RUNSUNRUN INC
CUSIP 86771W105 · Yahoo Finance ↗ · Google Finance ↗
Sunrun Inc (RUN) has 395 institutional holders in Filings Flow’s 13F database, together reporting 255.46M shares worth $3.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
395
Q1 2026
Reported Value
$3.5B
Ticker
RUN
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Greenvale Capital LLP$912M AUM | 17.84% | $163M | 12.00M | Q1 2026 |
| CANYON CAPITAL ADVISORS LLC$772M AUM | 4.34% | $33M | 2.47M | Q1 2026 |
| Arosa Capital Management LP$660M AUM | 3.01% | $24M | 1.30M | Q4 2025OLDER |
| Contour Asset Management LLC$3.1B AUM | 2.29% | $98M | 5.33M | Q4 2025OLDER |
| PGGM Investments$5.7B AUM | 2.27% | $129M | 9.55M | Q1 2026 |
| Goodlander Investment Management, LLC$289M AUM | 2.11% | $6M | 320.0K | Q3 2025OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 1.96% | $15M | 1.14M | Q1 2026 |
| BIT Capital GmbH$2.1B AUM | 1.50% | $31M | 2.29M | Q1 2026 |
| Maple Rock Capital Partners Inc.$3.1B AUM | 1.32% | $41M | 3.00M | Q1 2026 |
| SORA INVESTORS LLC$1.1B AUM | 1.27% | $14M | 1.01M | Q1 2026 |
| Robeco Schweiz AG$4.7B AUM | 1.21% | $57M | 4.22M | Q1 2026 |
| PLUSTICK MANAGEMENT LLC$207M AUM | 1.05% | $2M | 160.0K | Q1 2026 |
| Williamson Legacy Group, LLC$133M AUM | 0.88% | $1M | 60.9K | Q4 2025OLDER |
| DSC Meridian Capital LP$325M AUM | 0.87% | $2M | 200.0K | Q2 2025OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.86% | $2M | 143.2K | Q1 2026 |
| U S WEALTH GROUP, LLC.$152M AUM | 0.77% | $1M | 63.7K | Q1 2026 |
| Slate Path Capital LP$6.7B AUM | 0.73% | $47M | 2.73M | Q3 2025OLDER |
| Green Alpha Advisors, LLC$102M AUM | 0.68% | $687,845 | 50.7K | Q1 2026 |
| Covalis Capital LLP$1.6B AUM | 0.60% | $5M | 605.3K | Q2 2025OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.59% | $1M | 79.0K | Q1 2026 |
| Range Financial Group LLC$298M AUM | 0.51% | $1M | 81.2K | Q3 2025OLDER |
| HAP Trading, LLC$1.1B AUM | 0.47% | $5M | 1.78M | Q2 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.47% | $2M | 112.7K | Q4 2025OLDER |
| Maxi Investments CY Ltd$458M AUM | 0.43% | $2M | 130.0K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.43% | $1M | 102.6K | Q3 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.35% | $4M | 270.2K | Q1 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.31% | $1M | 105.0K | Q1 2026 |
| Ridge Creek Global, Inc$118M AUM | 0.29% | $344,424 | 25.4K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.27% | $106M | 7.82M | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.27% | $879,976 | 64.9K | Q1 2026 |
| Two Seas Capital LP$7.2B AUM | 0.27% | $16M | 1.94M | Q2 2025OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.25% | $18M | 962.5K | Q4 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.25% | $88M | 6.50M | Q1 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.24% | $750,139 | 55.3K | Q1 2026 |
| RWC Asset Management LLP$2.4B AUM | 0.23% | $6M | 415.6K | Q1 2026 |
| MIROVA$2.5B AUM | 0.23% | $6M | 425.4K | Q1 2026 |
| MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM | 0.22% | $7M | 500.0K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.22% | $2M | 154.2K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.22% | $237,883 | 17.5K | Q1 2026 |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.21% | $573,602 | 42.3K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.18% | $1M | 90.5K | Q2 2025OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.18% | $1M | 75.7K | Q4 2025OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.18% | $4M | 498.7K | Q2 2025OLDER |
| Scientech Research LLC$120M AUM | 0.18% | $211,658 | 15.6K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.17% | $2M | 166.0K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.17% | $10M | 798.2K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.16% | $18M | 1.46M | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.16% | $748,871 | 55.2K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.15% | $46M | 3.39M | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.15% | $3M | 188.5K | Q1 2026 |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.15% | $2M | 141.7K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.14% | $24M | 1.80M | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.13% | $5M | 352.7K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.13% | $31M | 2.31M | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.12% | $3M | 400.0K | Q2 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.12% | $2M | 778.4K | Q3 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.11% | $2M | 131.6K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.11% | $4M | 285.9K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.11% | $2M | 128.2K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.11% | $431,032 | 31.8K | Q1 2026 |
| PIAR LLC$128M AUM | 0.11% | $148,306 | 21.1K | Q4 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.10% | $466,456 | 34.7K | Q1 2026 |
| GMT CAPITAL CORP$2.2B AUM | 0.10% | $2M | 167.9K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.10% | $2M | 122.6K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.09% | $376,850 | 20.5K | Q4 2025OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.09% | $667,807 | 81.6K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $112M | 8.25M | Q1 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.09% | $120,955 | 8.9K | Q1 2026 |
| Skaana Management L.P.$296M AUM | 0.09% | $276,000 | 15.0K | Q4 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.09% | $395,563 | 21.5K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.08% | $2M | 149.1K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.08% | $691,454 | 37.6K | Q4 2025OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.08% | $197,976 | 14.6K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.08% | $68M | 5.01M | Q1 2026 |
| Lingotto Investment Management LLP$5.1B AUM | 0.08% | $4M | 243.5K | Q4 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.08% | $263,606 | 19.4K | Q1 2026 |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.08% | $205,200 | 20.0K | Q2 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.07% | $6M | 410.7K | Q1 2026 |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.07% | $1M | 63.8K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.07% | $716,171 | 52.8K | Q1 2026 |
| Raiffeisen Bank International AG$7.0B AUM | 0.07% | $5M | 400.0K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $442,019 | 25.6K | Q3 2025OLDER |
| OSSIAM$5.7B AUM | 0.07% | $4M | 288.7K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.07% | $2M | 131.7K | Q4 2025OLDER |
| Sculptor Capital LP$9.6B AUM | 0.07% | $6M | 462.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.07% | $108M | 7.99M | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.06% | $9M | 664.8K | Q1 2026 |
