CGCARLYLE GROUP INC
CUSIP 14316J108 · Yahoo Finance ↗ · Google Finance ↗
Carlyle Group Inc (CG) has 592 institutional holders in Filings Flow’s 13F database, together reporting 218.09M shares worth $10.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Capital World Investors.
Institutional Holders
592
Q1 2026
Reported Value
$10.4B
Ticker
CG
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ALGEBRIS (UK) LTD$1.4B AUM | 4.53% | $63M | 1.30M | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 3.18% | $26M | 542.3K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 3.13% | $67M | 1.08M | Q3 2025OLDER |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM | 2.44% | $73M | 1.52M | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 2.38% | $36M | 578.6K | Q3 2025OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 2.22% | $39M | 800.0K | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 2.16% | $193M | 3.98M | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.96% | $4M | 80.8K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 1.94% | $15M | 303.7K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 1.89% | $9M | 191.2K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 1.80% | $13M | 258.7K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 1.78% | $2M | 34.8K | Q4 2025OLDER |
| Buckland Partners Management Co LLC$165M AUM | 1.60% | $3M | 54.4K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 1.58% | $55M | 1.13M | Q1 2026OLDER |
| Lalia Capital, LLC$158M AUM | 1.28% | $2M | 42.0K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 1.07% | $802M | 16.58M | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 1.01% | $305M | 6.30M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.99% | $10,991 | 185.9K | Q4 2025OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.97% | $2M | 34.5K | Q4 2025OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.96% | $33M | 691.4K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.96% | $31M | 650.6K | Q1 2026OLDER |
| JRM Investment Counsel, LLC$375M AUM | 0.94% | $3M | 54.9K | Q4 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.87% | $11M | 223.7K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.80% | $4M | 74.1K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 0.77% | $2M | 49.8K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.68% | $3M | 62.4K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.66% | $14M | 215.5K | Q3 2025OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.58% | $42M | 670.1K | Q3 2025OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.56% | $4M | 77.5K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.54% | $64M | 1.33M | Q1 2026OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 0.51% | $2M | 40.0K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.49% | $8M | 155.3K | Q1 2026OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.48% | $288M | 5.94M | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.48% | $930,329 | 19.2K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.48% | $26M | 527.3K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.48% | $930,907 | 14.8K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.47% | $2M | 36.5K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.47% | $5M | 93.5K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 0.46% | $2M | 27.1K | Q4 2025OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.44% | $14M | 287.4K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.43% | $4M | 71.6K | Q3 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.42% | $792,096 | 16.4K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.41% | $1M | 27.0K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.41% | $24M | 503.0K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.38% | $3M | 64.7K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.35% | $5M | 99.7K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.35% | $907,828 | 18.8K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.35% | $1M | 21.2K | Q4 2025OLDER |
| Boston Partners$95.5B AUM | 0.34% | $327M | 5.53M | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.31% | $2M | 24.3K | Q3 2025OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.30% | $750,635 | 15.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.29% | $6M | 124.7K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.26% | $575,018 | 11.9K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.26% | $8M | 160.0K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.24% | $883,776 | 18.4K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 0.24% | $9M | 159.2K | Q4 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.24% | $2M | 25.0K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.24% | $34M | 693.3K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.23% | $1M | 26.1K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.22% | $3M | 56.2K | Q4 2025OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.22% | $338,730 | 7.0K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.22% | $5M | 96.6K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.22% | $18M | 306.4K | Q4 2025OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.21% | $595,729 | 12.3K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.21% | $2M | 26.3K | Q3 2025OLDER |
| Waterway Wealth Management, LLC$452M AUM | 0.20% | $921,162 | 19.0K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.20% | $479,772 | 9.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.19% | $291,550 | 6.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.19% | $497,023 | 7.9K | Q3 2025OLDER |
| Stiles Financial Services Inc$327M AUM | 0.18% | $601,900 | 12.4K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.18% | $3M | 53.2K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.17% | $333,601 | 6.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.17% | $399M | 8.25M | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.17% | $16M | 332.3K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.16% | $4M | 92.3K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.15% | $5M | 112.2K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.15% | $287,546 | 4.6K | Q3 2025OLDER |
| KRS Capital Management, LLC$163M AUM | 0.15% | $247,757 | 5.1K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.14% | $209,287 | 4.3K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 0.14% | $169,365 | 3.5K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.14% | $178,319 | 2.8K | Q3 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.13% | $213,642 | 4.4K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.13% | $12M | 245.0K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.13% | $1M | 25.0K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.13% | $270,249 | 4.6K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.13% | $1M | 20.1K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.13% | $205,803 | 4.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.13% | $373M | 7.65M | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.12% | $160,268 | 3.3K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.12% | $206,346 | 3.3K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 0.12% | $863M | 17.83M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 191.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.11% | $1M | 25.9K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 0.11% | $389,298 | 8.0K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.10% | $2M | 35.2K | Q4 2025OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.10% | $9M | 152.6K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.10% | $485,607 | 10.0K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.09% | $416,154 | 8.6K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.09% | $13M | 212.6K | Q3 2025OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 0.09% | $257,048 | 5.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.09% | $4M | 77.0K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.09% | $629,189 | 13.0K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.09% | $208,352 | 3.3K | Q3 2025OLDER |
