AUBATLANTIC UN BANKSHARES CORP
CUSIP 04911A107 · Yahoo Finance ↗ · Google Finance ↗
Atlantic Un Bankshares Corp (AUB) has 431 institutional holders in Filings Flow’s 13F database, together reporting 122.82M shares worth $4.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
431
Q1 2026
Reported Value
$4.1B
Ticker
AUB
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Stieven Capital Advisors, L.P.$468M AUM | 5.65% | $26M | 740.2K | Q1 2026OLDER |
| North Reef Capital Management LP$2.9B AUM | 5.27% | $153M | 4.29M | Q1 2026OLDER |
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 2.49% | $3M | 85.6K | Q4 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 2.22% | $23M | 638.9K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.66% | $22M | 623.7K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 1.39% | $4M | 100.0K | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 1.37% | $2M | 53.3K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 1.26% | $55M | 1.53M | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 1.24% | $3M | 91.2K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.20% | $19M | 541.9K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 1.10% | $2M | 64.8K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 1.09% | $3M | 79.2K | Q1 2026OLDER |
| Forest Hill Capital, LLC$152M AUM | 1.06% | $2M | 58.6K | Q4 2025OLDER |
| Phocas Financial Corp.$637M AUM | 0.93% | $6M | 165.4K | Q1 2026OLDER |
| Ategra Capital Management, LLC$201M AUM | 0.78% | $2M | 46.6K | Q4 2025OLDER |
| Teton Advisors, LLC$142M AUM | 0.75% | $1M | 30.0K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.65% | $106M | 2.50M | Q2 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 0.61% | $1M | 37.5K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.55% | $687,924 | 19.2K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.53% | $3M | 87.9K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.52% | $71M | 1.99M | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.51% | $27M | 747.3K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.49% | $3M | 92.0K | Q3 2025OLDER |
| Murchinson Ltd.$791M AUM | 0.48% | $4M | 106.9K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.46% | $1M | 29.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.46% | $1M | 34.2K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.41% | $835,673 | 23.4K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.36% | $88M | 2.46M | Q1 2026OLDER |
| STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM | 0.34% | $20M | 557.2K | Q3 2025OLDER |
| GRACE & WHITE INC /NY$566M AUM | 0.33% | $2M | 52.3K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.33% | $538,087 | 15.1K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.33% | $15M | 429.5K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.32% | $7M | 190.7K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.31% | $1M | 29.1K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.29% | $3M | 72.2K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.29% | $327,537 | 9.4K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.28% | $451,575 | 12.6K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.28% | $592,498 | 16.6K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.27% | $401,396 | 11.2K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.26% | $2M | 54.2K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.22% | $3M | 76.9K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.22% | $1M | 34.6K | Q2 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.20% | $1M | 28.5K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.20% | $5M | 151.3K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.20% | $770,875 | 21.8K | Q3 2025OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.18% | $29M | 820.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.17% | $526,057 | 14.7K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.17% | $7M | 210.0K | Q4 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.16% | $30M | 829.5K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.16% | $49M | 1.38M | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.16% | $2M | 56.9K | Q3 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.15% | $464,298 | 13.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.15% | $28M | 784.5K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.14% | $2M | 47.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.14% | $306,022 | 8.7K | Q4 2025OLDER |
| Ruffer LLP$2.4B AUM | 0.14% | $3M | 84.2K | Q4 2025OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.13% | $5M | 139.5K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.13% | $339,445 | 9.6K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.12% | $9M | 259.1K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.12% | $170,479 | 4.77M | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.12% | $213,105 | 6.0K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 0.12% | $3M | 71.2K | Q3 2025OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.12% | $500,896 | 14.0K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.12% | $1M | 39.2K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.11% | $867,302 | 24.3K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.11% | $2M | 62.1K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.11% | $4M | 112.9K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.10% | $3M | 82.7K | Q3 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.10% | $894,680 | 25.0K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.10% | $666,337 | 18.6K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.09% | $310,481 | 8.8K | Q3 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.09% | $622,295 | 14.7K | Q2 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.08% | $6M | 167.3K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.08% | $555,731 | 15.7K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.08% | $3M | 71.9K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.08% | $285,920 | 8.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.07% | $800,548 | 22.2K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.07% | $325,627 | 9.1K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.07% | $2M | 62.9K | Q4 2025OLDER |
| First National Advisers, LLC$683M AUM | 0.07% | $463,726 | 13.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.07% | $4M | 106.6K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.07% | $326,843 | 9.1K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 0.07% | $294,855 | 8.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.06% | $597,358 | 16.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.06% | $6M | 181.2K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $284,169 | 8.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.06% | $2M | 62.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.06% | $448,504 | 12.5K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.06% | $464,120 | 13.0K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.06% | $817,910 | 22.9K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.06% | $268,229 | 7.5K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $273M | 7.64M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.06% | $18M | 507.2K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.06% | $594,371 | 14.0K | Q2 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.05% | $2M | 50.0K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $1M | 38.6K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $514,835 | 14.4K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.05% | $115,369 | 3.2K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.05% | $217,008 | 5.1K | Q2 2026 |
| PCM Encore, LLC$486M AUM | 0.05% | $227,878 | 6.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.05% | $2M | 54.5K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 30.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.04% | $207,521 | 5.9K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $33M | 930.7K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.04% | $440,496 | 12.3K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.04% | $481,704 | 13.5K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $483,646 | 11.4K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 46.1K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $217,335 | 6.1K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $79M | 2.20M | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.04% | $259,687 | 7.3K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 62.9K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.04% | $472,732 | 13.2K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $210,008 | 5.9K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.04% | $240,602 | 6.7K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.04% | $387,672 | 10.8K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.04% | $223,385 | 6.3K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $6M | 155.9K | Q4 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.04% | $225,662 | 6.3K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.04% | $266,049 | 7.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 77.1K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $5M | 143.4K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $7M | 190.0K | Q4 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.03% | $3M | 94.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $1M | 29.7K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.03% | $110,043 | 3.1K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.03% | $688,638 | 19.3K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.03% | $882,500 | 25.0K | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $445,821 | 12.5K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.03% | $2M | 42.0K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.03% | $753,721 | 21.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $120M | 3.36M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $3M | 71.3K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.03% | $222,923 | 6.3K | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.03% | $232,668 | 6.5K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $3M | 92.7K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.02% | $118,271 | 3.3K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $224,116 | 5.3K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $572,984 | 16.