ASMLASML HLDG NV
CUSIP N07059210 · Yahoo Finance ↗ · Google Finance ↗
Asml Hldg NV (ASML) has 2,157 institutional holders in Filings Flow’s 13F database, together reporting 71.27M shares worth $93.6B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Capital World Investors, and Susquehanna International Group, LLP.
Institutional Holders
2,157
Q1 2026
Reported Value
$93.6B
Ticker
ASML
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC$294.9B AUM | 2.06% | $6.1B | 4.60M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.67% | $4.9B | 3.73M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.51% | $4.5B | 3.43M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.22% | $4.2B | 3.15M | Q1 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 2.87% | $3.6B | 2.76M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.55% | $3.4B | 2.56M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.17% | $2.7B | 2.13M | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 1.85% | $2.5B | 1.87M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.32% | $2.5B | 1.86M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.14% | $2.4B | 1.79M | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.54% | $2.3B | 1.77M | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 1.17% | $2.2B | 1.64M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.15% | $2.1B | 1.56M | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.23% | $2.0B | 1.54M | Q1 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 4.36% | $1.9B | 1.52M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.6B | 1.23M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.23% | $1.5B | 1.13M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.28% | $1.4B | 1.03M | Q1 2026 |
| EDGEWOOD MANAGEMENT LLC$15.5B AUM | 8.04% | $1.2B | 943.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.19% | $1.2B | 936.4K | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 1.06% | $1.2B | 924.5K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.21% | $1.1B | 868.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.12% | $1.1B | 811.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.19% | $1.0B | 773.9K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 2.76% | $996M | 754.4K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.13% | $973M | 736.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.17% | $964M | 729.7K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.73% | $957M | 725.0K | Q1 2026 |
| FAYEZ SAROFIM & CO$39.1B AUM | 2.25% | $878M | 664.5K | Q1 2026 |
| LONE PINE CAPITAL LLC$12.5B AUM | 6.90% | $865M | 655.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.28% | $856M | 800.4K | Q1 2026 |
| SANDS CAPITAL MANAGEMENT, LLC$25.5B AUM | 3.32% | $845M | 639.8K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 1.13% | $797M | 603.8K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 1.01% | $787M | 596.1K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.36% | $746M | 509.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.44% | $727M | 550.4K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.46% | $722M | 546.4K | Q1 2026 |
| COATUE MANAGEMENT LLC$29.1B AUM | 2.26% | $655M | 496.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.15% | $617M | 466.8K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.42% | $586M | 608.7K | Q3 2025OLDER |
| EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM | 1.92% | $573M | 433.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.15% | $546M | 413.7K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.71% | $527M | 398.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.42% | $515M | 389.9K | Q1 2026 |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 5.58% | $501M | 379.4K | Q1 2026 |
| Situational Awareness LP$13.7B AUM | 3.66% | $500M | 378.7K | Q1 2026 |
| Situational Awareness Partners LP$13.7B AUM | 3.66% | $500M | 378.7K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.24% | $476M | 360.1K | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.37% | $466M | 353.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.20% | $465M | 352.2K | Q1 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM | 15.43% | $464M | 351.3K | Q1 2026 |
| Winslow Capital Management, LLC$25.6B AUM | 1.81% | $463M | 350.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.11% | $453M | 342.6K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.74% | $449M | 339.6K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.46% | $443M | 335.1K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.72% | $437M | 330.6K | Q1 2026 |
| WINDACRE PARTNERSHIP LLC$9.3B AUM | 5.93% | $433M | 539.7K | Q2 2025OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 5.87% | $418M | 316.7K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.67% | $399M | 373.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.12% | $393M | 297.9K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.42% | $388M | 293.4K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.89% | $379M | 287.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.35% | $379M | 287.2K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.34% | $369M | 279.5K | Q1 2026 |