| Tranquility Partners, LLC$265M AUM | 0.09% | $232,980 | 4.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.09% | $21M | 428.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.09% | $5M | 102.1K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.08% | $270,936 | 5.6K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.08% | $596,993 | 14.2K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.08% | $236,912 | 4.0K | Q4 2025OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.08% | $216,639 | 3.7K | Q4 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.08% | $950,725 | 16.1K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.08% | $688,880 | 14.2K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.08% | $502,772 | 10.4K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.08% | $266,145 | 5.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.08% | $4M | 83.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.07% | $213,222 | 4.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.07% | $2M | 32.0K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.07% | $4M | 74.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.07% | $2M | 47.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.07% | $414,125 | 7.0K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.07% | $239,192 | 4.9K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.07% | $459,277 | 7.3K | Q3 2025OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.07% | $536,406 | 11.1K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.07% | $23M | 480.9K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.06% | $17M | 351.6K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.06% | $4M | 75.2K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.06% | $249,170 | 4.0K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.06% | $751,242 | 17.8K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.06% | $5M | 101.5K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.06% | $4M | 83.1K | Q3 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.06% | $498,417 | 10.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.06% | $9M | 176.7K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.06% | $8M | 160.6K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.06% | $586,584 | 12.1K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.06% | $292,760 | 6.0K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.06% | $2M | 33.7K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.06% | $1M | 20.2K | Q3 2025OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.06% | $109,992 | 2.3K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.06% | $200,976 | 3.4K | Q4 2025OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.06% | $760,691 | 15.7K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.06% | $563,260 | 11.6K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.05% | $5M | 99.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.05% | $509,305 | 10.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $721,982 | 14.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $463,334 | 9.6K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.05% | $224,914 | 3.8K | Q4 2025OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.05% | $270,767 | 6.4K | Q2 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $3M | 45.5K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.05% | $10M | 208.8K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $15M | 318.1K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 0.05% | $248,407 | 5.9K | Q2 2026 |
| Fielder Capital Group LLC$459M AUM | 0.05% | $235,494 | 4.0K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.05% | $45M | 936.5K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.05% | $217,756 | 4.5K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.05% | $428,687 | 8.9K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $459,285 | 7.8K | Q4 2025OLDER |
| Towne Trust Company, N.A$311M AUM | 0.05% | $145,170 | 3.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.05% | $5M | 112.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $23M | 465.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.05% | $770,336 | 13.0K | Q4 2025OLDER |
| Oasis Advisors, LLC$509M AUM | 0.05% | $230,238 | 4.8K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.05% | $255,628 | 4.1K | Q3 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.04% | $112,860 | 1.8K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.04% | $4M | 78.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.04% | $3M | 58.1K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.04% | $2M | 31.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $24M | 486.0K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.04% | $2M | 30.5K | Q3 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.04% | $11M | 236.3K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $981,819 | 15.7K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $44M | 742.3K | Q4 2025OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.04% | $315,811 | 5.3K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.04% | $169M | 3.50M | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.04% | $59,288 | 1.0K | Q4 2025OLDER |
| FJ Capital Management LLC$888M AUM | 0.04% | $341,391 | 7.1K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.04% | $200,640 | 3.2K | Q3 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $255,983 | 5.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.04% | $443,446 | 9.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $336,552 | 7.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.04% | $15M | 318.0K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.04% | $3M | 62.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $1M | 22.1K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.04% | $925,556 | 19.1K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.04% | $1M | 21.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $602M | 10.19M | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.04% | $1M | 26.4K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.04% | $173,720 | 3.6K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $3M | 53.3K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.03% | $212,045 | 4.4K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.03% | $239,921 | 4.1K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $542,458 | 11.2K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.03% | $214,422 | 4.4K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.03% | $833,826 | 17.2K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.03% | $882,440 | 18.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $1M | 20.7K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.03% | $8M | 131.0K | Q4 2025OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $478,749 | 11.4K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $147M | 3.05M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $132M | 2.72M | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $572M | 11.82M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $35M | 718.7K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.03% | $346,606 | 5.5K | Q3 2025OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.03% | $504,659 | 10.4K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.03% | $287,921 | 6.0K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 36.8K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $43,264 | 690 | Q3 2025OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.03% | $6M | 100.0K | Q3 2025OLDER |
| Tredje AP-fonden$18.3B AUM | 0.03% | $5M | 103.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 23.8K | Q3 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.03% | $10M | 199.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $500,401 | 10.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $16M | 331.0K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.03% | $2M | 39.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.5B | 31.02M | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $325,328 | 5.5K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.03% | $1M | 29.1K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 0.03% | $677,460 | 14.0K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $260,435 | 5.4K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.03% | $958,703 | 19.8K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.03% | $212,796 | 3.6K | Q4 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.02% | $95,006 | 2.0K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $254,822 | 5.3K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.02% | $396,798 | 8.2K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.02% | $8M | 157.0K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $2M | 26.3K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.6B | 26.37M | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $526,435 | 10.9K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.02% | $3M | 47.3K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $275,267 | 5.7K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $257,760 | 4.1K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $142M | 2.94M | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $337,427 | 7.