ATRCATRICURE INC
CUSIP 04963C209 · Yahoo Finance ↗ · Google Finance ↗
Atricure Inc (ATRC) has 222 institutional holders in Filings Flow’s 13F database, together reporting 49.64M shares worth $1.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Alliancebernstein L.P., and Blackrock, Inc..
Institutional Holders
222
Q1 2026
Reported Value
$1.4B
Ticker
ATRC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DAFNA Capital Management LLC$440M AUM | 3.88% | $17M | 597.4K | Q1 2026OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 2.55% | $11M | 381.9K | Q1 2026OLDER |
| Defilade Capital Management, L.P.$712M AUM | 2.13% | $16M | 397.6K | Q4 2025OLDER |
| First Light Asset Management, LLC$1.1B AUM | 1.87% | $21M | 729.5K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 1.38% | $33M | 1.16M | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.97% | $2M | 83.7K | Q1 2026OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.89% | $89M | 3.12M | Q1 2026OLDER |
| Knott David M Jr$168M AUM | 0.87% | $1M | 51.4K | Q1 2026OLDER |
| PERKINS CAPITAL MANAGEMENT INC$107M AUM | 0.70% | $744,633 | 26.1K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.67% | $2M | 70.5K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.60% | $9M | 262.1K | Q3 2025OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.51% | $10M | 349.6K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.50% | $24M | 834.2K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.35% | $28M | 971.1K | Q1 2026OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.32% | $9M | 218.0K | Q4 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.18% | $2M | 71.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.17% | $567,205 | 19.9K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.14% | $229,609 | 8.0K | Q1 2026OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 0.13% | $4M | 123.1K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.13% | $1M | 45.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.12% | $494,737 | 12.5K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.12% | $267,266 | 7.6K | Q3 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.11% | $6M | 204.6K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.11% | $3M | 72.6K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.10% | $3M | 75.9K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.09% | $81M | 2.29M | Q3 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.09% | $374,009 | 13.4K | Q2 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.09% | $51M | 1.80M | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $562,741 | 14.2K | Q4 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.08% | $826,600 | 29.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $487,178 | 17.1K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.06% | $5M | 182.3K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.05% | $838,712 | 21.2K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $3M | 86.3K | Q4 2025OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.05% | $7M | 253.9K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $913,124 | 23.1K | Q4 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $448,805 | 15.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $129M | 3.26M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $42M | 1.47M | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.04% | $719,241 | 25.2K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.04% | $248,295 | 8.9K | Q2 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $30M | 1.06M | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $246,750 | 7.0K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 34.7K | Q4 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $214,779 | 6.1K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 143.1K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.03% | $2M | 44.1K | Q4 2025OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.03% | $2M | 52.1K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $6M | 227.4K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.02% | $10M | 359.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $30M | 1.05M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.02% | $10M | 345.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $21M | 719.6K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $1M | 40.1K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 101.7K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.02% | $128,271 | 4.5K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $97M | 3.38M | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $241,118 | 6.1K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $21M | 751.0K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.02% | $114,408 | 2.9K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 42.9K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $327,895 | 11.5K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $28,588 | 811 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 454.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 58.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 308.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $222 | 5.6K | Q4 2025OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $1M | 49.9K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.01% | $7M | 262.1K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $218,674 | 6.0K | Q3 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $80,021 | 2.3K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $11M | 277.9K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $100,911 | 3.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $437,890 | 11.1K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 97.2K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $261,848 | 9.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $5M | 167.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $6M | 215.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $216,472 | 5.5K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $335,912 | 11.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $201,883 | 5.0K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $659,228 | 16.7K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 260.8K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $298,766 | 10.5K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $4M | 150.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $272,832 | 9.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 37.4K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $28M | 997.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $317,992 | 11.6K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $17M | 585.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $48M | 1.67M | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $160,225 | 5.6K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 40.4K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $388,864 | 13.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.00% | $207,527 | 7.3K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $373,172 | 13.1K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 85.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $517,534 | 18.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $8M | 277.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $956,240 | 33.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $77M | 2.70M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $38,858 | 1.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $762,236 | 26.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 189.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $327,382 | 11.5K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $3M | 122.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 85.8K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $115,347 | 4.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $16M | 555.1K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $382,074 | 13.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $314,572 | 11.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $256,191 | 6.5K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $194M | 4.90M | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $39,899 | 1.4K | Q2 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $354,695 | 9.0K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $102,565 | 3.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $626,206 | 21.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $10M | 336.7K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 54.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $10M | 342.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 186.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $246,357 | 8.6K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $271,035 | 9.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $389,606 | 13.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $35M | 1.23M | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 62.3K | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 179.