WEXWEX INC
CUSIP 96208T104 · Yahoo Finance ↗ · Google Finance ↗
Wex Inc (WEX) has 424 institutional holders in Filings Flow’s 13F database, together reporting 38.67M shares worth $5.8B as of Q1 2026. The largest reported holders are Janus Henderson Group Ltd., Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
424
Q1 2026
Reported Value
$5.8B
Ticker
WEX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Impactive Capital LP$1.4B AUM | 18.95% | $261M | 1.71M | Q1 2026OLDER |
| PAR CAPITAL MANAGEMENT INC$3.5B AUM | 10.00% | $345M | 2.25M | Q1 2026OLDER |
| Solel Partners LP$468M AUM | 5.46% | $26M | 167.0K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 5.34% | $7M | 48.1K | Q4 2025OLDER |
| Sunriver Management LLC$591M AUM | 5.27% | $31M | 203.7K | Q1 2026OLDER |
| SG Capital Management LLC$1.5B AUM | 5.12% | $77M | 503.3K | Q1 2026OLDER |
| Turtle Creek Asset Management Inc.$2.7B AUM | 3.83% | $102M | 669.3K | Q1 2026OLDER |
| Rhino Investment Partners, Inc$359M AUM | 2.61% | $9M | 61.2K | Q1 2026OLDER |
| LONE PEAK GLOBAL INVESTORS LLC$600M AUM | 2.35% | $14M | 92.3K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 2.11% | $3M | 19.0K | Q1 2026OLDER |
| Lightrock Netherlands B.V.$468M AUM | 1.96% | $9M | 60.0K | Q1 2026OLDER |
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 1.94% | $31M | 201.0K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 1.82% | $38M | 248.8K | Q1 2026OLDER |
| LYRICAL ASSET MANAGEMENT LP$6.6B AUM | 1.78% | $116M | 760.9K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 1.68% | $4M | 28.0K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 1.54% | $8M | 49.3K | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 1.54% | $28M | 180.3K | Q1 2026OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 1.10% | $57M | 370.7K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 1.07% | $5M | 30.4K | Q1 2026OLDER |
| EJF Capital LP$142M AUM | 1.00% | $1M | 9.3K | Q1 2026OLDER |
| Incline Global Management LLC$255M AUM | 0.94% | $2M | 15.7K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.91% | $25M | 161.3K | Q1 2026OLDER |
| HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM | 0.91% | $25M | 163.5K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.83% | $73M | 476.1K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.62% | $9M | 56.9K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.60% | $60M | 375.1K | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.58% | $52M | 337.7K | Q1 2026OLDER |
| FORMULA GROWTH LTD$222M AUM | 0.57% | $1M | 8.2K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.56% | $10M | 66.0K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.56% | $135M | 883.0K | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 0.56% | $2M | 15.1K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 0.54% | $1M | 6.5K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.51% | $2M | 10.5K | Q4 2025OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.51% | $3M | 20.0K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.45% | $3M | 17.2K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.38% | $4M | 29.4K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.33% | $2M | 14.3K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.29% | $599M | 3.92M | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.27% | $254M | 1.66M | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.25% | $323,374 | 2.1K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.24% | $557,525 | 3.6K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.24% | $2M | 10.2K | Q3 2025OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.23% | $5M | 31.9K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.23% | $554,770 | 3.6K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.21% | $436,164 | 2.9K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.20% | $1M | 8.9K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.20% | $714,210 | 4.8K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.18% | $707,504 | 4.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.18% | $57M | 375.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.18% | $852,867 | 5.4K | Q3 2025OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.17% | $4M | 24.3K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.15% | $339,132 | 2.2K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.12% | $455,600 | 3.0K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.12% | $5M | 31.1K | Q4 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.12% | $298,854 | 2.0K | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.11% | $4M | 24.6K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.11% | $36M | 236.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.11% | $3M | 17.9K | Q3 2025OLDER |
| Benin Management CORP$445M AUM | 0.10% | $465,395 | 3.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.10% | $327,506 | 2.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.09% | $6M | 41.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.09% | $200M | 1.31M | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.09% | $55M | 362.4K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.09% | $2M | 15.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.08% | $91M | 597.6K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.08% | $827,028 | 5.4K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.08% | $2M | 10.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.08% | $17M | 108.0K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.08% | $589,812 | 4.0K | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.07% | $1M | 7.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.07% | $287,978 | 1.9K | Q4 2025OLDER |
| Boit C F David$225M AUM | 0.07% | $161,880 | 1.0K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.07% | $9M | 57.3K | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.06% | $4M | 27.7K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.06% | $765,200 | 5.0K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.06% | $2M | 11.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.06% | $2M | 12.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.05% | $33M | 212.9K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.05% | $206,758 | 1.4K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.05% | $4M | 28.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.05% | $633,907 | 4.1K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.05% | $489,159 | 3.5K | Q2 2026 |
| INCEPTIONR LLC$415M AUM | 0.05% | $210,277 | 1.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.05% | $1M | 7.9K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.05% | $400,200 | 2.6K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.05% | $232,573 | 1.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 6.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.05% | $35M | 231.9K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.05% | $320,754 | 2.2K | Q4 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.05% | $831,007 | 5.4K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.04% | $361,787 | 2.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 21.3K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.04% | $390,099 | 2.5K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.04% | $214,713 | 1.4K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.04% | $298,887 | 2.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $795,655 | 5.2K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.04% | $221,682 | 1.5K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.04% | $323,680 | 2.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 31.3K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 8.1K | Q4 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $460,659 | 3.3K | Q2 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.04% | $27M | 175.1K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.04% | $6M | 40.0K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $211,501 | 1.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $585,193 | 3.9K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.03% | $818,369 | 5.2K | Q3 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.03% | $961,091 | 6.3K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.03% | $9M | 57.9K | Q4 2025OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.03% | $806,727 | 5.4K | Q4 2025OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.03% | $425,016 | 2.7K | Q3 2025OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 0.03% | $374,948 | 2.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $2M | 15.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 9.9K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.03% | $256,189 | 1.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $18M | 120.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $316,793 | 2.1K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.02% | $551,403 | 3.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $34,657 | 220 | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $969,202 | 6.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $31M | 201.7K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $27,853 | 182 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 13.1K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $684,450 | 3.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $105M | 686.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $442,439 | 2.9K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $6M | 42.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $230,631 | 1.5K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $550,485 | 3.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $18M | 122.8K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $738,343 | 4.7K | Q3 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $27,936 | 198 | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $893,397 | 4.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 8.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 14.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 31.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $315M | 2.11M | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $486,208 | 3.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $680,875 | 4.4K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.02% | $31,882 | 214 | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 10.0K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.02% | $426,063 | 2.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 7.7K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $218,016 | 1.4K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $3M | 20.0K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $4M | 26.8K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.02% | $81,409 | 577 | Q2 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $323,374 | 2.1K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.02% | $73,459 | 480 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $240,233 | 1.5K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $692,354 | 4.5K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.02% | $252,516 | 1.6K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $243,334 | 1.