CAECAE INC
CUSIP 124765108 · Yahoo Finance ↗ · Google Finance ↗
Cae Inc (CAE) has 293 institutional holders in Filings Flow’s 13F database, together reporting 219.43M shares worth $5.6B as of Q1 2026. The largest reported holders are Caisse De Depot Et Placement Du Quebec, Jarislowsky, Fraser Ltd, and 1832 Asset Management L.P..
Institutional Holders
293
Q1 2026
Reported Value
$5.6B
Ticker
CAE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BROWNING WEST LP$1.6B AUM | 20.33% | $329M | 12.62M | Q1 2026OLDER |
| Sycale Advisors (NY) LLC$201M AUM | 9.91% | $20M | 762.7K | Q1 2026OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 5.80% | $20M | 782.7K | Q1 2026OLDER |
| Sunriver Management LLC$591M AUM | 3.72% | $22M | 844.4K | Q1 2026OLDER |
| Heathbridge Capital Management Ltd.$275M AUM | 3.55% | $10M | 376.4K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 3.41% | $620M | 20.94M | Q3 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 2.93% | $414M | 15.87M | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 2.80% | $3M | 123.3K | Q1 2026OLDER |
| Forge First Asset Management Inc.$218M AUM | 2.60% | $6M | 191.7K | Q3 2025OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 2.48% | $128M | 4.90M | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 1.89% | $31M | 1.21M | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 1.59% | $4M | 158.2K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.37% | $5M | 182.2K | Q2 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 1.31% | $81M | 3.12M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 1.29% | $802M | 30.92M | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 1.27% | $15M | 560.0K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 1.11% | $1M | 54.1K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 1.10% | $214M | 8.25M | Q1 2026OLDER |
| Bastion Asset Management Inc.$328M AUM | 0.96% | $3M | 102.9K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.88% | $23M | 889.2K | Q1 2026OLDER |
| SCOPIA CAPITAL MANAGEMENT LP$146M AUM | 0.72% | $6M | 198.1K | Q3 2025OLDER |
| Caldwell Investment Management Ltd.$255M AUM | 0.66% | $2M | 66.1K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.63% | $5M | 197.4K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.51% | $18M | 682.2K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.39% | $427M | 16.40M | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.39% | $3M | 99.0K | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 0.37% | $13M | 366.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.37% | $311M | 11.94M | Q1 2026OLDER |
| Converium Capital Inc.$175M AUM | 0.36% | $627,938 | 350.0K | Q1 2026OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 0.36% | $12M | 477.3K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.35% | $4M | 158.5K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.34% | $435,921 | 16.7K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.32% | $1M | 33.6K | Q4 2025OLDER |
| Senvest Management, LLC$3.0B AUM | 0.32% | $10M | 370.0K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.31% | $12M | 410.9K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.30% | $41M | 1.55M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.28% | $79M | 3.05M | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 0.25% | $2M | 65.8K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.23% | $258,419 | 8.5K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.22% | $15M | 565.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.21% | $88M | 3.35M | Q1 2026OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 0.21% | $923,690 | 30.4K | Q4 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.20% | $60M | 2.30M | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.19% | $1M | 51.3K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.18% | $272,025 | 10.5K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.17% | $23M | 899.9K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.17% | $1M | 40.1K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.17% | $771,422 | 30.8K | Q2 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.14% | $61M | 2.34M | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.14% | $6M | 226.5K | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.14% | $287,508 | 9.7K | Q3 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.13% | $5M | 129.5K | Q1 2026OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 0.12% | $429,825 | 16.5K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.10% | $108M | 4.15M | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.09% | $251,174 | 9.6K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.09% | $116M | 4.46M | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.09% | $15M | 575.2K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.09% | $1M | 55.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.08% | $19M | 727.6K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.08% | $44M | 1.68M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.07% | $46M | 1.75M | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.07% | $92M | 3.53M | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.07% | $69,293 | 2.7K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $3M | 125.0K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.06% | $37M | 1.41M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.06% | $19M | 721.2K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.05% | $623,121 | 21.0K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.05% | $5M | 197.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.05% | $135M | 5.17M | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.05% | $132,361 | 5.1K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.05% | $55M | 2.09M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.05% | $405,675 | 15.6K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.05% | $476,194 | 18.3K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.04% | $5M | 176.7K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $6M | 225.2K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.04% | $24M | 935.0K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.04% | $264,734 | 10.2K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $12M | 470.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $27M | 1.03M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.04% | $22M | 850.1K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.04% | $551,822 | 18.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.03% | $53M | 2.02M | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.03% | $651,250 | 25.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $441,625 | 17.0K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.03% | $22M | 846.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.03% | $55,226 | 2.1K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.03% | $328,569 | 12.6K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.03% | $1M | 33.7K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $703,480 | 27.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $163M | 6.25M | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.03% | $32M | 1.22M | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.03% | $7M | 254.6K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.03% | $731,666 | 28.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.03% | $124,935 | 4.1K | Q2 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.03% | $974,014 | 37.5K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $201,340 | 7.7K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.03% | $6M | 198.9K | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.02% | $1M | 47.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.02% | $691,340 | 26.6K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.02% | $38,933 | 1.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $10M | 387.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $979,064 | 37.6K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.02% | $863,193 | 33.1K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $342,610 | 13.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $73M | 2.80M | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 41.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $607,669 | 23.3K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.02% | $33M | 1.28M | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $80,105 | 3.1K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $231,992 | 7.8K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $295,774 | 9.7K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.02% | $27M | 1.03M | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.02% | $1M | 45.8K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.02% | $366,221 | 14.1K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $2M | 65.0K | Q3 2025OLDER |
| OSSIAM$5.7B AUM | 0.01% | $1M | 39.2K | Q3 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 168.9K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.01% | $7M | 267.8K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $346,996 | 11.7K | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $16M | 627.5K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $2M | 86.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $570,185 | 21.9K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.01% | $346,549 | 13.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $39M | 1.07M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $492,579 | 18.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $53M | 2.05M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $57M | 2.20M | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.01% | $4M | 162.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $664,822 | 25.5K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.01% | $3M | 103.8K | Q2 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $464,769 | 17.9K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $225,150 | 8.6K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $510,398 | 19.6K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $7M | 264.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $4M | 142.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 261.9K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $672,064 | 25.8K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $2M | 82.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 184.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $67M | 2.57M | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $416,461 | 16.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 52.5K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $333,336 | 12.8K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.01% | $927,282 | 35.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $596,232 | 19.6K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 52.1K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.01% | $2M | 63.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 65.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $96,671 | 3.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 273.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $252,373 | 9.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 262.0K | Q3 2025OLDER |