| Value Aligned Research Advisors, LLC$20.7B AUM | 1.78% | $369M | 279.2K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.41% | $365M | 276.4K | Q1 2026 |
| CTC LLC$217.2B AUM | 0.16% | $357M | 32.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $354M | 267.8K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.15% | $353M | 267.2K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.34% | $343M | 259.9K | Q1 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 3.94% | $341M | 258.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.06% | $333M | 252.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.30% | $329M | 248.8K | Q1 2026 |
| Anther Capital Ltd$3.8B AUM | 7.92% | $303M | 229.3K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 1.19% | $294M | 222.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $286M | 216.7K | Q1 2026 |
| HARDING LOEVNER LP$9.7B AUM | 2.94% | $286M | 216.3K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.33% | $279M | 211.3K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 3.27% | $275M | 207.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.38% | $274M | 207.5K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.63% | $274M | 207.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.38% | $266M | 201.5K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.44% | $262M | 198.2K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.44% | $257M | 194.8K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 3.42% | $247M | 186.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.12% | $239M | 183.8K | Q1 2026 |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.40% | $239M | 180.8K | Q1 2026 |
| BlueSpruce Investments, LP$631M AUM | 5.45% | $237M | 245.0K | Q3 2025OLDER |
| Valley Forge Capital Management, LP$3.4B AUM | 6.69% | $226M | 171.1K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.16% | $225M | 170.5K | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 3.60% | $217M | 202.6K | Q4 2025OLDER |
| Capital Research Global Investors$644.6B AUM | 0.03% | $206M | 155.9K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.52% | $204M | 154.6K | Q1 2026 |
| TCW GROUP INC$13.3B AUM | 1.50% | $200M | 151.2K | Q1 2026 |
| Hyperion Asset Management Ltd$3.8B AUM | 6.30% | $198M | 149.6K | Q1 2026 |
| Dorsey Asset Management, LLC$1.3B AUM | 14.76% | $185M | 140.3K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.21% | $183M | 189.5K | Q3 2025OLDER |
| SCGE MANAGEMENT, L.P.$3.3B AUM | 5.49% | $181M | 137.2K | Q1 2026 |
| Avantyr Capital Partners, LP$2.1B AUM | 8.54% | $178M | 134.6K | Q1 2026 |
| Capital International, Inc./CA/$13.0B AUM | 1.33% | $173M | 131.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.06% | $172M | 130.0K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.26% | $163M | 123.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.25% | $162M | 122.8K | Q1 2026 |
| WT Asset Management Ltd$4.8B AUM | 3.38% | $162M | 122.3K | Q1 2026 |
| Triple Frond Partners LLC$963M AUM | 16.31% | $157M | 118.9K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.33% | $157M | 121.6K | Q1 2026 |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 7.44% | $157M | 118.5K | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.45% | $155M | 117.1K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.10% | $153M | 115.6K | Q1 2026 |
| Southpoint Capital Advisors LP$4.9B AUM | 3.94% | $150M | 155.0K | Q3 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.24% | $150M | 113.2K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.22% | $148M | 112.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.15% | $144M | 109.0K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.62% | $137M | 104.1K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.18% | $137M | 103.9K | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 2.29% | $137M | 103.7K | Q1 2026 |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 6.23% | $132M | 123.7K | Q4 2025OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.80% | $129M | 120.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.23% | $127M | 96.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.14% | $126M | 95.4K | Q1 2026 |
| Novo Holdings A/S$1.2B AUM | 10.16% | $125M | 94.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.17% | $123M | 92.8K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.54% | $122M | 92.2K | Q1 2026 |
| MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM | 3.53% | $120M | 91.0K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 1.66% | $115M | 87.1K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 1.62% | $115M | 86.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.10% | $113M | 85.9K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.06% | $111M | 83.9K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.78% | $109M | 82.6K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $109M | 82.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $103M | 78.2K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.14% | $100M | 76.1K | Q1 2026 |
| MARINER INVESTMENT GROUP LLC$346M AUM | 5.81% | $99M | 93.0K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $99M | 74.7K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.78% | $96M | 72.9K | Q1 2026 |