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 34.7K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.02% | $276,758 | 4.4K | Q3 2025OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.02% | $5M | 91.6K | Q4 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.02% | $2M | 42.5K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $845,566 | 17.5K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.02% | $6M | 121.1K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.02% | $10M | 205.9K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.02% | $66,875 | 1.4K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 48.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 85.9K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 25.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $23M | 483.1K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.02% | $2M | 49.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $78M | 1.61M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.02% | $23M | 474.7K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $345,069 | 7.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $14M | 285.2K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.02% | $4M | 73.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $12M | 239.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 23.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $99M | 2.05M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.02% | $3M | 72.0K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $233,098 | 3.7K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $536,972 | 11.1K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $3M | 63.9K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $2M | 25.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $570,761 | 11.8K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.02% | $6M | 133.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 226.7K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.02% | $5M | 101.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.02% | $15M | 319.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $468M | 9.68M | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $302,791 | 6.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 182.4K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $3M | 65.0K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $369,990 | 7.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $121M | 2.50M | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.02% | $3M | 62.4K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.02% | $3M | 66.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $389,249 | 8.0K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.02% | $101M | 1.71M | Q4 2025OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.02% | $315,164 | 6.5K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.02% | $219,450 | 3.5K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 24.2K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.02% | $2M | 45.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $249M | 5.15M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $593,987 | 12.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $257,271 | 5.3K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.02% | $6M | 131.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.02% | $4M | 80.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $73M | 1.52M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $5M | 107.8K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $4M | 81.3K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.02% | $23M | 483.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $220,776 | 3.7K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $324,928 | 5.5K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $28M | 579.1K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $2M | 34.0K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $210,887 | 5.0K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $901,065 | 18.6K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $631,828 | 10.1K | Q3 2025OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.01% | $258,645 | 5.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 24.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $308,130 | 6.4K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $8M | 158.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $452,557 | 6.9K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $271,807 | 5.6K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.01% | $9M | 180.9K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $301,711 | 6.2K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $11M | 264.2K | Q2 2026 |
| Quattro Advisors LLC$115M AUM | 0.01% | $17,305 | 293 | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $22M | 464.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $551M | 11.39M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $6M | 122.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $10M | 215.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 28.0K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $1M | 25.7K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $652,588 | 13.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 24.4K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 46.6K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $18,869 | 389.9K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 0.01% | $748,303 | 15.5K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $4M | 90.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $39M | 800.8K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $616,101 | 12.7K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $8M | 160.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $46M | 959.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $283,388 | 5.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $434,659 | 10.3K | Q2 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $361,425 | 7.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $327,532 | 7.8K | Q2 2026 |
| Essential Partners LLC$250M AUM | 0.01% | $30,326 | 590 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $105M | 2.17M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $6M | 114.3K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 76.1K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.01% | $900,054 | 18.6K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 16.3K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 50.1K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $6M | 127.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 24.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $388,234 | 6.6K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $5M | 99.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $296,582 | 6.1K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $572,148 | 9.1K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $343,897 | 7.1K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $4M | 92.5K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.01% | $813,678 | 16.8K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.01% | $217,112 | 3.7K | Q4 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.01% | $2M | 50.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $100,748 | 2.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $39M | 809.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 136.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $264,205 | 5.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 24.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $379,103 | 7.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $4M | 79.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 38.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.01% | $532,290 | 11.0K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $27,525 | 439 | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $7M | 144.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $60,584 | 1.3K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $1M | 28.7K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $1M | 24.6K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.01% | $28,260 | 584 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.01% | $13,167 | 210 | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $261,742 | 5.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $179M | 3.70M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $84M | 1.74M | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.01% | $2M | 32.4K | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.01% | $4M | 63.0K | Q4 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $419,832 | 8.7K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.01% | $58,019 | 1.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $5M | 106.7K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $242,579 | 5.