VVVVALVOLINE INC
CUSIP 92047W101 · Yahoo Finance ↗ · Google Finance ↗
Valvoline Inc (VVV) has 411 institutional holders in Filings Flow’s 13F database, together reporting 148.91M shares worth $4.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wasatch Advisors LP.
Institutional Holders
411
Q1 2026
Reported Value
$4.9B
Ticker
VVV
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Alua Capital Management LP$1.1B AUM | 10.29% | $117M | 3.47M | Q1 2026OLDER |
| Tensile Capital Management LP$698M AUM | 10.12% | $71M | 2.10M | Q1 2026OLDER |
| Vision One Management Partners, LP$232M AUM | 8.45% | $20M | 582.2K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 4.79% | $5M | 153.8K | Q1 2026OLDER |
| SCOPIA CAPITAL MANAGEMENT LP$146M AUM | 4.70% | $7M | 203.4K | Q1 2026OLDER |
| HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM | 3.85% | $106M | 3.15M | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 2.54% | $99M | 2.94M | Q1 2026OLDER |
| MAC Alpha Capital Management, LP$171M AUM | 2.24% | $4M | 114.3K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 2.07% | $4M | 119.9K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 2.02% | $163M | 4.83M | Q1 2026OLDER |
| Lane Generational LLC$126M AUM | 1.98% | $2M | 75.1K | Q4 2025OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 1.79% | $269M | 8.00M | Q1 2026OLDER |
| Bayberry Capital Partners LP$323M AUM | 1.78% | $7M | 208.4K | Q3 2025OLDER |
| COOKE & BIELER LP$8.8B AUM | 1.57% | $139M | 4.12M | Q1 2026OLDER |
| Resolute Capital Asset Partners LLC$190M AUM | 1.33% | $3M | 75.0K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 1.28% | $60M | 1.79M | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.15% | $19M | 549.0K | Q1 2026OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 1.12% | $58M | 1.72M | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 1.03% | $21M | 623.0K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.97% | $97M | 2.88M | Q1 2026OLDER |
| Charter Oak Advisors LP$165M AUM | 0.94% | $2M | 46.2K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.85% | $72M | 2.00M | Q3 2025OLDER |
| VELA Investment Management, LLC$436M AUM | 0.84% | $4M | 108.8K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.71% | $1M | 35.5K | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 0.61% | $8M | 246.1K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.60% | $61M | 1.80M | Q1 2026OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.53% | $31M | 934.5K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.49% | $538,947 | 16.0K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.49% | $659,353 | 19.6K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.46% | $2M | 50.5K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.43% | $34M | 1.01M | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.39% | $3M | 93.6K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.30% | $2M | 52.7K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.30% | $8M | 236.4K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.28% | $726,747 | 21.6K | Q1 2026OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 0.27% | $2M | 56.0K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.24% | $16M | 396.1K | Q2 2026 |
| Mawer Investment Management Ltd.$15.4B AUM | 0.24% | $37M | 1.09M | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.23% | $3M | 92.3K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.23% | $222M | 6.58M | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.23% | $323,190 | 9.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.22% | $1M | 41.0K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.21% | $5M | 150.0K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.21% | $2M | 69.5K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.19% | $320,533 | 8.9K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.17% | $21M | 612.4K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.16% | $11M | 340.6K | Q1 2026OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.16% | $3M | 80.3K | Q3 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.15% | $439,395 | 12.2K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.15% | $520,322 | 15.4K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.15% | $498,088 | 17.1K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.14% | $20M | 583.2K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.14% | $955,266 | 28.4K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.13% | $9M | 264.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.13% | $795,545 | 20.1K | Q2 2026 |
| Sendero Wealth Management, LLC$904M AUM | 0.12% | $1M | 32.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.12% | $88M | 2.61M | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.12% | $476,437 | 14.1K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.12% | $348,891 | 10.4K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.11% | $207,670 | 6.2K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.11% | $221,177 | 6.6K | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 0.11% | $46M | 1.36M | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.11% | $969,311 | 28.8K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.11% | $202,080 | 6.0K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.11% | $3M | 80.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.11% | $27M | 792.1K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.11% | $300,156 | 8.9K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.11% | $1M | 42.1K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.11% | $32M | 958.3K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.10% | $5M | 142.2K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.10% | $206,088 | 6.1K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 0.10% | $804,278 | 23.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.10% | $903,819 | 25.2K | Q3 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.09% | $673,176 | 23.2K | Q4 2025OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.09% | $970,919 | 28.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.08% | $716,441 | 21.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.08% | $50M | 1.71M | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.08% | $3M | 88.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.08% | $17M | 474.8K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $278,860 | 9.6K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.08% | $2M | 69.6K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.08% | $2M | 49.3K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.07% | $308,273 | 9.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.07% | $1,930 | 53.7K | Q3 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.07% | $1M | 37.4K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.07% | $53M | 1.59M | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.07% | $42M | 1.24M | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $13M | 399.1K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.07% | $3M | 90.0K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.07% | $297,499 | 7.5K | Q2 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.06% | $1M | 30.4K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $260,986 | 7.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.06% | $13M | 388.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.06% | $82M | 2.44M | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.06% | $2M | 67.7K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.06% | $5M | 151.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.06% | $57M | 1.69M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 86.6K | Q4 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.06% | $3M | 87.0K | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $1M | 37.9K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.05% | $1M | 34.6K | Q3 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.05% | $2M | 54.4K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.05% | $3M | 94.4K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $595,675 | 16.6K | Q3 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $13M | 400.6K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.04% | $66,316 | 2.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $7M | 201.8K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.04% | $49M | 1.46M | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $513,410 | 15.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $29M | 849.1K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.04% | $134,754 | 4.0K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.04% | $363,441 | 10.8K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $33M | 970.8K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 0.04% | $218,851 | 7.5K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.04% | $192M | 5.70M | Q1 2026OLDER |
| Clearline Capital LP$1.9B AUM | 0.04% | $687,005 | 20.4K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $203,248 | 6.1K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.03% | $634,161 | 19.1K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.03% | $3M | 102.5K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.03% | $91,711 | 2.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 68.8K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.03% | $394,056 | 11.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $526,218 | 18.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.03% | $48M | 1.43M | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.03% | $218,482 | 6.5K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.03% | $132,276 | 3.9K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.03% | $3M | 94.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.03% | $24M | 713.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $21M | 621.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 110.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $2M | 69.1K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.03% | $34M | 1.01M | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $2M | 60.5K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $4M | 112.5K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.03% | $318,074 | 9.4K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $346,567 | 10.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $789,931 | 23.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $26M | 772.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 40.7K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $296,815 | 8.6K | Q3 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.02% | $228,788 | 6.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $1M | 34.2K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $698,860 | 20.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 36.9K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.02% | $12M | 349.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.02% | $12M | 368.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $100M | 2.97M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $62,728 | 1.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $689,257 | 19.2K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 48.8K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 157.1K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $208,852 | 5.8K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $211,144 | 5.3K | Q2 2026 |