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $391,323 | 2.6K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.02% | $42,086 | 275 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $7M | 43.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $226,288 | 1.7K | Q4 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $222,826 | 1.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $1M | 7.0K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.01% | $18M | 116.8K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.01% | $207,953 | 1.3K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $16M | 105.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 17.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $275,315 | 1.8K | Q4 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $282,359 | 1.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $227M | 1.48M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 28.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $153,434 | 974 | Q3 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $71,011 | 464 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $73M | 478.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 51.4K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $239,867 | 1.5K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $2M | 10.2K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $349,209 | 2.3K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $914,290 | 6.1K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $321,537 | 2.1K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $27,028 | 184 | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.01% | $34,814 | 221 | Q3 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $201,094 | 1.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $220,378 | 1.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $188M | 1.23M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $879,521 | 5.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $18,212 | 119 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 54.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 19.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $232,200 | 1.5K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $126M | 823.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $118,454 | 774 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $507,328 | 3.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $288,033 | 1.9K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $47M | 307.4K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 30.1K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 14.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $251,777 | 1.7K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $30,455 | 199 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $33M | 213.7K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $976,089 | 6.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $475M | 3.11M | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $92,414 | 655 | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $476,414 | 3.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 18.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $923,902 | 6.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $186,403 | 1.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $260,475 | 1.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 28.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 9.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 7.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $16M | 106.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $925,891 | 6.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 25.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $46M | 298.1K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $12M | 76.6K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $3M | 22.9K | Q4 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $264,453 | 1.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 25.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 13.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $230,172 | 1.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $229,863 | 1.5K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $480M | 3.22M | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $305,774 | 2.0K | Q1 2026OLDER |
| Cache Advisors, LLC$866M AUM | 0.01% | $59,533 | 389 | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $205,892 | 1.3K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $308,988 | 2.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $51M | 332.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $3M | 19.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 8.6K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 11.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 8.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $44M | 289.8K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 0.01% | $22,344 | 146 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $36M | 232.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $520,489 | 3.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 76.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $100M | 655.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 38.2K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $798,384 | 5.4K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $321,350 | 2.2K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,013 | 108 | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $236M | 1.54M | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $589,663 | 3.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $167M | 1.09M | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $283,430 | 1.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $8M | 52.4K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.01% | $5M | 35.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $10M | 64.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $437,541 | 2.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $517,888 | 3.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $3M | 22.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $680,416 | 4.4K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $595,175 | 4.0K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 19.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $419,177 | 2.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $673,223 | 4.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 25.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $711,942 | 4.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $177,526 | 1.2K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $329,496 | 2.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $240,233 | 1.5K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 17.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $11,325 | 74 | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $32M | 211.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 7.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $81,417 | 532 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $113,577 | 805 | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $768,108 | 5.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $23,568 | 154 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $224,816 | 1.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $134,217 | 877 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 30.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19M | 125.6K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $53,614 | 380 | Q2 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $399,587 | 2.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1M | 7.4K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $224,204 | 1.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 91.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 8.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 11.1K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $6,581 | 43 | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $370,811 | 2.5K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $1M | 8.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $188,248 | 1.2K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 26.2K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $27,854 | 182 | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $224,510 | 1.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $52M | 338.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 70.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $113,647 | 743 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 18.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $163,141 | 1.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 75.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 14.3K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $202,584 | 1.3K | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $1M | 6.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $26M | 166.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $26M | 170.3K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $41,015 | 268 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $569,462 | 3.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $12M | 79.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $569,768 | 3.7K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $274,554 | 1.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $45,912 | 300 | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $280,063 | 1.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $74,696 | 487 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $14,845 | 97 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $192,524 | 1.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $16,239 | 109 | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $397,598 | 2.6K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $54,329 | 355 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,767 | 32 | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $38,260 | 250 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 14.0K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $9,548 | 65 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $227,046 | 1.5K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $298,122 | 1.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $453,764 | 3.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $539,926 | 3.