AEISADVANCED ENERGY INDS
CUSIP 007973100 · Yahoo Finance ↗ · Google Finance ↗
Advanced Energy Inds (AEIS) has 573 institutional holders in Filings Flow’s 13F database, together reporting 41.01M shares worth $12.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
573
Q1 2026
Reported Value
$12.6B
Ticker
AEIS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Analog Century Management LP$2.1B AUM | 5.00% | $105M | 324.7K | Q1 2026OLDER |
| G2 Investment Partners Management LLC$406M AUM | 4.64% | $19M | 58.4K | Q1 2026OLDER |
| Andar Capital Management HK Ltd$117M AUM | 4.28% | $4M | 18.9K | Q4 2025OLDER |
| Whale Rock Capital Management LLC$7.7B AUM | 4.26% | $330M | 1.02M | Q1 2026OLDER |
| SORA INVESTORS LLC$1.1B AUM | 3.57% | $39M | 120.3K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 3.31% | $5M | 16.8K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 3.24% | $73M | 227.6K | Q1 2026OLDER |
| Green Alpha Advisors, LLC$102M AUM | 3.24% | $3M | 10.2K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 3.12% | $13M | 39.1K | Q1 2026OLDER |
| 4D Advisors, LLC$158M AUM | 3.07% | $5M | 15.0K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 3.04% | $49M | 151.4K | Q1 2026OLDER |
| Amanah Holdings Trust$908M AUM | 3.02% | $27M | 85.0K | Q1 2026OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 2.49% | $26M | 79.6K | Q1 2026OLDER |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 2.21% | $12M | 38.3K | Q1 2026OLDER |
| SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM | 2.20% | $15M | 47.1K | Q1 2026OLDER |
| Roubaix Capital, LLC$214M AUM | 2.05% | $4M | 25.9K | Q3 2025OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 1.93% | $8M | 23.7K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 1.91% | $74M | 230.5K | Q1 2026OLDER |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 1.70% | $36M | 111.1K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 1.66% | $14M | 44.6K | Q1 2026OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 1.65% | $85M | 263.4K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 1.63% | $396M | 1.23M | Q1 2026OLDER |
| Senator Investment Group LP$2.2B AUM | 1.48% | $32M | 100.0K | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 1.44% | $54M | 166.4K | Q1 2026OLDER |
| Science & Technology Partners, L.P.$382M AUM | 1.09% | $4M | 12.9K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 1.05% | $3M | 7.8K | Q1 2026OLDER |
| Pier Capital, LLC$606M AUM | 0.99% | $6M | 18.6K | Q1 2026OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 0.94% | $13M | 40.4K | Q1 2026OLDER |
| Ardmore Road Asset Management LP$1.5B AUM | 0.93% | $14M | 44.0K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.86% | $27M | 84.3K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.83% | $12M | 38.5K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.74% | $20M | 61.6K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.71% | $98M | 304.2K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$557M AUM | 0.71% | $4M | 12.2K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 0.70% | $18M | 56.0K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.56% | $5M | 16.8K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.55% | $1M | 3.8K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.51% | $152M | 469.9K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.51% | $4M | 11.2K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.50% | $2M | 6.3K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.50% | $15M | 46.6K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.50% | $5M | 16.9K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.49% | $16M | 50.5K | Q1 2026OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.47% | $16M | 49.2K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.42% | $57M | 177.0K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.42% | $806,775 | 2.5K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.40% | $9M | 29.4K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.37% | $2M | 5.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.37% | $3M | 9.1K | Q1 2026OLDER |
| Tairen Capital Ltd$924M AUM | 0.37% | $3M | 10.5K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.36% | $25M | 77.5K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.35% | $747,604 | 2.0K | Q2 2026 |
| Atom Investors LP$1.4B AUM | 0.35% | $5M | 15.2K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.35% | $56M | 150.5K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.33% | $26M | 79.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.33% | $1M | 6.9K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.31% | $2M | 5.3K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.30% | $2M | 8.4K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.28% | $480,135 | 2.8K | Q3 2025OLDER |
| Baron Wealth Management LLC$386M AUM | 0.28% | $1M | 2.9K | Q2 2026 |
| Brucke Financial, Inc.$197M AUM | 0.26% | $521,822 | 1.6K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.26% | $87M | 268.7K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.25% | $23M | 70.5K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 0.25% | $3M | 9.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.25% | $19M | 59.2K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.24% | $674,152 | 1.8K | Q2 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.24% | $819,361 | 2.5K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.24% | $5M | 14.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.23% | $942,959 | 2.9K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.22% | $763,078 | 4.5K | Q3 2025OLDER |
| Ares Systematic Credit Ltd$123M AUM | 0.21% | $256,478 | 1.2K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.21% | $771,600 | 2.4K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.21% | $2M | 5.0K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.21% | $12M | 37.2K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.20% | $9M | 28.6K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.19% | $7M | 22.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.19% | $2M | 5.2K | Q2 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.19% | $5M | 14.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.19% | $842,573 | 2.4K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.19% | $378,216 | 1.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.18% | $16M | 49.0K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.18% | $16M | 48.2K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.18% | $435,659 | 1.4K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.18% | $3M | 8.1K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.17% | $340,459 | 1.1K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.17% | $384,283 | 1.2K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.17% | $776,315 | 2.1K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.16% | $32M | 99.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.16% | $4M | 11.5K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.16% | $2M | 4.9K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.16% | $608,308 | 1.9K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.16% | $29M | 89.7K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.16% | $744,815 | 2.3K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.15% | $2M | 5.6K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.15% | $678,953 | 2.0K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.15% | $109M | 336.4K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.15% | $686,404 | 2.1K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.14% | $188M | 583.3K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.14% | $541,184 | 1.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.14% | $361,609 | 970 | Q2 2026 |
| ION Fund Management Ltd$707M AUM | 0.14% | $968,130 | 3.0K | Q1 2026OLDER |
