SUNSTONE HOTEL INVS INC NEW
CUSIP 867892101
Sunstone Hotel Invs Inc New has 245 institutional holders in Filings Flow’s 13F database, together reporting 192.65M shares worth $1.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
245
Q1 2026
Reported Value
$1.7B
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 |
|---|---|---|---|---|
| RUSH ISLAND MANAGEMENT, LP$1.5B AUM | 2.38% | $35M | 3.71M | Q3 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 1.55% | $16M | 1.77M | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 0.56% | $2M | 195.5K | Q3 2025OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.53% | $36M | 3.96M | Q1 2026OLDER |
| Long Pond Capital, LP$1.0B AUM | 0.51% | $4M | 485.2K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.40% | $670,831 | 75.0K | Q4 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.30% | $78M | 8.64M | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.24% | $33M | 3.67M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.17% | $5M | 556.9K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.12% | $4M | 391.1K | Q1 2026OLDER |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 0.12% | $12M | 1.32M | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.12% | $32M | 3.55M | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.12% | $42M | 4.70M | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.10% | $4M | 451.9K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.10% | $563,098 | 62.6K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.09% | $675,750 | 75.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.07% | $3M | 303.7K | Q2 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.06% | $17M | 1.86M | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.05% | $117,599 | 13.1K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.05% | $42M | 4.63M | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $186,228 | 20.7K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.04% | $28M | 3.10M | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $176,440 | 19.7K | Q4 2025OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 0.04% | $8M | 889.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $28M | 3.06M | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $925,494 | 98.8K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $461,867 | 51.7K | Q4 2025OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.03% | $1M | 131.4K | Q1 2026OLDER |
| HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM | 0.03% | $428,471 | 47.6K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.03% | $7M | 734.3K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.03% | $911,073 | 101.1K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.03% | $7M | 729.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $271,859 | 30.2K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $9M | 972.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 284.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $36,914 | 4.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $350,663 | 39.2K | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $46,311 | 5.1K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.02% | $6M | 686.0K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $4M | 481.7K | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.02% | $2M | 220.0K | Q4 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.02% | $515,263 | 57.2K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.02% | $78,387 | 8.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.02% | $46M | 4.73M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 494.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $826,821 | 91.8K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $2M | 262.7K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.01% | $118,932 | 13.2K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $758,642 | 84.2K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.01% | $147,273 | 12.9K | Q2 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $535,194 | 59.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $2M | 175.2K | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $4M | 462.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $880,115 | 97.7K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $7M | 767.2K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $448,356 | 49.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 211.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $175M | 19.41M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $21M | 2.39M | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 239.8K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $3M | 288.6K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $678,570 | 75.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $194,847 | 21.8K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $3M | 292.8K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $361,120 | 40.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $91M | 10.10M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $290,537 | 32.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $533,772 | 57.0K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $26M | 2.88M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $39M | 4.28M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $297M | 32.99M | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $390,899 | 43.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $249,316 | 27.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $23M | 2.59M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $944,626 | 104.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 337.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 129.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 264.9K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $8M | 923.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5M | 576.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 166.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 203.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $133,123 | 14.8K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.00% | $107,769 | 12.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $445,454 | 49.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $262M | 29.29M | Q4 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $758,314 | 84.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $7M | 759.0K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $11M | 1.20M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 184.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $22M | 2.46M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $34,725 | 3.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $295,150 | 32.8K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $92,830 | 10.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $98M | 10.81M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $21,412 | 2.4K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $85,108 | 7.4K | Q2 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $24M | 2.64M | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $212,590 | 23.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $2M | 190.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $740,232 | 82.8K | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $358,102 | 39.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $46M | 5.06M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $11M | 1.23M | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $10M | 1.15M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $103,858 | 11.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 178.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $447,401 | 49.7K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $5M | 547.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $531,129 | 56.7K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $27,858 | 2.4K | Q2 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $711,881 | 79.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $13M | 1.42M | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 1.21M | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $345,083 | 38.3K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $195,814 | 21.7K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $264,371 | 29.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 228.6K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $175,931 | 18.8K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 127.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $32M | 3.59M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $457,365 | 50.8K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $3,523 | 394 | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $12,073 | 1.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $77M | 8.56M | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 287.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 355.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $20,426 | 2.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $118,276 | 13.2K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $122,621 | 13.7K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $15,993 | 1.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 821.5K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $993,516 | 110.3K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 179.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $27,030 | 3.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,588 | 2.0K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $291,933 | 32.4K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $361,553 | 40.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $348,922 | 38.4K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $160,154 | 17.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 926.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $124,527 | 13.8K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $2M | 207.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 1.17M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 152.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $551,385 | 61.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $289,221 | 32.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $157,945 | 17.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 447.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 773.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $769,040 | 85.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $190,305 | 20.3K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 139.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 258.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 1.83M | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $51,204 | 5.7K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $1M | 160.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $125,839 | 13.4K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $553,210 | 61.4K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $571,162 | 63.4K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $204,032 | 21.8K | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $250,469 | 27.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $114,576 | 12.2K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 376.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 255.4K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $303,105 | 33.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,685 | 298 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $191,507 | 21.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $194,841 | 21.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $613,932 | 68.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $575,964 | 63.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 233.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $482,603 | 53.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $762,399 | 84.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $426,191 | 47.3K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $126,933 | 14.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $20,346 | 2.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 145.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $7,740 | 859 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $874,871 | 97.1K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $157,071 | 17.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 465.6K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $107,647 | 12.0K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $90,623 | 10.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $126,744 | 14.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $91,340 | 10.2K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $13,818 | 1.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $443,973 | 49.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 278.0K | Q2 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $912,199 | 101.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $92,367 | 10.3K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $30,922 | 3.4K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $24,850 | 2.8K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $168,802 | 18.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $441,567 | 49.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $840,090 | 93.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $718,944 | 79.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $206,906 | 23.0K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $234,260 | 26.0K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $255,929 | 28.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $751,451 | 84.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $130,018 | 14.4K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $462 | 51.3K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,126 | 236 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 132.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,127 | 125 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,364 | 708 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $290,645 | 32.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $322,225 | 36.0K | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $361 | 40 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $6,253 | 694 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $562,170 | 62.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $14,644 | 1.6K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $244,991 | 27.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $8,398 | 932 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $131,708 | 14.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $90,904 | 10.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $197,049 | 21.9K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,275 | 136 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,822 | 202.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $163,992 | 18.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $282,139 | 31.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,173 | 685 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $656,277 | 72.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 363.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $142,034 | 15.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $931,000 | 103.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $6,137 | 536 | Q2 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $119,197 | 13.1K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $550 | 61 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $473,954 | 52.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,461 | 3.0K | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $501 | 56 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,027 | 225 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $148,530 | 16.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $165,623 | 18.4K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $226 | 26 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $541 | 60 | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $126 | 11 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $663,325 | 73.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,091 | 454 | Q2 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $946 | 105 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $389 | 34 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,045 | 116 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,504 | 374 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $27,958 | 3.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $261 | 29 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $23,516 | 2.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $125,744 | 14.0K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $50,582 | 5.6K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $15,198 | 1.7K | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $92 | 10 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,811 | 201 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $230 | 25 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $3,682 | 393 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $541 | 60 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,226 | 469 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,789 | 199 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $11,551 | 1.3K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $6,938 | 770 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $33,490 | 3.7K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $26 | 3 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,379 | 153 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $984 | 105 | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $170 | 19 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $506 | 54 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $144 | 16 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $108 | 12 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,167 | 338 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,180 | 131 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $411 | 46 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $18 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.