ATRAPTARGROUP INC
CUSIP 038336103 · Yahoo Finance ↗ · Google Finance ↗
Aptargroup Inc (ATR) has 540 institutional holders in Filings Flow’s 13F database, together reporting 59.97M shares worth $7.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Farm Mutual Automobile Insurance Co.
Institutional Holders
540
Q1 2026
Reported Value
$7.3B
Ticker
ATR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Regents Gate Capital LLP$469M AUM | 3.76% | $11M | 79.3K | Q3 2025OLDER |
| Atlas FRM LLC$1.5B AUM | 2.89% | $44M | 350.0K | Q1 2026OLDER |
| Dayah Capital LLC$261M AUM | 2.85% | $7M | 59.0K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 2.83% | $17M | 131.3K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 2.78% | $8M | 62.4K | Q1 2026OLDER |
| NUANCE INVESTMENTS, LLC$717M AUM | 2.73% | $20M | 155.4K | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 2.62% | $5M | 37.8K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 2.45% | $8M | 66.9K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 2.32% | $5M | 37.1K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 2.31% | $23M | 183.5K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 2.26% | $8M | 61.0K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 2.25% | $9M | 67.7K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 2.21% | $27M | 217.9K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 2.06% | $11M | 88.4K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.96% | $158M | 1.25M | Q1 2026OLDER |
| Baker Chad R$530M AUM | 1.88% | $10M | 79.1K | Q1 2026OLDER |
| Roubaix Capital, LLC$214M AUM | 1.78% | $4M | 34.3K | Q4 2025OLDER |
| Dempze Nancy E$182M AUM | 1.74% | $3M | 25.2K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 1.73% | $49M | 387.2K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 1.68% | $148M | 1.18M | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 1.40% | $170M | 1.35M | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.20% | $14M | 113.8K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.17% | $4M | 29.9K | Q2 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 1.15% | $17M | 136.9K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.02% | $16M | 130.5K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 0.98% | $4M | 26.4K | Q3 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.91% | $74M | 587.3K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.88% | $51M | 408.5K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.85% | $1M | 10.4K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 0.74% | $1M | 10.5K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.64% | $104M | 828.8K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.56% | $2M | 17.9K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 0.55% | $12M | 98.2K | Q4 2025OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.54% | $83M | 657.3K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.49% | $2M | 14.5K | Q4 2025OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.47% | $598M | 4.74M | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 0.44% | $2M | 17.5K | Q2 2026 |
| ICW Investment Advisors LLC$277M AUM | 0.43% | $1M | 9.5K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.39% | $18M | 140.9K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.38% | $4M | 35.5K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 0.38% | $1M | 9.9K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.35% | $18M | 139.6K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.32% | $633,415 | 4.7K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.31% | $20M | 160.9K | Q2 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.30% | $7M | 51.9K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.29% | $2M | 13.6K | Q1 2026OLDER |
| EULAV Asset Management$3.1B AUM | 0.28% | $9M | 69.3K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.26% | $401,114 | 3.0K | Q3 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.25% | $7M | 55.7K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.24% | $45M | 358.1K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.24% | $1M | 8.6K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.24% | $13M | 105.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.24% | $6M | 45.4K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.23% | $8M | 67.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.23% | $383,442 | 3.1K | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.22% | $1M | 8.2K | Q3 2025OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.22% | $901,673 | 7.2K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.20% | $986,048 | 8.1K | Q4 2025OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.20% | $4M | 31.5K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.20% | $2M | 16.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.20% | $305M | 2.42M | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.19% | $2M | 19.8K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.18% | $386,277 | 2.9K | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.18% | $12M | 97.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.17% | $537,853 | 4.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.17% | $6M | 50.6K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 0.17% | $205,435 | 1.5K | Q3 2025OLDER |
| Boit C F David$225M AUM | 0.17% | $378,060 | 3.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.16% | $3M | 28.2K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.16% | $211,370 | 1.8K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.15% | $327,022 | 2.6K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.14% | $557,095 | 4.2K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.14% | $561,545 | 4.5K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.14% | $4M | 29.8K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.13% | $320,563 | 2.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.13% | $81M | 604.3K | Q3 2025OLDER |
| GatePass Capital, LLC$214M AUM | 0.13% | $278,504 | 2.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $441,574 | 3.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.13% | $2M | 18.5K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.13% | $724,740 | 5.9K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.13% | $2M | 18.7K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.12% | $1M | 10.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.12% | $6M | 51.1K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.12% | $1M | 10.0K | Q4 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.11% | $344,413 | 2.7K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.11% | $71M | 559.8K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.11% | $1M | 8.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.11% | $22M | 177.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.11% | $148M | 1.17M | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.11% | $630,100 | 5.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.11% | $126,020 | 1.0K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.11% | $478,890 | 3.8K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.10% | $19M | 151.7K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.10% | $397,593 | 3.2K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.10% | $3M | 22.8K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.10% | $1M | 8.1K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.10% | $3M | 24.3K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.10% | $3M | 20.9K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.10% | $371,090 | 3.0K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.10% | $3M | 24.5K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.09% | $3M | 22.3K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.08% | $812,829 | 6.5K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.08% | $902,260 | 7.4K | Q4 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.08% | $32M | 256.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.08% | $310,986 | 2.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.08% | $9M | 70.7K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.08% | $1M | 11.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.08% | $19M | 150.8K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.08% | $4M | 30.8K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.07% | $14M | 113.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.07% | $1M | 11.2K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.07% | $44M | 348.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.07% | $154M | 1.23M | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.07% | $529,062 | 4.3K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $290,350 | 2.3K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.07% | $3M | 23.9K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.07% | $346,555 | 2.8K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.07% | $348,807 | 2.8K | Q2 2026 |
