DHCDIVERSIFIED HEALTHCARE TR
CUSIP 25525P107 · Yahoo Finance ↗ · Google Finance ↗
Diversified Healthcare Tr (DHC) has 229 institutional holders in Filings Flow’s 13F database, together reporting 199.46M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Flat Footed LLC, and Silver Point Capital L.P..
Institutional Holders
229
Q1 2026
Reported Value
$1.3B
Ticker
DHC
Quarters Tracked
26
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $159M | 23.88M | Q1 2026 |
| Flat Footed LLC$920M AUM | 16.94% | $156M | 23.49M | Q1 2026 |
| Silver Point Capital L.P.$1.3B AUM | 7.91% | $103M | 15.50M | Q1 2026 |
| H/2 CREDIT MANAGER LP$500M AUM | 19.82% | $99M | 14.92M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $96M | 19.77M | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $64M | 9.60M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $60M | 8.99M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $59M | 8.82M | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.13% | $49M | 7.33M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $44M | 6.61M | Q1 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.57% | $41M | 6.25M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $39M | 5.88M | Q1 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM | 0.46% | $35M | 5.27M | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.05% | $33M | 5.00M | Q1 2026 |
| BlackBarn Capital Partners LP$1.2B AUM | 2.57% | $32M | 4.81M | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $22M | 6.10M | Q2 2025OLDER |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 0.20% | $19M | 2.86M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $18M | 2.77M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 2.68M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $16M | 2.40M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16M | 2.39M | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $16M | 2.35M | Q1 2026 |
| Park West Asset Management LLC$1.2B AUM | 1.31% | $15M | 2.33M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $15M | 2.20M | Q1 2026 |
| Arini Captial Management Ltd$634M AUM | 9.58% | $14M | 2.97M | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $13M | 2.00M | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.01% | $11M | 1.65M | Q1 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 1.58% | $11M | 1.60M | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $9M | 1.43M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $9M | 1.40M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 1.30M | Q1 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP$806M AUM | 2.34% | $8M | 1.60M | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 1.12M | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 1.08M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 999.9K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.31% | $6M | 966.8K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $6M | 932.9K | Q1 2026 |
| CastleKnight Management LP$6.0B AUM | 0.10% | $6M | 863.1K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 688.1K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $4M | 924.5K | Q4 2025OLDER |
| Informed Momentum Co LLC$866M AUM | 0.50% | $4M | 649.0K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $4M | 571.1K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 532.8K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.06% | $3M | 787.1K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 482.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 476.5K | Q1 2026 |
| Nierenberg Investment Management Company, LLC$201M AUM | 1.50% | $3M | 456.1K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.00% | $3M | 433.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 406.4K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 398.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 381.6K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 373.3K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $2M | 343.8K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $2M | 338.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 333.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 332.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 330.5K | Q1 2026 |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.02% | $2M | 452.5K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 444.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 315.0K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 307.2K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $2M | 301.9K | Q1 2026 |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.08% | $2M | 400.1K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $2M | 279.0K | Q1 2026 |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.05% | $2M | 500.0K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 261.1K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $2M | 245.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 235.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 233.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 227.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 225.9K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 217.8K | Q1 2026 |
| Militia Capital Management LLC$897M AUM | 0.16% | $1M | 214.1K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 207.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 200.0K | Q1 2026 |
| ING GROEP NV$16.4B AUM | 0.01% | $1M | 200.0K | Q1 2026 |
| Militia Capital Partners, LP$263M AUM | 0.47% | $1M | 257.2K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 186.3K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 185.5K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 183.6K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $1M | 250.0K | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $1M | 173.8K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 169.1K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $1M | 155.2K | Q1 2026 |
| Eversept Partners, LP$1.9B AUM | 0.05% | $1M | 151.3K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $996,744 | 150.1K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $987,680 | 148.7K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $982,362 | 147.9K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $950,649 | 143.2K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.07% | $893,000 | 202.5K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $847,224 | 127.6K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $821,879 | 123.8K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $820,837 | 123.6K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $807,000 | 121.7K | Q1 2026 |
| VARCOV Co.$268M AUM | 0.29% | $787,504 | 118.6K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $786,448 | 118.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $741,342 | 111.6K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.09% | $716,914 | 108.0K | Q1 2026 |
| Troluce Capital Advisors LLC$1.6B AUM | 0.17% | $716,000 | 200.0K | Q2 2025OLDER |
| LDR Capital Management LLC$74M AUM | 0.96% | $712,180 | 107.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $704,049 | 106.0K | Q1 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.15% | $697,200 | 105.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $694,411 | 104.6K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $691,549 | 104.1K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $683,276 | 102.9K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $655,859 | 98.8K | Q1 2026 |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $649,399 | 98.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $648,064 | 97.6K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $644,857 | 97.1K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $637,340 | 96.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $631,123 | 95.0K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $615,920 | 92.8K | Q1 2026 |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $611,627 | 138.7K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $596,770 | 89.9K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $591,465 | 89.1K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $557,621 | 84.0K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $537,760 | 121.9K | Q3 2025OLDER |
| SOUTHPORT MANAGEMENT, L.L.C.$29M AUM | 1.86% | $533,500 | 110.0K | Q4 2025OLDER |
| Optimize Financial Inc$203M AUM | 0.26% | $506,607 | 104.5K | Q4 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $502,814 | 75.7K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $495,717 | 74.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $488,698 | 73.6K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $476,858 | 71.8K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $464,131 | 69.9K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $437,324 | 65.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $420,976 | 63.4K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $412,000 | 62.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $409,903 | 61.7K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $402,583 | 60.6K | Q1 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $398,871 | 60.1K | Q1 2026 |
| Potomac Capital Management, Inc.$115M AUM | 0.35% | $398,400 | 60.0K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 0.20% | $396,902 | 68.0K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $388,294 | 58.5K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $385,857 | 58.1K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $379,190 | 57.1K | Q1 2026 |
