TCBITEXAS CAP BANCSHARES INC
CUSIP 88224Q107 · Yahoo Finance ↗ · Google Finance ↗
Texas Cap Bancshares Inc (TCBI) has 335 institutional holders in Filings Flow’s 13F database, together reporting 45.01M shares worth $4.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and T. Rowe Price Investment Management, Inc..
Institutional Holders
335
Q1 2026
Reported Value
$4.3B
Ticker
TCBI
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.01% | $517M | 5.45M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $412M | 4.55M | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.22% | $322M | 3.39M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $271M | 2.86M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.11% | $231M | 2.45M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $230M | 2.42M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $202M | 2.13M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $188M | 1.98M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $125M | 1.32M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $110M | 1.22M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $86M | 910.1K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $83M | 875.7K | Q1 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.27% | $82M | 867.6K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.02% | $70M | 734.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $55M | 579.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $54M | 573.2K | Q1 2026 |
| NORGES BANK$0 AUM | 0.01% | $52M | 571.3K | Q4 2025OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.49% | $49M | 517.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $48M | 504.0K | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.13% | $48M | 501.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $40M | 417.0K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $39M | 413.6K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.55% | $38M | 402.4K | Q1 2026 |
| Azora Capital LP$1.5B AUM | 2.50% | $38M | 400.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $36M | 383.6K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 2.14% | $36M | 379.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 378.5K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.25% | $35M | 371.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $34M | 356.3K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.05% | $32M | 341.3K | Q1 2026 |
| HEARTLAND ADVISORS INC$2.0B AUM | 1.61% | $32M | 333.3K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $31M | 328.0K | Q1 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.10% | $29M | 306.8K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.15% | $29M | 302.4K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.12% | $29M | 301.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $28M | 292.3K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $27M | 289.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $27M | 282.8K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $27M | 282.7K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $27M | 280.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $26M | 310.4K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $24M | 257.4K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $23M | 245.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 222.6K | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.18% | $21M | 221.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $21M | 217.7K | Q1 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.42% | $20M | 211.1K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $19M | 202.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19M | 202.6K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.03% | $18M | 193.8K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.03% | $18M | 188.8K | Q1 2026 |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.46% | $17M | 180.7K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.09% | $17M | 180.4K | Q1 2026 |
| Granahan Investment Management, LLC$2.1B AUM | 0.79% | $16M | 171.4K | Q1 2026 |
| Penn Capital Management Company, LLC$1.3B AUM | 1.23% | $16M | 166.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 143.7K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.02% | $13M | 141.7K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.20% | $13M | 140.2K | Q1 2026 |
| Hodges Capital Management Inc.$1.2B AUM | 1.09% | $13M | 138.7K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 135.5K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $13M | 133.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 124.9K | Q1 2026 |
| Highlander Partners, L.P.$256M AUM | 4.60% | $12M | 123.8K | Q1 2026 |
| BANC FUNDS CO LLC$537M AUM | 2.12% | $11M | 119.8K | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 0.70% | $11M | 119.0K | Q1 2026 |
| Tieton Capital Management, LLC$299M AUM | 3.74% | $11M | 117.5K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $11M | 116.9K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $11M | 111.8K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.04% | $10M | 115.6K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 109.5K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.08% | $10M | 107.3K | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $10M | 101.7K | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $10M | 100.4K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $9M | 103.0K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $9M | 93.2K | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 1.31% | $8M | 87.6K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 86.8K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 86.3K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $8M | 79.2K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 78.9K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $7M | 77.0K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.05% | $7M | 76.2K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $7M | 71.6K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.22% | $7M | 70.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 68.8K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.06% | $6M | 74.8K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $6M | 66.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $6M | 65.4K | Q1 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.20% | $6M | 65.0K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $6M | 64.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $6M | 63.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 62.0K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 58.2K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.01% | $5M | 59.8K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 56.0K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 55.4K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 54.2K | Q1 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.19% | $5M | 53.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $5M | 52.2K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 50.9K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $5M | 50.1K | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.13% | $5M | 49.7K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 49.5K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $5M | 48.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 46.5K | Q1 2026 |
| OSSIAM$5.7B AUM | 0.08% | $4M | 45.8K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 45.5K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 45.3K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $4M | 50.0K | Q3 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $4M | 44.5K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 43.0K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.03% | $4M | 42.6K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.19% | $4M | 44.1K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 41.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 41.8K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.01% | $4M | 41.4K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 41.2K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 39.4K | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.02% | $4M | 40.4K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.06% | $3M | 43.0K | Q2 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $3M | 35.1K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 34.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 33.2K | Q1 2026 |
| North Reef Capital Management LP$2.9B AUM | 0.13% | $3M | 34.6K | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $3M | 32.7K | Q1 2026 |
| Gimbel Daniel Scott$435M AUM | 0.71% | $3M | 32.5K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $3M | 32.1K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.41% | $3M | 28.8K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.15% | $3M | 29.8K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $3M | 29.7K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 27.3K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $2M | 25.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 25.6K | Q1 2026 |