| Cartenna Capital, LP$2.7B AUM | 3.49% | $96M | 72.5K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.38% | $94M | 71.4K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.34% | $93M | 70.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.11% | $92M | 70.0K | Q1 2026 |
| Bowie Capital Management, LLC$2.7B AUM | 3.40% | $92M | 69.7K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 4.37% | $90M | 68.1K | Q1 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 1.49% | $90M | 68.1K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.37% | $89M | 67.8K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $88M | 66.5K | Q1 2026 |
| Chicago Capital, LLC$3.7B AUM | 2.32% | $86M | 65.2K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.09% | $85M | 61.5K | Q1 2026 |
| DJE Kapital AG$4.5B AUM | 1.89% | $85M | 66.4K | Q1 2026 |
| Saratoga Research & Investment Management$1.8B AUM | 4.82% | $85M | 64.3K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.35% | $85M | 64.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.09% | $83M | 64.0K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 1.03% | $83M | 62.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $82M | 62.1K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.80% | $80M | 54.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.14% | $80M | 60.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.13% | $79M | 60.0K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.32% | $77M | 58.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.10% | $77M | 58.1K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.85% | $76M | 57.2K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.14% | $75M | 56.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.18% | $73M | 55.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.12% | $73M | 55.1K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.11% | $73M | 55.0K | Q1 2026 |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 4.78% | $73M | 55.0K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 1.38% | $73M | 54.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.10% | $69M | 51.9K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.02% | $69M | 51.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.05% | $68M | 51.9K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 2.11% | $68M | 51.3K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 1.20% | $68M | 51.1K | Q1 2026 |
| Appaloosa LP$5.9B AUM | 1.10% | $65M | 49.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.08% | $65M | 49.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.39% | $63M | 47.6K | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.32% | $63M | 47.6K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.40% | $63M | 47.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.08% | $62M | 46.9K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.05% | $62M | 46.7K | Q1 2026 |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.33% | $61M | 62.7K | Q3 2025OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 1.02% | $60M | 45.3K | Q1 2026 |
| PUBLIC INVESTMENT FUND$12.0B AUM | 0.25% | $60M | 74.6K | Q2 2025OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 1.45% | $59M | 45.0K | Q1 2026 |
| Symmetry Investments LP$913M AUM | 6.50% | $59M | 44.9K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.15% | $57M | 43.4K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 1.07% | $57M | 43.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.16% | $57M | 42.8K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 2.60% | $56M | 42.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.17% | $56M | 41.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.11% | $56M | 42.6K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.82% | $56M | 42.6K | Q1 2026 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.18% | $56M | 42.2K | Q1 2026 |
| Capital International Sarl$6.1B AUM | 0.91% | $56M | 42.1K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.10% | $56M | 42.0K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.19% | $55M | 42.0K | Q1 2026 |
| Governors Lane LP$1.6B AUM | 3.53% | $55M | 41.8K | Q1 2026 |
| Main Street Research LLC$1.7B AUM | 3.20% | $55M | 41.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $54M | 40.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $53M | 40.3K | Q1 2026 |
| BCV Asset Management Inc.$2.9B AUM | 1.83% | $53M | 40.3K | Q1 2026 |
| Birch Hill Investment Advisors LLC$2.2B AUM | 2.35% | $52M | 39.7K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.32% | $52M | 39.2K | Q1 2026 |
| Square Wave Capital, LLC$413M AUM | 12.37% | $51M | 38.7K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.59% | $50M | 38.2K | Q1 2026 |
| GUARDIAN CAPITAL LP$3.8B AUM | 1.33% | $50M | 38.1K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.57% | $50M | 38.0K | Q1 2026 |
| Defiance ETFs, LLC$7.0B AUM | 0.71% | $50M | 37.6K | Q1 2026 |
| MayTech Global Investments, LLC$820M AUM | 6.02% | $49M | 37.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $49M | 37.3K | Q1 2026 |
| SORA INVESTORS LLC$1.1B AUM | 4.53% | $49M | 37.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.24% | $49M | 37.1K | Q1 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.60% | $48M | 90.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.59% | $48M | 36.2K | Q1 2026 |
