AORTARTIVION INC
CUSIP 228903100 · Yahoo Finance ↗ · Google Finance ↗
Artivion Inc (AORT) has 237 institutional holders in Filings Flow’s 13F database, together reporting 44.38M shares worth $1.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Macquarie Group Ltd.
Institutional Holders
237
Q1 2026
Reported Value
$1.6B
Ticker
AORT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Juniper Investment Company, LLC$313M AUM | 13.89% | $44M | 1.19M | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 9.35% | $23M | 634.2K | Q1 2026OLDER |
| Ophir Asset Management Pty Ltd$859M AUM | 4.06% | $35M | 950.9K | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.79% | $5M | 132.6K | Q1 2026OLDER |
| NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM | 2.72% | $37M | 1.02M | Q1 2026OLDER |
| Summit Creek Advisors LLC$487M AUM | 1.42% | $7M | 189.1K | Q1 2026OLDER |
| PERCEPTIVE ADVISORS LLC$5.1B AUM | 1.17% | $60M | 1.64M | Q1 2026OLDER |
| Parkman Healthcare Partners LLC$970M AUM | 0.95% | $9M | 252.0K | Q1 2026OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.86% | $43M | 1.18M | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.60% | $22M | 605.7K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.47% | $13M | 342.8K | Q1 2026OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.45% | $9M | 240.2K | Q1 2026OLDER |
| DIKER MANAGEMENT LLC$112M AUM | 0.44% | $494,370 | 13.5K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.39% | $4M | 77.6K | Q4 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.29% | $3M | 84.7K | Q1 2026OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.24% | $8M | 221.1K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.23% | $11M | 299.3K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.20% | $270,805 | 7.4K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.19% | $44M | 1.21M | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.18% | $183,124 | 4.0K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $24M | 660.9K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.16% | $24M | 517.5K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.15% | $90M | 2.46M | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.15% | $16M | 425.3K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.14% | $18M | 423.1K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.12% | $105M | 2.48M | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.12% | $221,588 | 6.1K | Q1 2026OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 0.11% | $6M | 151.0K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.09% | $236,822 | 6.5K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.07% | $484,226 | 13.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.07% | $242,424 | 6.6K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $389,793 | 11.0K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.06% | $813,110 | 22.2K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $259,205 | 6.1K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $2M | 38.3K | Q3 2025OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.05% | $5M | 130.3K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.05% | $36M | 980.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.04% | $406,796 | 8.9K | Q4 2025OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.04% | $258,464 | 7.1K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.04% | $6M | 156.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $4M | 84.9K | Q3 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.03% | $5M | 127.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 51.6K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $425,158 | 11.6K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $255,315 | 7.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.03% | $2M | 51.9K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.03% | $264,470 | 7.2K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $7M | 187.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $229,937 | 6.3K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.03% | $131,000 | 3.1K | Q3 2025OLDER |
| RW Investment Management LLC$1.0B AUM | 0.03% | $267,986 | 7.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.03% | $1M | 36.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $419,592 | 11.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $27M | 725.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $306,385 | 6.7K | Q4 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.02% | $11M | 311.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 70.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $244,880 | 5.4K | Q4 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $6M | 150.7K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $248,073 | 5.4K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.02% | $86,057 | 2.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $7M | 192.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $270,402 | 7.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $2M | 46.3K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $684,794 | 18.7K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $79,498 | 1.7K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $406,848 | 11.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $912,200 | 20.0K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $823,657 | 22.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $425,561 | 11.6K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $51,676 | 1.1K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $5M | 139.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 123.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 201.3K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $628,802 | 17.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $42M | 1.16M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $38M | 1.03M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 22.1K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $607,782 | 16.6K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $638,800 | 17.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $103M | 2.26M | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $10,986 | 300 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $205,072 | 5.6K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $2M | 34.0K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $294,549 | 6.5K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 168.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $241,733 | 5.3K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $781,983 | 21.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $10M | 261.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $95M | 2.58M | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $1M | 25.3K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $498,765 | 13.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 68.0K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $414,795 | 11.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $425,195 | 11.6K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $352,614 | 9.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 116.7K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $533,627 | 14.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $222,283 | 6.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 86.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $861,083 | 23.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $659,160 | 18.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $935,551 | 20.5K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $237M | 6.47M | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $228,368 | 5.0K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $200,056 | 4.7K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $6M | 151.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $125,240 | 3.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 115.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $416,479 | 11.4K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $299,259 | 8.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $280,821 | 6.2K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $34,491 | 1.5K | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $28,417 | 776 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $112,350 | 3.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $753,652 | 17.8K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $238,358 | 5.2K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $706,955 | 15.5K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $11M | 292.3K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $33,874 | 925 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $41M | 1.13M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $18M | 497.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $403,736 | 11.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $77,195 | 2.1K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $27,465 | 750 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $217,332 | 4.8K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 405.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 28.