DAVEDAVE INC
CUSIP 23834J201 · Yahoo Finance ↗ · Google Finance ↗
Dave Inc (DAVE) has 11 institutional holders in Filings Flow’s 13F database, together reporting 10.66M shares worth $1.8B as of Q1 2026. The largest reported holders are Hood River Capital Management LLC, Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
11
Q1 2026
Reported Value
$3M
Ticker
DAVE
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC$288M AUM | 13.53% | $39M | 224.2K | Q1 2026OLDER |
| Buckley Capital Advisors, LLC$139M AUM | 9.59% | $13M | 76.7K | Q1 2026OLDER |
| FINDELL CAPITAL MANAGEMENT LLC$341M AUM | 8.67% | $30M | 170.0K | Q1 2026OLDER |
| Metavasi Capital LP$276M AUM | 7.41% | $20M | 117.6K | Q1 2026OLDER |
| Tenzing Global Management, LLC$121M AUM | 5.78% | $7M | 40.0K | Q1 2026OLDER |
| G2 Investment Partners Management LLC$406M AUM | 5.14% | $21M | 119.8K | Q1 2026OLDER |
| Prospect Capital Advisors, LLC$180M AUM | 5.06% | $9M | 52.2K | Q1 2026OLDER |
| S SQUARED TECHNOLOGY, LLC$264M AUM | 4.94% | $13M | 75.0K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 4.66% | $112M | 640.8K | Q1 2026OLDER |
| Estuary Capital Management LP$598M AUM | 3.44% | $21M | 118.1K | Q1 2026OLDER |
| 4D Advisors, LLC$158M AUM | 3.03% | $6M | 25.0K | Q4 2025OLDER |
| Western Standard LLC$190M AUM | 2.76% | $5M | 30.2K | Q1 2026OLDER |
| GRATIA CAPITAL, LLC$227M AUM | 2.62% | $6M | 34.2K | Q1 2026OLDER |
| INTERCAPITAL, LLC$299M AUM | 2.29% | $7M | 39.4K | Q1 2026OLDER |
| Proem Advisors LLC$1.7B AUM | 2.07% | $19M | 97.8K | Q3 2025OLDER |
| Hood River Capital Management LLC$10.0B AUM | 2.00% | $199M | 1.15M | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 1.11% | $21M | 93.1K | Q4 2025OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 1.01% | $4M | 20.7K | Q3 2025OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.98% | $18M | 105.4K | Q1 2026OLDER |
| LTS Liquid Investments LLC$107M AUM | 0.79% | $834,273 | 3.8K | Q4 2025OLDER |
| SG Capital Management LLC$1.5B AUM | 0.73% | $11M | 63.5K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.71% | $2M | 11.6K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.70% | $5M | 26.6K | Q1 2026OLDER |
| Fund 1 Investments, LLC$872M AUM | 0.60% | $5M | 30.2K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 0.59% | $3M | 18.9K | Q1 2026OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.55% | $11M | 65.5K | Q1 2026OLDER |
| Connective Capital Management, LLC$121M AUM | 0.51% | $558,977 | 2.8K | Q3 2025OLDER |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM | 0.39% | $2M | 7.8K | Q3 2025OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.34% | $12M | 66.7K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.31% | $347,484 | 2.0K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.31% | $3M | 13.6K | Q3 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.28% | $2M | 14.1K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.27% | $1M | 8.5K | Q1 2026OLDER |
| Meros Investment Management, LP$231M AUM | 0.27% | $620,109 | 3.6K | Q1 2026OLDER |
| BRC Group Holdings, Inc.$456M AUM | 0.27% | $1M | 7.0K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.27% | $3M | 17.0K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.25% | $304,658 | 1.8K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.24% | $6M | 36.6K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 0.20% | $309,184 | 1.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.19% | $28M | 158.3K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.19% | $381,431 | 2.2K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.16% | $1M | 8.3K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.16% | $848,639 | 3.0K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.15% | $2M | 7.7K | Q3 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.15% | $4M | 17.6K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.15% | $5M | 27.1K | Q3 2025OLDER |
| Azora Capital LP$1.5B AUM | 0.14% | $2M | 12.6K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.14% | $228,854 | 1.1K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.12% | $527,000 | 2.4K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.12% | $310,986 | 1.6K | Q3 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.12% | $35M | 202.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.12% | $75M | 431.8K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.11% | $1M | 7.9K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.11% | $383,350 | 1.9K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $689,950 | 3.5K | Q3 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.11% | $699,656 | 3.2K | Q4 2025OLDER |
| Ruffer LLP$2.4B AUM | 0.10% | $2M | 13.8K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $252,407 | 1.1K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.09% | $1M | 7.2K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.09% | $1M | 7.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.09% | $7M | 37.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.08% | $318,166 | 1.4K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.08% | $11M | 62.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.07% | $382,998 | 2.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.07% | $3M | 14.9K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.07% | $897,075 | 4.5K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.06% | $4M | 24.2K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.06% | $13M | 62.8K | Q3 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.06% | $17M | 75.8K | Q4 2025OLDER |
| CIM, LLC$692M AUM | 0.06% | $392,225 | 2.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.06% | $2M | 11.6K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.06% | $2M | 9.9K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.05% | $388,932 | 2.0K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.05% | $302,446 | 1.4K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.05% | $2M | 10.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $2M | 9.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $6M | 37.2K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.05% | $559,873 | 3.2K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.05% | $379,690 | 2.2K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.04% | $346,962 | 2.0K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.04% | $542,897 | 2.5K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 3.7K | Q2 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $472,858 | 2.4K | Q3 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.04% | $469,173 | 2.7K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.04% | $4M | 16.4K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.04% | $34M | 193.8K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.03% | $309,974 | 1.4K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.03% | $13M | 77.2K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $739,882 | 4.3K | Q1 2026OLDER |
