CHTCHUNGHWA TELECOM CO LTD
CUSIP 17133Q502 · Yahoo Finance ↗ · Google Finance ↗
Chunghwa Telecom Co Ltd (CHT) has 211 institutional holders in Filings Flow’s 13F database, together reporting 19.97M shares worth $808M as of Q1 2026. The largest reported holders are Renaissance Technologies LLC, Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
211
Q1 2026
Reported Value
$808M
Ticker
CHT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| R Squared Ltd$182M AUM | 1.28% | $2M | 55.2K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.65% | $2M | 39.5K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.52% | $1M | 35.1K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.29% | $692,229 | 16.4K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.19% | $927,337 | 22.0K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.19% | $493,728 | 11.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.18% | $117M | 2.77M | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.17% | $237,853 | 5.4K | Q2 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.17% | $745,916 | 17.7K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 0.16% | $9M | 226.2K | Q4 2025OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.13% | $200,471 | 4.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.13% | $2M | 51.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $328,466 | 7.9K | Q4 2025OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.12% | $2M | 57.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.11% | $459,877 | 10.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.11% | $47M | 1.12M | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.09% | $566,058 | 13.4K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.08% | $439,212 | 10.4K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.07% | $354,745 | 8.4K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.07% | $1M | 26.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.07% | $2M | 54.9K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $512,625 | 12.1K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.06% | $7M | 161.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.06% | $4M | 95.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.06% | $1M | 32.1K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.06% | $3M | 61.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.05% | $6M | 131.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $2M | 45.0K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.05% | $446,227 | 10.6K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $685,724 | 16.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.04% | $5M | 119.2K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $215,551 | 5.1K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.04% | $311,943 | 7.4K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.04% | $4M | 105.0K | Q2 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $254,915 | 5.8K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 61.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $208,257 | 4.8K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $266,778 | 6.4K | Q4 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.03% | $326,726 | 7.7K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.03% | $517,651 | 12.3K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $926,366 | 21.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $957,807 | 22.7K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.03% | $553,073 | 12.5K | Q2 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $769,402 | 18.2K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $438,519 | 10.1K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.03% | $2M | 41.2K | Q2 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.02% | $505,848 | 11.4K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $5M | 113.9K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 38.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 34.7K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.02% | $228,133 | 5.2K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 28.2K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 297.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $96,684 | 2.3K | Q2 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $408,334 | 9.7K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $447,829 | 10.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 51.4K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.02% | $22M | 520.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $268,435 | 6.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 47.5K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $228,392 | 5.4K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 31.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 316.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $479,804 | 11.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 48.9K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $213,230 | 5.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $464,402 | 11.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $243,260 | 5.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $339,651 | 7.7K | Q2 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $340,792 | 8.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $226,026 | 5.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $18M | 430.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $494,715 | 11.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $22M | 524.7K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.01% | $2M | 36.5K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 47.7K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $12,123 | 287 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 55.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $380,160 | 9.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $397,322 | 9.0K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $607,242 | 14.4K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $7M | 164.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 71.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $63,224 | 1.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 205.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $751,809 | 17.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.01% | $54,786 | 1.3K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $13,770 | 326 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 47.0K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $13,173 | 302 | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 211.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $459,877 | 10.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $8M | 195.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.01% | $84,638 | 2.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 34.1K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $369,009 | 8.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $60,361 | 1.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $516,553 | 12.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $482,465 | 11.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $166,110 | 4.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $7,054 | 167 | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.01% | $265,340 | 6.1K | Q3 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $374,246 | 8.9K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $329,388 | 7.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $23M | 548.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $220,831 | 5.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $242,092 | 5.8K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $10,856 | 257 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $1M | 31.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 67.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $222,968 | 5.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $209,468 | 5.0K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $6M | 134.4K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 67.6K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $16,769 | 397 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $12,377 | 293 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $57M | 1.36M | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 111.3K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.00% | $274,391 | 6.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $21M | 506.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 581.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $101,249 | 2.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $11,996 | 284 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $12,038 | 285 | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $339,811 | 8.1K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $10,048 | 227 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $20,402 | 483 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $212,804 | 5.1K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $278,068 | 6.6K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $4M | 83.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $265,803 | 6.3K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $3M | 74.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $4,411 | 106 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 39.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $372,641 | 8.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 57.3K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $310,380 | 7.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $18M | 421.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 39.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $117M | 2.76M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 39.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $68,172 | 1.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $76M | 1.79M | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $14,953 | 354 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $459,144 | 11.0K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $647,670 | 14.8K | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $585,615 | 13.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9,588 | 227 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $180,653 | 4.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $216,815 | 5.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $245,203 | 5.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $333,824 | 7.7K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 147.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $82M | 1.97M | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,798 | 131 | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 65.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $606,735 | 14.4K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $218,254 | 5.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $746,423 | 17.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $4,393 | 104 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 141.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,504 | 296 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $10,813 | 256 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,328 | 30 | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $8,300 | 199 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 294.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 34.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $303,986 | 7.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $217,705 | 5.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 49.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $8,719 | 197 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $529,180 | 12.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $10,137 | 240 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,646 | 86 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 28.6K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $261,730 | 6.3K | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $8,195 | 194 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $529,175 | 12.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 105.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $165,074 | 3.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $11,828 | 280 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $2,211 | 53 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $201,485 | 4.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $734,976 | 17.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $268,942 | 6.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $20,064 | 475 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 37.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $190,044 | 4.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $35,904 | 850 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $221,507 | 5.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $297,539 | 7.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $408,672 | 9.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $744,607 | 17.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $802,941 | 19.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,923 | 142 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,731 | 112 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5M | 111.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $349 | 8 | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $204,891 | 4.8K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $2,577 | 61 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,351 | 103 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $318,616 | 7.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $3M | 71.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $4M | 86.5K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $620 | 14 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $20,529 | 486 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $1,098 | 26 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $397,816 | 9.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,351 | 103 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $11,827 | 280 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $16,854 | 399 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $10,774 | 247 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $247,822 | 5.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $371,712 | 8.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $24,359 | 584 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,436 | 34 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,154 | 51 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,006 | 144 | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $177 | 4 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,953 | 354 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,029 | 166 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,309 | 30 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $626 | 15 | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $286,049 | 6.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $28,259 | 669 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $90,409 | 2.1K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $70,000 | 1.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $52,378 | 1.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $48,999 | 1.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $6,119 | 145 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $273 | 6 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39,069 | 930 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,535 | 84 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,436 | 34 | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.