BAMBROOKFIELD ASSET MANAGMT LTD
CUSIP 113004105 · Yahoo Finance ↗ · Google Finance ↗
Brookfield Asset Managmt Ltd (BAM) has 621 institutional holders in Filings Flow’s 13F database, together reporting 1479.79M shares worth $65.4B as of Q1 2026. The largest reported holders are Brookfield Corp /On/, Partners Value Investments L.P., and Vanguard Group Inc.
Institutional Holders
621
Q1 2026
Reported Value
$65.4B
Ticker
BAM
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BROOKFIELD Corp /ON/$74.2B AUM | 71.44% | $53.0B | 1193.02M | Q1 2026OLDER |
| Partners Value Investments L.P.$9.3B AUM | 14.07% | $1.3B | 29.59M | Q1 2026OLDER |
| PORTLAND INVESTMENT COUNSEL INC.$312M AUM | 6.01% | $19M | 422.4K | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 4.73% | $27M | 603.6K | Q1 2026OLDER |
| GFI Investment Counsel Ltd.$731M AUM | 3.36% | $25M | 554.8K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 2.36% | $13M | 284.9K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 2.31% | $19M | 433.8K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 2.28% | $3M | 65.0K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 2.10% | $74M | 1.66M | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 2.06% | $4M | 93.1K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.75% | $9M | 193.2K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 1.71% | $93M | 2.11M | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 1.56% | $25M | 571.7K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 1.55% | $137M | 3.09M | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.29% | $2M | 54.6K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 1.28% | $2M | 48.8K | Q1 2026OLDER |
| BRUNI J V & CO /CO$958M AUM | 1.27% | $12M | 274.2K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.27% | $15M | 341.6K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 1.10% | $2M | 51.8K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 1.09% | $4M | 79.9K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.07% | $7M | 162.5K | Q1 2026OLDER |
| MCDONALD CAPITAL INVESTORS INC/CA$1.5B AUM | 1.03% | $15M | 339.0K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 1.01% | $14M | 308.1K | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 0.93% | $2M | 54.0K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.92% | $74M | 1.68M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.92% | $3M | 58.3K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.91% | $41M | 917.9K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.84% | $1M | 27.2K | Q4 2025OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.82% | $98M | 2.19M | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.80% | $2M | 35.8K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 0.75% | $1M | 30.9K | Q2 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.74% | $150M | 3.36M | Q2 2026 |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 0.72% | $5M | 118.6K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.72% | $2M | 55.2K | Q1 2026OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 0.71% | $25M | 558.8K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.71% | $2M | 51.5K | Q1 2026OLDER |
| Moerus Capital Management LLC$271M AUM | 0.68% | $2M | 41.3K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.67% | $715,823 | 16.1K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.67% | $1M | 31.5K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.64% | $3M | 73.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.61% | $206M | 4.71M | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.59% | $2M | 27.8K | Q3 2025OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.59% | $44M | 1.00M | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.58% | $235M | 5.28M | Q1 2026OLDER |
| Marathon Asset Management Ltd$2.6B AUM | 0.55% | $14M | 324.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.52% | $434M | 9.77M | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.50% | $4M | 98.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.49% | $2M | 40.3K | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.48% | $594M | 13.40M | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 0.48% | $3M | 58.9K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.48% | $8M | 173.5K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.47% | $500,063 | 11.3K | Q1 2026OLDER |
| Addenda Capital Inc.$3.7B AUM | 0.45% | $17M | 259.9K | Q2 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.43% | $534,101 | 12.0K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.43% | $2M | 42.1K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.42% | $859,054 | 15.1K | Q3 2025OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.42% | $16M | 358.6K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.41% | $9M | 211.2K | Q2 2026 |
| SIG North Trading, ULC$5.0B AUM | 0.40% | $20M | 446.2K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 0.39% | $2M | 40.9K | Q1 2026OLDER |
| 2Xideas AG$255M AUM | 0.39% | $998,162 | 22.5K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.38% | $728,221 | 13.9K | Q4 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.36% | $4M | 83.8K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.36% | $2M | 41.4K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.35% | $85M | 1.93M | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.34% | $531,449 | 12.0K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.34% | $4M | 99.4K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.34% | $8M | 176.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.33% | $3,654 | 69.7K | Q4 2025OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.32% | $888,663 | 15.6K | Q3 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.32% | $2M | 43.1K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 0.31% | $400,006 | 9.0K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.31% | $3M | 65.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.30% | $566M | 12.74M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.30% | $25M | 566.6K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.29% | $2M | 51.9K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.29% | $339,954 | 7.6K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.28% | $1M | 25.9K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.27% | $96M | 1.84M | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.27% | $164M | 3.69M | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.27% | $2M | 43.1K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.26% | $7M | 167.4K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.26% | $3M | 47.2K | Q3 2025OLDER |
| Demars Financial Group, LLC$304M AUM | 0.26% | $788,543 | 17.7K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 0.26% | $295,162 | 6.7K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.26% | $440,366 | 9.9K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.25% | $5M | 113.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.25% | $635,679 | 14.3K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.25% | $312,484 | 7.0K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.24% | $41M | 923.7K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.24% | $1M | 26.4K | Q2 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.23% | $2M | 41.0K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.23% | $133M | 3.00M | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.23% | $15M | 345.4K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.23% | $3M | 71.1K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.22% | $1M | 29.2K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.22% | $2M | 36.5K | Q1 2026OLDER |