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $115M | 4.04M | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $453,741 | 15.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 216.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $12M | 429.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $103,935 | 3.6K | Q2 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $312,524 | 7.9K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $11,670 | 295 | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 59.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $6M | 225.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $447,068 | 11.3K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $13M | 449.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 66.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 98.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 768.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $283,845 | 9.9K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $222,075 | 6.3K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $326,526 | 11.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $3,338 | 117 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $62M | 2.16M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $641,725 | 22.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,766 | 239 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $73,344 | 1.9K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $37M | 1.30M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $34,138 | 1.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $313,830 | 11.0K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1,369 | 48 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,139 | 110 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 44.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $863,603 | 30.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $226,871 | 8.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $347,524 | 12.2K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $1,092 | 41 | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $20,402 | 579 | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $2M | 64.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $801,836 | 28.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 56.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $278,858 | 7.1K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $647,488 | 22.7K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,310 | 116 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $607,832 | 21.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $14M | 346.1K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $372,516 | 13.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $32,382 | 1.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $379,420 | 13.3K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $791 | 20 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 130.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $479,104 | 16.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $250,123 | 8.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $15,549 | 545 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $493,540 | 17.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $18,858 | 661 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $517,364 | 18.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $982,789 | 24.8K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $642,610 | 22.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $56,762 | 2.0K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $17,236 | 616 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10M | 336.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $236,077 | 8.1K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $143,715 | 4.1K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 50.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $437,486 | 15.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $277,483 | 9.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 57.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $250,690 | 8.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $5,535 | 194 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $791 | 20 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 87.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 55.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 69.1K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $87,556 | 2.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 52.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,464 | 37 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 77.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $689,399 | 24.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 52.6K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $652,852 | 22.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 171.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $332,052 | 11.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $554,481 | 19.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $200,081 | 7.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $535,257 | 15.2K | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $240,223 | 8.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $246,630 | 8.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 65.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $1M | 42.3K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $1,541 | 54 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $655 | 20 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $382,844 | 13.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $913 | 32 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,793 | 168 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $140,111 | 4.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $224,217 | 7.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,369 | 48 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $150,352 | 5.3K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $117,401 | 4.1K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $51,354 | 1.8K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,720 | 60.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,225 | 78 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $279,594 | 9.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $8,958 | 314 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,306 | 186 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $592,996 | 20.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $303,559 | 10.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 48.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,777 | 135 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24,165 | 847 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,388 | 294 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $517,392 | 18.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $912 | 31 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,287 | 46 | Q2 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $3,167 | 111 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $50,827 | 1.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $42,652 | 1.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $135,460 | 4.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $123,520 | 4.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $128,984 | 4.5K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,058 | 30 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $71,667 | 2.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $11,041 | 387 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,398 | 49 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $314 | 11 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $9,216 | 323 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $200 | 7 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,569 | 55 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,934 | 208 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $4,080 | 143 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $277 | 7 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $114 | 4 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,569 | 55 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $61,000 | 2.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $34 | 1 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $40 | 1 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,888 | 73 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $5,478 | 192 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $176 | 5 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $80 | 2 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $79 | 2 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $119 | 3 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $71 | 2 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $514 | 18 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.