SEC 13F Intelligence

APLEAPPLE HOSPITALITY REIT INC

CUSIP 03784Y200 · Yahoo Finance ↗ · Google Finance ↗

Apple Hospitality Reit Inc (APLE) has 344 institutional holders in Filings Flow’s 13F database, together reporting 202.06M shares worth $2.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
344
Q1 2026
Reported Value
$2.2B
Ticker
APLE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 216Q4 ’18Q1 ’19: 220Q2 ’19: 211Q2 ’19Q3 ’19: 217Q2 ’21: 218Q2 ’21Q4 ’21: 230Q4 ’22: 276Q4 ’22Q4 ’25: 331Q1 ’26: 344Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $14.2BQ4 ’18Q1 ’19: $22.7BQ2 ’19: $18.3BQ2 ’19Q3 ’19: $30.9BQ2 ’21: $18.8BQ2 ’21Q4 ’21: $21.7BQ4 ’22: $1.0BQ4 ’22Q4 ’25: $2.3BQ1 ’26: $2.2BQ1 ’26Q2 ’26: $13Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Masterton Capital Management, LP$110M AUM6.84%$8M652.8KQ1 2026OLDER
Waterfall Asset Management, LLC$179M AUM6.02%$11M935.5KQ1 2026OLDER
Nokomis Capital, L.L.C.$349M AUM1.34%$5M405.0KQ1 2026OLDER
NerdWallet Wealth Partners, LLC$290M AUM1.21%$2M9.7KQ3 2025OLDER
RUSH ISLAND MANAGEMENT, LP$1.5B AUM1.15%$17M1.49MQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.98%$1M70.5KQ2 2026
Cutler Capital Management, LLC$370M AUM0.94%$3M300.7KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.85%$2M135.7KQ3 2025OLDER
MQS Management LLC$148M AUM0.59%$1M84.3KQ3 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.58%$25M2.21MQ1 2026OLDER
Taproot Management LP$530M AUM0.46%$2M213.9KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM0.46%$769,88166.9KQ1 2026OLDER
VARCOV Co.$268M AUM0.41%$1M95.8KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.36%$2M187.8KQ1 2026OLDER
Dougherty & Associates, LLC$109M AUM0.34%$371,42432.3KQ1 2026OLDER
DIMENSION CAPITAL MANAGEMENT LLC$713M AUM0.34%$2M205.0KQ4 2025OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.30%$3M251.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.29%$85M7.40MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.19%$2M203.9KQ3 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.16%$4M370.6KQ1 2026OLDER
Momentum Wealth Planning, LLC$113M AUM0.15%$174,12815.0KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.12%$12M1.02MQ3 2025OLDER
Scientech Research LLC$120M AUM0.10%$116,64210.1KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.10%$270,59423.5KQ1 2026OLDER
Hazelview Securities Inc.$537M AUM0.10%$493,97841.0KQ4 2025OLDER
BCO Wealth Management LLC$166M AUM0.09%$157,80213.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$583,02548.5KQ3 2025OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.09%$1M97.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.09%$51M4.40MQ1 2026OLDER
Carroll Advisory Group, LLC$258M AUM0.08%$177,75015.0KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M232.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M176.9KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.06%$5M391.0KQ1 2026OLDER
Watts Gwilliam & Co., LLC$620M AUM0.06%$391,94532.6KQ3 2025OLDER
Dakota Wealth Management$4.6B AUM0.06%$3M235.8KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.06%$9M555.6KQ2 2026
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.05%$468,08940.7KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$182,27215.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.05%$2M133.4KQ4 2025OLDER
Monument Capital Management$399M AUM0.05%$189,27016.4KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.05%$72,3514.3KQ2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$65M5.68MQ1 2026OLDER
STRS OHIO$25.2B AUM0.04%$10M911.7KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.04%$233,14720.3KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.04%$1M97.1KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M142.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$12M1.02MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$9M783.0KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.04%$42,0233.7KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM0.04%$863,25075.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$294,80625.6KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.03%$128,91211.2KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.03%$188,81016.4KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.03%$4M350.7KQ3 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.03%$122,22110.3KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.03%$138,77612.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$712,86061.9KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.03%$44,7273.7KQ3 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$18M1.60MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$5M397.0KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.03%$131,98611.1KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$631,24552.6KQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.02%$132,57211.5KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$463,57340.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.02%$505,14343.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$917,07277.4KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$594,68749.5KQ3 2025OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.02%$508,15544.1KQ2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M204.1KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.02%$227,32213.5KQ2 2026
Vanderbilt University$526M AUM0.02%$135,43711.3KQ3 2025OLDER
Permanent Capital Management, LP$643M AUM0.02%$139,97210.3KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.02%$5M446.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M97.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$322,33828.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M317.0KQ3 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M150.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$266,87123.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M631.7KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M113.5KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.02%$663,54057.6KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$251,86521.9KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.02%$2M156.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$4M373.5KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M218.5KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.02%$82,8607.2KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$815,85270.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$254M22.06MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M150.2KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$4M362.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$72M6.26MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$8M719.9KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.01%$140,64112.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$332,08728.9KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$191,12316.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$4M343.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M260.7KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$60,3295.0KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M155.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$56M4.91MQ1 2026OLDER
Security National Bank$687M AUM0.01%$58,8055.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$741,91861.8KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$181,87315.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$56M4.87MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$459M39.92MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$677,87058.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$76,4496.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$37M3.25MQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$406,29135.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$579,21850.3KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$273,73823.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$370,93332.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$1M91.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M126.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$9M801.1KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.01%$44,1653.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$194,18911.6KQ2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M358.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M209.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M5.16MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$799,37269.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$377,67631.9KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$674,88958.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$215,47918.7KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$276,24024.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M1.07MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M458.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M653.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$7M639.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$53,3414.63MQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M154.4KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$9M748.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$714,03462.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M215.3KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.01%$126,28510.5KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$8,035478Q2 2026
VANGUARD GROUP INC$6.90T AUM0.01%$394M33.26MQ4 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.01%$1M97.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$479,99640.5KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$140,11112.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$148M12.77MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$3M271.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M189.1KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.00%$4,740400Q4 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$573,32549.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M867.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$175,42415.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$72M6.22MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$33M2.91MQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$287,66925.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M1.41MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$710,53561.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$213,99418.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$15M1.29MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$17M1.51MQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$701,82361.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$984,72785.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$177,73815.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$42,5972.5KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M304.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$466,04040.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M116.7KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.00%$44,4473.9KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$31,4302.6KQ3 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$13,1511.1KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$358,92831.2KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$415,51136.1KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.00%$53,1734.6KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$522,55445.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M278.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M319.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$985,09585.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$7,548637Q4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$289,81025.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$708,69761.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$13,0181.1KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$2M198.1KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$1M100.5KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$18M1.53MQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$36,1473.