ARRARMOUR RESIDENTIAL REIT INC
CUSIP 042315705 · Yahoo Finance ↗ · Google Finance ↗
Armour Residential Reit Inc (ARR) has 221 institutional holders in Filings Flow’s 13F database, together reporting 64.25M shares worth $1.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
221
Q1 2026
Reported Value
$1.0B
Ticker
ARR
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EMG Holdings, L.P.$397M AUM | 6.82% | $18M | 1.21M | Q3 2025OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.66% | $2M | 138.3K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 1.17% | $6M | 355.0K | Q1 2026 |
| Almitas Capital LLC$443M AUM | 0.85% | $4M | 217.1K | Q4 2025OLDER |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 0.83% | $8M | 434.7K | Q4 2025OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.46% | $1M | 73.4K | Q1 2026 |
| AXS Investments LLC$290M AUM | 0.43% | $1M | 63.0K | Q2 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.25% | $533,760 | 32.0K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.18% | $5M | 285.0K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.16% | $10M | 588.8K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.15% | $5M | 333.6K | Q3 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.11% | $21M | 1.23M | Q1 2026 |
| Parisi Gray Wealth Management$487M AUM | 0.11% | $441,228 | 26.5K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $270,026 | 18.1K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $423,405 | 25.4K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.09% | $305,492 | 18.3K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.09% | $182,718 | 11.3K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.08% | $9M | 520.5K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 82.7K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.08% | $491,552 | 27.8K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $715,122 | 42.9K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $1M | 83.8K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.05% | $7M | 437.2K | Q1 2026 |
| TrueMark Investments, LLC$514M AUM | 0.04% | $231,969 | 13.1K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $351,998 | 21.1K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $3M | 159.5K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $26M | 1.58M | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $302,108 | 18.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $61,716 | 3.7K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $8M | 465.4K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $621,080 | 37.2K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $476,041 | 28.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 84.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $36M | 2.16M | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $7M | 400.3K | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 0.02% | $2M | 150.0K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $334,925 | 18.9K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 81.7K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $827,328 | 49.6K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $6M | 364.8K | Q1 2026 |
| Simplify Asset Management Inc.$6.5B AUM | 0.01% | $899,052 | 53.9K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.01% | $960,001 | 57.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $987,022 | 59.2K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $17M | 1.05M | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $2M | 100.0K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $180,539 | 10.7K | Q2 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $946,657 | 56.8K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $12M | 723.5K | Q1 2026 |
| SP Asset Management LLC$1.1B AUM | 0.01% | $149,400 | 10.0K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 510.0K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 65.2K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $414,147 | 24.6K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 69.8K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $177,002 | 10.1K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $11M | 664.2K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $19,398 | 1.2K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 567.2K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $394,182 | 23.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 64.3K | Q2 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $229,717 | 13.8K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $226,432 | 12.8K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $14,612 | 826 | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $299,005 | 17.9K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $111M | 6.67M | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $494,979 | 29.7K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.01% | $538,130 | 32.3K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $426,841 | 25.6K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $273,068 | 16.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $444,386 | 26.6K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 61.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $289M | 17.32M | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $9M | 543.9K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $154,840 | 9.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 61.2K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $6M | 330.8K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $647,808 | 36.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 1.19M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $30M | 1.80M | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $516,446 | 31.0K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $341,594 | 19.3K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $305,544 | 18.3K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $412,913 | 24.8K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $52,195 | 3.1K | Q1 2026 |
| Tredje AP-fonden$18.3B AUM | 0.00% | $473,388 | 31.7K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $8M | 476.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $135,959 | 8.2K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $39,199 | 2.3K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $13,744 | 824 | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $1M | 99.2K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $20M | 1.17M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $211M | 11.95M | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $12M | 723.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $187,083 | 11.2K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $512,960 | 30.8K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $45M | 2.72M | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $16,947 | 1.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $18M | 1.07M | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.00% | $6,505 | 390 | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 148.0K | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 0.00% | $14,152 | 800 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $682,546 | 40.9K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $750,600 | 45.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $19M | 1.13M | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $10,008 | 600 | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $213,604 | 12.8K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $646,200 | 43.3K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $70,411 | 4.2K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $262,113 | 14.8K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $69M | 4.13M | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $461,569 | 27.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 114.3K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $843,813 | 47.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $34,609 | 2.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 876.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 714.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 85.7K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $87M | 5.23M | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 222.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $216,809 | 12.3K | Q4 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $4,937 | 296 | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $283,910 | 17.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $22,410 | 1.5K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $485,251 | 32.5K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 262.6K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 173.5K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $810,214 | 48.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $35,779 | 2.1K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $13,344 | 800 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $287,163 | 17.2K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $402,322 | 24.1K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 107.7K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $530,257 | 31.