WF2WINTRUST FINL CORP
CUSIP 97650W108 · Yahoo Finance ↗ · Google Finance ↗
Wintrust Finl Corp (WF2) has 547 institutional holders in Filings Flow’s 13F database, together reporting 64.48M shares worth $8.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.
Institutional Holders
547
Q1 2026
Reported Value
$8.7B
Ticker
WF2
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lightrock Netherlands B.V.$468M AUM | 5.35% | $25M | 180.4K | Q1 2026OLDER |
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 4.87% | $5M | 35.8K | Q1 2026OLDER |
| Petiole USA ltd$143M AUM | 2.89% | $4M | 29.8K | Q1 2026OLDER |
| Stieven Capital Advisors, L.P.$468M AUM | 2.85% | $13M | 96.1K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 2.34% | $15M | 105.4K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 2.17% | $85M | 610.7K | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 1.96% | $33M | 234.4K | Q1 2026OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 1.93% | $85M | 527.2K | Q2 2026 |
| Phocas Financial Corp.$637M AUM | 1.72% | $11M | 79.1K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 1.71% | $4M | 27.1K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 1.63% | $9M | 65.2K | Q1 2026OLDER |
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 1.54% | $2M | 14.4K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 1.32% | $2M | 14.6K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 1.31% | $21M | 153.5K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 1.21% | $3M | 24.8K | Q1 2026OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 1.17% | $16M | 116.8K | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 1.16% | $23M | 168.9K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.04% | $50M | 356.6K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.96% | $11M | 76.5K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 0.94% | $20M | 152.7K | Q3 2025OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.90% | $85M | 611.6K | Q1 2026OLDER |
| Siena Capital Partners GP, LLC$385M AUM | 0.88% | $3M | 24.3K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.80% | $195M | 1.40M | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.76% | $9M | 64.7K | Q4 2025OLDER |
| Aurora Investment Counsel$180M AUM | 0.71% | $1M | 10.2K | Q3 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.69% | $32M | 233.5K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.68% | $3M | 18.3K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.66% | $64M | 462.0K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.54% | $87M | 626.1K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.48% | $4M | 28.3K | Q3 2025OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.46% | $15M | 106.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.40% | $2M | 12.8K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.38% | $778,203 | 5.6K | Q1 2026OLDER |
| EJF Capital LP$142M AUM | 0.38% | $541,866 | 3.9K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.36% | $41M | 294.7K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.35% | $597,569 | 4.5K | Q3 2025OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.34% | $34M | 246.7K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.31% | $353,602 | 2.5K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.31% | $18M | 126.4K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.30% | $90M | 650.6K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.30% | $9M | 65.0K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.27% | $2M | 12.0K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.27% | $2M | 11.4K | Q2 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.27% | $63M | 455.2K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.26% | $13M | 94.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.26% | $76M | 548.1K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.25% | $1M | 9.2K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.24% | $479,204 | 3.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.23% | $4M | 27.2K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.21% | $29M | 206.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.21% | $4M | 26.1K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.20% | $237,587 | 1.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.19% | $742,988 | 5.6K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.19% | $13M | 94.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.18% | $1M | 9.6K | Q4 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.18% | $459,029 | 3.3K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.18% | $254M | 1.83M | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.18% | $6M | 41.1K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.17% | $231,288 | 1.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.17% | $6M | 40.3K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.17% | $9M | 63.8K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.17% | $730,633 | 4.5K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.16% | $454,473 | 3.3K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.15% | $8M | 59.3K | Q4 2025OLDER |
| Daytona Street Capital LLC$130M AUM | 0.15% | $191,297 | 1.4K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $473,785 | 3.4K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.13% | $482,400 | 3.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.13% | $11M | 80.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.12% | $15M | 111.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.12% | $3M | 23.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.12% | $74M | 530.5K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.12% | $300,249 | 2.2K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.12% | $398,758 | 2.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.12% | $133M | 957.2K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.11% | $4M | 27.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.11% | $28M | 203.6K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.11% | $2M | 13.9K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.11% | $17M | 108.4K | Q2 2026 |
| Aberdeen Group plc$61.9B AUM | 0.11% | $66M | 476.3K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.10% | $1M | 9.1K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.10% | $14M | 102.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.10% | $6M | 37.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.10% | $12M | 88.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.10% | $104M | 745.3K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.10% | $647,183 | 4.7K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.09% | $3M | 24.8K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.09% | $1M | 10.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.09% | $176M | 1.27M | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.09% | $394,729 | 2.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.09% | $4M | 30.6K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.09% | $3M | 18.0K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.09% | $7M | 51.7K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.09% | $404,454 | 2.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $10M | 74.1K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.08% | $8M | 57.7K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.08% | $118M | 848.6K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.08% | $226,582 | 1.6K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.08% | $226,582 | 1.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.08% | $375M | 2.70M | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.08% | $210,090 | 1.5K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.08% | $10M | 74.7K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $789,735 | 5.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $5M | 34.7K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.07% | $159,115 | 1.1K | Q4 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.07% | $217,441 | 1.6K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.07% | $24M | 176.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.07% | $659,965 | 4.8K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.07% | $305,888 | 2.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.07% | $39M | 282.4K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.06% | $46M | 332.4K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.06% | $995,505 | 7.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $3M | 24.3K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.06% | $779,398 | 5.6K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.06% | $258,871 | 2.0K | Q3 2025OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.06% | $1M | 8.7K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.06% | $410,846 | 3.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.06% | $24M | 170.8K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.06% | $683,722 | 4.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.05% | $226,605 | 1.7K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $2M | 12.3K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.05% | $455,649 | 2.8K | Q2 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.05% | $8M | 54.2K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.05% | $6M | 48.0K | Q3 2025OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.05% | $271,766 | 2.0K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.05% | $60,439 | 435 | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.05% | $3M | 18.8K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $227,611 | 1.6K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.05% | $223,810 | 1.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $143,526 | 1.0K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.05% | $221,959 | 1.6K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.05% | $41M | 293.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.05% | $3M | 19.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.05% | $73M | 525.9K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.05% | $2M | 11.5K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.05% | $439,467 | 3.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $378,768 | 2.6K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $266,348 | 1.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 36.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.04% | $19M | 134.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $814,049 | 5.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $737,515 | 5.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.04% | $97M | 698.9K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.04% | $204,659 | 1.5K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.04% | $257,039 | 1.9K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.04% | $37M | 266.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $734M | 5.29M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.04% | $50M | 358.1K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.04% | $53,680 | 334 | Q2 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.04% | $11M | 82.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.04% | $79M | 570.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 9.1K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.04% | $210,494 | 1.5K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.04% | $24M | 172.1K | Q4 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.04% | $4M | 26.8K | Q3 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $56,269 | 405 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $21M | 147.1K | Q1 2026OLDER |