| Independence Bank of Kentucky$789M AUM | 0.02% | $138,189 | 4.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $609,069 | 18.1K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $901,782 | 26.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.02% | $35M | 1.04M | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $90,296 | 2.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 55.8K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $912,657 | 27.1K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $13M | 352.7K | Q3 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $485,551 | 12.3K | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $5M | 136.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 37.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $960,655 | 28.5K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $9M | 250.0K | Q3 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $344,748 | 10.2K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $22,983 | 640 | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $73,827 | 2.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 82.6K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $971,264 | 28.8K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $316,053 | 9.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $333,809 | 9.8K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $881,338 | 26.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 67.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $437,876 | 15.1K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 34.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $13M | 380.6K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $309,856 | 9.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $17M | 502.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $942,638 | 26.3K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $9M | 255.5K | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $2M | 52.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $194M | 5.75M | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 162.5K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $289,345 | 8.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $24M | 703.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $62,828 | 2.2K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $64M | 1.89M | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $44,794 | 1.3K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $15,954 | 549 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $98,211 | 2.9K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $224,725 | 6.3K | Q3 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.01% | $49,781 | 1.3K | Q2 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 32.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $551,408 | 16.4K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $205,980 | 5.7K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $254,352 | 7.6K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $14M | 465.9K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $28,392 | 843 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 61.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 1.50M | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 58.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $49M | 1.46M | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $3M | 92.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $329,289 | 9.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $415M | 12.32M | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $105,575 | 2.9K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $300,224 | 8.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $996,894 | 29.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $92,284 | 2.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $27M | 805.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $637,327 | 18.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $37M | 1.09M | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $229,024 | 6.8K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $305,074 | 9.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $296,238 | 10.2K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 33.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $410,020 | 12.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 83.1K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $203,461 | 6.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.01% | $23,105 | 686 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $205,819 | 6.1K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $208,924 | 5.8K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 75.1K | Q4 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $259,091 | 7.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $100M | 3.45M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $212,028 | 6.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $42,566 | 1.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $481,725 | 14.3K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 41.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $12M | 349.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 41.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $415,847 | 12.3K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $921,202 | 31.7K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $210,837 | 6.3K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 30.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $351,114 | 10.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $85M | 2.53M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 46.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $358M | 12.32M | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $10M | 286.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $32M | 946.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 140.4K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $253,461 | 8.7K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $935,058 | 27.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $142M | 4.21M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $37M | 1.10M | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.00% | $9,228 | 274 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $193M | 5.73M | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 66.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 239.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 440.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $449,906 | 13.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $606,686 | 20.9K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $19,968 | 505 | Q2 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $11,778 | 328 | Q3 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $203,292 | 6.0K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $259,740 | 7.7K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $339,865 | 10.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 246.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $990,092 | 34.1K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 423.1K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $360,119 | 27.5K | Q2 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $3M | 100.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 62.6K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $895,888 | 26.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $27,718 | 823 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 167.0K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.00% | $216,860 | 6.0K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $487,080 | 14.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 74.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 46.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $974,229 | 28.9K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $27,212 | 758 | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 112.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $285,413 | 8.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $236,469 | 6.6K | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $4,277 | 127 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $41,124 | 1.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $584,834 | 14.8K | Q2 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $978,673 | 29.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $25M | 732.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $25,765 | 765 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $23,540 | 698.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $13M | 387.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $6,779 | 179 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $272,000 | 8.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 90.8K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $263,647 | 7.8K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $7,242 | 215 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $5M | 144.5K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $231,146 | 6.9K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $3M | 87.0K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $581,562 | 16.2K | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $4,345 | 129 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 882.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 59.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 34.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $66,990 | 2.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $56,740 | 1.4K | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $589,533 | 16.4K | Q3 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $18,889 | 526 | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $17,850 | 530 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $315,979 | 9.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $65,636 | 1.7K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 247.