CXTCRANE NXT CO
CUSIP 224441105 · Yahoo Finance ↗ · Google Finance ↗
Crane Nxt Co (CXT) has 350 institutional holders in Filings Flow’s 13F database, together reporting 54.59M shares worth $2.2B as of Q1 2026. The largest reported holders are FMR LLC, Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
350
Q1 2026
Reported Value
$2.2B
Ticker
CXT
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM | 4.61% | $32M | 783.8K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 1.74% | $68M | 1.67M | Q1 2026OLDER |
| SG Capital Management LLC$1.5B AUM | 1.59% | $24M | 589.2K | Q1 2026OLDER |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.21% | $15M | 362.3K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.92% | $11M | 267.9K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 0.83% | $5M | 112.2K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.72% | $2M | 39.9K | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.48% | $9M | 132.0K | Q3 2025OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 0.46% | $24M | 586.2K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.39% | $4M | 95.0K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.37% | $60M | 1.17M | Q2 2026 |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.34% | $2M | 50.0K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.33% | $15M | 378.7K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.30% | $3M | 69.6K | Q1 2026OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.29% | $15M | 363.9K | Q1 2026OLDER |
| Invenomic Capital Management LP$2.2B AUM | 0.28% | $6M | 148.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.25% | $35M | 850.5K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.24% | $2M | 57.5K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.24% | $777,867 | 19.2K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.22% | $593,588 | 14.6K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.20% | $2M | 54.6K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.19% | $210,134 | 5.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.18% | $3M | 63.0K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.18% | $18M | 450.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.17% | $3M | 79.5K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.17% | $283,973 | 6.0K | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.17% | $12M | 285.6K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.15% | $283,706 | 4.2K | Q3 2025OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.15% | $4M | 99.2K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.14% | $561,498 | 11.9K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.14% | $9M | 127.0K | Q3 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.13% | $221,216 | 5.5K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.12% | $1M | 31.3K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.11% | $35M | 526.4K | Q3 2025OLDER |
| S&T BANK/PA$268M AUM | 0.11% | $294,075 | 7.2K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.11% | $262,274 | 5.6K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $654,230 | 16.1K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.10% | $274,029 | 6.8K | Q1 2026OLDER |
| EULAV Asset Management$3.1B AUM | 0.10% | $3M | 75.3K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.09% | $687,067 | 16.9K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.09% | $239,963 | 5.1K | Q4 2025OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.08% | $7M | 143.0K | Q4 2025OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.08% | $135,574 | 2.6K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.08% | $232,503 | 3.5K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.08% | $899,109 | 22.2K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.08% | $8M | 196.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $10M | 210.0K | Q4 2025OLDER |
| DLK Investment Management, LLC$253M AUM | 0.08% | $201,210 | 3.0K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.08% | $11M | 275.0K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.07% | $3M | 68.3K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.07% | $2M | 37.9K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.06% | $813,991 | 20.1K | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 0.06% | $394,372 | 5.9K | Q3 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $16M | 385.1K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.05% | $4M | 75.4K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.05% | $3M | 65.6K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.05% | $585,974 | 12.4K | Q4 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $351,278 | 8.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.05% | $351,845 | 8.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 31.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $124M | 2.63M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 27.9K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 65.2K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.04% | $28M | 682.2K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 28.5K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.04% | $955,813 | 23.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.04% | $55M | 1.36M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $762,970 | 18.8K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $8M | 208.1K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $22M | 459.4K | Q4 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $10M | 252.4K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $1M | 23.5K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.03% | $2M | 26.5K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 113.9K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $259,656 | 3.9K | Q3 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $258,949 | 3.9K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.02% | $2M | 31.7K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $8M | 196.4K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.02% | $17M | 426.9K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.02% | $261,521 | 5.6K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 46.2K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.02% | $40,217 | 991 | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 49.2K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.02% | $2M | 44.9K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.02% | $768,247 | 18.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $181,721 | 4.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $327,318 | 8.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 96.4K | Q4 2025OLDER |
| Phillip James Consulting Co.$132M AUM | 0.02% | $1 | 10 | Q4 2025OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.02% | $400,839 | 7.8K | Q2 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 0.02% | $266,228 | 5.7K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $2M | 57.4K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $301,009 | 6.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $78M | 1.93M | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $278,273 | 4.1K | Q3 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $4M | 52.7K | Q3 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $2M | 37.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $271,318 | 6.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $330,196 | 7.0K | Q4 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.02% | $24,947 | 530 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.02% | $287M | 7.08M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $18M | 453.2K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.01% | $231,660 | 3.5K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $2M | 40.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 316.3K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $257,213 | 3.8K | Q3 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.01% | $302,660 | 6.4K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 182.6K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $37,587 | 926 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $782,616 | 19.3K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $541,657 | 8.1K | Q3 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $284,101 | 7.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 17.2K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $6M | 138.9K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $36,531 | 900 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $11M | 280.5K | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.01% | $219,723 | 4.7K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $367,380 | 9.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $589,610 | 14.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 204.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 203.7K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $896,593 | 22.1K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.01% | $238,455 | 3.6K | Q3 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $580,437 | 14.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $722,177 | 17.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 167.3K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.01% | $40,376 | 602 | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $3M | 70.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $290,591 | 7.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $209,642 | 4.4K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $247,948 | 3.7K | Q3 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $259,963 | 3.9K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $1M | 31.4K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $391,978 | 9.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $236,355 | 3.5K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $768,125 | 18.9K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $19,911 | 423 | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 45.6K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 27.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $845,234 | 20.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $55M | 1.35M | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $223,245 | 5.5K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.01% | $81,856 | 1.6K | Q2 2026 |