| Humankind Investments LLC$175M AUM | 0.06% | $280,911 | 16.2K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.06% | $941,797 | 77.6K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.06% | $4M | 275.6K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.05% | $1M | 148.1K | Q2 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $11M | 626.7K | Q3 2025OLDER |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.05% | $5M | 640.0K | Q2 2025OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.05% | $4M | 211.6K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $426,964 | 31.5K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.05% | $263,498 | 19.4K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $3M | 240.5K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.05% | $526,874 | 38.9K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $308,505 | 17.8K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $192,556 | 10.5K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.04% | $8M | 613.0K | Q1 2026 |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.04% | $5M | 270.1K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $28M | 2.07M | Q1 2026 |
| Havemeyer Place LP$867M AUM | 0.04% | $373,103 | 27.5K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.04% | $882,458 | 65.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.04% | $9M | 1.15M | Q2 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.04% | $490,800 | 60.0K | Q2 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.04% | $1M | 56.9K | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $211,011 | 11.5K | Q4 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $485,935 | 28.1K | Q3 2025OLDER |
| LBP AM SA$7.3B AUM | 0.04% | $3M | 179.7K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.04% | $157,689 | 11.6K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 92.0K | Q4 2025OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.04% | $2M | 117.5K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.04% | $10M | 755.6K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.04% | $1M | 62.9K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $868,898 | 64.1K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $11M | 830.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $9M | 472.9K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $5M | 367.4K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $14M | 1.07M | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $1M | 108.3K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $879,597 | 64.9K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.03% | $13M | 944.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $17M | 1.23M | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.03% | $280,770 | 34.3K | Q2 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.03% | $361,499 | 20.9K | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.03% | $68M | 3.70M | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.03% | $15M | 1.09M | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 102.9K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.02% | $265,114 | 32.4K | Q2 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $2M | 133.2K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 143.5K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $488,309 | 36.0K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.02% | $3M | 235.0K | Q1 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.02% | $267,995 | 15.5K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $5M | 348.5K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 101.6K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $21M | 1.16M | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 155.2K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $449,070 | 24.4K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $173M | 12.78M | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.02% | $818,000 | 100.0K | Q2 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.02% | $507,160 | 62.0K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $123M | 9.07M | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.02% | $850,754 | 62.7K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $88M | 6.52M | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $192,660 | 14.2K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $475,184 | 58.1K | Q2 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 156.0K | Q1 2026 |
| DLD Asset Management, LP$1.1B AUM | 0.02% | $204,625 | 25.0K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $969,784 | 71.5K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.02% | $2M | 114.8K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $9M | 700.0K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $3M | 422.8K | Q2 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $1M | 74.6K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $13M | 954.9K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $609,834 | 45.0K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $689,716 | 50.9K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.01% | $9M | 657.4K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $186,317 | 10.8K | Q3 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.01% | $220,038 | 16.2K | Q1 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.01% | $204,309 | 15.1K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $1M | 75.5K | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $77,133 | 4.2K | Q4 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $599,794 | 44.2K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $17M | 1.38M | Q1 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $40,680 | 3.0K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.01% | $179,059 | 13.2K | Q1 2026 |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $297,167 | 21.9K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.01% | $163,914 | 12.1K | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.01% | $882,380 | 48.0K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $5M | 342.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $2M | 113.8K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.01% | $180,715 | 10.5K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.01% | $45M | 3.30M | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $4M | 260.7K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $715,900 | 52.8K | Q1 2026 |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.01% | $878,881 | 74.7K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $244,283 | 18.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $34M | 2.52M | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $480,501 | 58.7K | Q2 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $229,246 | 12.5K | Q4 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.01% | $102,823 | 12.6K | Q2 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $104,412 | 7.