| 111 Capital$406M AUM | 0.07% | $270,565 | 2.1K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.07% | $1M | 8.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.06% | $8M | 64.1K | Q1 2026OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 0.06% | $622,161 | 4.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $962,781 | 7.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.06% | $3M | 27.3K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.06% | $725,875 | 5.8K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 0.06% | $672,570 | 5.4K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.06% | $1M | 11.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $32M | 252.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.06% | $6M | 45.1K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.06% | $306,985 | 2.4K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.06% | $209,757 | 1.7K | Q4 2025OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.05% | $203,271 | 1.6K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.05% | $957,878 | 7.6K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.05% | $4M | 35.7K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.05% | $1M | 8.0K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.05% | $3M | 22.9K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.05% | $863,741 | 6.9K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.05% | $334,961 | 2.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.05% | $68M | 538.6K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.05% | $147,026 | 1.1K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $523,461 | 4.2K | Q2 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.05% | $256,955 | 2.0K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.05% | $549,878 | 4.4K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $34M | 271.6K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.04% | $414,984 | 3.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $204,152 | 1.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 10.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 18.7K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.04% | $219,401 | 1.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.04% | $355,880 | 2.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.04% | $127,532 | 1.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $225,083 | 1.7K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 9.8K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $190M | 1.50M | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.04% | $230,547 | 1.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.04% | $26M | 206.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 21.3K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $333,360 | 2.6K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.04% | $645,223 | 5.1K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $417,882 | 3.3K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.04% | $7M | 58.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $61M | 482.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.04% | $238,051 | 1.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $20M | 162.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.03% | $223,480 | 1.7K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $22M | 172.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $283,797 | 2.3K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 78.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $324,502 | 2.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $22M | 176.8K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.03% | $510,507 | 4.1K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.03% | $109,763 | 871 | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.03% | $212,871 | 1.6K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.03% | $3M | 22.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $400,870 | 3.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 28.4K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.03% | $200,490 | 1.5K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $26M | 192.3K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $412,131 | 3.3K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.03% | $88,214 | 700 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $494M | 4.05M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $35M | 281.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 29.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $12M | 96.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 14.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $3M | 26.2K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $399,843 | 3.0K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $858,071 | 6.8K | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.03% | $234,039 | 1.8K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $475M | 3.77M | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $240,324 | 1.8K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 17.8K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $596,075 | 4.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $161,432 | 1.3K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $345,651 | 2.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 13.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 11.1K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.02% | $213,818 | 1.8K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $25M | 199.4K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.02% | $31,674 | 253 | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 34.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $926,378 | 7.4K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.02% | $248,188 | 2.0K | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.02% | $164,211 | 1.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $2M | 13.6K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.02% | $2M | 13.2K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $1M | 8.3K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $251,914 | 2.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.02% | $16M | 128.7K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.02% | $22,054 | 175 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $36,667 | 291 | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $346,682 | 2.8K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $437,470 | 3.3K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $135M | 1.07M | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $335,969 | 2.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $358,905 | 2.8K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $4M | 33.5K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.02% | $4M | 35.5K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $6M | 45.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $9M | 75.0K | Q4 2025OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.02% | $210,648 | 1.6K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 23.4K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $755,111 | 6.0K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $54,462 | 435 | Q2 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $13M | 99.9K | Q2 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $227,340 | 1.8K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.02% | $8M | 66.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $20,783 | 166 | Q2 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $23,142 | 189.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $4M | 29.8K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $89,979 | 714 | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.01% | $213,847 | 1.7K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.01% | $1M | 8.3K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $12M | 93.3K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.01% | $1M | 10.