| BAMCO INC /NY/$33.1B AUM | 0.14% | $47M | 35.6K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.16% | $47M | 35.4K | Q1 2026 |
| Vantage Investment Partners, LLC$1.4B AUM | 3.16% | $46M | 34.7K | Q1 2026 |
| E Fund Management Co., Ltd.$3.4B AUM | 1.35% | $45M | 34.3K | Q1 2026 |
| Thomasville National Bank$1.6B AUM | 2.80% | $45M | 42.3K | Q4 2025OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 1.84% | $45M | 33.7K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.41% | $44M | 33.5K | Q1 2026 |
| Ninety One UK Ltd$44.7B AUM | 0.10% | $44M | 33.0K | Q1 2026 |
| Two Creeks Capital Management, LP$974M AUM | 4.46% | $43M | 32.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $43M | 32.5K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.47% | $43M | 32.3K | Q1 2026 |
| Oribel Capital Management, LP$2.3B AUM | 1.88% | $43M | 32.2K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.10% | $42M | 32.2K | Q1 2026 |
| Talos Eurisko Asset Management LP$585M AUM | 7.08% | $41M | 31.4K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.28% | $41M | 31.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $41M | 31.4K | Q1 2026 |
| Watchtower Advisors, LP$141M AUM | 29.29% | $41M | 31.3K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 1.61% | $41M | 30.8K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.03% | $41M | 30.7K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.14% | $40M | 30.4K | Q1 2026 |
| Sculptor Capital LP$9.6B AUM | 0.42% | $40M | 30.2K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.32% | $40M | 30.2K | Q1 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 2.29% | $40M | 30.1K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.50% | $39M | 29.3K | Q1 2026 |
| UNICOM Systems, Inc.$1.5B AUM | 3.93% | $38M | 29.0K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 1.16% | $37M | 28.2K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.96% | $37M | 28.1K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.55% | $37M | 28.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $36M | 27.6K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 2.09% | $36M | 27.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.09% | $35M | 26.3K | Q1 2026 |
| Clear Street Group Inc.$24.6B AUM | 0.14% | $35M | 26.2K | Q1 2026 |
| Amundi$367.1B AUM | 0.01% | $35M | 26.2K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 1.74% | $35M | 26.2K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.04% | $34M | 25.9K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.16% | $34M | 25.5K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 1.97% | $34M | 25.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.13% | $33M | 25.2K | Q1 2026 |
| MKP Capital Management, L.L.C.$3.0B AUM | 1.09% | $33M | 25.0K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.01% | $33M | 24.9K | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.17% | $33M | 24.7K | Q1 2026 |
| Longaeva Partners L.P.$2.7B AUM | 1.21% | $33M | 24.7K | Q1 2026 |
| BWCP, LP$656M AUM | 4.94% | $32M | 24.5K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.09% | $32M | 24.4K | Q1 2026 |
| Tamar Securities, LLC$934M AUM | 3.44% | $32M | 24.3K | Q1 2026 |
| FengHe Fund Management Pte. Ltd.$724M AUM | 4.44% | $32M | 24.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.08% | $32M | 24.2K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 2.25% | $31M | 23.7K | Q1 2026 |
| Nishkama Capital, LLC$1.6B AUM | 1.96% | $31M | 23.6K | Q1 2026 |
| UNIO CAPITAL LLC$466M AUM | 6.67% | $31M | 23.5K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.68% | $31M | 31.9K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.82% | $31M | 23.4K | Q1 2026 |
| Covenant Asset Management, LLC$664M AUM | 4.65% | $31M | 23.4K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.32% | $31M | 23.3K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.69% | $31M | 23.1K | Q1 2026 |
| Eisler Capital Management Ltd.$22.6B AUM | 0.13% | $30M | 31.4K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.05% | $30M | 22.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.12% | $30M | 23.1K | Q1 2026 |
| Tensor Edge Capital, LLC$582M AUM | 5.23% | $30M | 23.0K | Q1 2026 |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 2.34% | $30M | 22.9K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.84% | $30M | 22.8K | Q1 2026 |
| Benchstone Capital Management LP$860M AUM | 3.46% | $30M | 22.5K | Q1 2026 |
| SOMA EQUITY PARTNERS LP$1.4B AUM | 2.16% | $29M | 22.1K | Q1 2026 |
| TB Alternative Assets Ltd.$623M AUM | 5.38% | $29M | 36.2K | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.28% | $28M | 21.4K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.09% | $28M | 21.1K | Q1 2026 |
| Alta Park Capital, LP$642M AUM | 4.34% | $28M | 21.1K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.97% | $28M | 21.0K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.95% | $28M | 25.9K | Q4 2025OLDER |
| Tairen Capital Ltd$924M AUM | 3.00% | $28M | 21.0K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.35% | $28M | 20.9K | Q1 2026 |