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $5M | 145.5K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $356,000 | 9.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $205,111 | 5.7K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 131.0K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $214,704 | 6.1K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $1M | 40.1K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $34M | 951.4K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.02% | $50,182 | 1.4K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $303,918 | 8.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 60.6K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $20M | 586.4K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $312M | 8.73M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $1M | 38.5K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.02% | $683,038 | 19.1K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 32.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $16M | 460.9K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $738,102 | 20.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $166,659 | 3.9K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $64M | 1.78M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 47.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $314,691 | 8.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 77.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $378,165 | 10.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 99.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $310,887 | 8.8K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $573,704 | 16.1K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $3M | 89.8K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $221,302 | 6.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $8M | 217.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $48M | 1.34M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 246.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $735M | 20.56M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $413,905 | 11.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $4M | 100.0K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $38,860 | 1.1K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $96,298 | 2.7K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $268,351 | 7.6K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 403.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $10M | 290.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $462,583 | 12.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 46.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $115,726 | 3.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 38.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $316,352 | 7.5K | Q2 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 64.5K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $101,943 | 2.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $390,056 | 9.2K | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $19,669 | 550 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.01% | $32,202 | 901 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 31.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $409,152 | 11.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $21,291 | 603 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $456,185 | 12.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 196.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $305,840 | 8.7K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $87,590 | 2.5K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $64M | 1.78M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 30.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $274,126 | 7.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $263M | 7.37M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 78.4K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 65.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $48M | 1.34M | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 42.7K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $21,458 | 686 | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $234,097 | 6.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $33M | 918.4K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $27M | 758.1K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $12M | 322.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $566M | 16.02M | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 39.2K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.01% | $3M | 79.4K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $257,828 | 7.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $125M | 3.49M | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $233,740 | 6.5K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $20,337 | 569 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $154,933 | 4.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $411,582 | 11.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 57.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $9,647 | 228 | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 115.1K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.01% | $476,236 | 13.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $51M | 1.44M | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.01% | $255,398 | 7.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $224,805 | 6.3K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $18,421 | 522 | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 107.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $579,882 | 16.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $300,074 | 8.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $56M | 1.57M | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $469,234 | 13.1K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 35.1K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 145.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 660.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $4M | 106.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 164.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $379,988 | 10.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 43.5K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $10M | 282.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $653,756 | 18.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $9M | 249.7K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $228M | 6.37M | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $306,506 | 8.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $225,269 | 6.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $35M | 992.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 104.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $669,053 | 18.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $3M | 87.7K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $8M | 238.2K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $281,853 | 8.0K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $404,838 | 11.3K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $30,165 | 844 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 62.2K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $5,933 | 166 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $897,247 | 25.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 139.2K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 52.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $10M | 276.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 31.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $441,396 | 12.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $13M | 360.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 141.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $28,150 | 780 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 89.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 66.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $216,707 | 6.1K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 0.00% | $4,825 | 135 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $361,753 | 10.1K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $21M | 597.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $298,179 | 8.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $280,844 | 7.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 130.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 74.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 35.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $299,644 | 8.4K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $307,578 | 8.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $29,093 | 814 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $8,685 | 243 | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $478,987 | 13.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $13,044 | 365 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $480,739 | 13.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 295.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $92,577 | 2.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $13,045 | 365 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55M | 1.56M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $331,738 | 9.3K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 66.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $169,443 | 4.7K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $9,650 | 270 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 47.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $90,208 | 2.5K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $77,109 | 2.2K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $97,101 | 2.3K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 258.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $345,247 | 9.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 328.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $215,878 | 6.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $655,548 | 18.6K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $255,340 | 7.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $397,323 | 11.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 476.3K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.00% | $7,756 | 217 | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $246,168 | 6.5K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 36.