| ROBOTTI ROBERT$641M AUM | 0.14% | $877,913 | 2.7K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.14% | $1M | 3.7K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 0.14% | $209,783 | 1.2K | Q3 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.13% | $894,230 | 2.8K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.13% | $365,785 | 981 | Q2 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.13% | $4M | 12.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.12% | $145,220 | 450 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.12% | $86M | 266.6K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.12% | $12M | 37.2K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.11% | $385,298 | 1.1K | Q1 2026OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.10% | $419,523 | 1.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.10% | $3M | 10.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.10% | $423M | 1.31M | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.10% | $985,556 | 3.1K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.09% | $3M | 8.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.09% | $591M | 1.83M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.09% | $52M | 160.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.09% | $163M | 504.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.09% | $4M | 11.7K | Q2 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.09% | $567,970 | 1.8K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.08% | $2M | 10.8K | Q3 2025OLDER |
| Navalign, LLC$396M AUM | 0.08% | $329,241 | 1.0K | Q1 2026OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 0.08% | $3M | 9.2K | Q2 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.08% | $66M | 204.2K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.07% | $543,444 | 1.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $5M | 14.9K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.07% | $262,128 | 703 | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.07% | $460,184 | 1.4K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.07% | $319,160 | 989 | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.07% | $499,232 | 1.5K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.07% | $29M | 98.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.07% | $72M | 223.3K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $495,682 | 1.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $3M | 10.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $415,809 | 2.0K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.06% | $39M | 120.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.06% | $74M | 227.9K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.06% | $657,686 | 2.0K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.06% | $1M | 3.3K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.06% | $2M | 5.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.06% | $4M | 10.9K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.06% | $606,695 | 1.9K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.06% | $108M | 335.6K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.06% | $255,586 | 792 | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.06% | $272,941 | 732 | Q2 2026 |
| Fiera Capital Corp$29.2B AUM | 0.06% | $16M | 51.1K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.06% | $69M | 215.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.06% | $24M | 75.2K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.05% | $267,338 | 828 | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.05% | $615,085 | 1.9K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $280,975 | 1.3K | Q4 2025OLDER |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 0.05% | $2M | 4.8K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.05% | $195,562 | 606 | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.05% | $74,624 | 231.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.05% | $156,499 | 1.6K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.05% | $4M | 19.5K | Q4 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.05% | $870,026 | 2.7K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.05% | $10M | 30.4K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $15M | 46.3K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.05% | $5M | 17.8K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.05% | $134,248 | 416 | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $355,720 | 1.7K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.05% | $2M | 6.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.05% | $7M | 20.6K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.05% | $162,969 | 505 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.05% | $162,969 | 505 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.05% | $1M | 4.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.05% | $94M | 291.4K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.05% | $645,420 | 2.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $475,029 | 1.5K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.04% | $26M | 81.8K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.04% | $153,287 | 475 | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 0.04% | $546,992 | 1.7K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.04% | $224,468 | 602 | Q2 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.04% | $256,554 | 795 | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.04% | $131M | 406.2K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $245,582 | 761 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $210M | 652.1K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.04% | $366,853 | 2.2K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $530,213 | 1.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 16.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $211,464 | 1.0K | Q4 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.04% | $202,649 | 529 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.04% | $172M | 532.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.04% | $4M | 11.1K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.04% | $401,208 | 1.1K | Q2 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.04% | $3M | 8.5K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.04% | $3M | 12.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $372,870 | 1.0K | Q2 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $627,671 | 1.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.04% | $98M | 303.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $31M | 97.4K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $292,481 | 758 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.04% | $748M | 2.32M | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $517,304 | 1.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $347,236 | 1.1K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $277,304 | 859 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.04% | $33M | 195.2K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 6.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 2.8K | Q2 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.04% | $14M | 44.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.04% | $111M | 344.2K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.04% | $557,343 | 2.7K | Q4 2025OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.04% | $4M | 12.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $641,225 | 2.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.04% | $2.1B | 6.47M | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.04% | $45,179 | 140 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.04% | $17M | 53.1K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.04% | $897,779 | 2.8K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.04% | $230,935 | 1.1K | Q4 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.03% | $314,642 | 975 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $4M | 10.9K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.03% | $8M | 26.2K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.03% | $2M | 6.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $47M | 144.8K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $3M | 7.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $37M | 116.0K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.03% | $62,602 | 299 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $11M | 32.4K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.03% | $210,085 | 651 | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.03% | $5M | 25.9K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $349,752 | 938 | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $577,652 | 2.8K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $96M | 457.5K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.03% | $373,616 | 1.0K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 11.2K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.03% | $960,062 | 3.0K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $2M | 10.2K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $403,388 | 1.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $92,295 | 286 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 9.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $63M | 204.