Investors, LLC$791M AUM | 13.24% | $116M | 170.0K | Q4 2025OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 13.20% | $27M | 108.0K | Q1 2026OLDER |
| Electron Capital Partners, LLC$2.6B AUM | 13.19% | $337M | 518.0K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 13.18% | $48M | 73.1K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 13.15% | $47M | 72.5K | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 13.11% | $1.7B | 2.62M | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 13.06% | $23M | 34.6K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 12.99% | $319M | 491.1K | Q1 2026OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 12.94% | $225M | 346.3K | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 12.94% | $26M | 39.6K | Q1 2026OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 12.93% | $23M | 35.0K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 12.90% | $39M | 59.4K | Q1 2026OLDER |
| Verger Capital Management LLC$339M AUM | 12.83% | $44M | 66.9K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 12.83% | $78M | 120.4K | Q1 2026OLDER |
| AMERICAN ASSET MANAGEMENT INC.$115M AUM | 12.83% | $15M | 22.7K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 12.81% | $23M | 32.6K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 12.80% | $49M | 75.0K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 12.75% | $32M | 48.6K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 12.67% | $2.8B | 4.36M | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 12.67% | $17M | 25.8K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 12.63% | $19M | 28.7K | Q1 2026OLDER |
| Lanham O'Dell & Company, Inc.$347M AUM | 12.53% | $44M | 63.8K | Q4 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 12.48% | $25M | 38.5K | Q1 2026OLDER |
| Wind River Trust Co$265M AUM | 12.41% | $33M | 50.6K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 12.38% | $37M | 56.7K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 12.37% | $30M | 46.2K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 12.33% | $120M | 185.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 12.33% | $84M | 128.7K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 12.16% | $30M | 45.4K | Q1 2026OLDER |
| Morangie Management LLC$109M AUM | 12.13% | $13M | 20.2K | Q1 2026OLDER |
| Pentwater Capital Management LP$19.3B AUM | 12.12% | $2.3B | 3.59M | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 12.10% | $330M | 506.8K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 12.00% | $45M | 67.8K | Q3 2025OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 12.00% | $22M | 34.3K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 12.00% | $53M | 81.5K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 12.00% | $19M | 28.8K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 11.93% | $12M | 19.2K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 11.89% | $96M | 147.0K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 11.86% | $25M | 33.3K | Q2 2026 |
| Twin Tree Management, LP$4.7B AUM | 11.64% | $553M | 850.0K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 11.64% | $25M | 38.3K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 11.58% | $20M | 31.2K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 11.53% | $464M | 714.2K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 11.39% | $15.8B | 23.81M | Q3 2025OLDER |
| 11 Capital Partners LP$348M AUM | 11.38% | $40M | 61.0K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 11.38% | $105M | 161.3K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 11.36% | $18M | 28.4K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 11.32% | $44M | 58.8K | Q2 2026 |
| Tull Financial Group, Inc.$224M AUM | 11.27% | $25M | 38.8K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 11.21% | $1.0B | 1.57M | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 11.16% | $33M | 50.4K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 11.16% | $20M | 29.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 11.13% | $40M | 62.2K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 11.05% | $73M | 97.4K | Q2 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 11.02% | $466M | 700.0K | Q3 2025OLDER |
| Visualize Group LP$243M AUM | 10.91% | $27M | 40.8K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 10.88% | $19M | 28.7K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 10.79% | $25M | 39.2K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 10.79% | $35M | 46.4K | Q2 2026 |
| MBL Wealth, LLC$1.3B AUM | 10.78% | $142M | 219.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 10.75% | $85M | 130.5K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 10.75% | $15M | 23.5K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 10.75% | $36M | 55.9K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 10.74% | $15M | 22.5K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 10.67% | $17M | 26.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 10.53% | $734M | 1.13M | Q1 2026OLDER |
| Rubric Capital Management LP$9.4B AUM | 10.52% | $933M | 1.40M | Q3 2025OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 10.51% | $160M | 246.0K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 10.50% | $15M | 22.4K | Q2 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 10.48% | $19M | 29.7K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 10.44% | $90M | 137.7K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 10.41% | $22M | 33.3K | Q1 2026OLDER |
| SCOPIA CAPITAL MANAGEMENT LP$146M AUM | 10.40% | $83M | 1.2K | Q3 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 10.39% | $44M | 67.8K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 10.29% | $20M | 31.0K | Q1 2026OLDER |
