SEC 13F Intelligence

AITAPPLIED INDL TECHNOLOGIES IN

CUSIP 03820C105 · Yahoo Finance ↗ · Google Finance ↗

Applied Indl Technologies In (AIT) has 576 institutional holders in Filings Flow’s 13F database, together reporting 34.94M shares worth $8.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
576
Q1 2026
Reported Value
$8.8B
Ticker
AIT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 202Q4 ’18Q1 ’19: 192Q2 ’19: 186Q2 ’19Q3 ’19: 185Q2 ’21: 221Q2 ’21Q4 ’21: 221Q4 ’22: 309Q4 ’22Q4 ’25: 550Q1 ’26: 576Q1 ’26Q2 ’26: 27filingsflow.com
Total reported value
Q4 ’18: $2.2BQ4 ’18Q1 ’19: $3.2BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $3.5BQ2 ’21: $6.5BQ2 ’21Q4 ’21: $8.4BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $8.6BQ1 ’26: $8.8BQ1 ’26Q2 ’26: $42Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GRACE & WHITE INC /NY$566M AUM6.61%$37M141.2KQ1 2026OLDER
SMA Capital LLC$232M AUM3.89%$9M34.0KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM1.96%$29M111.0KQ1 2026OLDER
Pier Capital, LLC$606M AUM1.73%$10M39.5KQ1 2026OLDER
Liberty Capital Management, Inc.$537M AUM1.66%$9M34.7KQ4 2025OLDER
Ausbil Investment Management Ltd$201M AUM1.64%$3M12.3KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM1.64%$49M185.1KQ1 2026OLDER
EULAV Asset Management$3.1B AUM1.13%$35M132.7KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM1.04%$39M147.9KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM1.01%$1M5.6KQ4 2025OLDER
Boston Trust Walden Corp$12.2B AUM0.96%$117M439.4KQ1 2026OLDER
Regents Gate Capital LLP$469M AUM0.96%$3M11.6KQ4 2025OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.94%$13M48.5KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.89%$10M37.1KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.87%$41M155.0KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.85%$12M48.4KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.81%$4M13.3KQ1 2026OLDER
Durable Capital Partners LP$9.7B AUM0.81%$79M296.6KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.79%$12M44.1KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.73%$6M24.1KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM0.72%$14M54.8KQ4 2025OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM0.68%$55M205.9KQ1 2026OLDER
Thematics Asset Management$2.2B AUM0.61%$13M51.3KQ3 2025OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.59%$3M12.9KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.55%$5M18.9KQ3 2025OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.54%$32M119.3KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.53%$719,0172.7KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.53%$32M121.3KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.50%$149M562.7KQ1 2026OLDER
MIROVA$2.5B AUM0.49%$12M45.6KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.49%$1M4.9KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.48%$532,7622.0KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.48%$3M9.7KQ2 2026
Harfst & Associates, Inc.$560M AUM0.48%$3M10.1KQ1 2026OLDER
Gaddis Premier Wealth Advisors LLC$136M AUM0.46%$607,7842.4KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.45%$160M602.8KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.43%$6M24.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.42%$29M110.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.41%$837,3503.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.40%$3M10.8KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.39%$22M83.0KQ1 2026OLDER
Base Wealth Management LLC$179M AUM0.39%$694,3302.6KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.37%$2M8.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.35%$17M63.1KQ1 2026OLDER
MQS Management LLC$148M AUM0.35%$516,3131.9KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.34%$5M17.8KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.32%$77M289.2KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.32%$1M4.4KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.31%$1M4.5KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.31%$1M4.1KQ3 2025OLDER
Lindenwold Advisors, INC$212M AUM0.30%$627,5642.4KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.29%$25M95.8KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.27%$1M4.1KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.26%$3M10.0KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.26%$706,3572.1KQ2 2026
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.26%$4M14.5KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.25%$864,6663.3KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.23%$946,5673.6KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.23%$2M8.9KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.22%$66M247.6KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.22%$911,3743.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.22%$9M32.5KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.21%$7M26.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.21%$5M18.9KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.20%$4M16.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.20%$368,7941.4KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.20%$11M43.5KQ4 2025OLDER
BDFS Capital LLC$208M AUM0.20%$392,3431.5KQ4 2025OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.19%$7M26.7KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.19%$566,4352.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.19%$260M978.8KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.18%$15M59.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.18%$3M11.7KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.18%$2M7.0KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.18%$1M4.3KQ3 2025OLDER
FCA CORP /TX$354M AUM0.17%$609,7052.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.17%$17M64.6KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.17%$623,5022.4KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM0.16%$2M7.6KQ1 2026OLDER
Fox Hill Wealth Management$208M AUM0.16%$342,9211.3KQ1 2026OLDER
BANK OF STOCKTON$323M AUM0.16%$530,6402.0KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.16%$1M5.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.16%$365,8971.4KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.16%$711,8062.1KQ2 2026
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.16%$3M10.2KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.16%$15M56.4KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.15%$2M7.8KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.15%$776,0612.9KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.15%$341,2021.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.14%$495,3521.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.14%$11M41.7KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.14%$3M11.2KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.13%$1M4.3KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.13%$13M49.0KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.13%$500,1281.9KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.13%$463,2131.8KQ4 2025OLDER
Paralel Advisors LLC$2.4B AUM0.13%$3M11.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.13%$80M301.8KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.13%$752,1822.8KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.13%$5M17.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$1M5.4KQ1 2026OLDER
Finivi Inc.$195M AUM0.12%$241,820715Q2 2026
Point72 Hong Kong Ltd$2.2B AUM0.12%$3M10.3KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.12%$6M21.2KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.12%$16M61.4KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.12%$3M12.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.12%$70M259.8KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.12%$592,4602.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.11%$2M6.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.11%$16M60.2KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.11%$241,689911Q1 2026OLDER
