CHECHEMED CORP NEW
CUSIP 16359R103 · Yahoo Finance ↗ · Google Finance ↗
Chemed Corp New (CHE) has 484 institutional holders in Filings Flow’s 13F database, together reporting 13.34M shares worth $4.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
484
Q1 2026
Reported Value
$4.7B
Ticker
CHE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BARINGTON COMPANIES MANAGEMENT, LLC$123M AUM | 17.52% | $22M | 57.1K | Q1 2026OLDER |
| DRH Investments, Inc.$123M AUM | 6.40% | $8M | 20.9K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 2.12% | $4M | 8.7K | Q4 2025OLDER |
| LRT Capital Management, LLC$107M AUM | 2.07% | $2M | 5.9K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 1.99% | $3M | 7.5K | Q1 2026OLDER |
| LONE PEAK GLOBAL INVESTORS LLC$600M AUM | 1.69% | $10M | 26.9K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 1.55% | $8M | 21.3K | Q1 2026OLDER |
| Laurus Global Equity Management Inc.$102M AUM | 1.27% | $1M | 3.4K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 1.24% | $56M | 148.0K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.24% | $20M | 52.8K | Q1 2026OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 1.17% | $17M | 39.8K | Q4 2025OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.16% | $10M | 26.7K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.94% | $6M | 14.4K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.78% | $2M | 4.6K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.71% | $2M | 5.0K | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 0.69% | $3M | 8.1K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.64% | $78M | 205.2K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.62% | $1M | 3.9K | Q1 2026OLDER |
| Eversept Partners, LP$1.9B AUM | 0.62% | $12M | 31.1K | Q1 2026OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 0.59% | $671,513 | 1.8K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.58% | $3M | 7.2K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.57% | $94M | 250.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.48% | $7M | 18.5K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.47% | $19M | 50.7K | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.46% | $67M | 176.4K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.45% | $15M | 35.5K | Q1 2026OLDER |
| EULAV Asset Management$3.1B AUM | 0.42% | $16M | 36.6K | Q4 2025OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.36% | $4M | 6.5K | Q4 2025OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.35% | $685,415 | 1.8K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.34% | $25M | 65.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.34% | $2M | 4.5K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.34% | $7M | 14.6K | Q3 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.31% | $1M | 3.1K | Q2 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.31% | $8M | 20.1K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.31% | $27M | 71.8K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.30% | $14M | 35.7K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.28% | $5M | 12.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.28% | $1M | 2.5K | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.25% | $9M | 20.4K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.25% | $704,743 | 1.6K | Q3 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.24% | $600,606 | 1.6K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.24% | $24M | 62.7K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.23% | $6M | 17.0K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 0.23% | $359,935 | 953 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.22% | $263,620 | 616 | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.22% | $3M | 6.7K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 0.22% | $352,846 | 934 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.21% | $70M | 185.1K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.20% | $285,572 | 756 | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.19% | $416,647 | 1.1K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.19% | $453,288 | 1.2K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.18% | $2M | 5.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.18% | $23M | 61.1K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.18% | $408,178 | 954 | Q4 2025OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.18% | $290,089 | 678 | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.17% | $13M | 28.7K | Q3 2025OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 0.17% | $855,720 | 2.0K | Q4 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.16% | $48M | 127.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.16% | $366,313 | 970 | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.16% | $448,353 | 1.2K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.16% | $338,077 | 895 | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.15% | $2M | 4.2K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.15% | $577,859 | 1.4K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.15% | $37M | 98.0K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.15% | $234,216 | 620 | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $472,930 | 1.3K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.13% | $275,360 | 615 | Q3 2025OLDER |
| Covea Finance$2.9B AUM | 0.13% | $4M | 9.9K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.13% | $24M | 62.3K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.13% | $878,246 | 2.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.13% | $3M | 7.2K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.12% | $23M | 62.0K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.12% | $245,531 | 650 | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.12% | $24M | 56.2K | Q1 2026OLDER |
| TrustBank$258M AUM | 0.12% | $304,836 | 807 | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.12% | $2M | 4.4K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.11% | $834,428 | 2.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.11% | $14M | 35.8K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.11% | $259,442 | 687 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.11% | $2M | 4.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.10% | $642,158 | 1.7K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.10% | $219,926 | 491 | Q3 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.10% | $4M | 9.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $337,700 | 894 | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.10% | $247,194 | 552 | Q3 2025OLDER |
| Impact Capital Partners LLC$331M AUM | 0.10% | $317,895 | 710 | Q3 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.10% | $855,720 | 2.0K | Q4 2025OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.09% | $223,606 | 499 | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $114M | 301.6K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.09% | $34M | 90.1K | Q1 2026OLDER |
| BROGAN FINANCIAL, INC.$227M AUM | 0.09% | $203,029 | 537 | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.09% | $455,177 | 1.2K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.09% | $885,044 | 2.3K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.09% | $106M | 279.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.09% | $5M | 13.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.09% | $1M | 2.8K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.08% | $190,826 | 446 | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.08% | $984,574 | 2.1K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $526,598 | 1.2K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.08% | $8M | 21.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.08% | $11M | 29.8K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.08% | $4M | 10.4K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.08% | $12M | 31.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 15.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 25.3K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.08% | $4M | 9.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.07% | $338,009 | 790 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.07% | $157M | 415.6K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.07% | $15M | 39.8K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.07% | $44M | 115.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.07% | $688,242 | 1.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $91M | 242.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.07% | $3M | 8.4K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.07% | $6M | 15.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.07% | $40M | 107.2K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.07% | $289,661 | 677 | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.07% | $5M | 14.5K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.06% | $144,189 | 337 | Q4 2025OLDER |
