BDNBRANDYWINE RLTY TR
CUSIP 105368203 · Yahoo Finance ↗ · Google Finance ↗
Brandywine Rlty Tr (BDN) has 229 institutional holders in Filings Flow’s 13F database, together reporting 125.80M shares worth $330M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
229
Q1 2026
Reported Value
$330M
Ticker
BDN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LM Asset Management Inc.$192M AUM | 5.27% | $10M | 3.74M | Q1 2026OLDER |
| Presima Securities ULC$178M AUM | 0.40% | $720,844 | 266.0K | Q1 2026OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.15% | $671,611 | 247.8K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.12% | $314,937 | 107.9K | Q4 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.11% | $275,065 | 101.5K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.08% | $532,180 | 196.4K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.07% | $737,764 | 260.7K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.07% | $162,619 | 60.0K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.06% | $3M | 646.9K | Q3 2025OLDER |
| Vert Asset Management LLC$315M AUM | 0.06% | $179,662 | 66.3K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 350.0K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.04% | $52,314 | 19.3K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.04% | $638,840 | 153.2K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $1M | 273.3K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $519,366 | 191.6K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $387,502 | 132.7K | Q4 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $182,500 | 62.5K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.04% | $4M | 1.36M | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $361,174 | 113.9K | Q2 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.03% | $28,997 | 10.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $18M | 6.57M | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.02% | $46,206 | 17.1K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 0.02% | $127,749 | 47.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $943,977 | 348.3K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.02% | $390,024 | 133.6K | Q4 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.02% | $180,399 | 66.6K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.02% | $3M | 1.00M | Q2 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $5M | 1.64M | Q4 2025OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.01% | $69,747 | 16.7K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $75,060 | 18.0K | Q3 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $328,112 | 121.1K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.01% | $132,889 | 49.0K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.01% | $113,762 | 27.3K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $352,762 | 120.8K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $967,081 | 331.2K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $54,724 | 18.7K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $584,265 | 215.6K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.01% | $51,921 | 12.5K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.01% | $33,338 | 12.3K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $147,441 | 49.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $83,528 | 30.8K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.01% | $33,443 | 12.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $407,858 | 150.5K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.01% | $47,596 | 11.4K | Q3 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $8M | 3.10M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 3.21M | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.01% | $28,035 | 10.3K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.01% | $54,200 | 20.0K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $2M | 602.0K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $48,040 | 16.5K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $3M | 1.14M | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $40,558 | 15.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 1.35M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 882.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $62,330 | 23.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 3.48M | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $320,461 | 118.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.00% | $318,987 | 109.2K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.00% | $80,104 | 27.4K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.00% | $232,432 | 79.6K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 1.40M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $326,915 | 120.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $555,368 | 204.9K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.00% | $123,365 | 45.5K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.00% | $42,425 | 14.5K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $145,570 | 53.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $541,311 | 199.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $302,257 | 111.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $224,479 | 53.8K | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $14,731 | 5.0K | Q4 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.00% | $32,425 | 12.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 5.53M | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $17,520 | 6.0K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 3.60M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.00% | $59,010 | 21.8K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $105,080 | 25.2K | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $61,965 | 21.2K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $723,299 | 266.9K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $54,020 | 18.5K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $629,742 | 232.4K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $567,517 | 209.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.00% | $34,395 | 12.7K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $64,314 | 15.4K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $77,485 | 26.5K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $109,365 | 40.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $174,332 | 64.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $49,666 | 18.3K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $116,152 | 39.8K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 4.52M | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.00% | $40,783 | 14.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,764 | 651 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $90,178 | 30.9K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $49,029 | 18.1K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $2,114 | 780 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $24M | 8.73M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $242,128 | 89.3K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $199,743 | 47.9K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $39,002 | 14.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $121,747 | 44.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $138,931 | 51.3K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $79,036 | 27.1K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $823,764 | 304.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 703.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $128,993 | 47.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 778.8K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.00% | $209,178 | 69.7K | Q4 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $120,999 | 27.8K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $5M | 1.87M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $60M | 22.04M | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $206,045 | 78.4K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 686.8K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $222,501 | 76.2K | Q4 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $206,968 | 76.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $64M | 21.77M | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 2.62M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $89,247 | 30.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $340,250 | 125.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $370,381 | 136.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $296,212 | 71.0K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $13M | 4.72M | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $142,239 | 52.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $58,868 | 14.1K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 1.11M | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $93,785 | 34.6K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $54,589 | 13.1K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $128,901 | 47.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $125,566 | 43.0K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 436.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 2.03M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $45,278 | 10.9K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $57,971 | 19.9K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $515,228 | 190.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 1.68M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $658,230 | 242.9K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $131,874 | 48.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $927,904 | 342.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $516,221 | 176.8K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $15M | 5.53M | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $179,852 | 66.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 698.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $20M | 7.40M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $455,475 | 168.