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 8.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.03% | $386,642 | 1.2K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.03% | $7M | 22.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $3M | 10.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 3.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.03% | $512M | 1.59M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 16.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $220,734 | 684 | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $8M | 26.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $860,345 | 2.7K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.03% | $829,041 | 2.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.03% | $7M | 22.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $342M | 1.06M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $22M | 68.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 6.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $272,045 | 843 | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.02% | $2M | 11.2K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $24M | 75.3K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $339,168 | 1.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $708,711 | 2.2K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $1M | 5.5K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $568,267 | 3.3K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 4.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $125M | 387.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.02% | $2M | 4.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $364M | 1.12M | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 10.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 17.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $13M | 39.6K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 7.1K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.02% | $214,043 | 663 | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $410,487 | 1.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 6.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $85M | 262.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $1M | 4.9K | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $304,633 | 1.5K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $967,808 | 3.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $135M | 417.8K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.02% | $8M | 24.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $155M | 480.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 8.5K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.02% | $60,299 | 288 | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $532,472 | 1.6K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $218,475 | 677 | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $352,400 | 1.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $427,534 | 2.0K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.02% | $652,197 | 2.0K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.02% | $6M | 17.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $3M | 10.4K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 4.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $119M | 369.1K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $522,467 | 1.6K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $289,794 | 898 | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $132,540 | 779 | Q3 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $364,713 | 1.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $808,434 | 2.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $2M | 4.8K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $11M | 34.1K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 5.1K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $207,503 | 643 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $66M | 203.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $171,520 | 460 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $152M | 469.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 4.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $694,089 | 2.1K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.02% | $83,582 | 259 | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $4M | 13.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $130M | 402.9K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $311,092 | 964 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $91M | 281.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 19.9K | Q4 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.02% | $420,491 | 1.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $27,430 | 85 | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.02% | $27,430 | 85 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $468M | 1.45M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $430,852 | 1.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 6.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $141M | 437.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $3M | 9.5K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.02% | $3M | 9.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $580,578 | 1.8K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.02% | $2M | 7.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.02% | $14M | 44.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $228,156 | 707 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 7.5K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $14M | 42.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $948,767 | 2.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $992M | 4.74M | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $23M | 72.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 5.8K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $74,223 | 230 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $24M | 74.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $546M | 1.69M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 12.6K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $2M | 5.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $367,567 | 1.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $12M | 35.7K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $252,682 | 783 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $11M | 32.8K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $384,348 | 1.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $316,901 | 982 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $251,391 | 779 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $1M | 3.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 9.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $710,930 | 2.2K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.01% | $44,381 | 137 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $2M | 5.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $18M | 55.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 25.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $65,510 | 203 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $7M | 20.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $6M | 17.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 4.3K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $40,339 | 125 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $62M | 190.9K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 7.1K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $70,673 | 219 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $27M | 82.4K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $203,946 | 632 | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $451,149 | 1.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $15,167 | 47 | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 8.9K | Q4 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $398,547 | 1.2K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $718,997 | 2.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $3M | 8.3K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $6M | 18.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $48,407 | 150 | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $471,157 | 1.5K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $37,434 | 116 | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $309,323 | 831 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 21.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $138,335 | 371 | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $82,096 | 254.