| Sycale Advisors (NY) LLC$201M AUM | 10.28% | $33M | 48.5K | Q4 2025OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 10.26% | $26M | 40.5K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 10.23% | $268M | 412.8K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 10.22% | $14M | 21.3K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 10.21% | $13M | 20.0K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$160M AUM | 10.15% | $16M | 25.0K | Q1 2026OLDER |
| Edenbrook Capital, LLC$321M AUM | 10.13% | $33M | 50.0K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 10.06% | $52M | 79.3K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 10.06% | $23M | 35.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 10.05% | $2.3B | 3.56M | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 10.03% | $15M | 22.9K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 10.00% | $11M | 17.1K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 9.96% | $492M | 756.0K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 9.94% | $85M | 131.0K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 9.92% | $78M | 120.0K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 9.89% | $13M | 19.9K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 9.81% | $118M | 181.2K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 9.80% | $32M | 49.4K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 9.71% | $16M | 24.4K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 9.65% | $2.0B | 3.00M | Q4 2025OLDER |
| Aequim Alternative Investments LP$5.2B AUM | 9.61% | $433M | 650.0K | Q3 2025OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 9.56% | $68M | 104.4K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 9.50% | $55M | 74.1K | Q2 2026 |
| Hickory Point Bank & Trust$152M AUM | 9.49% | $14M | 22.1K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 9.48% | $54M | 83.3K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 9.47% | $42M | 58.4K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 9.36% | $802M | 1.23M | Q1 2026OLDER |
| Beartown Capital Management, LLC$209M AUM | 9.35% | $20M | 30.0K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 9.17% | $10M | 14.1K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 9.16% | $23M | 34.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 9.12% | $703M | 1.08M | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 9.08% | $17M | 25.8K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 9.08% | $12M | 18.0K | Q1 2026OLDER |
| Extract Advisors LLC$287M AUM | 9.06% | $26M | 40.0K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 9.06% | $16M | 24.7K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 9.05% | $47M | 62.8K | Q2 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 9.03% | $9M | 14.2K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 9.02% | $21M | 32.1K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 9.02% | $33M | 50.2K | Q1 2026OLDER |
| DSC Meridian Capital LP$325M AUM | 9.00% | $29M | 45.0K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 8.99% | $415M | 638.0K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 8.95% | $40M | 61.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 8.89% | $41M | 63.4K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 8.89% | $13M | 17.4K | Q2 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 8.87% | $47M | 72.3K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 8.87% | $20M | 30.7K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 8.86% | $24M | 36.2K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 8.85% | $381M | 586.3K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 8.85% | $35M | 54.4K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 8.81% | $17M | 26.5K | Q1 2026OLDER |
| Audent Global Asset Management, LLC$100M AUM | 8.81% | $9M | 13.5K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 8.76% | $16M | 24.7K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 8.70% | $60M | 92.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 8.68% | $2.1B | 3.23M | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 8.68% | $21M | 32.3K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 8.65% | $789M | 1.21M | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 8.65% | $10M | 14.7K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 8.65% | $260M | 400.0K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 8.61% | $23M | 35.1K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 8.59% | $9M | 13.8K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 8.59% | $9M | 14.2K | Q1 2026OLDER |
| LSP Investment Advisors, LLC$138M AUM | 8.58% | $12M | 18.2K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 8.58% | $21M | 31.7K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 8.57% | $16M | 24.4K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 8.55% | $68M | 229.1K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 8.48% | $80M | 122.3K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 8.48% | $12M | 18.9K | Q1 2026OLDER |
| Wilmar Advisors LLC$116M AUM | 8.43% | $10M | 15.0K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 8.43% | $66M | 102.0K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 8.43% | $34M | 51.7K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 8.43% | $11M | 16.4K | Q1 2026OLDER |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 8.40% | $378M | 566.7K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 8.36% | $88M | 135.7K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 8.35% | $11M | 17.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 8.32% | $383M | 584.4K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 8.31% | $27M | 41.4K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 8.23% | $180M | 276.7K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 8.23% | $20M | 30.5K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 8.22% | $20M | 30.8K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 8.16% | $47M | 63.1K | Q2 2026 |