| Laurus Global Equity Management Inc.$102M AUM | 0.21% | $214,560 | 4.8K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.21% | $250,565 | 5.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.20% | $236M | 5.32M | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.20% | $389,119 | 8.8K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.20% | $252M | 5.68M | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.19% | $5M | 117.9K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.19% | $233,411 | 5.3K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 0.19% | $11M | 251.1K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.19% | $1M | 28.7K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.18% | $3M | 64.9K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.18% | $535,158 | 12.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.17% | $470M | 10.56M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.16% | $4M | 80.3K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.16% | $10M | 221.9K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.16% | $348,653 | 7.9K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.16% | $4M | 95.6K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.16% | $517,931 | 11.7K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.16% | $272,401 | 4.8K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.16% | $11M | 241.3K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.16% | $888,060 | 19.8K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.16% | $1M | 24.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.15% | $876M | 19.71M | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.15% | $932,774 | 21.0K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.15% | $3M | 70.7K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.15% | $818,653 | 18.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.15% | $41M | 925.3K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.14% | $49M | 1.11M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.14% | $215,847 | 4.1K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.13% | $2M | 39.3K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.13% | $79M | 1.77M | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.13% | $355,767 | 8.0K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.13% | $5M | 103.1K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.13% | $4M | 81.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.13% | $168M | 3.77M | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.12% | $340,576 | 7.7K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.12% | $10M | 200.0K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.12% | $887,108 | 20.0K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.12% | $590,859 | 11.3K | Q4 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.11% | $708,137 | 15.8K | Q2 2026 |
| Greenland Capital Management LP$787M AUM | 0.11% | $889,000 | 20.0K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.11% | $78M | 1.74M | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.11% | $431,899 | 7.0K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.11% | $4M | 88.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.11% | $47M | 1.06M | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.11% | $995,680 | 22.4K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.11% | $485,660 | 11.0K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.11% | $401,072 | 9.0K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.11% | $523,755 | 11.8K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.11% | $225,382 | 4.3K | Q4 2025OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.11% | $631,546 | 14.2K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.10% | $627,501 | 14.1K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.10% | $13M | 296.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.10% | $110M | 2.48M | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.10% | $7M | 162.0K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.10% | $342,265 | 7.7K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.10% | $696,861 | 15.7K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.09% | $3M | 54.6K | Q3 2025OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.09% | $1M | 27.3K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.09% | $3M | 75.9K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.09% | $8M | 189.6K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.09% | $3M | 75.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $365,023 | 8.2K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.09% | $93,434 | 2.1K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.09% | $3M | 75.4K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.09% | $18M | 410.3K | Q1 2026OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 0.09% | $254,298 | 5.7K | Q1 2026OLDER |
| GoodHaven Capital Management, LLC$287M AUM | 0.09% | $252,165 | 5.7K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.08% | $4M | 89.8K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.08% | $3M | 63.5K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.08% | $339M | 7.62M | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.08% | $6M | 144.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.08% | $49M | 1.10M | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.08% | $990,346 | 22.3K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.07% | $574,116 | 12.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 96.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.07% | $13M | 291.7K | Q1 2026OLDER |
| Murchinson Ltd.$791M AUM | 0.07% | $569,400 | 10.0K | Q3 2025OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.07% | $224,828 | 5.1K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.07% | $231,140 | 5.2K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.07% | $1M | 23.8K | Q1 2026OLDER |
| EdgePoint Investment Group Inc.$12.5B AUM | 0.07% | $9M | 159.3K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.07% | $42M | 942.0K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.07% | $573,361 | 12.9K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.07% | $446,856 | 10.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.07% | $198M | 3.89M | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.06% | $119M | 2.68M | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.06% | $467M | 10.52M | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.06% | $250,964 | 5.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.06% | $3M | 57.6K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.06% | $97M | 2.17M | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.06% | $1M | 23.6K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.06% | $4M | 84.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $40M | 901.3K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.06% | $2M | 40.4K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.06% | $16M | 371.4K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.05% | $330,970 | 7.5K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.05% | $1M | 21.1K | Q3 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.05% | $399,917 | 9.0K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.05% | $18M | 398.1K | Q1 2026OLDER |
| Paradice Investment Management LLC$532M AUM | 0.05% | $236,870 | 4.2K | Q3 2025OLDER |
| Volterra Technologies LP$823M AUM | 0.05% | $435,610 | 9.8K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $831,393 | 18.7K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.05% | $2M | 51.1K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.05% | $252,343 | 5.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $87M | 1.96M | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.05% | $4M | 81.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $222,000 | 4.2K | Q4 2025OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.05% | $448,945 | 10.1K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.05% | $385,959 | 8.7K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.05% | $2M | 38.4K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.05% | $31M | 692.0K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.05% | $304,527 | 6.9K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.05% | $290,863 | 6.5K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.05% | $456,235 | 10.3K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.05% | $411,602 | 9.3K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.04% | $10M | 216.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.04% | $213,562 | 4.8K | Q2 2026 |
| Avanza Fonder AB$3.6B AUM | 0.04% | $2M | 25.2K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.04% | $318,173 | 7.2K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.04% | $1M | 27.5K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.04% | $2M | 32.2K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.04% | $238,563 | 5.4K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.04% | $235,097 | 5.3K | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 0.04% | $212,671 | 3.7K | Q3 2025OLDER |
| OSSIAM$5.7B AUM | 0.04% | $3M | 53.3K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.04% | $152M | 3.43M | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $647,226 | 12.4K | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.04% | $91,834 | 2.1K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.04% | $414,985 | 9.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 81.1K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.04% | $2M | 40.3K | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.04% | $229,051 | 5.2K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.04% | $317,774 | 7.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $6M | 139.5K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.03% | $229,429 | 4.4K | Q4 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $269,100 | 6.0K | Q2 2026 |
| Henshaw Capital LLC$2.7B AUM | 0.03% | $915,670 | 20.6K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.03% | $36M | 807.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $6M | 101.0K | Q3 2025OLDER |