| Financial Advisory Corp$754M AUM | 0.03% | $259,017 | 1.6K | Q2 2026 |
| STRS OHIO$25.2B AUM | 0.03% | $8M | 60.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 28.1K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.03% | $3M | 20.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $393,453 | 2.8K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 30.2K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $678,583 | 4.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 19.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 15.0K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.03% | $473,709 | 3.4K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.03% | $419,460 | 3.0K | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.03% | $125M | 902.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.03% | $190M | 1.37M | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 14.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.03% | $48,351 | 348 | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $238,421 | 1.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $85M | 606.0K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.03% | $680,528 | 4.9K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $10M | 74.2K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $498M | 3.59M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.03% | $8M | 58.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $988,107 | 7.1K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $2M | 16.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $544,984 | 3.9K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $2M | 13.7K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $16M | 117.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $635,789 | 4.6K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $533,946 | 3.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 15.9K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $212,946 | 1.5K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 10.3K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $28M | 198.3K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.02% | $4M | 28.0K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $44,000 | 318 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $5M | 32.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $7M | 49.1K | Q4 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.02% | $208,410 | 1.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $344,449 | 2.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $574,929 | 4.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $700,298 | 5.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 10.7K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $116M | 832.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $5M | 38.7K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $62M | 443.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.02% | $384,725 | 2.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $18M | 132.8K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.02% | $4M | 27.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $39M | 281.1K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $86,591 | 623 | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $15M | 107.1K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.02% | $414,272 | 3.1K | Q3 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 34.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 35.3K | Q4 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $207,437 | 1.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $216,651 | 1.3K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $372,909 | 2.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $3M | 21.3K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 33.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $253,148 | 1.8K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.02% | $19,174 | 138 | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $221,749 | 1.6K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $202,297 | 1.5K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 15.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $112M | 807.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 11.3K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $333,873 | 2.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 18.8K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $672,576 | 4.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $609,252 | 4.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $59M | 422.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $875M | 6.30M | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $83M | 595.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $873,238 | 6.3K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.02% | $2M | 14.2K | Q3 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $385,386 | 2.8K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $3M | 18.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $58M | 415.6K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $1M | 10.8K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $208,410 | 1.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $109M | 787.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $315,205 | 2.3K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $4M | 28.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $8M | 54.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 319.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $943M | 6.75M | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $229,894 | 1.6K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $364,834 | 2.3K | Q2 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $296,360 | 2.1K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $22M | 156.1K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $375,136 | 2.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $359M | 2.59M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 25.7K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $6M | 45.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 16.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 16.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 15.8K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $282,820 | 2.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $20,702 | 149 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $719,430 | 5.2K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $268,015 | 1.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $11M | 78.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 30.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $907,834 | 6.5K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $15M | 108.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 8.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $183M | 1.32M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $7M | 49.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $23M | 174.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.01% | $18,896 | 136 | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $214,662 | 1.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $18M | 132.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $455,551 | 3.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $137,829 | 992 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $420M | 3.03M | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $52,550 | 378 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $142M | 1.02M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $291,496 | 2.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $29,256 | 211 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $7M | 50.8K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $412,791 | 3.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $293,997 | 2.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $241,703 | 1.8K | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $269,127 | 1.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $501,834 | 3.6K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $35,291 | 254 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $35M | 254.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $771,535 | 5.6K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 8.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $415,431 | 3.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 18.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 17.2K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.01% | $777,399 | 5.6K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $298,457 | 1.9K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $397,544 | 2.7K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $354,714 | 2.6K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $31,459 | 225 | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $4M | 28.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $568,355 | 4.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $308,387 | 2.2K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $38,487 | 277 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $5M | 36.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $331,789 | 2.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $421,266 | 3.0K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.01% | $272,045 | 2.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $527,328 | 3.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 31.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.01% | $60M | 431.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $71M | 510.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $708,183 | 5.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 11.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $372,915 | 2.7K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.01% | $277,880 | 2.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 14.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $259,546 | 1.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 8.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $9M | 64.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $112,699 | 851 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $428,012 | 3.1K | Q4 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $281,215 | 2.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $73,221 | 527 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $531,446 | 3.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 18.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $16M | 117.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 17.7K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $237,275 | 1.7K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $11M | 78.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 14.8K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 12.