| STEPH & CO$351M AUM | 0.01% | $26,936 | 1.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 43.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 50.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $982,293 | 37.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $600,296 | 23.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $454,766 | 15.4K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $549,968 | 21.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 144.1K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $918,419 | 35.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $724,327 | 27.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 559.4K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $13,423 | 439 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $407M | 13.38M | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $25M | 964.7K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $227M | 8.72M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $442,057 | 17.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $9M | 337.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $15M | 589.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $508,470 | 19.5K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 73.7K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $320,910 | 12.3K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $5M | 173.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $75M | 2.88M | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 45.1K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $3M | 85.2K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $8M | 263.3K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $15M | 587.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $46,411 | 1.9K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $453,531 | 17.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $276,859 | 10.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 140.9K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $3M | 127.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $63M | 2.06M | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $11,410 | 438 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $22M | 846.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $44M | 1.70M | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $354,322 | 11.6K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 131.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 70.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $207,525 | 6.8K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $833,600 | 32.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 455.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $376,672 | 12.4K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $17M | 662.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 223.0K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.00% | $27,352 | 900 | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $5M | 195.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $17,845 | 685 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $201,888 | 7.8K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $249,475 | 8.2K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $243,698 | 9.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 324.9K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $575,118 | 22.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 561.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 447.4K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $226,450 | 7.6K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $368,608 | 14.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30M | 1.18M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $224,030 | 8.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 252.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $430,528 | 16.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $48,505 | 1.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 523.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $477,180 | 18.4K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $360,239 | 12.2K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 163.6K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $225,396 | 5.4K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $305,707 | 10.3K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 272.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $201,522 | 6.8K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $266,880 | 10.2K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $6,643 | 255 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $65,359 | 2.5K | Q2 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $847,688 | 33.9K | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $3,777 | 145 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 67.3K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $33,840 | 1.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 258.3K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $1,947 | 64 | Q4 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $9,977 | 383 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 125.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $25,945 | 996 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 98.1K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $323,130 | 12.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $204,206 | 7.8K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.00% | $364,987 | 14.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 68.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,306 | 92 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $165,600 | 6.4K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 52.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $625 | 24 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $546,017 | 21.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,420 | 400 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 76.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $368,487 | 14.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $360,271 | 13.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $5,679 | 218 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,765 | 142 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $10,629 | 408 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $359,594 | 13.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $406,667 | 15.6K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,022 | 116 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,719 | 66 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $258,937 | 9.9K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $5,444 | 209 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $495 | 19 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $510,736 | 19.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $860,249 | 33.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7M | 286.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $730,812 | 24.0K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,689 | 180 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $291,501 | 11.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $290,875 | 9.8K | Q3 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $1,829 | 73 | Q2 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 69.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $424,828 | 15.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $301,318 | 11.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $12,129 | 484 | Q2 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,563 | 60 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $259,844 | 10.0K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $2,501 | 96 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $913,726 | 30.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $77,759 | 3.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $392,756 | 15.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $626 | 24 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $386 | 13 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $40,482 | 1.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,607 | 292 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $293,427 | 11.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12M | 442.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 47.5K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $58,776 | 2.0K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $15,213 | 584 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $260,423 | 10.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $15,862 | 597 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,489 | 364 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,388 | 283 | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $11,879 | 456 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 39.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,276 | 49 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $48,140 | 1.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,980 | 76 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $57,649 | 2.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,754 | 108 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,498 | 118 | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $209 | 8 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,381 | 53 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $181,490 | 7.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,876 | 72 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $391 | 15 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $223,170 | 8.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $20,710 | 795 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $41,881 | 1.4K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $208 | 7 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,275 | 48 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $574 | 22 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,164 | 73 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,303 | 50 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,960 | 152 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,094 | 42 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $18,027 | 692 | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $251,281 | 8.5K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,016 | 39 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $20,240 | 777 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,006 | 77 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $15,210 | 500 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $209 | 8 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,824 | 70 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $860 | 33 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $243 | 8 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $70,908 | 2.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,075 | 70 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $208 | 8 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $313 | 12 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,251 | 48 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $8,804 | 338 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $912 | 35 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,965 | 229 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $78 | 3 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,068 | 41 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1,510 | 58 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $1,000 | 35 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.