| Busey Bank$3.7B AUM | 0.01% | $273,176 | 4.1K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $141M | 3.48M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 40.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $841,106 | 20.7K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.01% | $26,013 | 641 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $207,699 | 5.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $4M | 90.1K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $3M | 71.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $583,035 | 14.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $449,047 | 11.1K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 42.7K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $9M | 131.1K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $430,432 | 9.1K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 176.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $852,755 | 21.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $9M | 223.7K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $33M | 814.2K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $283,408 | 6.0K | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $38M | 799.8K | Q4 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $16,009 | 239 | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $147,748 | 3.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $38M | 928.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $630,314 | 13.4K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $409,431 | 10.1K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $46,800 | 1.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $1M | 36.3K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.01% | $9,701 | 239 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $18,631 | 459 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $985,728 | 24.3K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $224,053 | 4.8K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 73.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $6M | 141.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $132,095 | 2.6K | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $7,550 | 186 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 29.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $424,187 | 10.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $17M | 420.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $159,275 | 3.9K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $1M | 26.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 110.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $28M | 679.2K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $585,511 | 14.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $282M | 5.98M | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 35.9K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $4M | 107.9K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $12,583 | 310 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $11,626 | 247 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $265,255 | 6.5K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $34,200 | 200 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $16M | 395.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $213,795 | 5.3K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $4M | 87.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 47.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 47.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $26M | 550.0K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $200M | 4.93M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $576,622 | 14.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 305.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 52.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 58.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $12M | 305.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $17M | 423.3K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $33,535 | 500 | Q3 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $8,484 | 209 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 80.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 151.1K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 36.3K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $19M | 464.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $774,498 | 19.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $277,007 | 5.9K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 56.6K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $14,828 | 365 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $204,767 | 3.1K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 60.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $761,591 | 18.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $502,220 | 12.4K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $481,884 | 11.9K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $5M | 119.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $4M | 110.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $38M | 946.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 101.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $88,040 | 2.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $25,653 | 632 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $65M | 1.60M | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $3,121 | 61 | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $89M | 2.19M | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $4M | 82.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $206,035 | 5.1K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $1M | 31.1K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $230,788 | 3.4K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 120.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 123.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $16M | 388.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $414,343 | 10.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 28.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $857,870 | 21.1K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $603,249 | 14.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $22,884 | 563 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $845,530 | 20.8K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $452,254 | 6.7K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $27,566 | 411 | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $450,549 | 11.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $242,363 | 6.0K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $630,525 | 9.4K | Q3 2025OLDER |
| BAYBAN$115M AUM | 0.00% | $1,867 | 46 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 45.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $7M | 160.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $905,482 | 22.3K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $451,848 | 11.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 43.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $310,668 | 4.6K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $24M | 520.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $501,287 | 12.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $226,033 | 3.4K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 75.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $65,329 | 1.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $15,628 | 385 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 449.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 27.5K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $37,993 | 206 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $7,955 | 169 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 45.1K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,233 | 55 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $5,507 | 117 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 248.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $37,749 | 930 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $4,048 | 86 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $782,855 | 19.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $37,282 | 729 | Q2 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $93,481 | 2.