| Somerset Trust Co$354M AUM | 0.06% | $228,213 | 490 | Q2 2026 |
| Cynosure Group, LLC$800M AUM | 0.06% | $593,704 | 1.3K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.06% | $393,563 | 879 | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.06% | $89M | 236.4K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $262,907 | 696 | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $243,265 | 644 | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 0.06% | $378,231 | 812 | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 12.9K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.06% | $821,559 | 2.2K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $479,730 | 1.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.06% | $5M | 12.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.06% | $2M | 6.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.06% | $18M | 48.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $964,748 | 2.6K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.05% | $2M | 6.5K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.05% | $947,710 | 2.2K | Q4 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.05% | $621,005 | 1.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $3M | 7.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.05% | $2M | 6.1K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $14M | 37.8K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.05% | $244,398 | 647 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.05% | $1M | 2.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $1M | 3.9K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.04% | $625,531 | 1.5K | Q4 2025OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.04% | $267,413 | 625 | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $653,914 | 1.4K | Q2 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.04% | $229,333 | 536 | Q4 2025OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.04% | $166,206 | 440 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.04% | $382,373 | 821 | Q2 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.04% | $298,922 | 791 | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.04% | $518,637 | 1.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $5M | 13.6K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.04% | $113,700 | 301 | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.04% | $26M | 69.4K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.04% | $200,140 | 447 | Q3 2025OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.03% | $3M | 6.2K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $289,727 | 767 | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $234,313 | 620 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.03% | $21M | 56.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $49M | 129.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.03% | $58M | 152.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $759,257 | 2.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.03% | $2M | 4.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.03% | $17M | 43.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $2M | 6.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $284,168 | 635 | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.03% | $464,998 | 1.2K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $347,231 | 919 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $589,198 | 1.4K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.03% | $755,480 | 2.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.03% | $7M | 17.6K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $271,264 | 634 | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 4.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $360,741 | 955 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 4.8K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $408,337 | 1.1K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.03% | $7M | 19.1K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.03% | $3M | 8.4K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.02% | $86,502 | 229 | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $461,976 | 1.2K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $5M | 11.7K | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 5.4K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $2M | 4.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $204,975 | 458 | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $12M | 31.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $69,313 | 162 | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $941,328 | 2.5K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.02% | $21,909 | 58 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 5.5K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $22M | 59.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $715,842 | 1.5K | Q2 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.02% | $44,774 | 100 | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $270,961 | 717 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 6.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 4.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $94M | 247.8K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.02% | $151,096 | 400 | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.02% | $283,683 | 751 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $157,518 | 417 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $700,331 | 1.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 3.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $21M | 55.1K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $24,391 | 57 | Q4 2025OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.02% | $871,824 | 2.3K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $203,159 | 454 | Q3 2025OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.02% | $4M | 11.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $206,656 | 483 | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $7M | 16.7K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $40M | 104.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $308M | 815.7K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $404,560 | 1.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $640,672 | 1.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 3.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $465,084 | 1.1K | Q4 2025OLDER |
| OSSIAM$5.7B AUM | 0.01% | $1M | 2.6K | Q3 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $270,084 | 715 | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $202,826 | 453 | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $313,659 | 722 | Q4 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $8M | 21.8K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $1M | 2.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $914,130 | 2.4K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $23,731 | 53 | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $5M | 11.8K | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $34,572 | 71 | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $282,927 | 749 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 7.0K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $3M | 8.0K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $4M | 11.5K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $319,946 | 847 | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $534,125 | 1.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 3.1K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.01% | $225,511 | 597 | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $33,133 | 74 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $12M | 31.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $950,148 | 2.1K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 27.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $528,836 | 1.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $204,945 | 479 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $187M | 501.