CMCANADIAN IMPERIAL BANK OF CO
CUSIP 136069101 · Yahoo Finance ↗ · Google Finance ↗
Canadian Imperial Bank Of Co (CM) has 511 institutional holders in Filings Flow’s 13F database, together reporting 427.86M shares worth $39.7B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Bank Of Montreal /Can/, and Vanguard Group Inc.
Institutional Holders
511
Q1 2026
Reported Value
$39.7B
Ticker
CM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CANERECTOR INC$211M AUM | 12.49% | $26M | 200.0K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 6.76% | $76M | 950.0K | Q3 2025OLDER |
| SIG North Trading, ULC$5.0B AUM | 6.59% | $328M | 3.46M | Q1 2026OLDER |
| Galibier Capital Management Ltd.$300M AUM | 5.65% | $17M | 212.0K | Q3 2025OLDER |
| Flat Footed LLC$920M AUM | 4.66% | $43M | 452.5K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 4.42% | $58M | 612.4K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 3.96% | $147M | 1.56M | Q1 2026OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 3.75% | $130M | 1.38M | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 3.30% | $22M | 231.2K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 3.28% | $10M | 72.7K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 3.23% | $14M | 144.0K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 3.20% | $118M | 1.24M | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 2.98% | $36M | 377.0K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 2.94% | $2.1B | 21.64M | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 2.64% | $77M | 813.6K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 2.62% | $14M | 150.0K | Q1 2026OLDER |
| Murchinson Ltd.$791M AUM | 2.55% | $20M | 213.2K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 2.52% | $46M | 489.8K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 2.51% | $38M | 287.2K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 2.46% | $3M | 28.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 2.43% | $69M | 723.8K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 2.38% | $148M | 1.57M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 2.31% | $777M | 8.14M | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 2.16% | $13M | 138.9K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 2.10% | $1.2B | 12.68M | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 2.06% | $78M | 823.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 1.99% | $864M | 9.13M | Q1 2026OLDER |
| Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM | 1.96% | $33M | 411.7K | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 1.96% | $802M | 8.49M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 1.91% | $1.2B | 12.14M | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 1.85% | $49M | 522.0K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 1.84% | $592M | 6.24M | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 1.73% | $2.1B | 22.62M | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.71% | $6M | 58.4K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 1.70% | $414M | 4.38M | Q1 2026OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 1.58% | $6M | 58.9K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 1.51% | $2M | 19.5K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 1.46% | $3.9B | 41.25M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 1.24% | $7.0B | 74.32M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 1.22% | $340M | 3.60M | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 1.22% | $203M | 2.14M | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 1.18% | $42M | 315.2K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.17% | $10M | 107.9K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 1.17% | $972M | 10.26M | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 1.14% | $4M | 39.3K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 1.13% | $27M | 289.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 1.10% | $1.2B | 12.95M | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 1.07% | $32M | 350.8K | Q4 2025OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.96% | $11M | 118.3K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.90% | $152M | 1.60M | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.88% | $8M | 87.7K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.88% | $31M | 324.8K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.86% | $1.1B | 11.74M | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.70% | $11M | 116.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.66% | $769M | 8.12M | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.65% | $11M | 115.2K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.64% | $1M | 11.5K | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 0.63% | $37M | 390.0K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.58% | $7M | 70.8K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.58% | $775,797 | 8.2K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.55% | $853M | 9.00M | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.55% | $4M | 43.7K | Q4 2025OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.53% | $4M | 41.2K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.52% | $7M | 75.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.52% | $321M | 3.39M | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.49% | $1M | 11.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.47% | $2M | 22.9K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.47% | $794,378 | 8.8K | Q4 2025OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 0.43% | $8M | 88.0K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.40% | $27M | 282.4K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.39% | $60M | 636.8K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.38% | $1M | 14.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.38% | $175M | 1.86M | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.38% | $6M | 59.9K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.38% | $85M | 886.5K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.38% | $16M | 172.4K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.38% | $72M | 759.0K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 0.37% | $3M | 37.0K | Q4 2025OLDER |
| Summerhill Capital Management lnc.$115M AUM | 0.36% | $411,628 | 4.4K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.36% | $1M | 12.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.34% | $627M | 6.62M | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.33% | $14M | 171.9K | Q3 2025OLDER |
| Expressive Wealth LLC$105M AUM | 0.33% | $342,832 | 3.1K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.32% | $47M | 522.4K | Q4 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.32% | $8M | 70.4K | Q2 2026 |
| Andra AP-fonden$8.4B AUM | 0.30% | $25M | 192.8K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.30% | $15M | 154.5K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.29% | $23M | 238.3K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.29% | $640,955 | 6.7K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.28% | $7M | 79.0K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.28% | $450,464 | 4.8K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 0.28% | $459,125 | 4.9K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.27% | $412,163 | 4.3K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.26% | $948,732 | 10.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.25% | $25M | 265.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.24% | $20M | 251.5K | Q3 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.24% | $2M | 18.5K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.24% | $2M | 13.9K | Q2 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.23% | $2M | 26.4K | Q4 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.22% | $8M | 60.4K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.22% | $3M | 27.9K | Q3 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.22% | $3M | 27.6K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.21% | $395,108 | 4.2K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.21% | $441,169 | 3.7K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.20% | $436,766 | 4.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.20% | $783M | 8.26M | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.19% | $3M | 30.0K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.19% | $340,130 | 3.7K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $226,358 | 2.4K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.18% | $242,535 | 2.1K | Q2 2026 |