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 1.96% | $2M | 28.7K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 24.6K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 23.4K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.12% | $2M | 23.0K | Q1 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 22.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 22.7K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 23.7K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.02% | $2M | 23.0K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 21.5K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.36% | $2M | 21.1K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $2M | 21.7K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 20.6K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.30% | $2M | 20.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 19.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 19.6K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.09% | $2M | 21.9K | Q3 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.09% | $2M | 21.9K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 19.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 19.2K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $2M | 19.1K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 17.6K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 18.4K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.17% | $2M | 18.3K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 18.2K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 18.2K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.16% | $2M | 17.4K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.08% | $2M | 17.2K | Q1 2026 |
| LBJ Family Wealth Advisors, Ltd.$171M AUM | 0.95% | $2M | 17.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 17.0K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 16.9K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 16.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 15.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 15.4K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 15.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $1M | 15.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 15.2K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 14.7K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $1M | 14.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $1M | 14.7K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 14.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 14.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 13.4K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 13.3K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 13.0K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 12.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 12.9K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 12.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 13.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $1M | 12.3K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.07% | $1M | 13.8K | Q3 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 12.2K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 12.0K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.02% | $1M | 14.3K | Q2 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $1M | 12.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 11.7K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 11.5K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 11.4K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $1M | 11.4K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 12.6K | Q3 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 11.1K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 11.0K | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 10.7K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 10.5K | Q1 2026 |
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 0.93% | $953,000 | 10.0K | Q1 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM | 0.03% | $939,000 | 9.9K | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $938,932 | 9.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $938,025 | 9.9K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.07% | $914,738 | 9.6K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.07% | $910,374 | 9.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $893,000 | 9.4K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.13% | $863,661 | 9.5K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $852,971 | 9.0K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.12% | $840,392 | 9.3K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.07% | $836,771 | 9.2K | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $831,248 | 9.2K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $815,399 | 8.6K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.24% | $811,034 | 8.5K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $771,660 | 8.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $737,448 | 8.1K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $733,551 | 8.7K | Q3 2025OLDER |
| Argent Advisors, Inc.$366M AUM | 0.20% | $730,296 | 8.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $729,000 | 7.7K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $709,883 | 8.4K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $709,608 | 7.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $701,353 | 7.4K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.02% | $683,214 | 7.5K | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.08% | $664,065 | 7.0K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $660,744 | 7.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $645,184 | 6.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $642,150 | 6.8K | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 0.01% | $634,000 | 6.7K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.22% | $618,207 | 6.8K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $600,685 | 6.3K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $597,000 | 6.3K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $596,605 | 6.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $579,310 | 6.1K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.04% | $573,484 | 6.8K | Q3 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.24% | $569,280 | 6.0K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $568,047 | 6.0K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $529,241 | 5.6K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.08% | $529,146 | 5.6K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $512,257 | 5.4K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.02% | $504,000 | 5.6K | Q4 2025OLDER |
| Pacer Advisors, Inc.$35.6B AUM | 0.00% | $499,000 | 5.3K | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.04% | $493,376 | 5.2K | Q1 2026 |
| Sendero Wealth Management, LLC$904M AUM | 0.05% | $493,376 | 5.2K | Q1 2026 |
| Optimize Financial Inc$203M AUM | 0.24% | $491,858 | 5.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $488,442 | 5.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $483,000 | 5.1K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $475,790 | 4.9K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $452,578 | 4.8K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $417,187 | 4.4K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $410,356 | 4.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $399,445 | 4.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $392,234 | 4.1K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.05% | $390,046 | 4.3K | Q4 2025OLDER |
| Versor Investments LP$41M AUM | 0.06% | $389,322 | 4.3K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $388,929 | 4.1K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $386,636 | 4.1K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $386,515 | 4.3K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.09% | $379,425 | 4.0K | Q1 2026 |
| PharVision Advisers, LLC$10M AUM | 0.21% | $377,849 | 4.5K | Q3 2025OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.04% | $376,194 | 4.2K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $366,331 | 3.9K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $364,244 | 3.8K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.21% | $361,074 | 4.0K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $359,737 | 3.8K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $351,983 | 4.2K | Q3 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $350,392 | 3.7K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $348,779 | 3.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $345,932 | 3.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $341,948 | 3.6K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $334,907 | 3.7K | Q4 2025OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 0.03% | $332,080 | 3.5K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.02% | $329,000 | 3.5K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $321,806 | 3.8K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $321,548 | 3.4K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $313,765 | 3.7K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $310,163 | 3.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $310,000 | 3.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $309,974 | 3.3K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.07% | $304,667 | 3.4K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $302,857 | 3.2K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.09% | $299,726 | 3.2K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $293,145 | 3.7K | Q2 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $290,807 | 3.1K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $289,909 | 3.2K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $287,676 | 3.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $281,228 | 3.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $280,917 | 3.5K | Q2 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $272,706 | 3.0K | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $266,233 | 2.8K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $265,759 | 2.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $264,558 | 2.9K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $262,248 | 2.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $260,356 | 2.8K | Q4 2025OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.07% | $253,603 | 2.8K | Q4 2025OLDER |
