BBTBEACON FINANCIAL CORP.
CUSIP 084680107 · Yahoo Finance ↗ · Google Finance ↗
Beacon Financial Corp. (BBT) has 292 institutional holders in Filings Flow’s 13F database, together reporting 77.82M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
292
Q1 2026
Reported Value
$2.3B
Ticker
BBT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC$186M AUM | 10.06% | $19M | 623.7K | Q1 2026OLDER |
| Ategra Capital Management, LLC$201M AUM | 7.62% | $15M | 511.3K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 6.19% | $94M | 3.14M | Q1 2026OLDER |
| HoldCo Asset Management, LP$1.3B AUM | 4.60% | $62M | 2.06M | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 4.56% | $12M | 394.8K | Q1 2026OLDER |
| EJF Capital LP$142M AUM | 3.13% | $4M | 148.2K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.32% | $6M | 199.7K | Q1 2026OLDER |
| JACOBS ASSET MANAGEMENT, LLC$167M AUM | 2.11% | $4M | 162.9K | Q3 2025OLDER |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 1.88% | $3,342 | 140.9K | Q3 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.54% | $8M | 260.0K | Q1 2026OLDER |
| Glendon Capital Management LP$805M AUM | 1.42% | $11M | 381.2K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 1.17% | $2M | 50.9K | Q1 2026OLDER |
| CM Management, LLC$120M AUM | 1.00% | $1M | 40.0K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 0.99% | $6M | 186.3K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.78% | $34M | 1.13M | Q1 2026OLDER |
| Cutler Capital Management, LLC$370M AUM | 0.63% | $2M | 77.2K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.50% | $1M | 40.3K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.49% | $494,820 | 16.5K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.48% | $143M | 4.77M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.39% | $60M | 2.02M | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.38% | $663,000 | 22.1K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 0.36% | $2M | 86.2K | Q3 2025OLDER |
| MQS Management LLC$148M AUM | 0.33% | $567,570 | 23.9K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.32% | $16M | 527.1K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.30% | $3M | 110.8K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.25% | $933,558 | 39.4K | Q3 2025OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.21% | $393,510 | 13.1K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 0.20% | $290,880 | 9.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.20% | $397,470 | 13.2K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 0.20% | $1M | 46.0K | Q3 2025OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.18% | $311,400 | 10.4K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.16% | $3M | 130.0K | Q4 2025OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.15% | $9M | 329.5K | Q4 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.14% | $220,194 | 7.3K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.13% | $5M | 165.6K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.12% | $3M | 111.0K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.12% | $247,080 | 8.2K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.12% | $580,800 | 19.4K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.11% | $272,077 | 10.3K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $621,000 | 26.2K | Q3 2025OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.10% | $280,620 | 9.4K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.09% | $10M | 317.6K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.09% | $5M | 170.1K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.08% | $55M | 1.83M | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.08% | $499,890 | 16.7K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.08% | $1M | 43.4K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $270,187 | 10.2K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $384,857 | 13.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.06% | $153M | 5.11M | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.06% | $10M | 331.1K | Q2 2026 |
| Beacon Bank & Trust$518M AUM | 0.06% | $308,762 | 10.1K | Q2 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.06% | $7M | 244.4K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.06% | $223,260 | 7.4K | Q1 2026OLDER |
| North Reef Capital Management LP$2.9B AUM | 0.05% | $1M | 50.3K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 48.6K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.05% | $228,120 | 7.6K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $620,135 | 26.2K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.04% | $289,689 | 12.2K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 50.7K | Q4 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $14M | 469.8K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 45.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $2M | 57.1K | Q4 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.04% | $5M | 218.4K | Q3 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $895,800 | 29.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $346,291 | 13.1K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $145M | 4.82M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $9M | 299.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $730,770 | 24.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $17M | 570.4K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.03% | $4M | 142.0K | Q2 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $3M | 100.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $2M | 64.5K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.02% | $2M | 70.0K | Q4 2025OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.02% | $2M | 78.2K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $203,576 | 7.7K | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.02% | $43,399 | 1.4K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $1M | 36.1K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.02% | $289,950 | 12.2K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $236,382 | 9.0K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $895,384 | 37.8K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $332,817 | 14.0K | Q3 2025OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $319,800 | 10.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $462,582 | 15.4K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 37.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $402,986 | 15.3K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.02% | $70,110 | 2.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $5M | 154.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 44.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $883,830 | 29.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $19M | 628.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $140,910 | 4.7K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.01% | $367,742 | 15.5K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $222,368 | 7.1K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $56,790 | 1.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $120,755 | 5.1K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $552,660 | 18.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $894,180 | 29.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $24M | 800.8K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $36M | 1.20M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $650,670 | 21.7K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $3M | 87.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $297,870 | 9.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $944,010 | 31.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $820,740 | 27.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $325,290 | 10.8K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 43.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 103.9K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $200,460 | 6.7K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $239,610 | 8.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $299,628 | 9.8K | Q2 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $154M | 5.13M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $668,910 | 22.3K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $235,320 | 7.8K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $573,810 | 19.1K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $370,080 | 12.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 58.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 70.8K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 61.6K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $20,485 | 864 | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $446,797 | 14.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $714,750 | 23.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $78,317 | 2.6K | Q2 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $26M | 861.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 45.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $16,677 | 666 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 407.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $208,980 | 7.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $365M | 12.18M | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $161,250 | 5.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $36M | 1.53M | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $222,932 | 8.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $530,538 | 20.1K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $7M | 239.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 145.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $310,437 | 13.1K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $691,680 | 23.1K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $236,010 | 7.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $485,107 | 20.5K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 37.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $421,710 | 14.1K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.01% | $18,378 | 613 | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $1M | 53.2K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $33M | 1.09M | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $143M | 4.75M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 1.42M | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.00% | $14,240 | 540 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $182,130 | 6.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $690,090 | 23.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $234,015 | 8.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $16M | 541.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $691,410 | 23.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 57.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 72.3K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 47.9K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $61M | 2.04M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 34.5K | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $253M | 9.60M | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $10,080 | 336 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $8M | 252.