CLOVCLOVER HEALTH INVESTMENTS CO
CUSIP 18914F103 · Yahoo Finance ↗ · Google Finance ↗
Clover Health Investments Co (CLOV) has 208 institutional holders in Filings Flow’s 13F database, together reporting 128.53M shares worth $223M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
208
Q1 2026
Reported Value
$223M
Ticker
CLOV
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Soviero Asset Management, LP$200M AUM | 1.38% | $3M | 1.23M | Q4 2025OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.37% | $8M | 2.77M | Q3 2025OLDER |
| GMT CAPITAL CORP$2.2B AUM | 0.10% | $2M | 1.31M | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.09% | $141,966 | 51.6K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.08% | $275,470 | 156.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.07% | $372,134 | 211.4K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.06% | $209,600 | 40.0K | Q2 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $398,684 | 111.1K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $319,593 | 104.4K | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.04% | $65,898 | 37.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.03% | $448,728 | 255.0K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.03% | $387,200 | 220.0K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.02% | $52,800 | 30.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $215,364 | 41.1K | Q2 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $568,975 | 323.3K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.02% | $3M | 850.9K | Q3 2025OLDER |
| marrick wealth, LLC$119M AUM | 0.02% | $26,400 | 15.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $158,665 | 67.5K | Q4 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.02% | $322,284 | 115.5K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $164,055 | 93.2K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $2M | 655.1K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $483,471 | 158.0K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $280,680 | 159.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $581,768 | 247.6K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.01% | $45,346 | 19.3K | Q4 2025OLDER |
| Adams Wealth Management$455M AUM | 0.01% | $58,473 | 24.9K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $106,151 | 60.3K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.01% | $35,552 | 20.2K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.01% | $58,473 | 24.9K | Q4 2025OLDER |
| Ketron Financial$279M AUM | 0.01% | $29,406 | 16.7K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.01% | $32,164 | 18.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 3.40M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $680,420 | 386.6K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.01% | $41,595 | 13.6K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $597,348 | 339.4K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.01% | $17,600 | 10.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $2M | 748.9K | Q3 2025OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 0.01% | $30,600 | 10.0K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.01% | $26,823 | 11.4K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $260,528 | 110.9K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.01% | $43,394 | 14.2K | Q3 2025OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.01% | $21,583 | 12.3K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.01% | $9,480 | 4.0K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.00% | $36,715 | 20.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $457,533 | 269.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 520.9K | Q4 2025OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.00% | $65,741 | 12.5K | Q2 2026 |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.00% | $70,400 | 40.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7M | 3.76M | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.00% | $24,226 | 13.8K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $4,224 | 2.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $17,281 | 9.8K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 0.00% | $14,080 | 8.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $4M | 1.22M | Q3 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 0.00% | $23,283 | 13.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $308,754 | 100.9K | Q3 2025OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $140,800 | 80.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.00% | $17,600 | 10.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 587.1K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.00% | $18,480 | 10.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $189,527 | 107.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $156,297 | 88.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $250,135 | 142.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $361,420 | 205.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $59,370 | 33.7K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $10,480 | 2.0K | Q2 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $294,272 | 167.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $196,698 | 111.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 703.0K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,000 | 1.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $88,012 | 50.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $3,455 | 1.5K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,054 | 4.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $9M | 5.30M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $53,050 | 30.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $76,786 | 32.7K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $64,050 | 36.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 2.81M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $6M | 3.42M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $205,123 | 116.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 368.1K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $885,289 | 503.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $51,537 | 29.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 10.06M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $139,019 | 59.2K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $456,854 | 259.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.00% | $17,952 | 10.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 5.09M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $56M | 31.84M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 3.36M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $874,731 | 497.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $26,139 | 11.1K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 1.16M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $44,936 | 25.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 828.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $45,713 | 14.9K | Q3 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $590,318 | 335.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $55M | 23.49M | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $6M | 3.31M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $78,184 | 44.4K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $30M | 16.98M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $722,719 | 307.5K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $846,301 | 480.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $35,200 | 20.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $336,795 | 191.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $157,168 | 89.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $154,576 | 65.8K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $42,448 | 24.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $17M | 9.56M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $258,880 | 147.1K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $331,026 | 188.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $43,164 | 24.5K | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.00% | $19,360 | 11.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $19,091 | 11.1K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $308,639 | 175.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $71,701 | 40.7K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $50,605 | 21.5K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $169,071 | 96.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $166,836 | 94.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 1.77M | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $64,970 | 36.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 935.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $887,153 | 377.5K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 1.94M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 2.17M | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $440 | 250 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $91,761 | 52.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $457,618 | 260.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $44,537 | 25.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $282,395 | 109.0K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $94,530 | 46.0K | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 1.14M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 2.60M | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.00% | $796 | 452 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $7M | 3.70M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $18,774 | 10.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $72,789 | 41.4K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $224,928 | 127.8K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $867,500 | 492.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $28,225 | 16.0K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $63,546 | 27.0K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $937,180 | 398.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $18,726 | 10.6K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $45,594 | 14.9K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 1.03M | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $204,609 | 116.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 681.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $58,277 | 33.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $198,540 | 112.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $151,378 | 86.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $641,517 | 364.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $560 | 183 | Q3 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $37,888 | 21.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $22,104 | 12.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $193,883 | 110.2K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,350 | 1.0K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $104,274 | 59.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $143,692 | 81.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $280,357 | 159.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $11,111 | 6.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $156,114 | 88.7K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $297,122 | 169.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,005 | 571 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $111,883 | 63.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $91,967 | 52.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $581,555 | 330.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $128,258 | 72.9K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $447 | 254 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $3,720 | 710 | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $163,871 | 93.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $436,223 | 247.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $81 | 26.3K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $160,179 | 91.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $25,025 | 14.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $57,626 | 32.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $405,710 | 132.6K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $4,660 | 2.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $185,133 | 105.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $710 | 402.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,196 | 11.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,840 | 1.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,350 | 1.0K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $158,993 | 90.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $110,280 | 62.7K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $60,343 | 25.3K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $40,462 | 23.0K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $421 | 239 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $55,804 | 31.7K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.00% | $62 | 50 | Q2 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $80,478 | 26.3K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $528 | 300 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,060 | 602 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,995 | 1.7K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $276,098 | 156.9K | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $80,207 | 45.6K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $282 | 160 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $22,920 | 13.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $36,223 | 20.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $653,161 | 371.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $612 | 200 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $42,386 | 24.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,760 | 1.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $12,844 | 7.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,550 | 1.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $176 | 100 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $579,803 | 337.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $13,916 | 7.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,137 | 646 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $137,340 | 78.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $420 | 240 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $377 | 214 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $111,746 | 63.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $21,340 | 12.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,709 | 4.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $765 | 146 | Q2 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $53,015 | 30.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $15,154 | 8.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $63,508 | 36.1K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $88 | 50 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $101 | 33 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $28,635 | 12.2K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,372 | 1.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $4,752 | 2.7K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $524 | 100 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,601 | 850 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $11,373 | 6.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,235 | 1.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $337 | 143 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $34,266 | 11.2K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $52,000 | 29.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $306 | 100 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,332 | 1.9K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $17 | 10 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $144 | 82 | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $88 | 50 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $614 | 350 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $677 | 400 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $306 | 100 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,656 | 2.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $88 | 50 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $25,309 | 14.4K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $6 | 3 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,670 | 2.1K | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $62 | 35 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $176 | 100 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18 | 10 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $704 | 400 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $9 | 5 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3 | 1 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $2 | 1 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $222 | 127 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $2 | 1 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4 | 1 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | — | $0 | 0 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.