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 20.6K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $310,212 | 2.0K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $3M | 16.6K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $394,141 | 2.5K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $201,248 | 1.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 42.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $486,821 | 3.2K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 7.5K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $2,449 | 16 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 83.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $2,831 | 19 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $286,338 | 1.9K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $735,204 | 4.8K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $15,304 | 100 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $39,790 | 260 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $335,311 | 2.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $473,659 | 3.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 43.6K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.00% | $3,367 | 22 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 18.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 20.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $262,617 | 1.7K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $448,407 | 2.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $646,747 | 4.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 44.3K | Q2 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $267,801 | 1.7K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $77,347 | 491 | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $2,755 | 18 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 14.2K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $251,292 | 1.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $85,090 | 556 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $129,931 | 849 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $417,799 | 2.7K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $642,768 | 4.2K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,061 | 20 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $15,637 | 104 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 16.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 16.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $109,913 | 731 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $49,738 | 325 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 11.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,511 | 30 | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $238,436 | 1.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 9.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $218,695 | 1.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $242,262 | 1.6K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $819,590 | 5.4K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $241,650 | 1.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $17,878 | 120 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 20.8K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,673 | 24 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $768,873 | 5.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $582,470 | 3.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $433,383 | 2.9K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 14.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,438 | 29 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $670,086 | 4.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $382,141 | 2.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,428 | 42 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,072 | 7 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 16.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $470,904 | 3.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $5,376 | 35.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $201,859 | 1.3K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $206,522 | 1.3K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $24,639 | 161 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $325,976 | 2.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $17,906 | 117 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $2,682 | 18 | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,490 | 10 | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $849,066 | 5.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 14.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $918 | 6 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $72,541 | 474 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $795,808 | 5.2K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $765 | 5 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $158,606 | 1.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $124,268 | 812 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $26,667 | 179 | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $1,552 | 11 | Q2 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $3,576 | 24 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,990 | 13 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $290,776 | 1.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 22.6K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $9,237 | 62 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $106,670 | 716 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 15.1K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $389,181 | 2.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $244,992 | 1.7K | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $745 | 5 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,684 | 11 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $305,009 | 2.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,341 | 9 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $265,984 | 1.7K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $14,250 | 101 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $292,766 | 1.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $1,377 | 9 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,733 | 11 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $61,522 | 402 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $79,704 | 535 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,520 | 23 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $841,414 | 5.5K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $210,430 | 1.4K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $459 | 3 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $1,224 | 8 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $14,539 | 95 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $351,992 | 2.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,071 | 7 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,826 | 25 | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $207,684 | 1.5K | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $3,506 | 20 | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $454,528 | 3.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $918 | 6 | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $1,788 | 12 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,980 | 26 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,620 | 11 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,937 | 78 | Q2 2026 |
| Investors Research Corp$523M AUM | 0.00% | $1,071 | 7 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,225 | 8 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $298 | 2 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $35,658 | 233 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $306 | 2 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $74,490 | 500 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $29,384 | 192 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $613 | 4 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,836 | 12 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $1,552 | 11 | Q2 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $2,602 | 17 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $94,880 | 620 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $894 | 6 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $575 | 3 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $4,744 | 31 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,224 | 8 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $107,587 | 703 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $238,895 | 1.6K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,225 | 8 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $306 | 2 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $45,912 | 300 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $306 | 2 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $6,887 | 45 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $2,993 | 19 | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $25,711 | 168 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $919 | 6 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,530 | 10 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $2,296 | 15 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $918 | 6 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $21 | 136 | Q3 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $153 | 1 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $11,185 | 71 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $630 | 4 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $918 | 6 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $153 | 1 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $459 | 3 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $153 | 1 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $34,519 | 235 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $766 | 5 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $36,507 | 236 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $37,801 | 247 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $2,277 | 15 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $38,413 | 251 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $153 | 1 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $154 | 1 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $630 | 4 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,275 | 41 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $459 | 3 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,377 | 9 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $612 | 4 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $7,746 | 52 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $153 | 1 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $745 | 5 | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $119 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.