CAICARIS LIFE SCIENCES INC
CUSIP 142152107 · Yahoo Finance ↗ · Google Finance ↗
Caris Life Sciences Inc (CAI) has 8 institutional holders in Filings Flow’s 13F database, together reporting 157.58M shares worth $2.6B as of Q1 2026. The largest reported holders are FMR LLC, J. H. Whitney Equity Partners Vi, LLC, and Sixth Street Partners Management Company, L.P..
Institutional Holders
8
Q1 2026
Reported Value
$363,257
Ticker
CAI
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| J. H. Whitney Equity Partners VI, LLC$326M AUM | 100.00% | $326M | 18.26M | Q1 2026OLDER |
| Sixth Street Partners Management Company, L.P.$711M AUM | 36.19% | $257M | 14.39M | Q1 2026OLDER |
| BRAIDWELL LP$3.0B AUM | 4.78% | $143M | 8.01M | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 3.42% | $41M | 1.51M | Q4 2025OLDER |
| Silver Lake Group, L.L.C.$3.7B AUM | 3.12% | $160M | 5.29M | Q3 2025OLDER |
| PointState Capital LP$7.9B AUM | 1.67% | $132M | 7.36M | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 1.30% | $20M | 654.8K | Q3 2025OLDER |
| First Light Asset Management, LLC$1.1B AUM | 1.12% | $12M | 403.9K | Q3 2025OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 1.02% | $13M | 495.1K | Q4 2025OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 0.99% | $50M | 2.81M | Q1 2026OLDER |
| HAMILTON LANE ADVISORS LLC$140M AUM | 0.87% | $2M | 58.7K | Q4 2025OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.65% | $1M | 50.0K | Q4 2025OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 0.60% | $176M | 9.82M | Q1 2026OLDER |
| Renaissance Capital LLC$138M AUM | 0.60% | $826,196 | 43.5K | Q1 2026OLDER |
| Rock Springs Capital Management LP$1.7B AUM | 0.59% | $10M | 563.0K | Q1 2026OLDER |
| PERCEPTIVE ADVISORS LLC$5.1B AUM | 0.55% | $31M | 1.14M | Q4 2025OLDER |
| Meridiem Capital Partners LP$1.5B AUM | 0.45% | $8M | 278.1K | Q4 2025OLDER |
| VARCOV Co.$268M AUM | 0.43% | $1M | 40.0K | Q4 2025OLDER |
| Parkman Healthcare Partners LLC$970M AUM | 0.42% | $4M | 229.9K | Q1 2026OLDER |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.5B AUM | 0.31% | $11M | 610.2K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.27% | $22M | 1.21M | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.16% | $41M | 2.29M | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.12% | $4M | 250.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.11% | $1M | 58.1K | Q1 2026OLDER |
| MSA Advisors, LLC$333M AUM | 0.10% | $343,296 | 19.2K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.10% | $33M | 1.10M | Q3 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.10% | $393,378 | 22.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.10% | $219,566 | 12.3K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.09% | $1M | 42.5K | Q4 2025OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.08% | $206,350 | 10.9K | Q1 2026OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.07% | $11M | 408.7K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.07% | $3M | 140.1K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.07% | $99,919 | 5.59M | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.07% | $770,270 | 43.1K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.07% | $895,234 | 50.1K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.07% | $1M | 75.0K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $9M | 490.5K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.06% | $411,687 | 23.0K | Q1 2026OLDER |
| Atika Capital Management LLC$796M AUM | 0.06% | $756,250 | 25.0K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 94.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.06% | $45M | 1.66M | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $395,595 | 22.1K | Q1 2026OLDER |
| ADAMS STREET PARTNERS LLC$260M AUM | 0.05% | $132,040 | 4.9K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.05% | $13M | 723.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.05% | $64M | 3.59M | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.04% | $13M | 744.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.04% | $473,413 | 15.7K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.04% | $5M | 279.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $3M | 103.0K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $724,194 | 40.5K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.03% | $466,775 | 26.1K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $7M | 247.4K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.03% | $67,126 | 2.5K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.03% | $550M | 30.79M | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.03% | $419,431 | 15.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $27M | 1.00M | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 78.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.02% | $28M | 1.55M | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.02% | $2M | 55.6K | Q3 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.02% | $1M | 40.0K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.02% | $393,646 | 22.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 102.8K | Q1 2026OLDER |
| Blue Owl Capital Holdings LP$372M AUM | 0.02% | $84,233 | 4.7K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.02% | $28M | 1.55M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $16M | 918.3K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $339,720 | 19.0K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.02% | $186,757 | 10.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.02% | $686,002 | 38.4K | Q1 2026OLDER |
| SRS Investment Management, LLC$9.5B AUM | 0.02% | $2M | 50.0K | Q3 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.02% | $24M | 1.32M | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $225,418 | 8.4K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $29M | 1.61M | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 133.3K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $4M | 162.9K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $6M | 237.9K | Q4 2025OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $3M | 194.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $8M | 449.9K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.01% | $25,443 | 1.4K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.01% | $733,724 | 41.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $27M | 1.53M | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $581,100 | 32.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $357,512 | 13.3K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 70.7K | Q3 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $344,850 | 11.4K | Q3 2025OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.01% | $3M | 14.5K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 598.7K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $12M | 670.4K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $20M | 664.4K | Q3 2025OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.01% | $646,058 | 36.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $78,168 | 4.37M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $5M | 305.9K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $203,764 | 6.7K | Q3 2025OLDER |
| Michael & Susan Dell Foundation$2.8B AUM | 0.01% | $218,762 | 12.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $49M | 2.75M | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $4M | 239.2K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $209,050 | 10.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $444,900 | 16.5K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $706,206 | 39.5K | Q1 2026OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.01% | $186,345 | 10.4K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $404,356 | 22.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $2M | 136.3K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $237,625 | 12.5K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $471,961 | 17.5K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $241,380 | 13.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $21M | 1.15M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 140.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $201,646 | 6.7K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 129.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $58M | 3.46M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 187.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $67M | 3.76M | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $943,671 | 52.