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $35M | 1.05M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 50.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 198.9K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.00% | $4,614 | 137 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $19,715 | 549 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $309,099 | 9.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $466,339 | 13.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $335,823 | 10.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $5,231 | 180 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 30.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 32.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $86,337 | 3.0K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $41,657 | 1.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 133.7K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.00% | $2,296 | 79 | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 151.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 182.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $815,157 | 24.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $60,759 | 1.8K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,937 | 49 | Q2 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $216,360 | 6.4K | Q2 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $963,659 | 33.2K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 54.1K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $587,272 | 16.4K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $227,016 | 6.7K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $304,467 | 9.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $332,860 | 9.9K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $13,167 | 333 | Q2 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $238,488 | 7.1K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $55,570 | 1.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,035 | 70 | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $645,714 | 19.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $10,373 | 308 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $289,345 | 8.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $217,607 | 6.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $66,262 | 2.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $2,492 | 74 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $571,005 | 15.9K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $253,767 | 7.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 52.5K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $19,937 | 592 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $65,238 | 1.9K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 31.0K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,295 | 126 | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $6,837 | 203 | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $231,314 | 6.9K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $75,004 | 2.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $3,952 | 136 | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $451,604 | 12.6K | Q3 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $22,538 | 570 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $83,861 | 2.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $636,283 | 18.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $723,716 | 21.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $528,373 | 15.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $801,980 | 23.8K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $212,778 | 7.3K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,615 | 90 | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $203,259 | 6.0K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $16,486 | 567 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $350,865 | 10.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $249,586 | 7.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.00% | $1,542 | 39 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $167,660 | 5.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $2,694 | 80 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 106.3K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $377,974 | 11.2K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $808 | 24 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $944,859 | 28.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 32.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $781,376 | 23.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $20,410 | 606 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $582,466 | 17.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,102 | 389 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,661 | 79 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $340,842 | 10.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,340 | 307 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $284,394 | 8.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $808 | 24 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,301 | 98 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,132 | 93 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 32.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 81.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,228 | 274 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $10,699 | 318 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,311 | 128 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 208.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $291,062 | 8.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $120,204 | 3.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 47.7K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $405,709 | 12.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $277,934 | 8.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $102,354 | 3.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $531,468 | 14.8K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,218 | 386 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,324 | 69 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $5,726 | 170 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,366 | 47 | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $797 | 24 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $242,740 | 7.2K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,718 | 51 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,279 | 38 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 40.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $737,356 | 21.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $147,350 | 4.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $3,326 | 93 | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $3,571 | 106 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $4,580 | 136 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $107,776 | 3.2K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $3,974 | 118 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,760 | 49 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $50,454 | 1.4K | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,964 | 88 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $963,316 | 28.6K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $3,237 | 96 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $977 | 29 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $12,091 | 359 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 61.9K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,119 | 152 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $489,674 | 14.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $15,526 | 461 | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $408 | 12 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $370 | 11 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $370 | 11 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $539 | 15 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,156 | 64 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $228,923 | 6.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $464,919 | 13.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $202 | 6 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,840 | 114 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $349 | 12 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $143,241 | 4.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $697,850 | 20.7K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $809 | 24 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,221 | 34 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $640 | 19 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,738 | 111 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $552 | 17 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $11,922 | 332 | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $304 | 9 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $506 | 15 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $15,830 | 470 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,411 | 95 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $20,545 | 610 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $82,134 | 2.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $144 | 4 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,005 | 28 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,384 | 35 | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $573 | 17 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,005 | 28 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $14,530 | 500 | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $8 | 211 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $109 | 3 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,580 | 136 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,917 | 146 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $169 | 5 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $436 | 15 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $180 | 5 | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $40 | 1 | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $34 | 1 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,179 | 35 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $337 | 10 | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $10 | 342 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $6,197 | 184 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $36 | 1 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $161 | 5 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.