CRCCALIFORNIA RES CORP
CUSIP 13057Q305 · Yahoo Finance ↗ · Google Finance ↗
California Res Corp (CRC) has 350 institutional holders in Filings Flow’s 13F database, together reporting 92.72M shares worth $6.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Canada Pension Plan Investment Board, and Gimbel Daniel Scott.
Institutional Holders
350
Q1 2026
Reported Value
$6.2B
Ticker
CRC
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gimbel Daniel Scott$435M AUM | 99.29% | $432M | 6.24M | Q1 2026OLDER |
| Sourcerock Group LLC$2.5B AUM | 12.69% | $315M | 4.55M | Q1 2026OLDER |
| Palo Duro Investment Partners, LP$515M AUM | 5.18% | $27M | 385.2K | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 5.06% | $7M | 100.5K | Q1 2026OLDER |
| Saber Capital Managment, LLC$135M AUM | 4.40% | $6M | 85.7K | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 4.25% | $17M | 247.2K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 3.17% | $6M | 91.7K | Q1 2026OLDER |
| Corigliano Investment Advisers, LLC$256M AUM | 2.97% | $8M | 109.7K | Q1 2026OLDER |
| COBALT CAPITAL MANAGEMENT, INC.$179M AUM | 2.93% | $6M | 120.0K | Q3 2025OLDER |
| Turas Capital Management LP$392M AUM | 2.65% | $8M | 176.5K | Q4 2025OLDER |
| Channing Capital Management, LLC$3.9B AUM | 1.93% | $75M | 1.09M | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 1.39% | $6M | 92.8K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 1.28% | $44M | 641.6K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 1.23% | $16M | 228.3K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 1.22% | $13M | 188.7K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 1.03% | $2M | 23.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.03% | $3M | 72.0K | Q1 2026OLDER |
| Impala Asset Management LLC$215M AUM | 0.81% | $2M | 25.0K | Q1 2026OLDER |
| CoreCommodity Management, LLC$538M AUM | 0.69% | $4M | 53.7K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 0.64% | $151M | 2.18M | Q1 2026OLDER |
| Oppenheimer & Close, LLC$159M AUM | 0.50% | $789,108 | 11.4K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.44% | $2M | 34.1K | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.44% | $31M | 694.5K | Q4 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.40% | $120M | 1.73M | Q1 2026OLDER |
| MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM | 0.39% | $11M | 200.0K | Q3 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.38% | $14M | 209.0K | Q1 2026OLDER |
| South Street Advisors LLC$690M AUM | 0.37% | $3M | 37.1K | Q1 2026OLDER |
| Orvieto Partners, L.P.$117M AUM | 0.36% | $447,100 | 10.0K | Q4 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.34% | $2M | 29.5K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.31% | $485M | 7.01M | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.28% | $3M | 49.4K | Q3 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.27% | $87M | 1.26M | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.27% | $15M | 210.7K | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 0.27% | $2M | 24.5K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.25% | $5M | 76.5K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.25% | $3M | 47.7K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.25% | $854,382 | 12.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.24% | $617,642 | 13.8K | Q4 2025OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.23% | $2M | 22.5K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.23% | $986,124 | 22.1K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.22% | $2M | 28.3K | Q3 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.22% | $1M | 26.7K | Q3 2025OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.20% | $5M | 100.5K | Q3 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.20% | $5M | 85.0K | Q3 2025OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.20% | $8M | 149.4K | Q3 2025OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.19% | $1M | 23.3K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.19% | $5M | 93.2K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.18% | $25M | 362.1K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.17% | $284,018 | 5.4K | Q2 2026 |
| MQS Management LLC$148M AUM | 0.17% | $280,868 | 6.3K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.16% | $6M | 129.8K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.15% | $639,755 | 12.0K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.14% | $56M | 804.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.12% | $2M | 30.9K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.12% | $2M | 34.0K | Q3 2025OLDER |
| Covalis Capital LLP$1.6B AUM | 0.12% | $2M | 28.2K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.12% | $241,993 | 3.5K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.12% | $9M | 129.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.12% | $225M | 3.24M | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.11% | $261,061 | 4.9K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.11% | $380,077 | 7.1K | Q3 2025OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 0.11% | $3M | 48.0K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.11% | $210,152 | 3.0K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.10% | $451,498 | 8.5K | Q3 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.10% | $229,464 | 3.3K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.10% | $1M | 25.0K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.10% | $984,202 | 18.5K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.09% | $147M | 2.12M | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.09% | $223,027 | 3.2K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.09% | $874,937 | 12.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.09% | $3M | 61.7K | Q3 2025OLDER |
| CIM, LLC$692M AUM | 0.09% | $611,087 | 8.8K | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.09% | $3M | 37.5K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.09% | $13M | 283.8K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.08% | $1M | 28.3K | Q4 2025OLDER |
| Unison Advisors LLC$1.3B AUM | 0.08% | $1M | 15.3K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.08% | $447,100 | 10.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.08% | $4M | 76.1K | Q2 2026 |
| PDT Partners, LLC$1.7B AUM | 0.08% | $1M | 22.9K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.08% | $24M | 350.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.07% | $2M | 24.0K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.07% | $333,206 | 4.8K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.07% | $276,880 | 4.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $539,985 | 7.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.06% | $7M | 94.6K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.06% | $1M | 25.4K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $265,980 | 5.9K | Q4 2025OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.06% | $285,325 | 4.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $288M | 4.16M | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.06% | $12M | 220.9K | Q2 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.06% | $82,052 | 1.19M | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.06% | $204,199 | 3.0K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.05% | $6M | 86.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $528,647 | 10.0K | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $936,062 | 13.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 34.8K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $746,122 | 10.8K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.04% | $500,044 | 9.5K | Q2 2026 |
| Numerai GP LLC$997M AUM | 0.04% | $291,426 | 5.5K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $29M | 425.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 29.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.04% | $53M | 764.6K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.04% | $4M | 51.5K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.04% | $2M | 33.5K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.04% | $3M | 62.1K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.04% | $759,274 | 11.0K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.03% | $363,821 | 5.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $332,810 | 4.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $1M | 17.2K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.03% | $5M | 102.1K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.03% | $63M | 905.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $7M | 133.0K | Q3 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $3M | 37.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 64.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $19M | 282.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 70.0K | Q2 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.03% | $2M | 26.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $213,571 | 4.0K | Q3 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $21M | 305.6K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.03% | $8M | 141.7K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $203,945 | 3.8K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $5M | 92.7K | Q3 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $7M | 97.