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $211,781 | 473 | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 3.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $288,759 | 620 | Q2 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 8.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $22M | 57.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $320,354 | 749 | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 21.0K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.01% | $13,439 | 34 | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.01% | $10M | 21.6K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $16M | 42.9K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.01% | $216,067 | 572 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $155M | 411.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $62M | 164.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 14.3K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $249,309 | 660 | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $202,846 | 537 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $784,949 | 2.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $630M | 1.47M | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $429,868 | 1.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $505M | 1.34M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $66M | 174.7K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 0.01% | $20,020 | 53 | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 3.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $163,561 | 433 | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 5.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $33M | 88.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 5.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 11.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $736,971 | 2.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $240,243 | 636 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 4.7K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $53M | 139.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $54M | 141.9K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $216,069 | 505 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $686,385 | 1.5K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $223,567 | 499 | Q4 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $954,983 | 2.2K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $41M | 108.3K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.01% | $80,594 | 180 | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $1M | 2.9K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 5.0K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $12M | 31.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 12.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $45M | 118.7K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $9M | 24.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $637,640 | 1.7K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $451,777 | 1.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $618,285 | 1.6K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $505,793 | 1.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $374,718 | 992 | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.01% | $2M | 5.1K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 3.5K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 3.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 16.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 9.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $111M | 258.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 4.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $612,580 | 1.6K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $77,907 | 174 | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 31.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $39,285 | 104 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 9.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $303,703 | 804 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $11M | 28.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $175M | 462.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $240M | 636.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $52M | 138.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 3.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 58.2K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $205,513 | 459 | Q3 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $21,044 | 47 | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.01% | $31,352 | 83 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $333,922 | 884 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $474,277 | 1.3K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $641,025 | 1.7K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $9,832 | 21 | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 4.4K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $2M | 5.7K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $14,866 | 33 | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 9.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $18,510 | 49 | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $862,566 | 2.0K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $224,762 | 595 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 3.0K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $223,144 | 598 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $189,248 | 501 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $687,487 | 1.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $329,767 | 873 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 13.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $227,777 | 603 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $153,392 | 406 | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $931,885 | 2.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 7.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 39.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 5.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $367,120 | 972 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 4.5K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.00% | $727,362 | 1.7K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $8,310 | 22 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $434,779 | 1.2K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $5M | 11.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $906,561 | 2.4K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $5,591 | 14.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 6.6K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $207,940 | 486 | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 12.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 3.6K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 7.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $204,357 | 541 | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $298,415 | 790 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $605,517 | 1.6K | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $128,432 | 340 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20M | 53.9K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $387,878 | 1.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $13M | 35.6K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $171,930 | 445 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $13M | 34.4K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $4M | 10.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $24,451 | 65 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $630,826 | 1.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $118,591 | 304 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 10.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $15M | 40.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $52,506 | 139 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $35,396 | 76 | Q2 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $322,607 | 754 | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 3.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $424,757 | 1.