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $7,911 | 300 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 826.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $287,760 | 9.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $23,130 | 771 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 101.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $14,629 | 617 | Q3 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $621,810 | 20.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 85.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $15,120 | 504 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $205,800 | 6.9K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $34,031 | 1.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16M | 527.8K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 69.9K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $614,932 | 20.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 166.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $113M | 3.77M | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $41,500 | 1.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 62.9K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $224,340 | 7.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 60.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 49.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $5M | 152.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 1.57M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $283,719 | 9.5K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $291,150 | 9.7K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $14,700 | 490 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $262,867 | 11.1K | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $4,429 | 148 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $561,540 | 18.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $58,860 | 1.9K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.00% | $8,148 | 309 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 40.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 444.1K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $337,536 | 12.8K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 234.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 74.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 423.7K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $556,770 | 18.6K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $6,630 | 221 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 63.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $594,870 | 19.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 216.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $6,510 | 217 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $236,670 | 7.9K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $18,150 | 605 | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $160,086 | 5.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 39.1K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $82,860 | 2.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 218.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $35,494 | 1.3K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $40,462 | 1.4K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $14,730 | 491 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $21,270 | 709 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $294,660 | 9.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $807,679 | 26.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 626.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $28,350 | 945 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $6M | 210.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $691,740 | 23.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 186.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $488,250 | 16.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $587,730 | 19.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $356,759 | 13.5K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $848,640 | 28.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 90.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $312,720 | 10.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $210,734 | 8.9K | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $288,000 | 9.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 46.1K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $36,540 | 1.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $96,606 | 3.2K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $385,860 | 12.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $990,687 | 33.0K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $417,870 | 13.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $671,281 | 22.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $103,339 | 3.4K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 59.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 37.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $242,620 | 8.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 87.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $859,886 | 28.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $735,222 | 27.9K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $287,650 | 12.1K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 159.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 35.8K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $11,130 | 371 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $36,360 | 1.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $500,480 | 16.7K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $12,661 | 534 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,613 | 483 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $345,111 | 11.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 73.8K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $583,000 | 24.6K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 347.4K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $247,770 | 8.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $389,340 | 13.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $846,720 | 28.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $247,440 | 8.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,300 | 110 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $919,654 | 34.9K | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $159,430 | 5.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $1,826 | 77 | Q3 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.00% | $3,059 | 116 | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $436,080 | 14.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $422,072 | 14.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $240,060 | 8.0K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $441,000 | 14.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,710 | 57 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $318,780 | 10.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 56.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $782,166 | 26.2K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 49.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $7,740 | 258 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $379,765 | 12.7K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,377 | 112.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $363,420 | 12.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $480 | 16 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $297,349 | 9.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $645,000 | 21.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,870 | 129 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $359,074 | 12.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,565 | 66 | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $405,750 | 13.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $446,070 | 14.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 75.9K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $22,386 | 728 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $14,235 | 540 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $224,275 | 7.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $45,780 | 1.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 37.6K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $10,980 | 366 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $5,877 | 193 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $117,360 | 3.9K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $822 | 27 | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $42,120 | 1.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $348,330 | 11.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $605 | 20 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $497,128 | 18.9K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $30,330 | 1.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,520 | 84 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $100,170 | 3.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $63,377 | 2.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,600 | 120 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,520 | 84 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $900 | 30 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,340 | 78 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 41.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $290 | 11 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $96,330 | 3.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $404 | 17 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $10,504 | 443 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,700 | 90 | Q2 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,440 | 48 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,770 | 59 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,330 | 211 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,500 | 50 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,840 | 228 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $343 | 13 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $34,200 | 1.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $90 | 3 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $31,556 | 1.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $900 | 30 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $47 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $2,010 | 67 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $3,000 | 100 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $190 | 8 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,050 | 35 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $317 | 12 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,895 | 333 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $501 | 19 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $24 | 1 | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.