Taproot Management LP$530M AUM0.11%$685,0622.7KQ4 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.11%$6M22.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.11%$241M919.6KQ1 2026OLDER
Alhambra Investment Management LLC$217M AUM0.11%$226,330867Q3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.11%$2M8.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.10%$130M490.2KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.10%$62M235.0KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.10%$256,350998Q4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.10%$336,4261.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.10%$24M91.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.10%$14M51.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$56M212.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.09%$20M75.9KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.09%$3M12.1KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$416,0221.6KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.09%$3M12.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.09%$281,9341.1KQ3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.09%$1M5.0KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M5.0KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.09%$2M6.9KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.09%$7M26.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M9.8KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.08%$751,1212.8KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.08%$456,0851.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.08%$73M276.7KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.08%$38M144.3KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.08%$33M129.1KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$23M86.3KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.08%$23M85.1KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.07%$47M176.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.07%$489,9911.9KQ3 2025OLDER
OneAscent Wealth Management LLC$302M AUM0.07%$219,538855Q4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.07%$2M9.4KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.07%$47M177.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.07%$61M233.3KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.07%$4M15.4KQ1 2026OLDER
NATIXIS$28.0B AUM0.07%$19M72.8KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.07%$95,696283Q2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.07%$48M180.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.07%$803,1193.0KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.07%$2M8.2KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.06%$620,3182.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.06%$3M10.1KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.06%$40M150.3KQ1 2026OLDER
Fairvoy Private Wealth, LLC$419M AUM0.06%$265,3201.0KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.06%$892,8023.4KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.06%$240,459711Q2 2026
Balboa Wealth Partners$596M AUM0.06%$371,1831.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.06%$7M25.6KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.06%$265,3201.0KQ1 2026OLDER
111 Capital$406M AUM0.06%$272,4331.1KQ4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.06%$1M4.4KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.06%$8M30.4KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.06%$5M19.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.06%$4M16.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M6.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$434,3291.6KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.06%$10M37.4KQ4 2025OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.05%$301,4041.1KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$253,646956Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.05%$26M96.3KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.05%$1M4.6KQ4 2025OLDER
Monument Capital Management$399M AUM0.05%$213,278817Q3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$232,000904Q4 2025OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.05%$547,0902.1KQ1 2026OLDER
BOKF, NA$6.5B AUM0.05%$3M12.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M10.8KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.05%$2M6.5KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$354M AUM0.05%$208,506798Q3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.05%$5M20.2KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.05%$628,9352.1KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.05%$2M7.5KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$864,4933.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$296,0121.1KQ3 2025OLDER
Cynosure Group, LLC$800M AUM0.05%$448,5771.7KQ4 2025OLDER
Maridea Wealth Management LLC$688M AUM0.04%$304,5451.1KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$32M121.2KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.04%$551,8662.1KQ1 2026OLDER
Beacon Capital Management, LLC$567M AUM0.04%$241,309910Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.04%$4M13.9KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.04%$377,8161.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$39M148.1KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$233,241904Q1 2026OLDER
State of Wyoming$844M AUM0.04%$335,6301.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$191M721.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.04%$9M35.8KQ1 2026OLDER
GDS Wealth Management$1.7B AUM0.04%$641,0132.4KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.04%$578,2462.3KQ4 2025OLDER
Procyon Advisors, LLC$2.3B AUM0.04%$882,5912.6KQ2 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.04%$41M156.0KQ1 2026OLDER
Dundas Partners LLP$1.3B AUM0.04%$473,3311.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.04%$200M754.6KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M4.7KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.04%$8M29.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.04%$7M28.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M10.0KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.04%$254,263974Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.04%$24M91.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.04%$9M33.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$4M15.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M11.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.03%$3M10.3KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.03%$521,9142.0KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.03%$230,246882Q3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$26M99.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M15.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$245,986958Q4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M8.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$17M64.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M11.7KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$299,0161.1KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.03%$212,349827Q4 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.03%$2M6.8KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.03%$254,459991Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$13M50.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M6.9KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M5.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$563M2.12MQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.03%$229,502865Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$7M24.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.03%$24M70.1KQ2 2026