| CORDA Investment Management, LLC.$1.4B AUM | 1.90% | $27M | 20.8K | Q1 2026 |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 3.04% | $27M | 18.7K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.58% | $27M | 20.7K | Q1 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 3.02% | $27M | 20.3K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 1.95% | $27M | 20.1K | Q1 2026 |
| Mill Capital Management, LLC$1.3B AUM | 2.02% | $27M | 20.1K | Q1 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.36% | $26M | 20.0K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.41% | $26M | 19.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.13% | $26M | 19.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.16% | $26M | 19.5K | Q1 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.27% | $26M | 19.5K | Q1 2026 |
| Gavilan Investment Partners LLC$372M AUM | 6.92% | $26M | 19.5K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.87% | $26M | 19.4K | Q1 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 4.57% | $26M | 19.4K | Q1 2026 |
| Silvant Capital Management LLC$2.9B AUM | 0.88% | $25M | 19.3K | Q1 2026 |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 2.85% | $25M | 19.2K | Q1 2026 |
| Maytus Capital Management, LLC$562M AUM | 4.50% | $25M | 19.1K | Q1 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.54% | $25M | 19.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.32% | $25M | 19.0K | Q1 2026 |
| HughesLittle Investment Management Ltd.$511M AUM | 4.90% | $25M | 18.9K | Q1 2026 |
| Melqart Asset Management (UK) Ltd$1.0B AUM | 2.46% | $25M | 18.9K | Q1 2026 |
| Milestone Resources Group Ltd$1.6B AUM | 1.51% | $25M | 18.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.13% | $24M | 18.5K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.74% | $24M | 30.0K | Q2 2025OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.60% | $24M | 17.8K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $24M | 17.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.17% | $23M | 17.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.37% | $23M | 17.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.21% | $23M | 17.6K | Q1 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.67% | $23M | 17.6K | Q1 2026 |
| 71 West Capital Partners$2.3B AUM | 1.02% | $23M | 17.6K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.70% | $22M | 17.0K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.01% | $22M | 16.7K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 1.74% | $22M | 16.5K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.00% | $22M | 16.4K | Q1 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 3.91% | $22M | 16.3K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $22M | 16.3K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.05% | $21M | 16.2K | Q1 2026 |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 1.95% | $21M | 16.2K | Q1 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.15% | $21M | 16.1K | Q1 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 0.12% | $21M | 16.1K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.23% | $21M | 16.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $21M | 16.0K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.81% | $20M | 15.5K | Q1 2026 |
| CIM, LLC$692M AUM | 2.95% | $20M | 15.4K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.94% | $20M | 15.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.17% | $20M | 15.3K | Q1 2026 |
| Scion Asset Management, LLC$1.4B AUM | 3.46% | $20M | 25.0K | Q2 2025OLDER |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.85% | $20M | 15.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.43% | $20M | 15.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.61% | $20M | 15.1K | Q1 2026 |
| Trybe Capital Management LP$581M AUM | 3.42% | $20M | 15.0K | Q1 2026 |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 0.71% | $20M | 15.0K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 1.71% | $20M | 15.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.11% | $20M | 14.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.15% | $20M | 14.9K | Q1 2026 |
| Limestone Investment Advisors LP$1.2B AUM | 1.56% | $20M | 14.8K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.07% | $19M | 14.7K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.23% | $19M | 14.7K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.30% | $19M | 14.6K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 2.18% | $19M | 14.6K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 1.26% | $19M | 14.6K | Q1 2026 |
| Employees Retirement System of Texas$11.4B AUM | 0.17% | $19M | 14.5K | Q1 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 1.40% | $19M | 14.5K | Q1 2026 |
| Phraction Management LLC$483M AUM | 3.93% | $19M | 14.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.10% | $19M | 14.3K | Q1 2026 |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.70% | $19M | 14.3K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.55% | $19M | 14.1K | Q1 2026 |
| Carmel Capital Management L.L.C.$349M AUM | 5.28% | $18M | 14.0K | Q1 2026 |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 1.48% | $18M | 13.9K | Q1 2026 |
| Eldred Rock Partners, LLC$465M AUM | 4.65% | $18M | 13.8K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 1.18% | $18M | 13.6K | Q1 2026 |
| Callahan Advisors, LLC$1.2B AUM | 1.49% | $18M | 13.5K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.36% | $18M | 13.5K | Q1 2026 |