| Ruggiero Investments, Inc.$103M AUM | 8.12% | $8M | 12.9K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 8.12% | $47M | 72.5K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 8.12% | $46M | 70.2K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 8.06% | $11M | 17.3K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 8.01% | $293M | 451.1K | Q1 2026OLDER |
| Trans-Canada Capital Inc.$1.4B AUM | 8.00% | $111M | 170.6K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 8.00% | $11M | 16.9K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 7.98% | $40M | 61.9K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 7.98% | $10M | 15.4K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 7.96% | $22M | 33.6K | Q3 2025OLDER |
| Gambit Capital Management, LLC$145M AUM | 7.92% | $11M | 17.7K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 7.91% | $153M | 235.9K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 7.91% | $50M | 76.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 7.88% | $32.8B | 50.44M | Q1 2026OLDER |
| Whitefort Capital Management, LP$339M AUM | 7.88% | $27M | 40.0K | Q3 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 7.79% | $71M | 109.0K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 7.78% | $18M | 26.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 7.76% | $45M | 69.8K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 7.72% | $542M | 955.3K | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 7.68% | $10M | 13.7K | Q2 2026 |
| Palumbo Wealth Management LLC$410M AUM | 7.68% | $31M | 48.4K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 7.64% | $1.1B | 1.71M | Q1 2026OLDER |
| Bleichroeder LP$579M AUM | 7.60% | $44M | 67.6K | Q1 2026OLDER |
| ANB BANK$247M AUM | 7.60% | $19M | 28.9K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 7.51% | $9M | 13.7K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 7.49% | $18M | 28.2K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 7.49% | $13M | 19.2K | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 7.47% | $20M | 30.0K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 7.44% | $11M | 16.7K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 7.41% | $18M | 28.2K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 7.40% | $27M | 41.3K | Q1 2026OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 7.40% | $310M | 465.0K | Q3 2025OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 7.38% | $26M | 40.3K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 7.33% | $341M | 524.1K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 7.28% | $50M | 77.0K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 7.27% | $216M | 332.2K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 7.27% | $14M | 21.9K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 7.26% | $26M | 40.3K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 7.19% | $23M | 36.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 7.18% | $29M | 43.9K | Q3 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 7.17% | $15M | 23.5K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 7.14% | $25M | 39.1K | Q1 2026OLDER |
| Nierenberg Investment Management Company, LLC$201M AUM | 7.12% | $17M | 25.0K | Q3 2025OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 7.07% | $12M | 18.3K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 7.03% | $9M | 13.5K | Q1 2026OLDER |
| OAKMONT Corp$526M AUM | 7.01% | $37M | 56.7K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 6.98% | $32M | 49.6K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 6.97% | $10M | 15.3K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 6.96% | $21M | 32.0K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 6.95% | $10M | 13.1K | Q2 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 6.91% | $34M | 51.7K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 6.89% | $14M | 21.0K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 6.86% | $16M | 24.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 6.83% | $295M | 453.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 6.79% | $42.0B | 64.57M | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 6.78% | $20M | 28.4K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 6.78% | $20M | 29.3K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 6.75% | $44M | 67.3K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 6.73% | $15M | 23.2K | Q1 2026OLDER |
| Affinity Asset Advisors, LLC$1.9B AUM | 6.72% | $130M | 200.0K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 6.72% | $29M | 44.3K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 6.70% | $128M | 196.8K | Q1 2026OLDER |
| Tikvah Management LLC$323M AUM | 6.67% | $22M | 33.1K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 6.64% | $137M | 211.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 6.64% | $159M | 243.8K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 6.63% | $18M | 26.9K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 6.63% | $9M | 13.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 6.59% | $195M | 299.9K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 6.58% | $16M | 24.9K | Q1 2026OLDER |
| BEACONLIGHT CAPITAL, LLC$190M AUM | 6.58% | $12M | 19.2K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 6.57% | $10M | 15.6K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 6.55% | $41M | 62.9K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 6.52% | $47M | 72.6K | Q2 2026 |
| Hyposwiss Advisors SA$101M AUM | 6.51% | $7M | 10.1K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 6.50% | $34M | 51.3K | Q3 2025OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 6.49% | $9M | 83.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.