Qsemble Capital Management, LP$1.3B AUM0.03%$384,9791.5KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$737,3242.8KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.03%$2M8.1KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.03%$469,0861.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$18M72.0KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$705,8792.7KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M5.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$54M202.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$30M111.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.03%$15M57.9KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$314,819931Q2 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.03%$79M299.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.03%$163,702617Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M7.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.03%$4M16.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$5M18.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$1M5.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$59M221.4KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$3M11.4KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$486,5971.9KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$235,869889Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$8M29.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M6.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$27M103.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M7.7KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.02%$281,7691.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M10.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$606,3031.8KQ2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$729,7702.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$68M266.0KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.02%$381,7951.4KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.02%$237,467895Q1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.02%$1M4.0KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.02%$133,987505Q1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$872,4063.4KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$2M6.7KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.02%$210,929795Q1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.02%$5M20.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$136M512.5KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$131M492.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$12M44.3KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$269,8651.1KQ4 2025OLDER
Capital International Investors$426.5B AUM0.02%$84M316.9KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$246,217928Q1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$1M4.7KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$11M41.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$125M470.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M6.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M55.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$35M131.8KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.02%$210,167792Q1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.02%$783,1503.0KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$37M140.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.0B3.84MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M14.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$72M273.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M6.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$4M17.2KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$196,803582Q2 2026
Capital International, Inc./CA/$13.0B AUM0.02%$2M8.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M10.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.02%$273,2031.1KQ4 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.02%$1M5.3KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$61M231.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$99M374.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.0B4.08MQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.02%$12M47.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$239M900.6KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$465,6371.8KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$214,403835Q2 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$299,5461.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$77M290.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$643,6672.4KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$23,87990Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$3M10.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M7.9KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$99M373.8KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$2M6.7KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$429,8181.6KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.01%$341,4671.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M12.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$126,823478Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$872,3723.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$3M13.1KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$593,5212.2KQ1 2026OLDER
Amundi$367.1B AUM0.01%$46M174.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M9.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M9.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$24,65096Q4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$290,5251.1KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.01%$303,5271.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$12M44.4KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$34,739133Q3 2025OLDER
AIA Group Ltd$6.9B AUM0.01%$850,8813.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$20M75.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M13.7KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.01%$355,6261.4KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$446,0031.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M11.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$11M42.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$4M16.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$100,761379.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$447,5951.7KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$519,6651.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M16.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$20M74.6KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$225,522850Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M10.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$41M155.3KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$239,053931Q4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$443M1.67MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$320M1.21MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$999,9913.8KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.01%$22,02283Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$80M301.3KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.01%$29,499113Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$34M130.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$17M65.2KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$225,341878Q4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$595,1132.2KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M4.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$44M164.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M11.7KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$920,6613.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$491,3731.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M26.4KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$290,2601.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M14.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M19.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$962,0503.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$14M54.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$506,1551.9KQ3 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$386,5711.5KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$282,115992Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M15.7KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$294,5111.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$673,1182.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$12M44.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$114,088430Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$76M285.6KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$256,298966Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$5M19.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$134M517.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M4.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M26.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$13M48.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$157,600594Q1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$1M5.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M35.1KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$653,7722.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$217,297819Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$971,8783.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M4.0KQ3 2025OLDER