| Cromwell Holdings LLC$223M AUM | 0.03% | $71,356 | 1.6K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.03% | $18M | 352.3K | Q4 2025OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.03% | $2M | 53.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.03% | $9M | 206.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $4M | 92.9K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.03% | $447,300 | 10.1K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.03% | $207,496 | 3.6K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.03% | $9M | 211.5K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $688,975 | 15.5K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.03% | $34M | 774.3K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.03% | $215,647 | 3.8K | Q3 2025OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.03% | $558,737 | 12.6K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.03% | $3M | 62.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $20M | 452.3K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.03% | $9M | 229.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.03% | $7M | 157.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $775,808 | 13.6K | Q3 2025OLDER |
| Korea Investment CORP$48.3B AUM | 0.03% | $13M | 294.4K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.03% | $4M | 101.0K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.03% | $97,655 | 1.9K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $318,322 | 6.1K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.03% | $404,406 | 9.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.03% | $9M | 202.6K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.03% | $16M | 351.2K | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 0.03% | $2M | 40.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.02% | $6M | 131.8K | Q2 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.02% | $691,609 | 15.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 19.4K | Q4 2025OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.02% | $3M | 50.1K | Q2 2026 |
| National Philanthropic Trust$3.8B AUM | 0.02% | $896,635 | 22.3K | Q2 2026 |
| Caption Management, LLC$17.1B AUM | 0.02% | $4M | 90.0K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.02% | $1M | 26.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.02% | $98M | 2.22M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.02% | $4M | 97.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $3M | 59.1K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.02% | $1M | 23.2K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.02% | $226,695 | 5.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $407M | 9.15M | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $276,934 | 5.3K | Q4 2025OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $491,261 | 11.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 281.5K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.02% | $2M | 35.9K | Q3 2025OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $359,066 | 8.0K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 23.9K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.02% | $42,017 | 802 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $260,481 | 5.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 105.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $229,730 | 4.4K | Q4 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $201,315 | 4.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 84.6K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $68,618 | 1.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.02% | $4M | 87.7K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.02% | $274,314 | 5.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 25.2K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.02% | $502,685 | 11.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $703,517 | 15.7K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 45.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $554,319 | 9.7K | Q3 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $440,011 | 9.9K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $9M | 213.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.02% | $428,358 | 9.7K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.02% | $655,542 | 14.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $915,315 | 20.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $582,740 | 13.1K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $322,351 | 7.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.02% | $88,456 | 2.0K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.02% | $634,924 | 14.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $36M | 823.1K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $21M | 468.2K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.02% | $78,454 | 1.8K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.02% | $755,858 | 17.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $826,103 | 18.6K | Q1 2026OLDER |
| CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM | 0.02% | $575,805 | 13.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $714,267 | 16.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $144M | 3.23M | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.02% | $5M | 103.2K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $230,835 | 4.1K | Q3 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.02% | $26,537 | 597 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.02% | $193,802 | 4.4K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.02% | $40,406 | 909 | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $288,169 | 6.5K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.02% | $504,996 | 11.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $67,743 | 1.5K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.01% | $698,265 | 15.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $664,097 | 12.7K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $44,495 | 1.0K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.01% | $1M | 24.2K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $884,445 | 19.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $306,503 | 6.9K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $208,970 | 3.7K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $224M | 4.89M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 31.0K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.01% | $2M | 37.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $928M | 17.72M | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $424,320 | 9.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $466,009 | 8.9K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $6M | 129.2K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $2M | 40.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $244,443 | 4.3K | Q3 2025OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.01% | $809,006 | 15.4K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $514M | 11.57M | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $22,225 | 500 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $4M | 70.0K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $528,779 | 11.9K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $252,258 | 4.8K | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $16,741 | 376.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $46M | 1.04M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $207M | 3.94M | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $725,424 | 16.3K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 314.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $92M | 2.07M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $275,190 | 6.2K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.01% | $62,209 | 1.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $203,207 | 3.7K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $35M | 791.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $295,504 | 6.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $103M | 2.31M | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $370,183 | 8.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $25M | 556.6K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $263,393 | 5.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $63,029 | 1.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $153M | 3.45M | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $5M | 105.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $71M | 1.61M | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.01% | $3M | 61.6K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.01% | $37,110 | 600 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $280,448 | 6.3K | Q2 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $608,055 | 13.