CLVTCLARIVATE PLC
CUSIP G21810109 · Yahoo Finance ↗ · Google Finance ↗
Clarivate PLC (CLVT) has 252 institutional holders in Filings Flow’s 13F database, together reporting 570.47M shares worth $1.4B as of Q1 2026. The largest reported holders are Leonard Green & Partners, L.P., Exor N.V., and Impactive Capital LP.
Institutional Holders
252
Q1 2026
Reported Value
$1.4B
Ticker
CLVT
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Leonard Green & Partners, L.P.$2.8B AUM | 10.66% | $295M | 116.67M | Q1 2026 |
| Clarkston Capital Partners, LLC$1.3B AUM | 8.27% | $108M | 42.85M | Q1 2026 |
| Impactive Capital LP$1.4B AUM | 7.74% | $122M | 36.41M | Q4 2025OLDER |
| HG Vora Capital Management, LLC$191M AUM | 5.77% | $43M | 11.13M | Q3 2025OLDER |
| Partners Group Holding AG$1.4B AUM | 4.79% | $65M | 25.58M | Q1 2026 |
| Exor N.V.$5.4B AUM | 3.16% | $170M | 67.29M | Q1 2026 |
| Atairos Group, Inc.$1.2B AUM | 2.54% | $31M | 12.26M | Q1 2026 |
| TFJ Management, LLC$141M AUM | 2.08% | $3M | 1.16M | Q1 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 1.83% | $5M | 1.79M | Q1 2026 |
| Invenomic Capital Management LP$2.2B AUM | 1.55% | $34M | 13.31M | Q1 2026 |
| Optimize Financial Inc$203M AUM | 1.27% | $3M | 1.02M | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.65% | $45M | 17.82M | Q1 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM | 0.64% | $36M | 14.39M | Q1 2026 |
| Soviero Asset Management, LP$200M AUM | 0.57% | $1M | 450.0K | Q1 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.50% | $15M | 5.92M | Q1 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC$2.9B AUM | 0.47% | $15M | 4.02M | Q3 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.44% | $3M | 1.11M | Q1 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 0.42% | $19M | 4.96M | Q3 2025OLDER |
| Perpetual Ltd$7.0B AUM | 0.41% | $33M | 8.57M | Q3 2025OLDER |
| Owls Nest Partners IA, LLC$286M AUM | 0.25% | $895,565 | 233.8K | Q3 2025OLDER |
| Sagewood Asset Management LP$319M AUM | 0.21% | $673,812 | 266.3K | Q1 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL$2.7B AUM | 0.21% | $6M | 2.25M | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.17% | $9M | 3.39M | Q1 2026 |
| Clearline Capital LP$1.9B AUM | 0.17% | $5M | 1.07M | Q2 2025OLDER |
| SkyView Investment Advisors, LLC$743M AUM | 0.15% | $1M | 434.4K | Q1 2026 |
| AustralianSuper Pty Ltd$19.2B AUM | 0.13% | $25M | 10.07M | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.11% | $1M | 365.3K | Q4 2025OLDER |
| Cutler Capital Management, LLC$370M AUM | 0.11% | $335,462 | 87.6K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.10% | $291,130 | 115.1K | Q1 2026 |
| Long Focus Capital Management, LLC$3.8B AUM | 0.08% | $3M | 1.18M | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.08% | $4M | 1.73M | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.07% | $1M | 547.3K | Q1 2026 |
| Hudson Portfolio Management LLC$119M AUM | 0.07% | $73,100 | 17.0K | Q2 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.07% | $1M | 446.1K | Q4 2025OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 0.06% | $466,127 | 184.2K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $399,000 | 92.7K | Q2 2025OLDER |
| FIL Ltd$128.7B AUM | 0.05% | $64M | 25.27M | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $7M | 1.71M | Q3 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.04% | $217,882 | 50.7K | Q2 2025OLDER |
| JMN Financial LLC$102M AUM | 0.04% | $40,523 | 16.0K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.04% | $534,890 | 211.4K | Q1 2026 |
| Alpine Global Management, LLC$668M AUM | 0.04% | $171,770 | 51.4K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.03% | $28M | 10.94M | Q1 2026 |
| Frec Markets, Inc.$587M AUM | 0.03% | $194,084 | 76.7K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 2.02M | Q1 2026 |
| State of Wyoming$844M AUM | 0.03% | $253,959 | 100.4K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.03% | $137,384 | 54.3K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.03% | $451,000 | 178.4K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.03% | $152,812 | 60.4K | Q1 2026 |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.03% | $47,145 | 18.6K | Q1 2026 |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.03% | $148,293 | 34.5K | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $137,832 | 54.5K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.03% | $13M | 3.09M | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $9M | 3.48M | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $192,905 | 76.2K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.02% | $34,276 | 13.5K | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $97,380 | 29.2K | Q4 2025OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.02% | $98,485 | 25.7K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $31M | 12.43M | Q1 2026 |
| Claret Asset Management Corp$837M AUM | 0.02% | $134,000 | 53.1K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $333,329 | 99.8K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $138,761 | 32.3K | Q2 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.02% | $66,108 | 15.4K | Q2 2025OLDER |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM | 0.02% | $308,475 | 121.9K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 800.1K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.01% | $102,452 | 26.8K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $2M | 607.7K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $43,882 | 11.2K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $3M | 731.0K | Q2 2025OLDER |
| LSV ASSET MANAGEMENT$46.4B AUM | 0.01% | $6M | 2.55M | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $367,174 | 145.1K | Q1 2026 |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.01% | $418,339 | 109.2K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $12M | 4.88M | Q1 2026 |
| FreeGulliver LLC$237M AUM | 0.01% | $30,320 | 12.0K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $2M | 626.6K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.01% | $53,460 | 16.0K | Q4 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.01% | $73,502 | 29.1K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $314,035 | 73.0K | Q2 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 1.50M | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.01% | $60,905 | 15.9K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $4M | 1.54M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $51M | 20.22M | Q1 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.01% | $66,800 | 20.0K | Q4 2025OLDER |
| KBC Group NV$39.9B AUM | 0.01% | $4M | 1.63M | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $14M | 5.52M | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $232,864 | 60.8K | Q3 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.01% | $98,576 | 39.0K | Q1 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $602,409 | 140.1K | Q2 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $774,266 | 306.0K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.01% | $48,323 | 19.1K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $412,026 | 162.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $54,332 | 16.3K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 400.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $755,134 | 298.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $45M | 17.74M | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.01% | $31,041 | 12.3K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $784,882 | 310.2K | Q1 2026 |
| Convergence Investment Partners, LLC$611M AUM | 0.01% | $40,571 | 16.0K | Q1 2026 |
| 111 Capital$406M AUM | 0.01% | $26,466 | 10.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 691.7K | Q2 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.01% | $167,000 | 50.0K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $10,123 | 2.6K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $288,501 | 114.0K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.01% | $40,558 | 16.0K | Q1 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.01% | $126,500 | 50.0K | Q1 2026 |