Retirement Planning Group, LLC$3.2B AUM0.01%$247,191932Q1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$2M6.2KQ3 2025OLDER
Kilter Group LLC$232M AUM0.01%$17,77767Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M9.7KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$336,9561.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$8M30.1KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M10.5KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.01%$212,546801Q1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$253,613750Q2 2026
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$210,242933Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$1M3.8KQ1 2026OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM0.01%$29,716112Q1 2026OLDER
FMR LLC$1.90T AUM0.01%$134M506.5KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$220,481831Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$32M122.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$96,035284Q2 2026
VAN ECK ASSOCIATES CORP$133M AUM0.01%$8,89233.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M13.3KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$273,8101.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$329,5271.2KQ1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$444,4941.7KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$7M26.6KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.01%$54,126204Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$22M83.5KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$412,8381.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$9M32.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$21,22680Q1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$254,706960Q1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M4.6KQ3 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$25,47196Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$292,3831.1KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$567,7482.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$235,074886Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M4.8KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$1M4.5KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M11.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$490,4471.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$1M4.4KQ4 2025OLDER
Key FInancial Inc$562M AUM0.01%$30,512115Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M16.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M17.3KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$258,156973Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$521,8842.0KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$223,665843Q1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$234,278883Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$6,36824Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$88M343.0KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M3.9KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$3M11.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$899,7073.4KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$9,13127Q2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$254,973993Q1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$251,111813Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$66M250.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M12.3KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$404,0821.5KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$274,2301.1KQ4 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$283,6341.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$315,8711.2KQ3 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$407,2661.5KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$371,4481.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M10.2KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$491,1811.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$597,7902.3KQ1 2026OLDER
LBP AM SA$7.3B AUM0.00%$320,5071.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$449,8331.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M7.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M14.3KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$290,7921.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$194,480733Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$118,037459Q4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$467,2341.8KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$12,05045Q1 2026OLDER
NFSG Corp$608M AUM0.00%$23,87990Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$398,4221.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$9,80629Q2 2026
V-Square Quantitative Management LLC$946M AUM0.00%$35,288133Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$583,9702.2KQ2 2026
Forum Financial Management, LP$7.1B AUM0.00%$278,8521.1KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$998,3833.8KQ2 2026
BARCLAYS PLC$416.3B AUM0.00%$15M55.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$307,7391.2KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$536,7442.0KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$19,61358Q2 2026
Summit Financial, LLC$7.8B AUM0.00%$271,1811.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$6M23.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M7.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6M21.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M28.1KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M5.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M49.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$608,9092.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$5M20.8KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$68,188257Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M81.5KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$33,165125Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M4.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$993,8753.7KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$3M12.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$564,9162.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$630,1352.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$16,71663Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$68,918264Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$715,5682.7KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$10,08238Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$9,55236Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,89926Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$27,203103Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$395,2941.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$333,6221.3KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$706,5472.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$31,838120Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M6.7KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$311,2201.2KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$372,3171.4KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.