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $35M | 108.6K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $11M | 33.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $762,913 | 2.4K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.01% | $1M | 4.2K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $225,897 | 700 | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.01% | $645,811 | 1.7K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $29M | 91.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $3M | 9.5K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $24,236 | 65 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $57M | 177.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $39,990 | 191 | Q2 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $224,436 | 695 | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.01% | $21,254 | 57 | Q2 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 6.2K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 14.1K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.01% | $30,979 | 96 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $263,381 | 816 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 14.8K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $6M | 17.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $392,359 | 1.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $241,710 | 749 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 7.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $208,206 | 698 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $23M | 70.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 4.1K | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.01% | $55,296 | 325 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $597,313 | 1.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 20.5K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $899,663 | 4.3K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $16,781 | 52 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 11.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 12.0K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $4M | 12.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $437,595 | 1.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $373,085 | 1.0K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.01% | $510,205 | 1.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $32M | 98.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $456,693 | 1.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $23,236 | 72 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $11,559 | 31 | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $223,722 | 600 | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $235,595 | 730 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,197 | 101 | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $369,180 | 1.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $45,626 | 133 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 5.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 39.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 6.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 5.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $391,447 | 1.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $460,614 | 2.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 16.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $61,693 | 271 | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 3.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $1M | 6.5K | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $2M | 7.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $20,331 | 63 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 59.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $520,542 | 1.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $1M | 3.2K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $4M | 10.9K | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $1M | 3.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $8M | 23.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 391.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $236,229 | 732 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $5,163 | 16 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $16,781 | 52 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 10.8K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $5M | 14.7K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $27,988 | 75 | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $728,357 | 2.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 8.8K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $904,556 | 2.8K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $286,244 | 887 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $51,957 | 161 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $124,888 | 387 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $16M | 50.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 22.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 9.8K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $20,881 | 56 | Q2 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $230,710 | 1.4K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $35,175 | 109 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $40,661 | 126 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $981,685 | 3.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $274,275 | 1.3K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $6,131 | 19 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 3.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 10.4K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $354,335 | 1.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 5.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $120,533 | 369 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $19,762 | 53 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 3.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $207,201 | 642 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $187,817 | 582 | Q2 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $2M | 7.0K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $297,317 | 921 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 11.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $3M | 8.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 7.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $483,419 | 1.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $92,394 | 441 | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $19,938 | 60 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $497,619 | 1.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $39,370 | 122 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $8M | 24.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $18,395 | 57 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $45M | 150.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $5M | 16.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $510,478 | 1.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $960,399 | 3.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $304,961 | 945 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 35.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $5,173 | 16 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $306,897 | 951 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $4,102 | 11 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 12.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $751,077 | 2.3K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $6M | 17.1K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $70,028 | 217 | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $2M | 10.2K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $522,588 | 2.5K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $703,185 | 2.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $390,478 | 1.2K | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $341,103 | 1.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $14,845 | 46 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $2M | 6.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12M | 37.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $10,649 | 33 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $9,359 | 29 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $75,837 | 235 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $4M | 12.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $184,913 | 573 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $506,987 | 1.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.