| CastleKnight Management LP$6.0B AUM | 0.00% | $240,141 | 62.7K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $4M | 1.42M | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.00% | $30,218 | 11.9K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $951,827 | 285.0K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 1.26M | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $1M | 304.6K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $86,498 | 34.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 2.33M | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $408,747 | 161.6K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.00% | $5,000 | 2.2K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $576,484 | 172.6K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 2.99M | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 1.34M | Q1 2026 |
| Andra AP-fonden$8.4B AUM | 0.00% | $242,584 | 56.4K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 8.85M | Q1 2026 |
| AXA S.A.$256M AUM | 0.00% | $1M | 271.8K | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $611,070 | 183.0K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 389.7K | Q2 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $210,460 | 63.0K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $8,656 | 3.4K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $190,391 | 44.3K | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 508.0K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $61,504 | 24.3K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $404,820 | 160.0K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.00% | $43,207 | 17.1K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $733,322 | 191.5K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 3.43M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 2.43M | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $131,000 | 39.2K | Q4 2025OLDER |
| Performa Ltd (US), LLC$442M AUM | 0.00% | $10,626 | 4.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 5.96M | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $145,521 | 57.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $99,004 | 39.1K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.00% | $35,964 | 14.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 592.6K | Q1 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $56,839 | 22.5K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.00% | $57,046 | 17.0K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $350,990 | 138.7K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $719,060 | 187.7K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 407.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 1.52M | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.00% | $39,143 | 10.2K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 457.9K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 1.32M | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $559,643 | 146.1K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $60,857 | 24.1K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $6,130 | 2.4K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $33,330 | 13.2K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $6M | 2.40M | Q1 2026 |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $1M | 420.1K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.00% | $39,582 | 15.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $486,502 | 127.0K | Q3 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $118,000 | 46.8K | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.00% | $398,000 | 157.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $47,351 | 18.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $99,935 | 39.5K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $206,845 | 81.8K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.00% | $27,741 | 11.0K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $58,989 | 23.3K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 7.04M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 639.6K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $149,168 | 59.0K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $310,575 | 122.8K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.00% | $62,903 | 24.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $658,137 | 153.1K | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $53M | 21.06M | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 592.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 1.85M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 2.63M | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $254,000 | 100.4K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $60,986 | 18.3K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $10,871 | 2.5K | Q2 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $84,123 | 33.3K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $6M | 2.21M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 674.2K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 1.01M | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $1,223 | 366 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $7,514 | 3.0K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $19M | 7.48M | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $164,956 | 65.2K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $43,089 | 16.1K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $2,161 | 854 | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 1.63M | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $735,680 | 290.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $34,879 | 13.8K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $3,486 | 1.4K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $710,318 | 280.8K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $43,908 | 17.4K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $31,230 | 12.3K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 1.12M | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,310 | 913 | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $51,797 | 20.5K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $31,539 | 12.5K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $855 | 338 | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $400,082 | 158.1K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $524,003 | 207.1K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $122,854 | 48.6K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $174,684 | 69.0K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $40,811 | 12.2K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,000 | 1.5K | Q2 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $47,344 | 18.7K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $219,903 | 86.9K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,252 | 4.9K | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $59,475 | 17.8K | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $57,704 | 22.8K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $188,541 | 74.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 2.33M | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $425,000 | 167.9K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $64,295 | 25.4K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,736 | 686 | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $47,031 | 14.1K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $29M | 8.62M | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $378,501 | 149.6K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $112,992 | 44.7K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $1M | 559.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 1.27M | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $46,000 | 18.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $55,966 | 22.1K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $13M | 5.30M | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $21,191 | 8.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $295,918 | 119.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $103,148 | 40.8K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $75,254 | 22.5K | Q4 2025OLDER |
