BRD1EURMIND MEDICINE MINDMED INC
CUSIP 60255C885 · Yahoo Finance ↗ · Google Finance ↗
Mind Medicine Mindmed Inc (BRD1EUR) has 6 institutional holders in Filings Flow’s 13F database, together reporting 1.36M shares worth $18M as of Q1 2026. The largest reported holders are Blackrock, Inc., Avoro Capital Advisors LLC, and Driehaus Capital Management LLC.
Institutional Holders
6
Q1 2026
Reported Value
$18M
Ticker
BRD1EUR
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Trails Edge Capital Partners, LP$437M AUM | 8.50% | $34M | 2.57M | Q4 2025OLDER |
| Octagon Capital Advisors LP$904M AUM | 3.63% | $30M | 2.23M | Q4 2025OLDER |
| Rosalind Advisors, Inc.$249M AUM | 3.53% | $10M | 750.0K | Q4 2025OLDER |
| SUPERSTRING CAPITAL MANAGEMENT LP$140M AUM | 3.05% | $6M | 425.2K | Q4 2025OLDER |
| Ally Bridge Group (NY) LLC$124M AUM | 2.60% | $4M | 361.4K | Q3 2025OLDER |
| Commodore Capital LP$1.7B AUM | 1.78% | $27M | 2.00M | Q4 2025OLDER |
| Boxer Capital Management, LLC$762M AUM | 1.75% | $8M | 598.5K | Q4 2025OLDER |
| AWM Investment Company, Inc.$903M AUM | 1.34% | $14M | 1.22M | Q3 2025OLDER |
| Soviero Asset Management, LP$200M AUM | 0.96% | $2M | 150.0K | Q4 2025OLDER |
| Avoro Capital Advisors LLC$10.2B AUM | 0.66% | $67M | 5.00M | Q4 2025OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.52% | $4M | 296.2K | Q4 2025OLDER |
| Fore Capital, LLC$162M AUM | 0.42% | $1M | 95.0K | Q4 2025OLDER |
| PSP Research LLC$188M AUM | 0.41% | $466,521 | 34.8K | Q4 2025OLDER |
| Deep Track Capital, LP$6.1B AUM | 0.40% | $22M | 1.68M | Q4 2025OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 0.34% | $16M | 1.23M | Q4 2025OLDER |
| Siren, L.L.C.$3.6B AUM | 0.32% | $11M | 800.0K | Q4 2025OLDER |
| DIADEMA PARTNERS LP$588M AUM | 0.32% | $1M | 105.9K | Q3 2025OLDER |
| Vestal Point Capital, LP$3.6B AUM | 0.29% | $9M | 637.0K | Q4 2025OLDER |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.27% | $7M | 600.2K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.27% | $424,450 | 31.7K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.26% | $37M | 3.11M | Q3 2025OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 0.23% | $5M | 350.0K | Q4 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.23% | $1M | 102.8K | Q4 2025OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.23% | $3M | 225.0K | Q4 2025OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 0.22% | $937,300 | 70.0K | Q4 2025OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.20% | $286,285 | 24.3K | Q3 2025OLDER |
| STEMPOINT CAPITAL LP$1.0B AUM | 0.18% | $906,356 | 76.9K | Q3 2025OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.13% | $522,237 | 39.0K | Q4 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.11% | $28M | 2.06M | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $270,732 | 20.2K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.09% | $2M | 138.8K | Q4 2025OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.09% | $1M | 100.0K | Q4 2025OLDER |
| Bay Rivers Group$293M AUM | 0.09% | $214,253 | 16.0K | Q4 2025OLDER |
| SHARPEPOINT LLC$168M AUM | 0.08% | $135,708 | 10.1K | Q4 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.08% | $283,841 | 21.2K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $183,747 | 15.6K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $308,000 | 23.0K | Q4 2025OLDER |
| PFM Health Sciences, LP$1.1B AUM | 0.07% | $885,877 | 75.1K | Q3 2025OLDER |
| Candriam S.C.A.$20.1B AUM | 0.06% | $13M | 971.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $411,180 | 30.7K | Q4 2025OLDER |
| Ikarian Capital, LLC$1.2B AUM | 0.06% | $787,373 | 58.8K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $21,103 | 1.6K | Q4 2025OLDER |
| RTW INVESTMENTS, LP$10.0B AUM | 0.04% | $4M | 300.0K | Q4 2025OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.03% | $305,432 | 25.9K | Q3 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.03% | $147,327 | 10.6K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $28M | 2.38M | Q3 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.02% | $15M | 1.15M | Q4 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 164.0K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $18M | 1.31M | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.02% | $120,517 | 10.2K | Q3 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.02% | $214,936 | 16.1K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $32M | 2.41M | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $801,531 | 68.0K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $174,070 | 13.0K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $294,433 | 22.0K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $671,375 | 50.1K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 329.6K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $6M | 425.2K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $2M | 150.6K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $19M | 1.38M | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 132.3K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $148,700 | 10.0K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $360,857 | 30.7K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 108.2K | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 278.7K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $89,726 | 6.7K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $116,776 | 8.7K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $210,102 | 15.7K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $20,085 | 1.5K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $147,210 | 11.0K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $397,080 | 29.7K | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $53,975 | 4.6K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $100,639 | 7.5K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $704,046 | 52.6K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $102,313 | 7.6K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $273,116 | 20.4K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $16M | 1.22M | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $337,522 | 25.2K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 180.4K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $663,694 | 49.7K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $701,941 | 59.5K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $46,013 | 3.7K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $38,318 | 3.3K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $26,767 | 2.0K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 251.4K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 293.7K | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $647,781 | 48.4K | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $13,390 | 1.0K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $253,714 | 18.9K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $31M | 2.33M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $111M | 8.27M | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $16M | 1.19M | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $407,804 | 30.5K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $784,681 | 58.6K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 398.3K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $267,800 | 20.0K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $11M | 807.2K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $148,816 | 11.1K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $297,820 | 22.2K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $404,378 | 30.2K | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 925.3K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 504.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 683.8K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $58,033 | 4.3K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $195,714 | 16.6K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $229,947 | 17.2K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 158.4K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $321,300 | 17.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 624.3K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 734.7K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 600.5K | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.00% | $5,570 | 416 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 110.7K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $32M | 2.37M | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $526,548 | 39.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $376,160 | 31.9K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 276.5K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $585,373 | 49.6K | Q3 2025OLDER |