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $920,784 | 6.9K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $7M | 58.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $33M | 260.8K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.01% | $147,026 | 1.1K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $11M | 83.5K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $267,414 | 2.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $767M | 6.08M | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1,478 | 11.1K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 18.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $214M | 1.69M | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $80,527 | 639 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $72,209 | 573 | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.01% | $239,438 | 1.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $50M | 399.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $12M | 96.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $844M | 6.92M | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.01% | $47,761 | 379 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $351M | 2.78M | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $323,720 | 2.6K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 28.0K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $64M | 505.5K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 30.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 30.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $5M | 37.9K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 8.9K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 12.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $504,554 | 4.1K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $367,962 | 2.9K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $546,403 | 4.1K | Q3 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $233,865 | 1.8K | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.01% | $263,312 | 2.2K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 22.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 25.5K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 23.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 76.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $313,790 | 2.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 91.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 9.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $333,958 | 2.7K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $240,950 | 1.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 16.1K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 15.5K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $10M | 77.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $7M | 57.8K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $415,740 | 3.3K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $238,179 | 1.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 19.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $451,782 | 3.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $374,531 | 3.0K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 18.6K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $266,384 | 2.0K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $93,803 | 744 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $655,051 | 5.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $18M | 143.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 11.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $31M | 244.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $879,967 | 7.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $16M | 130.0K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.01% | $9M | 72.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $19M | 158.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $364M | 2.89M | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $23,658 | 177 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $59M | 464.9K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $898,397 | 7.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 17.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $403,895 | 3.2K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $14M | 112.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $254,938 | 2.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $750,501 | 5.6K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 9.6K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $9M | 73.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $27M | 204.9K | Q3 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $659,967 | 5.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 54.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 19.6K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.01% | $406,919 | 3.2K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $212,071 | 1.8K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $249,677 | 1.9K | Q3 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $388,772 | 3.1K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $1M | 10.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $29M | 230.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $27,599 | 219 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 32.8K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $333,197 | 2.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $201,196 | 1.6K | Q2 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $761,030 | 6.2K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $726,631 | 5.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $94,893 | 753 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 26.0K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $639,964 | 4.8K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $972,622 | 7.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $130M | 1.03M | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.01% | $2M | 18.7K | Q3 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $8,963 | 71.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $28M | 225.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $201,827 | 1.5K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 48.4K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $21,675 | 172 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $19M | 153.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 62.5K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $4M | 29.9K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 23.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $7M | 57.8K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $252,418 | 2.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 16.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $246,873 | 2.0K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $276,992 | 2.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $943,007 | 7.5K | Q2 2026 |
| OP Asset Management Ltd$8.4B AUM | 0.01% | $506,500 | 4.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $425,191 | 3.4K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $202,136 | 1.6K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $21,171 | 168 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $123,385 | 979 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $187,897 | 1.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $744,274 | 5.9K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $15,868 | 119 | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $9,830 | 78 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.01% | $59,229 | 470 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 28.3K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.01% | $135,696 | 1.1K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $9,956 | 79 | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $395,199 | 3.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 16.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $276,740 | 2.2K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $1M | 9.9K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 23.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $414,244 | 3.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 19.9K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $597,839 | 4.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $290,981 | 2.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $24M | 190.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $95,019 | 754 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $6M | 45.