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $273,698 | 639 | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $163,939 | 434 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $88,568 | 207 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 3.9K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $286,705 | 759 | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $20,596 | 46 | Q3 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $373,963 | 990 | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $46,084 | 122 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $41,929 | 111 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $317,309 | 840 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 7.1K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.00% | $302,224 | 675 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 96.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 3.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $465,512 | 1.1K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $19,251 | 46 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 3.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $516,264 | 1.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $220,978 | 585 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,400 | 9 | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $3,777 | 10 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 17.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $594,151 | 1.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $636,542 | 1.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $485,774 | 1.3K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $3,400 | 9 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $3,826 | 10 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $227,014 | 601 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $271,263 | 634 | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $12,696 | 34 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 8.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 4.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $8M | 21.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $20,493 | 44 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 3.5K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $13,221 | 35 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $517,883 | 1.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $4,911 | 13 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 21.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 3.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 37.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 4.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $23,421 | 62 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $494,463 | 1.3K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.00% | $1M | 2.5K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 8.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $340,344 | 901 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $27,384 | 64 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $13,599 | 36 | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $4,533 | 12 | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.00% | $1,889 | 5 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $254,219 | 673 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 3.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $264,796 | 701 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $13,976 | 37 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $201,714 | 534 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $79,330 | 210 | Q2 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $2,568 | 6 | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $227,022 | 601 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 20.9K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.00% | $9,444 | 25 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 2.7K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 3.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $4,564 | 12 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 3.2K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $793,254 | 2.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $258,752 | 685 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $15,482 | 36 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,343 | 3 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $261,779 | 693 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $95,832 | 225 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 3.7K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 6.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 5.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $304,535 | 680 | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $209,991 | 469 | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $923,574 | 2.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $393,935 | 1.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $318,057 | 842 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $889,206 | 2.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 12.3K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $214,934 | 569 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $575,095 | 1.5K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $4,925 | 11 | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $3M | 7.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $3,261 | 7 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $37,725 | 81 | Q2 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $2,139 | 5 | Q4 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $282,550 | 748 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $5,288 | 14 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,666 | 15 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $870,691 | 2.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $14,354 | 38 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 9.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $549,612 | 1.5K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $1,511 | 4 | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $237,976 | 630 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 5.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,791 | 4 | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $1,889 | 5 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 4.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $226,644 | 600 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $203,722 | 455 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $709,490 | 1.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $548,856 | 1.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $178,672 | 473 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $402,671 | 1.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $427,601 | 1.1K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $895 | 2 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,568 | 6 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $60,659 | 157 | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $407,581 | 1.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $16,243 | 43 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 16.0K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $3,400 | 9 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $183 | 409 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $37,287 | 87 | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $210,340 | 558 | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $10,199 | 27 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,134 | 3 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 6.2K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $1,518 | 4 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $209,095 | 467 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $118,610 | 314 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $11M | 30.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $318,813 | 844 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $37,396 | 99 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $513,380 | 1.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,142 | 3 | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.00% | $274,432 | 637 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $38,908 | 103 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $34,028 | 76 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,781 | 12.7K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $525,436 | 1.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $54,017 | 143 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.