| Income Insurance Ltd$147M AUM | 0.18% | $260,742 | 2.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.18% | $356,555 | 3.8K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.17% | $267,028 | 3.3K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.17% | $737,248 | 5.9K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.17% | $50M | 524.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.17% | $275M | 2.90M | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.16% | $3M | 28.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.16% | $276,196 | 2.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.16% | $180M | 1.90M | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.15% | $6M | 60.0K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.15% | $4M | 43.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.15% | $4M | 50.4K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.15% | $639M | 6.76M | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.14% | $28M | 309.1K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.14% | $87M | 919.3K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.14% | $13M | 142.5K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.14% | $622,241 | 6.9K | Q4 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.13% | $241,385 | 2.7K | Q4 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.13% | $17M | 176.7K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.13% | $2M | 22.5K | Q3 2025OLDER |
| AVIVA PLC$59.6B AUM | 0.13% | $77M | 818.3K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.13% | $17M | 183.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.13% | $44M | 463.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.13% | $226,984 | 2.4K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.13% | $8M | 81.4K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.13% | $14M | 153.7K | Q2 2026 |
| State of Wyoming$844M AUM | 0.13% | $1M | 11.3K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.13% | $348,206 | 3.7K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.12% | $107M | 1.13M | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.12% | $39M | 476.9K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.12% | $16M | 168.4K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.12% | $981,137 | 8.5K | Q2 2026 |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.12% | $708,916 | 7.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.12% | $592,472 | 6.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.12% | $362M | 3.82M | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.12% | $459,418 | 4.0K | Q2 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.11% | $21M | 220.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.11% | $285,577 | 3.0K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.11% | $18M | 193.8K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.11% | $1M | 11.7K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.11% | $257,838 | 2.7K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.10% | $10M | 102.8K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.10% | $23M | 244.8K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.10% | $48M | 503.4K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.10% | $1M | 13.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.10% | $89M | 956.0K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.09% | $4M | 39.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.09% | $7M | 58.0K | Q2 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.09% | $37M | 396.0K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.09% | $178,320 | 2.0K | Q4 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.09% | $247,961 | 2.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.09% | $3M | 30.6K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.09% | $22M | 237.4K | Q4 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.09% | $473,750 | 5.0K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.08% | $31M | 392.8K | Q3 2025OLDER |
| Capital International Investors$426.5B AUM | 0.08% | $350M | 3.70M | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $2M | 18.8K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.08% | $241M | 2.54M | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.08% | $393,339 | 4.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.08% | $375,850 | 4.1K | Q2 2026 |
| Amundi$367.1B AUM | 0.08% | $289M | 3.05M | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.08% | $237,585 | 2.5K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.08% | $5M | 49.9K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.07% | $22M | 229.8K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.07% | $4M | 27.0K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.07% | $397,950 | 4.2K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.07% | $18M | 198.3K | Q2 2026 |
| Havemeyer Place LP$867M AUM | 0.07% | $362,440 | 4.0K | Q4 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $298,652 | 3.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $339,374 | 3.6K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.07% | $347,218 | 3.8K | Q4 2025OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.07% | $721,427 | 7.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $223,326 | 2.4K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.07% | $534,959 | 5.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.07% | $2.7B | 28.39M | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.07% | $8M | 83.1K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.07% | $29M | 305.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.06% | $554M | 5.85M | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.06% | $191,623 | 2.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.06% | $160,100 | 2.0K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $252,077 | 2.8K | Q4 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.06% | $307,464 | 3.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.06% | $81,439 | 859.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.06% | $671,485 | 5.8K | Q2 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.06% | $355,093 | 3.7K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.06% | $7M | 74.5K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $283,938 | 3.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $282M | 2.98M | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.06% | $934M | 9.57M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.06% | $3.9B | 43.10M | Q4 2025OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.06% | $14M | 151.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.06% | $3M | 33.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.06% | $559,130 | 4.9K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.05% | $27M | 284.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $467,876 | 4.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $3M | 30.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.05% | $11M | 116.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.05% | $197M | 2.09M | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.05% | $3M | 33.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.05% | $2M | 25.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $257,415 | 2.7K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.05% | $935,088 | 9.9K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.05% | $389,623 | 4.3K | Q4 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.05% | $3M | 30.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 15.1K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.05% | $87M | 1.09M | Q3 2025OLDER |
| Beck Bode, LLC$591M AUM | 0.05% | $280,839 | 3.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.05% | $5M | 50.7K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.05% | $14M | 152.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $2M | 25.6K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.04% | $487,584 | 5.1K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $280,494 | 3.5K | Q3 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.04% | $151,616 | 1.1K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 0.04% | $655,067 | 6.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.04% | $25M | 268.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 14.4K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.04% | $3M | 27.0K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.04% | $82,432 | 870 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 29.0K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.04% | $1M | 14.4K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.04% | $265,395 | 2.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.04% | $254M | 2.69M | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.04% | $568,500 | 6.0K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.04% | $400,793 | 4.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 11.4K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.04% | $36M | 379.5K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $554,572 | 5.9K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.04% | $3M | 35.3K | Q3 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.04% | $39M | 412.2K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.04% | $221,715 | 2.3K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 0.04% | $208,450 | 2.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 10.8K | Q2 2026 |