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $228,029 | 5.1K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $253,213 | 4.4K | Q3 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.01% | $841,038 | 18.9K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $420,353 | 9.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 106.6K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $223,318 | 5.0K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.01% | $20,047 | 451 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $12,091 | 272 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $399,295 | 9.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $757,289 | 17.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $422,497 | 9.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $254,825 | 4.9K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $122,900 | 2.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $727,584 | 13.9K | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.01% | $13,495 | 237 | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 209.5K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 25.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $53M | 1.19M | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $31M | 704.3K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $3M | 61.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $566,299 | 12.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $45M | 1.01M | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $241,364 | 5.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $3M | 61.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $232,402 | 4.4K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $9M | 195.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $301,279 | 6.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $407,647 | 7.8K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $513,422 | 9.8K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 38.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $34,630 | 661 | Q2 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $7M | 157.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $455,635 | 10.3K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $658,038 | 14.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $44,450 | 1.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $342,265 | 7.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 114.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $334,699 | 7.5K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $482,593 | 10.9K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 38.5K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $8M | 176.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $212,716 | 4.8K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.01% | $522,688 | 11.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 29.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $247,898 | 5.6K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.01% | $7,779 | 175 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $471,980 | 10.6K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $6,801 | 153 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $556,360 | 12.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $47M | 1.05M | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,312 | 187 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $73,209 | 1.6K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $268,167 | 6.0K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $1M | 30.4K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $499,388 | 11.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $170M | 3.82M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $498,551 | 11.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $64,984 | 1.4K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $64,364 | 1.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $293,103 | 6.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $106,191 | 2.4K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $15,558 | 350 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $433,625 | 9.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $5M | 115.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $23M | 511.4K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $4M | 81.1K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $3M | 74.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $29M | 645.8K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 451.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $103,346 | 2.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $49,962 | 1.1K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $406,673 | 9.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $67,986 | 1.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 19.2K | Q3 2025OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $55,449 | 974 | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $368,979 | 8.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $134,550 | 3.0K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 60.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $6,434 | 113 | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $351,466 | 7.9K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $698,932 | 15.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $26,092 | 587 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $14,355 | 274 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $607,009 | 13.7K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $254,566 | 5.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $913,627 | 20.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 94.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 85.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $225,670 | 4.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $29M | 654.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 28.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $67M | 1.55M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $245M | 5.52M | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $44,762 | 1.0K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $543,362 | 10.4K | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $8,446 | 190 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 138.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $40,450 | 910 | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $6,668 | 150 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $11,160 | 196 | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $201,346 | 4.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 128.4K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 33.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $994,450 | 22.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 211.4K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $592,385 | 13.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $23,248 | 523 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 76.1K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.00% | $319,632 | 7.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $223,967 | 4.3K | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $9,179 | 207 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 195.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $458,443 | 10.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 264.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $228,295 | 5.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $233,451 | 5.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $12,847 | 289 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $282,878 | 5.4K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $537,531 | 12.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $11,646 | 262 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $94,887 | 2.2K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $4,709 | 105 | Q2 2026 |
| NATIXIS$28.0B AUM | 0.00% | $940,384 | 21.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $71,005 | 1.4K | Q4 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $697,421 | 15.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $234,474 | 5.3K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $1M | 21.3K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $272,608 | 6.1K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $111,970 | 2.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 64.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $255,099 | 5.7K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $463,875 | 7.5K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $4,043 | 371 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $401,384 | 9.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $657,948 | 14.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.