| Savoie Capital LLC$805M AUM | 2.20% | $18M | 22.1K | Q2 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.28% | $17M | 13.2K | Q1 2026 |
| 11 Capital Partners LP$348M AUM | 4.98% | $17M | 13.1K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.54% | $17M | 13.0K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.81% | $17M | 13.0K | Q1 2026 |
| Walter Public Investments Inc.$418M AUM | 4.10% | $17M | 13.0K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.12% | $17M | 13.0K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.53% | $17M | 12.9K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.19% | $17M | 12.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.08% | $17M | 12.7K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.08% | $17M | 17.3K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.14% | $17M | 12.6K | Q1 2026 |
| Old West Investment Management, LLC$923M AUM | 1.80% | $17M | 12.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.05% | $16M | 12.4K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.45% | $16M | 12.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.20% | $16M | 12.2K | Q1 2026 |
| Fisher Funds Management LTD$3.4B AUM | 0.47% | $16M | 12.1K | Q1 2026 |
| Biondo Investment Advisors, LLC$780M AUM | 2.05% | $16M | 12.1K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.41% | $16M | 12.1K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.69% | $16M | 12.0K | Q1 2026 |
| KP Management LLC$409M AUM | 3.87% | $16M | 12.0K | Q1 2026 |
| Pennant Select, LLC$199M AUM | 7.97% | $16M | 12.0K | Q1 2026 |
| Third Point LLC$2.1B AUM | 0.76% | $16M | 12.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $16M | 14.4K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.23% | $16M | 11.9K | Q1 2026 |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 1.04% | $16M | 14.6K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.10% | $16M | 11.8K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 1.86% | $16M | 11.8K | Q1 2026 |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.24% | $16M | 11.8K | Q1 2026 |
| Security National Bank$838M AUM | 2.26% | $16M | 11.8K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.68% | $16M | 11.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.19% | $15M | 11.7K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 2.14% | $15M | 11.7K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.38% | $15M | 11.6K | Q1 2026 |
| Rheos Capital Works Inc.$1.5B AUM | 1.02% | $15M | 11.6K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.59% | $15M | 11.5K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.42% | $15M | 11.5K | Q1 2026 |
| MONTAG & CALDWELL, LLC$457M AUM | 3.32% | $15M | 18.9K | Q2 2025OLDER |
| Reynders McVeigh Capital Management, LLC$2.0B AUM | 0.76% | $15M | 11.4K | Q1 2026 |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.57% | $15M | 11.4K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 2.70% | $15M | 11.3K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.33% | $15M | 11.3K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.41% | $15M | 11.3K | Q1 2026 |
| CYPRESS FUNDS LLC$398M AUM | 2.46% | $15M | 13.9K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $15M | 11.3K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.05% | $15M | 11.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.03% | $15M | 11.1K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 1.07% | $15M | 11.1K | Q1 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC$534M AUM | 2.71% | $14M | 10.9K | Q1 2026 |
| Henry James International Management Inc.$334M AUM | 5.16% | $14M | 10.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.07% | $14M | 10.8K | Q1 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.18% | $14M | 10.8K | Q1 2026 |
| Warther Private Wealth, LLC$427M AUM | 3.33% | $14M | 10.8K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.27% | $14M | 10.7K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 10.6K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.75% | $14M | 10.5K | Q1 2026 |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.25% | $14M | 10.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.17% | $14M | 10.5K | Q1 2026 |
| Generate Investment Management Ltd$2.0B AUM | 0.68% | $14M | 10.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $14M | 10.5K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.97% | $14M | 10.4K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.04% | $14M | 10.4K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.74% | $14M | 10.3K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.10% | $13M | 10.2K | Q1 2026 |
| Janney Capital Management LLC$1.6B AUM | 0.84% | $13M | 12.5K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.04% | $13M | 13.7K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.21% | $13M | 10.0K | Q1 2026 |
| Stanley Capital Management, LLC$598M AUM | 2.21% | $13M | 10.0K | Q1 2026 |
| Telemark Asset Management, LLC$1.1B AUM | 1.22% | $13M | 10.0K | Q1 2026 |