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $22M | 1.22M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 100.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $945,649 | 35.0K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $12M | 663.6K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $220,228 | 12.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $34,535 | 1.9K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 1.79M | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $21M | 1.18M | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $263,514 | 9.8K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $68,927 | 3.9K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 0.00% | $114,754 | 6.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 153.5K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $357,600 | 20.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 210.6K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $113,306 | 6.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 64.4K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $248,050 | 8.2K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 408.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $5M | 267.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $518,515 | 17.1K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $51,566 | 2.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $474,160 | 26.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $87M | 4.86M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $60M | 3.33M | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $3M | 84.5K | Q3 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $4,812 | 270 | Q2 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 129.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $195,267 | 10.9K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $192,121 | 10.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $669,104 | 24.8K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,398 | 190 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $246,798 | 13.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $817,116 | 45.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 74.6K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $15,162 | 848 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 78.0K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $220,639 | 12.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $14M | 778.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 410.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $434,359 | 24.3K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $273,248 | 14.3K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $12,123 | 678 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 231.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $542,658 | 30.4K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $34,383 | 1.9K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.00% | $218,762 | 12.2K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $3,576 | 200 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 523.3K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $12,552 | 702 | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $1M | 56.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $9,226 | 516 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $34,455 | 1.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 322.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $324,933 | 18.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $18M | 985.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 77.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 57.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 90.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $451,808 | 25.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $26,980 | 1.0K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $123,944 | 6.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 96.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $15,556 | 870 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 174.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 129.9K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $8,903 | 330 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,658 | 542 | Q2 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $403,802 | 22.6K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $225,681 | 12.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $63,224 | 3.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 74.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $20,222 | 1.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $958,493 | 53.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $518,414 | 29.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $684,625 | 38.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $7,939 | 444 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,306 | 73 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $751,693 | 42.0K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,479 | 78 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $804,153 | 45.0K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $1,711 | 96 | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $246,780 | 13.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $105,993 | 5.9K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $38,961 | 2.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $293,958 | 16.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 62.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $267,127 | 14.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $514,615 | 28.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,506 | 1.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $374,979 | 21.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $491,557 | 27.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $208,417 | 12.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $89,436 | 5.0K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $263,140 | 14.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,718 | 152 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $230,992 | 12.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $1,913 | 107 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $429 | 24 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $18,594 | 689 | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $23 | 850 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $452,918 | 25.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,934 | 220 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $333,000 | 18.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $308,430 | 17.3K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $31,266 | 1.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,770 | 99 | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $54 | 3 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $17,001 | 562 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $15,484 | 866 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $6,151 | 344 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $27,017 | 1.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $47,721 | 2.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $864 | 32 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,545 | 422 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,525 | 132 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,788 | 100 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $608 | 34 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $340 | 19 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $29,394 | 1.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $89 | 5 | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $903,965 | 33.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,576 | 200 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $446 | 25 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $536 | 30 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $9,387 | 525 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $53 | 3 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,414 | 135 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,055 | 59 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $644 | 36 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $18 | 1 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $30 | 1 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $107 | 6 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $107 | 6 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.