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $26M | 1.89M | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $248,296 | 30.4K | Q2 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.01% | $611,448 | 45.1K | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $94,576 | 5.1K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $847,920 | 62.5K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $3M | 152.3K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $568M | 41.87M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $66M | 4.87M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 656.8K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $719,561 | 53.1K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 154.4K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 1.24M | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $456,809 | 33.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $82M | 6.07M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $175M | 12.93M | Q1 2026 |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.01% | $268,598 | 32.8K | Q2 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $352,655 | 26.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 124.6K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $7M | 490.7K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 127.1K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $207,602 | 12.0K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 149.6K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.01% | $100,000 | 12.2K | Q3 2025OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.01% | $794,643 | 58.6K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $15M | 1.13M | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.01% | $611,758 | 74.8K | Q2 2025OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.01% | $101,432 | 12.4K | Q2 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $328,260 | 24.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 326.2K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $208,000 | 12.0K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $246,304 | 18.2K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.01% | $635,368 | 37.1K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $15M | 1.10M | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $851,229 | 62.8K | Q1 2026 |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $3M | 144.9K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $8M | 615.4K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $902,000 | 66.5K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $438,829 | 32.4K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.01% | $2M | 139.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $52M | 3.85M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $446M | 24.25M | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $242,629 | 17.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $5M | 355.7K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $777,000 | 57.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $37M | 2.69M | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 112.2K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $3M | 235.5K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $188,379 | 10.2K | Q4 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.01% | $89,578 | 11.0K | Q2 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $1M | 89.7K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $324,355 | 23.9K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $253,755 | 13.8K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $34,066 | 2.0K | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.01% | $2M | 176.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $4M | 314.3K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $84M | 6.18M | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $3M | 252.1K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.01% | $35,934 | 2.6K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $7M | 529.3K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $20M | 1.49M | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $864,274 | 63.7K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1M | 98.6K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $2M | 178.5K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.00% | $457,352 | 33.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $77M | 4.20M | Q1 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.00% | $277,139 | 20.4K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $270,399 | 19.9K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $529,912 | 39.1K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 151.8K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $35,826 | 2.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $29M | 2.13M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $33M | 2.46M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $127M | 9.38M | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $32,287 | 2.4K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $25,493 | 1.9K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $360,086 | 26.6K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 154.9K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $184,417 | 13.6K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $778,113 | 57.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $993,397 | 54.0K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 267.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $85,506 | 10.5K | Q2 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 166.7K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 200.0K | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.00% | $924,928 | 68.2K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $1M | 79.2K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 459.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $286,713 | 21.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 378.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $19M | 1.39M | Q1 2026 |
| Covestor Ltd$144M AUM | 0.00% | $5,000 | 366 | Q1 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $4,312 | 318 | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $87,150 | 10.7K | Q2 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $136M | 10.04M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 230.7K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $2M | 146.5K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $100,810 | 12.3K | Q2 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $85,170 | 6.3K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $9,628 | 1.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $354,987 | 26.2K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 99.5K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 442.2K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $382,528 | 28.2K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $205,637 | 15.2K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $100,534 | 7.4K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $6M | 409.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 104.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $382,582 | 28.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 65.6K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $296,815 | 21.9K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $2M | 104.9K | Q4 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.00% | $264,420 | 19.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $800,745 | 59.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $12M | 912.8K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.00% | $182,897 | 13.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $358,689 | 26.5K | Q1 2026 |