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 27.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $951,325 | 7.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $352,856 | 2.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $7M | 57.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $518,194 | 4.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $18,021 | 143 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 26.6K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $6M | 44.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $347,311 | 2.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $61M | 485.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 31.4K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $1M | 9.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 22.6K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $516,988 | 4.2K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $45,364 | 360 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $726,001 | 5.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $599,064 | 4.5K | Q3 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $282,424 | 2.1K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $430,510 | 3.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 16.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $13M | 103.9K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $16,587 | 136 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 18.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $216,628 | 1.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 40.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 25.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $22M | 177.2K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $245,361 | 1.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $326,389 | 2.4K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 83.6K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.00% | $224,946 | 1.8K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $502,830 | 3.8K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $280,475 | 2.2K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $4,147 | 34 | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $628,713 | 5.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $388,646 | 3.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $733,546 | 5.8K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $353,394 | 2.9K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $414,346 | 3.1K | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $30,245 | 240 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $291,838 | 2.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $8,192 | 65 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $44M | 359.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $99,086 | 796 | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.00% | $463,448 | 3.8K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,151 | 25 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $423,126 | 3.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $24M | 188.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 92.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $246,677 | 2.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $244,605 | 1.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 111.7K | Q2 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $3M | 20.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $207,933 | 1.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $523,487 | 4.2K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $50,786 | 403 | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $3,781 | 30 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 12.0K | Q4 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.00% | $201,827 | 1.5K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $323,571 | 2.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 38.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $418,009 | 3.3K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,285 | 34 | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $461,233 | 3.7K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $473,691 | 3.5K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $6,260 | 50 | Q2 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $4M | 34.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $200,136 | 1.6K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $621,405 | 4.9K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $550,771 | 4.5K | Q4 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $858,448 | 6.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $263,673 | 2.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $88,214 | 700 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $26,465 | 210 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 9.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 11.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $111,058 | 881 | Q2 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $201,254 | 1.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 14.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $313,034 | 2.5K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $6,301 | 50 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $346,581 | 2.6K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 30.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $56,079 | 445 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $496,266 | 3.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 26.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,688 | 61 | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $3,781 | 30 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $37,932 | 301 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 83.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $110,646 | 878 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $8,619 | 68 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $12,350 | 98 | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.00% | $223,735 | 1.7K | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,142 | 17 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 41.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 10.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 25.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 61.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $462,997 | 3.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $266,532 | 2.1K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $356,763 | 2.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 10.9K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $177,184 | 1.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $301,536 | 2.5K | Q4 2025OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $120,980 | 920 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 16.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $5,293 | 42 | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $1,260 | 10 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $10,838 | 86 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $4,285 | 34 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $72,966 | 579 | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $2,195 | 18 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,350 | 98 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $249,008 | 2.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 15.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $24,196 | 192 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $216,479 | 1.8K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $703,000 | 5.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $3M | 22.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,563 | 36 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $44,863 | 356 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $7,184 | 57 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,464 | 12 | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $250 | 1.9K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $10,460 | 83 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $7,363 | 58.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $599,300 | 4.8K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $615,608 | 4.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 27.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.