| State of Wyoming$844M AUM | 0.04% | $376,632 | 85.4K | Q3 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $362,544 | 54.6K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $360,997 | 54.4K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $354,535 | 73.1K | Q4 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.03% | $331,031 | 49.9K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $315,168 | 65.0K | Q4 2025OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.08% | $309,716 | 46.6K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $309,145 | 46.6K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $308,049 | 46.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $303,767 | 45.7K | Q1 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $300,128 | 45.2K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $293,614 | 44.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $289,252 | 43.6K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $254,000 | 38.3K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $253,648 | 38.2K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $247,612 | 37.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $246,620 | 37.1K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $244,930 | 36.9K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $241,032 | 36.3K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $239,023 | 49.3K | Q4 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $236,603 | 35.6K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $233,456 | 35.2K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $223,834 | 33.7K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.01% | $222,000 | 33.4K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $219,200 | 33.0K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $217,128 | 32.7K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $216,265 | 32.6K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.05% | $212,420 | 32.0K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $211,351 | 31.8K | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $208,582 | 31.4K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $197,783 | 40.8K | Q4 2025OLDER |
| Black Maple Capital Management LP$179M AUM | 0.13% | $189,072 | 39.0K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $187,886 | 28.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $183,742 | 27.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $176,336 | 36.4K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $172,660 | 26.0K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $169,984 | 25.6K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $166,583 | 34.3K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $165,564 | 46.2K | Q2 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $164,964 | 24.8K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $162,640 | 24.5K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $153,431 | 23.1K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $151,748 | 22.9K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $149,000 | 22.4K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 0.01% | $148,062 | 22.3K | Q1 2026 |
| Smith Asset Management Co., LLC$127M AUM | 0.13% | $148,026 | 22.3K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.02% | $139,440 | 21.0K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $134,719 | 20.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $134,653 | 20.3K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $133,464 | 20.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $132,461 | 19.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $130,000 | 29.6K | Q3 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $128,351 | 19.3K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $127,734 | 35.7K | Q2 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $127,388 | 19.2K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $124,222 | 34.7K | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $123,617 | 18.6K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.01% | $122,176 | 18.4K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $121,824 | 18.3K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 0.07% | $118,486 | 17.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $115,440 | 17.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $114,978 | 17.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $109,460 | 16.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $104,628 | 15.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $104,278 | 15.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $102,402 | 15.4K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $99,425 | 20.5K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $99,227 | 14.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $95,772 | 21.7K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $91,335 | 18.8K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $87,801 | 13.2K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $85,115 | 23.8K | Q2 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $83,000 | 17.2K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.01% | $81,360 | 18.4K | Q3 2025OLDER |
| Verum Partners LLC$527M AUM | 0.02% | $79,946 | 12.0K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $76,712 | 15.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $74,000 | 11.2K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $71,288 | 10.7K | Q1 2026 |
| Ground Swell Capital, LLC$51M AUM | 0.13% | $68,286 | 10.3K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $67,552 | 15.3K | Q3 2025OLDER |
| BRC Group Holdings, Inc.$456M AUM | 0.01% | $66,400 | 10.0K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.01% | $66,000 | 13.7K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $65,504 | 18.4K | Q2 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $64,914 | 13.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $52,889 | 8.0K | Q1 2026 |
| Pensionfund Sabic$94M AUM | 0.01% | $48,000 | 20.0K | Q2 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $47,809 | 10.8K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $46,885 | 7.1K | Q1 2026 |
| Norinchukin Bank, The$8.6B AUM | 0.00% | $45,286 | 10.3K | Q3 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $44,541 | 10.1K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $36,175 | 5.4K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $35,000 | 5.3K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $33,000 | 6.9K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $31,274 | 4.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $27,092 | 5.6K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $23,174 | 3.5K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $22,046 | 5.0K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $21,062 | 3.2K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $19,920 | 3.0K | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $17,151 | 2.6K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $15,392 | 2.3K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $14,000 | 3.0K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $13,984 | 2.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $8,785 | 1.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,344 | 1.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,646 | 1.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $6,587 | 992 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $6,111 | 1.3K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $5,644 | 850 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,644 | 850 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,258 | 792 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,356 | 656 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $4,157 | 626 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $4,122 | 850 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,050 | 610 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,187 | 480 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,808 | 579 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,722 | 410 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,327 | 650 | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,324 | 350 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,119 | 319 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $2,019 | 304 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $2,000 | 320 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,952 | 294 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,892 | 285 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,507 | 227 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,349 | 199 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,328 | 200 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,295 | 195 | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $1,195 | 180 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $923 | 139 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $857 | 129 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $637 | 92 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $569 | 129 | Q3 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $555 | 155 | Q2 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $538 | 81 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $345 | 52 | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $332 | 50 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $293 | 44 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $232 | 35 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $223 | 46 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $199 | 30 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $193 | 29 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $179 | 27 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $175 | 49 | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $169 | 25 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $133 | 20 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $133 | 20 | Q1 2026 |
| CONQUIS FINANCIAL LLC$121M AUM | 0.00% | $131 | 27 | Q4 2025OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $119 | 33 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $94 | 14 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $68 | 10 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $50 | 8 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $36 | 10 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $33 | 5 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $32 | 4 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.