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$816,24970.5KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$19,8201.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$20M1.76MQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$89,5717.8KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.00%$9,480800Q4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$6M495.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M443.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M161.4KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$999,87486.9KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$136,78511.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$111M9.62MQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M129.2KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$135,32311.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M1.14MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$957,00083.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M216.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$146,22312.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$615,28653.5KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.00%$4,821287Q2 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$401,98734.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$272,45323.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M439.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$35M2.94MQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$131,61711.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M329.6KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$65,7925.7KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$166,43014.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M175.9KQ4 2025OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$3,591312Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M189.3KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$607,46452.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$971,81284.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$136,04911.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M368.5KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$3M240.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$244,57621.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$24M2.05MQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,876163Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$111,8779.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M481.0KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$16,4361.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M96.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1M109.0KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$898,29878.0KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$119,38910.1KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2M179.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M364.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$378,43632.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$812,51870.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M502.1KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$61,4505.0KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M328.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$367,77932.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$126,49010.5KQ3 2025OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$5,755500Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$167,72314.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$786,49568.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$986,78785.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$439,81238.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$819,74271.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,328376Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$14,7571.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$30,6742.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$306,73026.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$17M1.48MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$35,7163.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$305,24425.8KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$500,20143.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M104.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$218,10318.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$19,4521.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M364.5KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$4,648401Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,315288Q1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$1,936168Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$545,27647.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2,276195Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$243,18520.9KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$10,359900Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$53,4594.5KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$133,89011.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$9,680841Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$173,54815.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$175,67614.8KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M121.6KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$11,5101.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$138,69712.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M266.1KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$22,0631.9KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$5,755500Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M562.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M92.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$145,23412.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,259275Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$622,30054.1KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$39,1803.4KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$1,151100Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$318,55427.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,451213Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$175,13615.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$158,79013.4KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$3,049264Q1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$1,853161Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$377,60932.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,453300Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$250,02021.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$400,82434.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M104.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$122,63410.7KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$777,04764.7KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$58,6285.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M373.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M93.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M88.2KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$72763.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M98.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$458,78739.9KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$2,690227Q4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$366,11330.5KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$27,3922.4KQ2 2026
Amundi$367.1B AUM0.00%$2M155.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$15,2791.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$439,69438.2KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,210192Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,659231Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$351,33130.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M183.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M120.8KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$43838Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$13,314792Q2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$239,78420.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$190,75016.6KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$177,10415.4KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,314286Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$834,40672.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M141.5KQ2 2026
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$118,94410.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$274,13723.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$10,060846Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$7,807650Q3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$181,50715.1KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$177,16315.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$179,68015.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$5,180450Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$15,3891.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$16,9771.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$286,82924.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$119,23210.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$10,486911Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$182,95715.3KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$334,52629.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$154,14213.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$692,52960.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$133,14711.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$13,0631.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$183,78416.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,030762Q4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$17,3111.5KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$49543Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$25,8932.3KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$121,32710.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$139,27112.1KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$5,916514Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,151100Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$12,4661.1KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$47241Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$13,6751.1KQ3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$48641Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,381120Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,183981Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$6,952604Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$13611Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$56,3214.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$484,64542.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$74,7466.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$6,708583Q2 2026
MAI Capital Management$17.7B AUM0.00%$3,523306Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$30,4782.6KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$1,151100Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$28,0722.4KQ4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$4,604400Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$17315Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,830159Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$20818Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$54145Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$575Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$232Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,383207Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,541130Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,924410Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$121Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$79366Q3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$121Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$232Q1 2026OLDER

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