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $221,935 | 4.7K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $254,485 | 5.4K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $204,589 | 5.0K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,314 | 57 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $264,444 | 6.5K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $18,225 | 449 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $892,235 | 22.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 43.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 104.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $4,059 | 100 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $226,562 | 3.4K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $974 | 24 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 66.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $224,550 | 3.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 150.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $4,553 | 89 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $56,014 | 1.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $151,342 | 3.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $10,513 | 259 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,412 | 30 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $464,187 | 11.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $19,399 | 490 | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $16,804 | 414 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,181 | 103 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $43,553 | 1.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 68.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $207,861 | 5.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $308,573 | 7.7K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $6,966 | 148 | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $3,531 | 87 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $335,932 | 8.3K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $101,150 | 2.5K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $731 | 18 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,070 | 26 | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.00% | $221,182 | 4.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 72.7K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,059 | 100 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,178 | 29 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $417,509 | 10.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,295 | 500 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,339 | 33 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,155 | 127 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,269 | 179 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $235,115 | 5.0K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $805,671 | 19.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $332 | 4.9K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $359,763 | 5.4K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $5,554 | 118 | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $870,235 | 21.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 37.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $329,063 | 8.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $69,369 | 1.7K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $1,542 | 38 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $215,208 | 5.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $20,670 | 509 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 47.8K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,426 | 264 | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $12,177 | 300 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,583 | 39 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $330,565 | 8.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,426 | 109 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,259 | 31 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,900 | 170 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 122.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $19,453 | 479 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $3,653 | 90 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,760 | 68 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,502 | 37 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $272,505 | 4.1K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $144,541 | 3.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $157,472 | 3.3K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,727 | 215 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $159,316 | 3.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $948,629 | 23.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,344 | 107 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 51.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $382,560 | 9.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,318 | 28 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,454 | 159 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,716 | 42.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $47,531 | 1.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $231,241 | 5.7K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $2,111 | 52 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4,181 | 103 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $16,648 | 398 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $609 | 15 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,671 | 78 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,535 | 30 | Q2 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $404 | 6 | Q3 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $1,583 | 39 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,384 | 108 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $3,939 | 77 | Q2 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $424 | 9 | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $446 | 11 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,647 | 35 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,140 | 53 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,026 | 6 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $19,403 | 478 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $320,214 | 7.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,042 | 79 | Q2 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $276 | 4 | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $650 | 16 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $241,795 | 6.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $16,701 | 249 | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $366 | 9 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $852 | 21 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $203 | 5 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $1,948 | 48 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $30,270 | 451 | Q3 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $203 | 5 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,023 | 85 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $25,400 | 626 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $162 | 4 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,963 | 73 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,679 | 337 | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $670 | 17 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $89 | 2 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $939 | 14 | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $285 | 7 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $283 | 6 | Q4 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $1,130 | 24 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,542 | 38 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $4,171 | 103 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $10,553 | 260 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $203 | 5 | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $363 | 9 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $14,121 | 300 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $627 | 15 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $244 | 6 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $60,032 | 1.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $446 | 11 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,335 | 181 | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $235 | 5 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $68 | 1 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $406 | 10 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $285 | 7 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,949 | 48 | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $52 | 1 | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $52 | 1 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $569 | 14 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $691 | 17 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $102 | 2 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,513 | 259 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $67 | 1 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $162 | 4 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,015 | 25 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,829 | 72 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $284 | 7 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.