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $388,562 | 2.6K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $19,067 | 144 | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 53.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 16.0K | Q4 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $306,780 | 2.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 7.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $20,841 | 150 | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $666,078 | 4.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 43.8K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $32,234 | 232 | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $284,966 | 2.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $292,747 | 2.1K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,614 | 62 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 45.6K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $14,589 | 105 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $97M | 722.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $95,174 | 685 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $166,545 | 1.2K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $621,938 | 4.7K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $35,708 | 257 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $369,409 | 2.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $25M | 176.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $5M | 33.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $38M | 271.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $6M | 46.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $562,365 | 4.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $223,832 | 1.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 7.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 17.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $1M | 7.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $335,262 | 2.4K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $479,343 | 3.5K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $42,381 | 320 | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $274,962 | 2.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $259,110 | 1.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $930,898 | 6.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $620,198 | 4.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $371,405 | 2.7K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $315,116 | 2.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $261,486 | 1.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $364,371 | 2.6K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $21M | 154.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $14,787 | 92 | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $904,167 | 6.8K | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 8.3K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 22.6K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $15M | 111.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $423,490 | 3.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $200,351 | 1.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 112.4K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $23,787 | 148 | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,568 | 54 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $25M | 180.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $67M | 481.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $498,241 | 3.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $800,989 | 5.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 19.8K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $373,672 | 2.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $54,326 | 391 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $49,108 | 354 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $88,646 | 634 | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $6,670 | 48 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 18.6K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $59,463 | 428 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19M | 135.6K | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $12,783 | 92 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $19,313 | 139 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $22,336 | 160 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $4,768 | 36 | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,292 | 45 | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $226,333 | 1.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $354,436 | 2.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $265,236 | 1.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 52.7K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $148,944 | 1.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $578,836 | 4.2K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $21,455 | 162 | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $5M | 38.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 19.2K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $360,596 | 2.6K | Q4 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $5,141 | 37 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 86.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $75,600 | 566 | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $342,839 | 2.5K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $9,448 | 68 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 18.2K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $71,253 | 538 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $9,865 | 71 | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $2,751 | 19 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $11,885 | 85 | Q2 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $368,885 | 2.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $16,118 | 116 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $6,530 | 47 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $173,675 | 1.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $452,617 | 3.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $528,806 | 3.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $135,693 | 976 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $183,540 | 1.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $28,311 | 203 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,765 | 84 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $213,690 | 1.5K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9,587 | 69 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $649,546 | 4.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $209,612 | 1.5K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $397,508 | 2.8K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,501 | 18 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $258,984 | 1.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $14,172 | 102 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $108,202 | 771 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $501,253 | 3.6K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $16,598 | 111 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 23.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 90.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,131 | 51 | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $389,400 | 2.8K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $8,614 | 62 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $440,162 | 3.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $148,944 | 1.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $23,203 | 167 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $567,529 | 4.1K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 13.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 13.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 11.7K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $449,380 | 3.2K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.00% | $4,307 | 31 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $41,821 | 301 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $491,829 | 3.7K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $927,647 | 6.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $197,977 | 1.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 9.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $330,820 | 2.4K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $209,660 | 1.5K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $5,002 | 36 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $275,242 | 2.0K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $2,501 | 18 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $7,920 | 57 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 33.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 10.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $15,839 | 114 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $993,683 | 7.1K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,567 | 133 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $6,530 | 47 | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.00% | $6,530 | 47 | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $455,029 | 3.3K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $3,234 | 23 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $328,593 | 2.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 18.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 10.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $6M | 46.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $210,355 | 1.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $48,628 | 350 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $39,598 | 285 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $789,396 | 5.7K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $13,060 | 94 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $895,724 | 6.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $963,948 | 6.9K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $697,757 | 5.0K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $6,391 | 46 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $39,181 | 282 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $584,660 | 4.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $28,089 | 201 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $4,585 | 33 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $192,710 | 1.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $576,184 | 4.1K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.00% | $2,377 | 17 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $606,057 | 4.4K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $8,337 | 60 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $7,942 | 57.2K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $3,093 | 23 | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $4,307 | 31 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $31,823 | 198 | Q2 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,447 | 9 | Q2 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $1,831 | 13 | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $1,389 | 10 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $599,109 | 4.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.