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $550,792 | 12.1K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $19,775 | 540 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $62M | 1.68M | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $50,462 | 1.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 375.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $145M | 3.17M | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 56.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 30.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $38M | 1.04M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 51.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $52,917 | 2.4K | Q2 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 43.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $381,287 | 10.4K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $44,091 | 1.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $347,639 | 7.6K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $71M | 1.95M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 91.8K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $437,719 | 9.6K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 79.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $538,680 | 14.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 92.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $339,651 | 9.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 242.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 191.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 185.1K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $21,203 | 579 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $294,864 | 8.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 256.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 29.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 522.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $40,941 | 1.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 306.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 29.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,017 | 137 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 29.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $314,932 | 8.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $341,958 | 9.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $381,434 | 10.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $14,465 | 395 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $5,456 | 149 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $220,819 | 6.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $749,978 | 20.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 40.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $234,368 | 6.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $391,102 | 10.7K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 28.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $9,978 | 292 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 87.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $690,398 | 18.9K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $201,707 | 4.8K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $1,824 | 40 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $412,231 | 11.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 49.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 44.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 90.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $221,981 | 5.2K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18,307 | 517 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 53.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $381,727 | 10.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $740,676 | 20.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 41.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 93.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $143,075 | 3.1K | Q4 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,391 | 144 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 50.2K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $958 | 21 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $269,816 | 7.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $333,608 | 9.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $10,327 | 282 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 70.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $721,560 | 19.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $359,499 | 9.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $411,498 | 11.2K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $248,393 | 6.8K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $3,735 | 102 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $234,918 | 6.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,866 | 201 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $167,317 | 4.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $457,002 | 12.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $670,000 | 18.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 33.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $623,335 | 17.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,831 | 50 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,652 | 39 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $253,227 | 6.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,944 | 135 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,917 | 52.3K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $7,754 | 170 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $202,142 | 5.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $800,953 | 21.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 82.1K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $237 | 6.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $884,141 | 24.1K | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $586 | 16 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,186 | 33 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,337 | 117 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $30,395 | 830 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $238,030 | 6.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $238,982 | 6.5K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $502 | 11 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $236,565 | 6.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $76,536 | 2.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $48,522 | 1.3K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $22,850 | 624 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $8,313 | 227 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $586 | 16 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $477 | 13 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $282,189 | 6.2K | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $110 | 3 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $42,479 | 1.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,747 | 75 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $20,471 | 559 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $263,151 | 7.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $471,926 | 10.3K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $294,681 | 8.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,394 | 120 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $11,756 | 321 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $548,824 | 15.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,406 | 93 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $6,012 | 142 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $40,500 | 1.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $989 | 27 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,840 | 105 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $13,652 | 400 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $7,141 | 195 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,438 | 64 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,928 | 115 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $732 | 20 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $27,135 | 741 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $439 | 12 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $842 | 23 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $806 | 22 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $4,651 | 127 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $879 | 24 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $110 | 3 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,172 | 32 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $157 | 7 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7,324 | 200 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $91 | 2 | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $74 | 2 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $732 | 20 | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1,460 | 32 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,504 | 123 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $410 | 9 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.