| Regal Partners Ltd$1.8B AUM | 0.03% | $518,962 | 3.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 7.4K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.03% | $1M | 7.5K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $226,317 | 1.3K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $358,277 | 2.1K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.03% | $845,903 | 4.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $3M | 14.7K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $8M | 36.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 10.2K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.02% | $6M | 35.8K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $1M | 5.0K | Q4 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.02% | $46,830 | 269 | Q1 2026OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.02% | $431,395 | 2.5K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.02% | $200,204 | 1.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $26,114 | 150 | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $207,018 | 935 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.02% | $10M | 56.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $35M | 198.6K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.02% | $2M | 12.1K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $420,429 | 2.1K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $17M | 98.4K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $1M | 5.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $3M | 15.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $130M | 746.2K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $14M | 79.5K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $78,340 | 450 | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $311,967 | 1.4K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $6M | 34.7K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $447,027 | 2.0K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $3M | 18.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $4M | 18.7K | Q4 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.01% | $44,282 | 200 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $12M | 54.5K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $373,249 | 2.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $865,270 | 3.9K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $19M | 108.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 12.8K | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $168,750 | 846 | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $26,841 | 100 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $10M | 57.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $611,752 | 3.5K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $491,973 | 2.2K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $136,167 | 615 | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.01% | $28M | 126.9K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 10.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $10M | 43.1K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $541,071 | 3.1K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $3M | 14.4K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 6.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $44M | 253.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $315,451 | 1.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $11M | 54.3K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $51M | 292.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $78,515 | 451 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 45.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $61M | 352.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $19,150 | 110 | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $326,137 | 1.5K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 5.3K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $17,270 | 78 | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $65,980 | 379 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $11M | 60.4K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $2M | 11.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $39M | 226.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $582,751 | 2.6K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $5M | 29.6K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 9.5K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 4.8K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 55.8K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $109,851 | 631 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $219,179 | 1.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $179,661 | 1.0K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $4M | 19.4K | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $3M | 18.8K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $2M | 9.2K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $614,015 | 3.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $39M | 225.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $24M | 136.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 16.2K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 6.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $993,532 | 5.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 5.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $6M | 36.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $484,224 | 2.2K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $466,039 | 2.7K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.00% | $430,873 | 2.5K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $673,554 | 3.9K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $4M | 19.8K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $146,584 | 842 | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $242,947 | 1.2K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $6M | 33.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 13.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $235,297 | 1.1K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $15M | 87.9K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 14.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $481,011 | 2.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $14,102 | 81 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $351,599 | 1.6K | Q4 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 8.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $138,054 | 793 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $2M | 12.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $57M | 326.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $263,050 | 1.5K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $7,138 | 41 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $13M | 76.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $284,637 | 1.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $83,088 | 223 | Q2 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $524,533 | 3.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 42.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $20M | 113.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $266,578 | 1.2K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $748,587 | 4.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $26M | 148.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $21M | 122.6K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $4M | 24.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $509,340 | 2.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 32.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $144M | 828.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $14,158 | 38 | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 13.1K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $4,428 | 20 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $16M | 89.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 8.1K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $152M | 685.8K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $88M | 503.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 21.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $40M | 231.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $521,271 | 3.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $278,534 | 1.3K | Q4 2025OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $13,057 | 75 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $4,004 | 23 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $174,030 | 1.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $60,409 | 347 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 12.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $487,452 | 2.8K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1M | 6.0K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 6.4K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 8.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $378,123 | 2.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $260,090 | 1.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $786,034 | 4.