| BIT Capital GmbH$2.1B AUM | 0.00% | $26,469 | 2.2K | Q3 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $585,625 | 43.7K | Q4 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $252,870 | 18.9K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $238,677 | 17.8K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $52,422 | 3.9K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $143,501 | 10.7K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $781,748 | 58.4K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $22,080 | 1.6K | Q4 2025OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 0.00% | $884 | 66 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 298.7K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $13,792 | 1.0K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $607,933 | 45.4K | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $2,585 | 193 | Q4 2025OLDER |
| Reflection Asset Management$141M AUM | 0.00% | $898 | 66 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $395,755 | 29.6K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $157,961 | 11.8K | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $1,339 | 100 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $141,976 | 10.6K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $396,344 | 29.6K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $288,407 | 21.5K | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $11,288 | 843 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $35M | 2.59M | Q4 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $9,609 | 815 | Q3 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $25,910 | 1.9K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $202,417 | 15.1K | Q4 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $720,181 | 53.8K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $4,716 | 400 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $273,049 | 20.4K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $780,611 | 58.3K | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $441 | 33 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $645,746 | 48.2K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $270,717 | 20.2K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 74.8K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $379,232 | 28.3K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 366.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $778 | 66 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 77.2K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 107.1K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 175.2K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $185,330 | 13.7K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $555,190 | 41.5K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $182,250 | 13.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $222,275 | 16.6K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,164 | 535 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,843 | 287 | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $214,133 | 16.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $140,947 | 10.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 93.6K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $896,795 | 67.0K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $7,606 | 568 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $72 | 5.4K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,414 | 479 | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $335 | 25 | Q4 2025OLDER |
| Robbins Farley$226M AUM | 0.00% | $375 | 28 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $149,052 | 12.6K | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $884 | 66 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $158,487 | 11.8K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,223 | 166 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $710 | 53 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,555 | 556 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $44,187 | 3.3K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $299,708 | 22.4K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $7,579 | 566 | Q4 2025OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.00% | $613 | 52 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $118,702 | 8.9K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 153.7K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $20,483 | 1.5K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $6,695 | 500 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,401 | 254 | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $424 | 36 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,738 | 656 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 162.1K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $714,785 | 53.4K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $34,686 | 2.9K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 110.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $140,407 | 11.9K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,339 | 100 | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $469 | 35 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $282,810 | 21.1K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $884 | 66 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,390 | 1.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $6,119 | 457 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,115 | 232 | Q4 2025OLDER |
| CNB Bank$238M AUM | 0.00% | $134 | 10 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $158,029 | 11.8K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $486 | 41.2K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $94,908 | 7.1K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $589 | 44 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $335 | 25 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,218 | 91 | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $482 | 36 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $24,960 | 1.9K | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $18 | 1.4K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $71 | 6 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $94 | 7 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $684 | 58 | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $26 | 4 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $3 | 242 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,700 | 351 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,982 | 148 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,869 | 140 | Q4 2025OLDER |
| Navalign, LLC$396M AUM | 0.00% | $27 | 2 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $80 | 6 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $791 | 59 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,022 | 151 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $81 | 6 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11,971 | 894 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $67 | 5 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,477 | 185 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $897 | 67 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,647 | 123 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $27 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.