| NJ State Employees Deferred Compensation Plan$0 AUM | 0.03% | $253,590 | 3.0K | Q3 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $247,728 | 3.1K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $241,613 | 3.0K | Q2 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $239,065 | 2.5K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $237,200 | 2.5K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $235,397 | 2.5K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $233,879 | 2.5K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $232,836 | 2.5K | Q1 2026 |
| 111 Capital$406M AUM | 0.04% | $231,769 | 2.9K | Q2 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $231,507 | 2.4K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $231,317 | 2.4K | Q1 2026 |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.00% | $227,712 | 2.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $225,264 | 2.5K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.09% | $224,702 | 2.8K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $223,920 | 2.6K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $223,749 | 2.8K | Q2 2025OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.01% | $218,224 | 2.3K | Q1 2026 |
| Olympiad Research LP$33M AUM | 0.35% | $212,792 | 2.7K | Q2 2025OLDER |
| Advantage Alpha Capital Partners LP$0 AUM | 0.06% | $210,480 | 2.5K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $209,210 | 2.2K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $208,424 | 2.3K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $206,458 | 2.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $205,605 | 2.2K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $196,781 | 2.1K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $189,760 | 2.0K | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 0.08% | $164,000 | 1.9K | Q3 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.02% | $150,005 | 1.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $149,247 | 1.6K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $142,699 | 1.5K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $142,415 | 1.5K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $131,000 | 1.4K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $123,818 | 1.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $123,066 | 1.3K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $121,977 | 1.4K | Q3 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $114,261 | 1.3K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $114,141 | 1.2K | Q1 2026 |
| Bayforest Capital Ltd$89M AUM | 0.12% | $109,492 | 1.2K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $108,000 | 1.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $107,404 | 1.1K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $107,109 | 1.2K | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $103,299 | 1.3K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $102,186 | 1.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $86,737 | 958 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $83,780 | 883 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $83,210 | 877 | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $75,904 | 800 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.02% | $75,715 | 798 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $72,109 | 760 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $71,346 | 788 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $70,021 | 738 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $68,314 | 720 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $66,890 | 705 | Q1 2026 |
| WESTPAC BANKING CORP$1.4B AUM | 0.00% | $58,161 | 613 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $57,592 | 607 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $55,979 | 590 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $55,621 | 658 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $53,308 | 575 | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.01% | $51,000 | 609 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $42,791 | 451 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $40,704 | 429 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $40,244 | 420 | Q1 2026 |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $36,216 | 400 | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $35,400 | 391 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $34,347 | 362 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $30,931 | 326 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $29,128 | 307 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $27,162 | 300 | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $25,647 | 323 | Q2 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $19,357 | 229 | Q3 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $18,972 | 198 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $17,649 | 186 | Q1 2026 |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.00% | $16,406 | 181 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,224 | 171 | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $14,000 | 157 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $13,947 | 147 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,850 | 134 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $12,429 | 131 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $12,050 | 127 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $11,386 | 120 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $11,000 | 117 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $10,911 | 115 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $10,000 | 123 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $9,678 | 102 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $9,488 | 100 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,109 | 96 | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $9,054 | 100 | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $9,054 | 100 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $9,045 | 107 | Q3 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $8,944 | 106 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,919 | 94 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $8,917 | 94 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $8,416 | 106 | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $8,160 | 86 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $7,591 | 80 | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $7,496 | 79 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $6,881 | 76 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $6,452 | 68 | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.00% | $6,000 | 76 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $5,504 | 58 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,459 | 47 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,312 | 45 | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $4,270 | 45 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,175 | 44 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,075 | 45 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,795 | 40 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,700 | 39 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,606 | 38 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,381 | 40 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,036 | 32 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,941 | 31 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,846 | 30 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,562 | 27 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,536 | 30 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,461 | 31 | Q2 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $2,087 | 22 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,588 | 20 | Q2 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,424 | 15 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,423 | 15 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,328 | 14 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.00% | $1,191 | 15 | Q2 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,139 | 12 | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,138 | 12 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $1,087 | 12 | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,044 | 11 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $1,044 | 11 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $949 | 10 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $905 | 10 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $794 | 10 | Q2 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $759 | 8 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $664 | 7 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $570 | 6 | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $474 | 5 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $474 | 5 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $380 | 4 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $285 | 3 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $285 | 3 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $190 | 2 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $159 | 2 | Q2 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $95 | 1 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $95 | 1 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $95 | 1 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $95 | 1 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $80 | 1 | Q2 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $78 | 1 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.