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $21M | 300.3K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.03% | $229,631 | 4.3K | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $991,715 | 14.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $377,099 | 7.1K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 33.3K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $589,893 | 8.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $137M | 1.97M | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.02% | $505,583 | 7.3K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $205,226 | 3.0K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $3M | 38.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $17M | 248.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 17.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $133M | 1.92M | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $13M | 187.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $363M | 5.25M | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $278,611 | 4.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $17M | 249.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 22.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $711,651 | 10.3K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $232,131 | 4.4K | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 75.4K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.02% | $439,400 | 6.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $14M | 203.2K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 18.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $792,292 | 11.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $30M | 434.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.02% | $33M | 480.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $9M | 174.7K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $83M | 1.20M | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.01% | $69,220 | 1.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $856M | 12.37M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $419,266 | 6.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 40.1K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.01% | $5M | 65.1K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $4M | 58.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 42.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $16M | 224.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $414,148 | 6.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $420,650 | 6.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $992,891 | 14.3K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $3M | 47.2K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $2M | 24.5K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $701,683 | 10.1K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 20.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $17M | 238.5K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.01% | $74,486 | 1.7K | Q4 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.01% | $29,004 | 419 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $10M | 141.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $77M | 1.11M | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $28,315 | 620 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 20.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $586,017 | 8.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 16.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 18.4K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $292,662 | 4.2K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $308,029 | 4.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $25M | 362.0K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.01% | $619,242 | 8.9K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $686,662 | 9.9K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 37.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 157.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $433,317 | 6.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $75M | 1.08M | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $22M | 310.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $880,114 | 12.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $63M | 912.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $28M | 410.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $274M | 3.96M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 52.9K | Q4 2025OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $808,490 | 11.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $35M | 511.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 42.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 71.0K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $10M | 145.9K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 34.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $132M | 1.91M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 147.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 18.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $22M | 322.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 21.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $25,889 | 374 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $622,426 | 9.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 19.4K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.01% | $8,099 | 117 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $257M | 3.72M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 389.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $38,625 | 558 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 22.8K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 83.6K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.01% | $228,080 | 3.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $111M | 1.61M | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $1M | 20.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $392M | 8.78M | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $236,386 | 4.4K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 76.3K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $320,071 | 4.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $20M | 295.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $47M | 685.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $22M | 317.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $222,432 | 5.0K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $9M | 132.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $2M | 32.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 21.9K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $6,576 | 95 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 34.1K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $209,636 | 3.9K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $354,129 | 5.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $154,636 | 2.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $2M | 33.2K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $50,993 | 753 | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $10,636 | 200 | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $224,310 | 5.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $136,225 | 2.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 38.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $16,266 | 235 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,565 | 35 | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $208,145 | 3.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 26.1K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $848,238 | 19.0K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $275,287 | 4.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $80,302 | 1.5K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $281,694 | 4.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $441,857 | 6.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 20.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $99,343 | 1.9K | Q2 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $1M | 22.4K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 49.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $897,509 | 20.1K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $116,082 | 1.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $474,157 | 6.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $16M | 230.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 22.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 16.1K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $272,105 | 6.1K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 34.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 51.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $1M | 18.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41M | 585.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $395,010 | 5.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,876 | 56 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 176.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $231,014 | 4.3K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $220,259 | 3.2K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 20.