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $85,638 | 2.4K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $708,867 | 19.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $5M | 127.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $206,838 | 5.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 96.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 887.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,697 | 719 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 307.8K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $382,970 | 10.8K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $104,075 | 2.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 30.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $788,790 | 22.1K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $3M | 75.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 42.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $233,597 | 6.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $590,439 | 16.5K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 138.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 68.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $323,983 | 9.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 303.7K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 96.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $497,861 | 13.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 39.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,340 | 737 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $18,049 | 505 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 46.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $384,487 | 10.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 112.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 29.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $116,584 | 3.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,791 | 190 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 46.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $769,875 | 21.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $348,822 | 9.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $230,094 | 6.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $111,830 | 3.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 87.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $55,184 | 1.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $7,219 | 202 | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $333,161 | 9.4K | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $18,728 | 524 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $900,102 | 25.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $321,195 | 9.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $591,284 | 16.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 40.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 37.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 127.0K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $5,754 | 161 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $347,607 | 9.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $258,387 | 7.2K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $202,895 | 5.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $357,400 | 10.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $217,406 | 6.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $18,050 | 505 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 145.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $272,267 | 7.6K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $208,937 | 5.8K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 184.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $205,658 | 5.8K | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $463,941 | 13.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $208,114 | 5.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 65.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $225,643 | 6.4K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $64,940 | 1.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $21,850 | 607 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $285,312 | 8.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $867,625 | 24.3K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $290,995 | 8.1K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $368,837 | 10.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $233,204 | 6.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $646,061 | 18.3K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $204,954 | 5.7K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $633,491 | 18.0K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,933 | 166 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $84,882 | 2.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $458,841 | 13.0K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $249,035 | 7.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $866,266 | 24.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,181 | 89 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $449,228 | 12.7K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $61,437 | 1.7K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $810,119 | 22.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12M | 357.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 92.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $16,012 | 448 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $3,459 | 98 | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,647 | 130 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $485,082 | 13.6K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,823 | 51 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $5,424 | 151.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $822,372 | 23.0K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $84,883 | 2.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $312,046 | 8.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 33.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $26,448 | 740 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $47,177 | 1.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $56,797 | 1.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $29,343 | 821 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 125.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $94,108 | 2.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $446,362 | 12.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $9,078 | 254 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,477 | 461 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $27,474 | 779 | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $6,431 | 152 | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,966 | 55 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $2,645 | 74 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,895 | 81 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $297,393 | 8.3K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $316,996 | 8.9K | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $8,578 | 240 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $855,866 | 23.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $429 | 12 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $608 | 17 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,074 | 86 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $31,594 | 884 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $295,141 | 8.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $608 | 17 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $45,855 | 1.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,970 | 212 | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,306 | 37 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,358 | 38 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 34.3K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,394 | 39 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $1,876 | 52 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $393 | 11 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $413,154 | 11.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $54,789 | 1.5K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $464 | 13 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $286 | 8 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $173,982 | 4.9K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $537 | 15 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $89,600 | 2.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 48.9K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $27,377 | 766 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,537 | 43 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $21,087 | 590 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,395 | 67 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,681 | 75 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $41,089 | 1.2K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $537 | 15 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $572 | 16 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $322 | 9 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,930 | 54 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $929 | 26 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $12,259 | 343 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $106 | 3 | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $14,296 | 400 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $223,880 | 6.3K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,904 | 417 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $169 | 4 | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $105 | 2 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $357 | 10 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $212 | 6 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $858 | 24 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $2,752 | 77 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $715 | 20 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $11,723 | 328 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,971 | 251 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $71 | 2 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,250 | 35 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.