| Ashoka WhiteOak Capital Pte Ltd$264M AUM | 4.94% | $13M | 9.9K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.21% | $13M | 9.8K | Q1 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 2.20% | $13M | 9.7K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.27% | $13M | 9.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.16% | $13M | 9.6K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.16% | $13M | 9.6K | Q1 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.97% | $13M | 9.6K | Q1 2026 |
| AM INVESTMENT STRATEGIES LLC$455M AUM | 2.78% | $13M | 9.6K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 1.26% | $13M | 9.6K | Q1 2026 |
| Albar Capital Partners LLP$618M AUM | 2.04% | $13M | 9.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.12% | $12M | 9.5K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.27% | $12M | 9.5K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.09% | $12M | 9.4K | Q1 2026 |
| Stanley-Laman Group, Ltd.$814M AUM | 1.51% | $12M | 9.3K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.14% | $12M | 9.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.32% | $12M | 9.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 9.3K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.09% | $12M | 9.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $12M | 9.0K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.26% | $12M | 9.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.09% | $12M | 9.2K | Q1 2026 |
| Hedeker Wealth, LLC$474M AUM | 2.56% | $12M | 9.2K | Q1 2026 |
| American Money Management, LLC$632M AUM | 1.91% | $12M | 9.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.07% | $12M | 14.9K | Q2 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.07% | $12M | 9.0K | Q1 2026 |
| Clean Yield Group$355M AUM | 3.30% | $12M | 8.9K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.65% | $12M | 8.9K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.08% | $12M | 9.0K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 1.12% | $12M | 8.8K | Q1 2026 |
| DC Investments Management, LLC$261M AUM | 4.44% | $12M | 8.8K | Q1 2026 |
| AXA S.A.$256M AUM | 0.03% | $11M | 14.3K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.20% | $11M | 8.7K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.50% | $11M | 8.6K | Q1 2026 |
| KKM Financial LLC$563M AUM | 2.02% | $11M | 10.6K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $11M | 8.6K | Q1 2026 |
| Solidarity Wealth, LLC$521M AUM | 2.14% | $11M | 8.5K | Q1 2026 |
| Greenland Capital Management LP$787M AUM | 1.14% | $11M | 13.8K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.17% | $11M | 8.3K | Q1 2026 |
| ACCOUNT MANAGEMENT LLC$91M AUM | 12.01% | $11M | 8.3K | Q1 2026 |
| LGT Group Foundation$8.2B AUM | 0.13% | $11M | 8.3K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 3.93% | $11M | 8.3K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.19% | $11M | 7.9K | Q1 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.29% | $11M | 8.1K | Q1 2026 |
| Valliance Asset Management Ltd$122M AUM | 4.45% | $11M | 10.0K | Q4 2025OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.56% | $11M | 11.0K | Q3 2025OLDER |
| H&H International Investment, LLC$20.0B AUM | 0.06% | $11M | 9.9K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.43% | $11M | 10.9K | Q3 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.25% | $11M | 10.9K | Q3 2025OLDER |
| Tenere Capital LLC$136M AUM | 7.70% | $11M | 8.0K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $11M | 8.0K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 1.30% | $10M | 7.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 7.9K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 2.02% | $10M | 7.8K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.32% | $10M | 7.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 7.8K | Q1 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC$1.0B AUM | 1.05% | $10M | 7.8K | Q1 2026 |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.68% | $10M | 7.8K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $10M | 7.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $10M | 9.0K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.30% | $10M | 7.6K | Q1 2026 |
| Octahedron Capital Management L.P.$138M AUM | 5.72% | $10M | 10.4K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.23% | $10M | 7.6K | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 3.01% | $10M | 7.6K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.20% | $10M | 9.4K | Q1 2026 |
| Yarbrough Capital, LLC$2.9B AUM | 0.35% | $10M | 7.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.07% | $10M | 7.5K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 1.30% | $10M | 7.4K | Q1 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.52% | $10M | 7.4K | Q1 2026 |
| Mubadala Investment Co PJSC$20.5B AUM | 0.05% | $10M | 7.4K | Q1 2026 |
| Miller Capital Partners, Inc.$208M AUM | 4.67% | $10M | 7.4K | Q1 2026 |
| Peterson Wealth Services$405M AUM | 2.40% | $10M | 7.3K | Q1 2026 |
| INFINITUM ASSET MANAGEMENT, LLC$801M AUM | 1.78% | $10M | 10.0K | Q3 2025OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.09% | $10M | 10.0K | Q3 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 1.31% | $10M | 7.3K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.03% | $10M | 7.3K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.60% | $10M | 7.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.