| PDS Planning, Inc$1.5B AUM | 0.04% | $534,485 | 5.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.03% | $227M | 2.39M | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 23.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $700,866 | 7.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.03% | $7M | 69.4K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.03% | $279,615 | 3.5K | Q3 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $243,602 | 2.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $45M | 475.4K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.03% | $3M | 28.8K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $7M | 73.5K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.03% | $41M | 445.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $126M | 1.33M | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $448,689 | 5.6K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $44,343 | 468 | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.03% | $204,651 | 2.2K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.03% | $428,081 | 4.5K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.03% | $400,603 | 4.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 12.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $452M | 4.99M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $52M | 543.9K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.03% | $6M | 75.3K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.03% | $71,726 | 757 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $403M | 4.39M | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $16M | 179.7K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.02% | $94,276 | 995 | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.02% | $4M | 55.7K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 19.8K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.02% | $471,571 | 5.0K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.02% | $6M | 63.1K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.02% | $235,511 | 2.6K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 57.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $53M | 556.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.02% | $8M | 87.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $960,386 | 10.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $4M | 54.5K | Q3 2025OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.02% | $132,262 | 1.4K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.02% | $160,592 | 1.2K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $408,957 | 5.1K | Q3 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $328,025 | 3.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $43M | 451.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 16.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $46M | 485.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $258M | 2.73M | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $655,670 | 6.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 15.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $32M | 347.9K | Q4 2025OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.02% | $54,285 | 574 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $353,986 | 3.7K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $288,824 | 2.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $119,006 | 1.3K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $216,125 | 2.3K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.02% | $205,512 | 2.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $15M | 156.9K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $14M | 150.3K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 19.4K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.02% | $2M | 18.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $54,481 | 575 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $85M | 894.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $9M | 98.3K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.02% | $38,658 | 408 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $20,656 | 218 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $9M | 98.4K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.02% | $189,500 | 2.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $14M | 149.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.01% | $42,631 | 450 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $269,444 | 2.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $456,314 | 4.8K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.01% | $2M | 19.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $11M | 113.9K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $183,436 | 1.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.01% | $219,442 | 2.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $249,337 | 3.1K | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.01% | $34,912 | 437 | Q3 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $755,821 | 8.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $14,316 | 158 | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $329,541 | 3.5K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $13,890 | 147 | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.01% | $227,400 | 2.4K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.01% | $277,239 | 2.9K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.01% | $22,740 | 240 | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $4M | 44.2K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $49,460 | 522 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 14.4K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 31.7K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.01% | $291,072 | 3.1K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.01% | $453,050 | 5.0K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $300,179 | 3.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $78M | 824.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $327,581 | 3.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $2M | 22.1K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $484,457 | 5.1K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.01% | $964,176 | 10.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $20M | 214.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $214,094 | 2.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $348,915 | 3.1K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.01% | $9,475 | 100 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $296,759 | 3.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $60M | 630.0K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $189,500 | 2.0K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.01% | $286,240 | 3.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $742,935 | 7.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $756,678 | 8.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $672,723 | 6.1K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $113,038 | 1.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 11.7K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $72,483 | 765 | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.01% | $4M | 40.4K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.01% | $18,950 | 200 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $7M | 70.7K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $587,425 | 6.5K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $887,374 | 9.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $11M | 115.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 41.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $27,572 | 291 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.01% | $34,033 | 426 | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $206,934 | 2.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $378,478 | 4.0K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $349,854 | 3.7K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $3M | 34.