CERTCERTARA INC
CUSIP 15687V109 · Yahoo Finance ↗ · Google Finance ↗
Certara Inc (CERT) has 251 institutional holders in Filings Flow’s 13F database, together reporting 136.50M shares worth $772M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Dimensional Fund Advisors LP.
Institutional Holders
251
Q1 2026
Reported Value
$772M
Ticker
CERT
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kopion Asset Management, LLC$158M AUM | 7.69% | $12M | 1.86M | Q2 2026 |
| Roubaix Capital, LLC$214M AUM | 2.12% | $5M | 563.1K | Q4 2025OLDER |
| Tejara Capital Ltd$303M AUM | 1.49% | $5M | 792.1K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 1.31% | $3M | 388.5K | Q4 2025OLDER |
| Pier Capital, LLC$606M AUM | 1.18% | $7M | 840.4K | Q4 2025OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.89% | $954,750 | 167.5K | Q1 2026OLDER |
| Topline Capital Management, LLC$605M AUM | 0.71% | $4M | 749.5K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.70% | $26M | 4.59M | Q1 2026OLDER |
| Alpha Wave Global, LP$791M AUM | 0.62% | $6M | 504.7K | Q3 2025OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.53% | $45M | 7.81M | Q1 2026OLDER |
| 2Xideas AG$255M AUM | 0.48% | $2M | 184.2K | Q3 2025OLDER |
| SECTOR GAMMA AS$423M AUM | 0.46% | $2M | 230.6K | Q4 2025OLDER |
| Bastion Asset Management Inc.$328M AUM | 0.35% | $1M | 191.1K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.33% | $16M | 2.74M | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 0.30% | $9M | 1.54M | Q1 2026OLDER |
| Parkman Healthcare Partners LLC$970M AUM | 0.29% | $3M | 348.8K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.29% | $2M | 27.9K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.27% | $39M | 6.86M | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.23% | $790,292 | 64.7K | Q3 2025OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.20% | $30M | 5.27M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $232,896 | 40.9K | Q1 2026OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.17% | $4M | 460.8K | Q4 2025OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.13% | $2M | 373.7K | Q1 2026OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.13% | $518,700 | 91.0K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.13% | $493,065 | 40.3K | Q3 2025OLDER |
| Mendel Money Management$239M AUM | 0.13% | $301,217 | 52.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.12% | $129,657 | 22.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.12% | $914,810 | 160.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.12% | $396,099 | 69.5K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.10% | $255,719 | 29.0K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $380,526 | 66.8K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.09% | $846,627 | 148.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.09% | $417,203 | 34.1K | Q3 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.08% | $15M | 2.68M | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.08% | $14M | 2.51M | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.07% | $17M | 2.96M | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.07% | $7M | 1.22M | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $356,962 | 62.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $250,880 | 44.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 1.09M | Q3 2025OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.06% | $11M | 1.25M | Q4 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.06% | $3M | 567.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $543,552 | 95.4K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.06% | $163,151 | 28.6K | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 0.06% | $981,569 | 172.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.06% | $1,598 | 130.7K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.06% | $803,592 | 141.0K | Q1 2026OLDER |
| Rudius Management LP$358M AUM | 0.05% | $163,020 | 28.6K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.04% | $11M | 1.51M | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.04% | $9M | 1.00M | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.04% | $6M | 670.8K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.04% | $10M | 1.16M | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 347.4K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $354,198 | 62.1K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.03% | $648,927 | 73.7K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 269.6K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.03% | $9M | 709.6K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $8M | 1.41M | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $244,707 | 42.9K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.02% | $124,254 | 21.8K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.02% | $71,450 | 12.5K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.02% | $8M | 876.8K | Q4 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $202,219 | 35.5K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $16M | 2.72M | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $158,534 | 27.8K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.02% | $3M | 613.9K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 0.01% | $566,819 | 99.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.01% | $166,822 | 29.3K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.01% | $127,463 | 19.5K | Q2 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $788,618 | 64.5K | Q3 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.01% | $143,251 | 16.3K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $28,500 | 5.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $49M | 8.56M | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $693,901 | 121.7K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.01% | $79,703 | 14.0K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.01% | $89,236 | 10.1K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $6M | 989.0K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $147,846 | 25.9K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $201,085 | 35.3K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.01% | $67,562 | 11.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $3M | 484.7K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.01% | $122,934 | 13.1K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 1.12M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $649,703 | 114.0K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.01% | $317,160 | 36.0K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $218,863 | 38.4K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 0.01% | $348,452 | 61.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $124,499 | 21.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $673,205 | 118.1K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $602,684 | 105.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $302,100 | 53.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $58,721 | 9.0K | Q2 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $7,625 | 1.34M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $42,568 | 7.5K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $11,479 | 1.3K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.00% | $108,421 | 19.0K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.00% | $132,571 | 23.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.00% | $366,932 | 64.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $404,854 | 71.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3M | 309.9K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $127,745 | 14.5K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $313,471 | 55.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $26M | 4.56M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 730.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $622,930 | 109.3K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $175,968 | 14.4K | Q3 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.00% | $69,586 | 12.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 915.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 1.54M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $151,206 | 17.2K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $207,924 | 23.6K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $266,013 | 30.0K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $108,278 | 19.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $413,569 | 72.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 442.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 621.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $3M | 492.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 354.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $350,128 | 28.7K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 2.25M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19M | 3.42M | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $736,093 | 83.6K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 1.60M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $45M | 5.06M | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $130,758 | 22.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $19M | 2.16M | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $301,849 | 53.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $186,926 | 32.8K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.00% | $96,319 | 10.9K | Q4 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $8M | 853.5K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 309.8K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $4,379 | 497 | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $184,024 | 32.3K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $155,787 | 27.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $52,845 | 8.1K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $86,774 | 13.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $449,810 | 78.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 651.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $34M | 5.97M | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 579.8K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $429,050 | 75.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $133,381 | 10.9K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $105M | 11.92M | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 570.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 215.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $82M | 14.31M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 290.7K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $74,145 | 8.4K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $775,290 | 136.