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $9,761 | 141 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $6,092 | 88 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $254,730 | 3.7K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $22,843 | 330 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 51.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 35.1K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $493,054 | 7.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $689,831 | 15.4K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 17.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $640,284 | 9.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $388,798 | 8.7K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $218,521 | 3.2K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 18.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $59,245 | 860 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 34.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,254 | 80 | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $382,026 | 5.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 22.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29M | 643.8K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $14,533 | 209.9K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 43.0K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $4,915 | 71 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 38.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $392,056 | 5.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $3,600 | 52 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,414 | 136 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $277,260 | 4.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 46.3K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $534,240 | 7.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 87.0K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 21.4K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 31.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $793,331 | 11.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,679 | 86 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $514,676 | 9.7K | Q3 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,292 | 119 | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $13,914 | 201 | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $216,844 | 4.8K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $722,759 | 10.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $585,377 | 8.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 76.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14M | 206.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $266,221 | 3.8K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $255,283 | 3.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 114.6K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $800,183 | 11.6K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $1M | 31.2K | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $447,776 | 8.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $87,886 | 1.3K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,246 | 18 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $23,696 | 530 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $15,021 | 217 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $528,702 | 7.6K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $402,653 | 5.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $12,460 | 180 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,376 | 121 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $401,504 | 5.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,769 | 40 | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $2,146 | 48 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $413,520 | 6.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $383,056 | 7.2K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $394,554 | 5.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $10,383 | 150 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $53,303 | 770 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $415,207 | 7.3K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $310,867 | 4.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,114 | 175 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 16.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $145,154 | 2.1K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,053 | 73 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,353 | 34 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 38.6K | Q2 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $554 | 8 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $554 | 8 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $16,601 | 314 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $32,118 | 464 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $400,438 | 5.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $30,388 | 439 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,046 | 44 | Q1 2026OLDER |
| Trium Capital LLP$142M AUM | 0.00% | $537 | 12 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,576 | 130 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 24.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $336,397 | 4.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $255,308 | 3.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $1,744 | 39 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $20,298 | 454 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $21,857 | 411 | Q3 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $251,269 | 3.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $259,575 | 3.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $671 | 15 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,164 | 280 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,246 | 18 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $67,423 | 1.5K | Q4 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $7,977 | 150 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $888,830 | 12.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11,006 | 159 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $247,817 | 3.6K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,277 | 24 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,767 | 170 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,979 | 132 | Q2 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $49 | 918 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 19.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $631,519 | 9.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $64,375 | 930 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $280,549 | 4.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $284,334 | 5.4K | Q3 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $1,592 | 23 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $762 | 11 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $9,622 | 139 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $386,455 | 5.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $26,021 | 582 | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $346 | 5 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $34,125 | 493 | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $1,108 | 16 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,801 | 85 | Q4 2025OLDER |
| Davis Capital Management$169M AUM | 0.00% | $211 | 4 | Q2 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $277 | 4 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,876 | 56 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,731 | 25 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $346 | 5 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,741 | 314 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $2,284 | 33 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,976 | 43 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $623 | 9 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $277 | 4 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $14,547 | 210 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $29,199 | 421 | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $106 | 2 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $39,524 | 571 | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $60,537 | 879 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $120 | 1 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,431 | 64 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $276 | 4 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,254 | 80 | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $53 | 1 | Q2 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $4,337 | 97 | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $346 | 5 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,984 | 72 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $13,705 | 198 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,353 | 34 | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $134 | 3 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $53 | 1 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $358 | 8 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $269 | 6 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,520 | 34 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,315 | 19 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.