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $78,548 | 829 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $25M | 260.5K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $238,384 | 2.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 32.8K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.01% | $2M | 25.3K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $28,520 | 301 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $266,153 | 2.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 38.2K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $743,977 | 7.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $37,900 | 400 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $354,176 | 3.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 46.5K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $954,991 | 10.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 14.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $4M | 47.3K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $5,590 | 59 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $224,259 | 2.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $15M | 168.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $181,323 | 1.9K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $474,698 | 5.0K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $4M | 33.4K | Q2 2026 |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $14,212 | 150 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $29,468 | 311 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $162,781 | 1.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $281,882 | 3.0K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $24,825 | 262 | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $581,481 | 6.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $118,514 | 1.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $55,713 | 588 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $37,900 | 400 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $417,742 | 4.4K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.00% | $337,270 | 3.6K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $557,478 | 5.9K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $278,849 | 2.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $530,671 | 5.8K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $598,631 | 6.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $360,951 | 3.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 28.9K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $275,344 | 2.9K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.00% | $234,981 | 2.6K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 48.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $969,624 | 10.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $20,749 | 229 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 35.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $11,615 | 101 | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,738 | 50 | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $347,638 | 3.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $5M | 59.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 32.6K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $8,280 | 72 | Q2 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $227,684 | 2.4K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $309,359 | 3.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 109.1K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $15,978 | 200 | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $309,582 | 3.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $252,665 | 2.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $598,474 | 6.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $389,517 | 4.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $89,160 | 941 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 21.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $13,455 | 142 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $17M | 176.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $13,644 | 144 | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $10,603 | 111 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $9,570 | 101 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $10,043 | 106 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $25,677 | 271 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $50,407 | 532 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 102.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $16,013 | 169 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $208,829 | 2.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $23M | 241.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $206,228 | 2.3K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 15.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $672,825 | 7.4K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $37,168 | 465 | Q3 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $14,213 | 150 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $39,416 | 416 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $696,697 | 7.4K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $429,502 | 4.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $498,054 | 5.3K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $2,743 | 29 | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $188,941 | 2.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $129,709 | 1.4K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $255,825 | 2.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $16,627 | 151 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $451,483 | 4.8K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $17,439 | 184 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $83,030 | 722 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 15.6K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.00% | $17,526 | 185 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $334,748 | 3.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $117M | 1.24M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 23.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $272,919 | 2.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $12,776 | 141 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 78.7K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $407,517 | 5.1K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $27,857 | 294 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 13.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $243,696 | 2.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 15.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $52,113 | 550 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $30,794 | 325 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $43,815 | 381 | Q2 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $14,498 | 160 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $114,837 | 1.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $460,689 | 4.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $22,653 | 250 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 53.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,800 | 19 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $18,950 | 200 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $8M | 82.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $1,516 | 16 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 16.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $60,261 | 636 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $929,627 | 9.8K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $372,368 | 3.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $48,607 | 513 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 74.6K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $17,528 | 185 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $14,497 | 153 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $14,213 | 150 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 11.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $250,614 | 2.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $216,043 | 2.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $126,207 | 1.3K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $58,177 | 614 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $118,809 | 1.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $362,934 | 3.8K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $657,583 | 6.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,264 | 45 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $4,927 | 52 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.