| Maj Invest Holding A/S$2.2B AUM | 0.00% | $81,000 | 4.7K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $10M | 750.6K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $12,103 | 700 | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $692,916 | 51.1K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $205,399 | 11.2K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $11M | 805.7K | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $13,560 | 1.0K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4M | 530.9K | Q2 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $344,587 | 25.4K | Q1 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $2,712 | 200 | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $597,914 | 44.1K | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.00% | $17M | 1.28M | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $6,780 | 500 | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $361,361 | 20.9K | Q3 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $886,010 | 65.3K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 199.7K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $4,048 | 220 | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $774,452 | 57.1K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $456,394 | 24.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10M | 764.4K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $218,262 | 16.1K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $1M | 67.4K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $19,391 | 1.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28M | 2.05M | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $290,501 | 22.4K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $855,636 | 63.1K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $230,079 | 28.1K | Q2 2025OLDER |
| M&G Plc$19.4B AUM | 0.00% | $387,170 | 27.7K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 335.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $492,384 | 28.5K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $103,151 | 7.6K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $277,573 | 20.5K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $752,801 | 63.9K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.00% | $6,888 | 508 | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $301,601 | 22.2K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 320.8K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $11,120 | 820 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $14,062 | 1.7K | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 81.4K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $2M | 133.8K | Q4 2025OLDER |
| KBC Group NV$39.9B AUM | 0.00% | $723,000 | 53.3K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $282,807 | 20.9K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 149.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $140,644 | 10.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 722.2K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 541.8K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $2M | 115.5K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $383,301 | 28.3K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $14,971 | 1.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $43,354 | 5.3K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 259.2K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $23,052 | 1.7K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $4,475 | 330 | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $2M | 167.0K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,966 | 145 | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $3M | 398.0K | Q2 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 434.1K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,797 | 152 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $751,373 | 55.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $977,879 | 72.1K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $15,269 | 1.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $733,596 | 54.1K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $86,472 | 6.4K | Q1 2026 |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.00% | $978,300 | 72.1K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $4,800 | 354 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $323,000 | 23.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $251,199 | 18.5K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $33,373 | 2.7K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $4,882 | 360 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $37,425 | 2.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $790,290 | 58.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $226,967 | 16.7K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $6M | 272.8K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $15,228 | 1.1K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 86.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $349,972 | 20.2K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,811 | 281 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $211,143 | 15.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $29,882 | 1.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $215,237 | 15.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $663,070 | 48.9K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,330 | 181 | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $615,258 | 45.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $598,688 | 44.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 121.0K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $2,000 | 401 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $43,026 | 3.2K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 105.3K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,435 | 78 | Q4 2025OLDER |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.00% | $450,000 | 32.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $691,153 | 51.0K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,685 | 198 | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $475,000 | 25.8K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $162,126 | 12.0K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $379,682 | 28.