| Hemington Wealth Management$769M AUM | 0.00% | $2,000 | 556 | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $29,482 | 11.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 1.02M | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,755 | 1.5K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $67,349 | 26.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $286,758 | 113.3K | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $253 | 100 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $8,979 | 3.5K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $448,146 | 177.1K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $810 | 320 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $810 | 320 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $43,654 | 13.1K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $6,413 | 1.9K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $149,548 | 59.1K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,323 | 396 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $47,567 | 11.1K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $48,159 | 19.0K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,958 | 774 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $729 | 288 | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $391,404 | 154.4K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $357 | 107 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $337,436 | 133.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $122,971 | 48.6K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $5,726 | 2.3K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,701 | 672 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 890.6K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $68,824 | 27.2K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $85,150 | 25.5K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $592,516 | 234.2K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $601,209 | 237.6K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $130,108 | 51.4K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.00% | $61,767 | 24.4K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $561,026 | 221.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $64,677 | 25.6K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $50,600 | 20.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,147 | 1.6K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $868 | 343 | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 0.00% | $668 | 200 | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $34,642 | 10.4K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $1,660 | 656 | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $7,418 | 1.9K | Q2 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $135,037 | 31.3K | Q2 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $164,328 | 49.2K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $27,068 | 10.7K | Q1 2026 |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $253 | 100 | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $2M | 739.2K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $295,794 | 88.6K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $207 | 48 | Q2 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,433 | 1.4K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $803,000 | 317.0K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,049 | 415 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $66,800 | 20.0K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $22,216 | 8.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $112,365 | 44.4K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $341 | 102 | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $15,226 | 6.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $286,490 | 113.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $71,806 | 28.4K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $13,012 | 5.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 440.1K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $17,710 | 7.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $29,550 | 11.7K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $86 | 20 | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $41,508 | 16.4K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $148,496 | 58.7K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $640 | 253 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $34,896 | 13.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $15,307 | 6.0K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $167 | 50 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $59,239 | 23.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,053 | 435 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $873 | 345 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,837 | 1.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $585,567 | 231.4K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $110 | 33 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $276 | 109 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,089 | 826 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $30,196 | 11.9K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $602 | 140 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $45,380 | 17.9K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $28,918 | 11.4K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $194 | 58 | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $28 | 11 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $650 | 257 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $177 | 70 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $374 | 148 | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $31,913 | 12.6K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $297 | 117 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $83,000 | 32.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,815 | 2.7K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $962 | 288 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $588 | 176 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $4,936 | 2.0K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $24 | 7 | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $20 | 8 | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $25 | 10 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $12,789 | 5.4K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $15 | 6 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $29,569 | 11.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,691 | 1.5K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $47 | 14 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $96 | 38 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $225 | 89 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $328 | 98 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $734 | 290 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $8 | 3 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $18 | 7 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $531 | 210 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $8 | 3 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $575 | 150 | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $5 | 1 | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $144 | 57 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $23 | 6 | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $3 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.