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $252,740 | 93.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 417.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 2.70M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $301,408 | 111.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $58,912 | 21.7K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $80,189 | 29.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $359,592 | 86.2K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $76,578 | 18.4K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $194,526 | 75.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $100,541 | 37.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $39,131 | 14.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $15,200 | 4.8K | Q2 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $228,087 | 84.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $80,239 | 19.2K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 747.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,697 | 2.9K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $132,681 | 31.8K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $89,891 | 33.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $246,791 | 91.1K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $106,836 | 37.8K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $213,006 | 78.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $67,683 | 16.2K | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $82,655 | 30.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $3,655 | 1.4K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $482,689 | 178.1K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $139,503 | 51.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $103,224 | 38.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $42,333 | 15.6K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.00% | $53,626 | 12.9K | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $333,896 | 123.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 509.4K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $421,836 | 155.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 691.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $67,693 | 25.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $72,579 | 17.4K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,147 | 275 | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $74,525 | 27.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $220,082 | 81.2K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $161,826 | 55.4K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $195,926 | 67.1K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $663,855 | 245.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,073 | 5.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 586.0K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $43,455 | 10.4K | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $902 | 333 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $490,174 | 180.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $545,141 | 201.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $46,809 | 17.3K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $66,263 | 24.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $154,366 | 57.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $32,848 | 12.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 482.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,646 | 5.0K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $486 | 179 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $724 | 267 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,118 | 268 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $280,157 | 103.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $368,653 | 88.4K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $45,036 | 10.8K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,755 | 1.5K | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $400 | 137 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $713,290 | 263.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $507,626 | 187.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $29,461 | 10.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $29,396 | 10.1K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $224,309 | 53.4K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $33,279 | 11.4K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $91,654 | 33.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $110,666 | 40.8K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $471,425 | 161.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $529 | 181 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $985 | 236 | Q3 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $28,265 | 10.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 697.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $126,793 | 46.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,765 | 1.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 748.8K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $49,517 | 17.0K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $59,719 | 14.3K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $217,637 | 80.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,144 | 791 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $126,530 | 46.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $108,194 | 39.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $443,506 | 163.7K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $67,673 | 25.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $202,699 | 74.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $140,088 | 51.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $345,617 | 127.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $65,616 | 24.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,220 | 450 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $3,076 | 1.1K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $74,604 | 27.5K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $1,877 | 450 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $85,723 | 31.6K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $542 | 200 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $60,500 | 22.3K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $22,629 | 8.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $715 | 263.6K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $54,373 | 13.0K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,705 | 629 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,702 | 408 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $18,036 | 6.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $9,951 | 3.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $65,360 | 24.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $5,075 | 1.7K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,201 | 812 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,417 | 1.6K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $52,921 | 19.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $816 | 301 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $55,797 | 20.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $43,768 | 10.5K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,460 | 500 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $50,559 | 18.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $60,186 | 22.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $37,878 | 14.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $32,920 | 11.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $128,472 | 47.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $176,469 | 65.1K | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $51,314 | 18.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,548 | 2.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $14,561 | 5.4K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $23,572 | 8.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $212 | 78 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,328 | 490 | Q2 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $65,129 | 24.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $31 | 11.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $175 | 60 | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $27,743 | 10.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,168 | 400 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,070 | 781 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $227 | 84 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $541 | 185 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $30,501 | 11.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $3,349 | 803 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,704 | 1.6K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,724 | 4.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $47,394 | 11.4K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $50 | 12 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $43,466 | 16.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,897 | 700 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $352 | 130 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $417 | 154 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $31 | 11 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $14 | 5 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $9,694 | 3.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,253 | 462 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $40,322 | 14.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $283 | 97 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,858 | 1.2K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $14 | 5 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $21 | 7 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $128 | 44 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $539 | 199 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 120 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.