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $485,189 | 2.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $41M | 233.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $15,649 | 42 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $66,423 | 300 | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 18.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $271,449 | 1.2K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $464,298 | 2.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $259,916 | 1.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $477,703 | 2.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $23M | 134.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $593,600 | 2.7K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 9.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 36.1K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $2,657 | 12 | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $843,640 | 4.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 7.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $522,660 | 3.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 12.8K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.00% | $56,579 | 325 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $6,579 | 33 | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 10.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $246,396 | 1.2K | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,328 | 6 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $849,037 | 4.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $15M | 68.2K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $478,051 | 2.7K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $261,135 | 1.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $626,724 | 3.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 21.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 9.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $20,813 | 94 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 7.1K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $440,763 | 2.2K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $436,270 | 2.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $857,916 | 4.9K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $374,626 | 1.7K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $507,124 | 2.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $4,178 | 24 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $541,594 | 3.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 11.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $20,716 | 119 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 47.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 15.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 11.3K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $870 | 5 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,925 | 310 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $1,741 | 10 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $1,741 | 10 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $233,516 | 1.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $129,523 | 744 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $386,828 | 2.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 10.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $258,001 | 1.5K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $54,688 | 247 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 9.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,741 | 10 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $261,482 | 1.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $696 | 4 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $837,547 | 4.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $949,139 | 5.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $233,098 | 1.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $85,002 | 384 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 10.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $202,590 | 915 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $292,297 | 1.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $249,645 | 1.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $207,340 | 1.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $445,844 | 2.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,611 | 15 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,134 | 18 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,820 | 30 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $497,906 | 2.9K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,212 | 12.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $203,254 | 918 | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $11,664 | 67 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,101 | 36 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $870 | 5 | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $7,749 | 35 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 6.3K | Q2 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $1,045 | 6 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $867 | 5 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $14,797 | 85 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,656 | 21 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 14.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $174 | 1 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $36,090 | 163 | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $399 | 2 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,785 | 16 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $88,438 | 508 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,118 | 3 | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $870 | 5 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $522 | 3 | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $375,290 | 1.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $375,686 | 2.2K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,328 | 6 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,352 | 25 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $24,372 | 140 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $281,504 | 1.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,353 | 9 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $19,847 | 114 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $696 | 4 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $174 | 1 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,004 | 23 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $223,705 | 1.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $697 | 4 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,263 | 13 | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $175 | 1 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $399 | 2 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $264 | 1 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $221 | 1 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $522 | 3 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $222 | 1 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,397 | 31 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $174 | 1 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,196 | 6 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,090 | 12 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,552 | 78 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,915 | 11 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,567 | 9 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $867 | 5 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,821 | 79 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $175 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,008 | 46 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,004 | 23 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $199 | 1 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $443 | 2 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.