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $319,155 | 6.6K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.01% | $419,928 | 8.7K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $11,804 | 243.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $32M | 656.2K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $404,686 | 8.4K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $15,518 | 368 | Q2 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $813,553 | 16.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $55M | 1.13M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 58.9K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.01% | $67,746 | 1.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $426,606 | 8.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $27,486 | 568 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $324,455 | 6.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $217,545 | 3.7K | Q4 2025OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $1M | 30.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $442,436 | 7.5K | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $12M | 239.8K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $13,230 | 211 | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $202,521 | 3.2K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $241,016 | 4.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $12M | 250.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $3M | 46.1K | Q4 2025OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.01% | $642,657 | 13.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $43M | 883.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $750,161 | 15.5K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.01% | $4M | 91.7K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 87.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 163.8K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $22M | 375.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $226,514 | 4.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $55M | 1.14M | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.01% | $11,822 | 200 | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $228,906 | 4.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $110,813 | 2.3K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $525,251 | 8.9K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $8M | 156.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $740,419 | 15.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $229,231 | 3.7K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $205,194 | 4.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 22.3K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.01% | $97,457 | 2.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $6M | 114.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 43.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $316,385 | 6.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 142.1K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $9,630 | 199 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.01% | $2M | 41.8K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $17,663 | 365 | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $3M | 55.0K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 281.2K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $6,073 | 103 | Q4 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.01% | $202,452 | 3.4K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 25.7K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.01% | $30,404 | 722 | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 24.9K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 120.8K | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.01% | $1M | 16.7K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $23M | 471.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 399.5K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $8M | 126.5K | Q3 2025OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.01% | $24,195 | 500 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $221,675 | 4.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $1M | 24.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 256.3K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $9,775 | 202 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $46,358 | 958 | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $345,552 | 7.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 76.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $718,492 | 14.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $10M | 212.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $437,643 | 9.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 25.1K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.01% | $48,535 | 1.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $248,193 | 5.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $225,721 | 3.8K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $33M | 677.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $16,256 | 275 | Q4 2025OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.00% | $376,910 | 7.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $5M | 94.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $65M | 1.34M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $219,416 | 3.7K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $735,479 | 15.2K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 55.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $13M | 259.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $201,351 | 4.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $34,877 | 680 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $28M | 583.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $228,976 | 3.9K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $37,349 | 772 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $50,084 | 1.0K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.00% | $225,103 | 3.5K | Q3 2025OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.00% | $205,658 | 4.3K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $207,303 | 4.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $671,800 | 13.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $485,298 | 7.7K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $326,717 | 6.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $200,013 | 3.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 23.3K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 78.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $4,326 | 69 | Q3 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $14,371 | 297 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $798,725 | 16.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $20,179 | 417 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $220,776 | 4.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $73,988 | 1.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $453,417 | 9.4K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $589,380 | 9.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 56.1K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $6,678 | 138 | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.00% | $2M | 36.9K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $203,061 | 3.4K | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $11,809 | 244 | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $5M | 93.4K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.00% | $401,948 | 6.8K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 122.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $288,043 | 4.9K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $55M | 1.18M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 381.6K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14M | 295.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 51.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 66.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $178,298 | 3.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 165.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $13,356 | 276 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $6M | 127.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $231,356 | 3.9K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $136,266 | 2.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $806,743 | 16.7K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.00% | $82,246 | 1.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $399,823 | 8.3K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.00% | $4,743 | 98 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $29,034 | 600 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $34,502 | 713 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.