AMRCAMERESCO INC
CUSIP 02361E108 · Yahoo Finance ↗ · Google Finance ↗
Ameresco Inc (AMRC) has 186 institutional holders in Filings Flow’s 13F database, together reporting 33.03M shares worth $810M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
186
Q1 2026
Reported Value
$810M
Ticker
AMRC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gagnon Advisors, LLC$136M AUM | 8.87% | $12M | 472.8K | Q1 2026OLDER |
| Bandera Partners LLC$221M AUM | 5.49% | $12M | 476.3K | Q1 2026OLDER |
| GAGNON SECURITIES LLC$433M AUM | 4.94% | $21M | 840.1K | Q1 2026OLDER |
| Redwood Grove Capital, LLC$310M AUM | 3.86% | $12M | 469.5K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 1.46% | $5M | 211.1K | Q1 2026OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.78% | $16M | 630.1K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.69% | $3M | 126.0K | Q1 2026OLDER |
| Pier Capital, LLC$606M AUM | 0.55% | $4M | 104.4K | Q3 2025OLDER |
| Clean Yield Group$355M AUM | 0.48% | $2M | 66.5K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.37% | $577,575 | 22.6K | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.32% | $6M | 174.9K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.31% | $32M | 1.25M | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.30% | $3M | 125.6K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.26% | $322,190 | 11.0K | Q4 2025OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.24% | $571,302 | 22.4K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 0.20% | $3M | 92.6K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.19% | $9M | 372.1K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.16% | $608,616 | 20.8K | Q4 2025OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 0.16% | $325,584 | 12.8K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.16% | $1M | 50.0K | Q4 2025OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.16% | $2M | 81.0K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.15% | $57M | 2.23M | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.13% | $237,533 | 9.3K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.12% | $786,905 | 30.9K | Q1 2026OLDER |
| CoreCommodity Management, LLC$538M AUM | 0.12% | $625,311 | 24.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.11% | $5M | 201.4K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $380,256 | 14.9K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.10% | $15M | 504.7K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.09% | $627,022 | 18.7K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.09% | $904,256 | 35.5K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 0.08% | $5M | 186.9K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.08% | $23M | 902.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.08% | $22M | 845.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.07% | $35M | 1.36M | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.07% | $204,532 | 7.0K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $24,340 | 831 | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $723,920 | 28.4K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.06% | $2M | 73.7K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.06% | $8M | 310.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.06% | $8M | 310.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.06% | $188,496 | 7.4K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.04% | $3M | 121.1K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $449,502 | 13.4K | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.04% | $507,858 | 19.9K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $255,810 | 7.6K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.04% | $6M | 225.6K | Q2 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $218,637 | 8.6K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.03% | $4M | 146.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.03% | $448,844 | 19.1K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.03% | $442,119 | 17.3K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $290,216 | 11.4K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.02% | $14M | 555.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.02% | $760,308 | 29.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $824,016 | 28.1K | Q4 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $201,581 | 6.0K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $627,156 | 18.7K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $32M | 1.27M | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.02% | $219,675 | 7.5K | Q4 2025OLDER |
| Swedbank AB$95.1B AUM | 0.02% | $16M | 645.0K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $90M | 3.54M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $552,322 | 18.9K | Q4 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $351,212 | 13.8K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.01% | $201,010 | 6.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $316,175 | 12.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $410,831 | 16.1K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $3M | 125.1K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.01% | $149,021 | 8.0K | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $69,183 | 2.4K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 215.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $216,240 | 8.5K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $312,809 | 12.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 50.3K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $245,187 | 8.4K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $236,258 | 9.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 68.0K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $264,644 | 7.9K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $37M | 1.44M | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 227.5K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $55,212 | 1.9K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $13M | 526.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 150.5K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $1M | 49.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $5M | 211.3K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $1M | 41.2K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $508,533 | 29.9K | Q2 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $221,850 | 8.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $342,491 | 13.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $350,778 | 13.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $554,574 | 16.5K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $865,393 | 33.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $234,702 | 9.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $14M | 549.2K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $9,403 | 280 | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 174.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $314,696 | 12.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 107.7K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $27,269 | 931 | Q4 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.00% | $15,407 | 526 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 252.3K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $872,256 | 29.8K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 44.1K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $4,769 | 187 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $472,133 | 18.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $264,563 | 10.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 52.9K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.00% | $684,446 | 26.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $4,500 | 134 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 504.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 87.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $68,442 | 2.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 152.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $215,679 | 8.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 418.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43,935 | 1.5K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $39,689 | 1.4K | Q2 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $231,668 | 9.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 337.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $14,656 | 531 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 317.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $962,294 | 37.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $592,518 | 23.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $20M | 792.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $768,863 | 26.3K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $34M | 1.33M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $63M | 2.46M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $41,667 | 1.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 47.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $71M | 2.41M | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 583.8K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,514 | 177 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,616 | 499 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $2,754 | 82 | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 252.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 65.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 272.2K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,550 | 100 | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $587,650 | 17.5K | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $224,502 | 8.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 42.4K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $762,603 | 29.9K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $480,078 | 19.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 259.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $178,500 | 7.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $416,874 | 16.3K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $87,720 | 3.4K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $257,869 | 8.8K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $352,818 | 13.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $566,645 | 19.3K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $684,752 | 26.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 79.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 116.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $12,887 | 440 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $443,853 | 17.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $27,132 | 1.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $611,464 | 17.9K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $234,218 | 9.2K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 59.0K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $944 | 37 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $275,356 | 8.2K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 37.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $244,061 | 9.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $651,219 | 25.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $11,246 | 441 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $893 | 35 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 113.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $757,937 | 29.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $368,781 | 14.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 94.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $330,072 | 12.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,025 | 324 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,862 | 73 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $722,135 | 28.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 125.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 45.5K | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $7,752 | 304 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $310,476 | 12.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $50,318 | 1.7K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $396,290 | 15.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $400,913 | 15.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $869,755 | 34.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $100,740 | 3.0K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,305 | 208 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $599,914 | 23.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $8,109 | 318 | Q2 2026 |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $674 | 23 | Q2 2026 |
| Quarry LP$558M AUM | 0.00% | $791 | 31 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $75,965 | 3.0K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $504 | 15 | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $732 | 25 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,189 | 143 | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,033 | 40.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $32,334 | 1.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $56,656 | 15.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $29,963 | 1.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $408 | 16 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,862 | 73 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $6,018 | 236 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 56.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $354,681 | 13.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $43,511 | 1.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $62,322 | 2.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $201,076 | 6.9K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $5,148 | 169 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,196 | 792 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,575 | 226 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $15,402 | 604 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $637 | 25 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $791 | 31 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $20,987 | 823 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $41,855 | 1.4K | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $128 | 5 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $60,410 | 2.4K | Q2 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,254 | 206 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $879 | 30 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $14,484 | 568 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,188 | 125 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $383 | 15 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $230,682 | 9.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,224 | 48 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $10,047 | 394 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $867 | 34 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,250 | 167 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7,223 | 270 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $153 | 6 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,703 | 106 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $293 | 10 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.