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 75.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $44,653 | 2.7K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $8,240 | 494 | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $336,936 | 20.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $508,073 | 30.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 1.16M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $10M | 621.8K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 244.9K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $170,890 | 10.2K | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 99.1K | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $11,510 | 690 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 252.0K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $176,964 | 11.8K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,336 | 200 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $650,551 | 39.0K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $4,637 | 278 | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $1,668 | 100 | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $215,495 | 14.4K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 165.5K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $608,653 | 36.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $366,539 | 21.4K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15,422 | 914 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $835,718 | 50.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 367.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $249,245 | 14.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 189.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $444,384 | 26.6K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,021 | 361 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $7,470 | 500 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 107.4K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $565,029 | 50.3K | Q4 2025OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $5,884 | 350 | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $144,295 | 8.2K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 103.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 261.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $453,331 | 25.7K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $33,360 | 2.0K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,052 | 183 | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $484,818 | 32.5K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $15,329 | 919 | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $381,505 | 22.9K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $245,031 | 16.4K | Q3 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $484 | 29 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,329 | 2.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $108,449 | 6.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $262,428 | 15.7K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $292,934 | 17.6K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $184,097 | 11.0K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $216,223 | 13.0K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $749,449 | 44.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $22,272 | 1.3K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $155,376 | 10.4K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $785,428 | 47.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $348,205 | 20.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $273,018 | 16.4K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $334,200 | 20.0K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $3,336 | 200 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,028 | 559 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $219,225 | 13.1K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,201 | 72 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $335,083 | 20.1K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $17,690 | 1.0K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $289,131 | 17.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 281.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $203,646 | 12.2K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $150,187 | 9.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $407,909 | 24.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 62.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $214,655 | 12.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $3,336 | 200 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $9,024 | 541 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $488 | 29 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $301 | 18 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $1,504 | 85 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $218,966 | 13.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 185.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,320 | 259 | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $6,439 | 364 | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2M | 108.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $418,418 | 25.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $199,206 | 11.8K | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $399,910 | 23.8K | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $299,022 | 17.9K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,091 | 73 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $952,199 | 57.1K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $553 | 37 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $668 | 40 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,035 | 62 | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $351 | 21 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,039 | 541 | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $684 | 41 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $9,508 | 570 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $26,206 | 1.6K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $279,837 | 16.6K | Q2 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,096 | 175 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,569 | 154 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $286 | 17 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $193,038 | 11.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $610,000 | 36.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,121 | 307 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $901 | 54 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $365,610 | 21.9K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $668 | 40 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $534 | 32 | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $755 | 45 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,503 | 210 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $479 | 28 | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $33,010 | 2.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,685 | 101 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $9,925 | 595 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $16,880 | 1.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,017 | 238 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $584 | 35 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $451 | 27 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,092 | 140 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,101 | 66 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,227 | 73 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,920 | 222 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,154 | 309 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $269 | 16 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,175 | 670 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $2,636 | 158 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $67 | 4 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $28,314 | 1.8K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $334 | 20 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $10,725 | 643 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $381 | 23 | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $20 | 1 | Q2 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $301 | 17 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $182,722 | 11.0K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $334 | 20 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $748 | 45 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $35 | 2 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $11,926 | 715 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,031 | 69 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $1,668 | 100 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $17 | 1 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $124 | 7 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $301 | 17 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,352 | 141 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $478 | 27 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $88 | 5 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.