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $770,834 | 135.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $69,865 | 12.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $12,538 | 1.4K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $591,443 | 103.8K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $188,607 | 33.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $42,374 | 7.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $606,149 | 106.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 318.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 743.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $36,403 | 4.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 1.01M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,631 | 637 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $245,674 | 27.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 1.28M | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $233,671 | 19.1K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $77,919 | 13.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $89,862 | 10.2K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $168,384 | 29.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 2.04M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $347,039 | 60.9K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $638,081 | 111.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $44,006 | 5.0K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $22M | 3.94M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 235.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 880.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $31M | 5.36M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $346,925 | 60.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $12M | 2.11M | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $98,678 | 17.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $648,278 | 113.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $96,927 | 17.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 648.5K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $198,371 | 34.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 844.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 885.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $115,761 | 20.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $5,489 | 963 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $143,640 | 25.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 231.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $208,131 | 17.0K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 347.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $18,708 | 3.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $156,488 | 27.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 181.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $91,104 | 16.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $167,472 | 29.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 559.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $560,629 | 98.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $14,995 | 1.7K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $72,977 | 12.8K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $153,300 | 12.5K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $272,639 | 893 | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $22,868 | 4.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 666.7K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $287,000 | 50.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 334.6K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $121,974 | 13.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $81,887 | 14.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 269.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $8,374 | 1.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $324,256 | 56.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 226.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $449,827 | 78.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $7,965 | 899 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $162,189 | 28.5K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $127,406 | 10.4K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $357,578 | 62.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $203,177 | 35.6K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $798 | 140 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $1,222 | 100 | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,591 | 279 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,604 | 863 | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $75,035 | 13.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,672 | 1.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,682 | 295 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $58,100 | 10.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $156,793 | 27.9K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $60,397 | 10.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,166 | 2.0K | Q2 2026 |
| Quarry LP$558M AUM | 0.00% | $1,251 | 142 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,185 | 1.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $599 | 68 | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $324,695 | 57.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $282,036 | 49.5K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $880 | 72 | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $64,501 | 11.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $191,623 | 33.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $211 | 24 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $803 | 141 | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $61,868 | 10.9K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $415 | 34 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $122,897 | 10.1K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $79,116 | 13.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $110,329 | 19.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $132,747 | 23.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $143 | 25 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $449,075 | 78.8K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,272 | 223 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $102,485 | 18.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $21,391 | 2.4K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $142,341 | 25.0K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $563 | 46 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $687 | 120.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $330,344 | 58.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,700 | 1.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $28,568 | 5.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $39,769 | 7.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $68,405 | 12.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,355 | 413 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $621 | 109 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $268 | 47 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $1,718 | 195 | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $16,302 | 2.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $94,717 | 16.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $11,172 | 2.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,089 | 191 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $3,910 | 686 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,850 | 500 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $85,124 | 14.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $268 | 47 | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $3,111 | 300 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $23,005 | 4.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $144,415 | 25.3K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $57,570 | 10.1K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $354 | 62 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $6,600 | 540 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $97,988 | 17.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $482,112 | 84.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $110 | 9 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $109,964 | 19.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,036 | 552 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,100 | 168 | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $370 | 65 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $115 | 13 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $194 | 34 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $120 | 21 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $573 | 65 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,180 | 207 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,181 | 558 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $4,258 | 747 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $3,808 | 668 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,648 | 640 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $644 | 113 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $7,564 | 619 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $456 | 80 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $160 | 28 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $8,590 | 1.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $203 | 23 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $114 | 20 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $132 | 15 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $173,810 | 30.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,639 | 814 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $133 | 15 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $28,426 | 5.0K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8,664 | 1.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $177 | 31 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $80 | 9 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $19 | 3 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $57 | 10 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $9 | 1 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $17 | 3 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $462 | 81 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $8 | 1 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9 | 1 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $9 | 1 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $420 | 73 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $308 | 35 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.