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 101.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 156.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $654,772 | 48.3K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $104,868 | 12.8K | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $41,000 | 3.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 801.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $46,213 | 3.4K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $14,665 | 797 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 120.0K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $171,630 | 12.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $225,000 | 16.6K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,553 | 262 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $325,294 | 17.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $8,645 | 500 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $5,600 | 413 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,187 | 300 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $19,865 | 1.5K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $1,262 | 93 | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $510,480 | 37.6K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $13,560 | 1.0K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,672 | 197 | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $227,516 | 12.4K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $112,279 | 13.7K | Q2 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $690,882 | 51.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 183.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $157,310 | 11.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $305,796 | 22.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $414,895 | 31.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $121,440 | 6.6K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,098 | 643 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,668 | 123 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $4M | 275.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $289,559 | 15.7K | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $560,000 | 41.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $332,437 | 24.5K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,577 | 190 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $7M | 547.1K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $153,459 | 11.3K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $227,971 | 16.8K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $202,302 | 14.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $316,356 | 23.3K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $179,073 | 13.2K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $28,000 | 3.8K | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $13,831 | 1.0K | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.00% | $895 | 66 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $637 | 47 | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $490,628 | 36.2K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $11,282 | 832 | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $250,254 | 13.1K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $253,063 | 18.7K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $881,400 | 65.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $20,842 | 1.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $31,853 | 2.3K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $427,533 | 31.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $209,498 | 11.4K | Q4 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $3,336 | 246 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $170,639 | 12.6K | Q1 2026 |
| Pandora Wealth, Inc.$165M AUM | 0.00% | $450 | 55 | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $300,871 | 22.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $103,870 | 7.7K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $339 | 25 | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $726 | 42 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,854 | 358 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,818 | 134 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,470 | 85 | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $407 | 30 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $13,266 | 721 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $170,300 | 12.6K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $19,947 | 1.5K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $2,089 | 154 | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $407 | 30 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $403,717 | 32.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $2,773 | 196 | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $271 | 20 | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $115,000 | 6.3K | Q4 2025OLDER |
| Penserra Capital Management LLC$8.5B AUM | 0.00% | $16,000 | 1.2K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $10,120 | 550 | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $461 | 34 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $290,699 | 21.4K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $963 | 71 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $616,560 | 45.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,164 | 1.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,424 | 105 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $36,341 | 2.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $246,697 | 18.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,051 | 225 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $182,803 | 13.5K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $13,280 | 1.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $24,725 | 1.4K | Q3 2025OLDER |
| RESOURCES MANAGEMENT CORP /CT/ /ADV$753M AUM | 0.00% | $1,000 | 50 | Q3 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $614 | 75 | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $29,734 | 1.6K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $570 | 42 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,439 | 106 | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.00% | $407 | 30 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $1,440 | 176 | Q2 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $1,950 | 106 | Q4 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $368 | 20 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $25,576 | 1.4K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $87,264 | 6.4K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $4,068 | 300 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $27,120 | 2.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,034 | 150 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,115 | 156 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.