SEC 13F Intelligence

ELMEELME COMMUNITIES

CUSIP 939653101 · Yahoo Finance ↗ · Google Finance ↗

Elme Communities (ELME) has 191 institutional holders in Filings Flow’s 13F database, together reporting 74.26M shares worth $188M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Geode Capital Management, LLC, and Renaissance Technologies LLC.

Institutional Holders
191
Q1 2026
Reported Value
$188M
Ticker
ELME
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 180Q4 ’18Q1 ’19: 196Q2 ’19: 175Q2 ’19Q3 ’19: 179Q2 ’21: 185Q2 ’21Q4 ’21: 211Q4 ’22: 172Q4 ’22Q4 ’25: 258Q1 ’26: 191Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $8.4BQ4 ’18Q1 ’19: $11.7BQ2 ’19: $9.9BQ2 ’19Q3 ’19: $9.5BQ2 ’21: $11.6BQ2 ’21Q4 ’21: $13.7BQ4 ’22: $314MQ4 ’22Q4 ’25: $1.4BQ1 ’26: $188MQ1 ’26Q2 ’26: $213,589filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Decagon Asset Management LLP$386M AUM4.38%$9M514.2KQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM4.04%$32M1.87MQ1 2026OLDER
Beryl Capital Management LLC$110M AUM2.36%$1M72.7KQ3 2025OLDER
DSC Meridian Capital LP$325M AUM1.86%$9M543.1KQ3 2025OLDER
Marble Bar Asset Management LLP$102M AUM1.74%$2M880.0KQ1 2026OLDER
Trium Capital LLP$142M AUM1.69%$2M1.19MQ1 2026OLDER
Rangeley Capital, LLC$103M AUM1.29%$1M658.0KQ1 2026OLDER
Almitas Capital LLC$443M AUM1.18%$5M2.61MQ1 2026OLDER
Bulldog Investors, LLP$445M AUM0.90%$4M2.00MQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM0.54%$2M915.0KQ1 2026OLDER
Steadtrust LLC$198M AUM0.50%$636,00040.0KQ4 2025OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.48%$15M7.50MQ1 2026OLDER
Waterfall Asset Management, LLC$179M AUM0.48%$4M255.0KQ3 2025OLDER
NewGen Asset Management Ltd$259M AUM0.45%$1M576.8KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.42%$30M1.76MQ3 2025OLDER
Phocas Financial Corp.$637M AUM0.42%$3M192.0KQ3 2025OLDER
Argosy-Lionbridge Management, LLC$143M AUM0.39%$556,322276.8KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.35%$27M1.60MQ3 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.33%$4M2.05MQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.30%$541,327269.3KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.29%$1M85.0KQ3 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.25%$3M1.63MQ1 2026OLDER
Irenic Capital Management LP$1.5B AUM0.25%$4M1.91MQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.20%$2M1.09MQ1 2026OLDER
Vanderbilt University$526M AUM0.18%$1M64.0KQ3 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.17%$1M579.6KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.17%$909,766452.6KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.16%$249,923124.3KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.15%$21M1.19MQ4 2025OLDER
JBF Capital, Inc.$676M AUM0.13%$901,511448.5KQ1 2026OLDER
MYDA Advisors LLC$608M AUM0.11%$505,80030.0KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$2M135.4KQ4 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.11%$616,88235.5KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.10%$402,000200.0KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.10%$940,45354.0KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.09%$6M369.1KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.07%$5M304.3KQ3 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.07%$25M1.46MQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$3M181.4KQ4 2025OLDER
Newtyn Management, LLC$936M AUM0.07%$623,625310.3KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM0.06%$180,33510.7KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.05%$1M553.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.05%$33M1.91MQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$654,512325.6KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.05%$2M108.4KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.04%$816,02546.9KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M76.3KQ4 2025OLDER
Family Manage LLC$834M AUM0.04%$344,13719.8KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.04%$6M2.99MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M662.3KQ1 2026OLDER
PERISCOPE CAPITAL INC.$902M AUM0.03%$281,400140.0KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$430,06424.7KQ4 2025OLDER
RVW Wealth, LLC$1.5B AUM0.02%$294,54417.5KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M625.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$206,38312.2KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$2M94.9KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M305.5KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$2M120.7KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.02%$2M1.05MQ1 2026OLDER
State of Wyoming$844M AUM0.01%$128,7607.6KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M700.2KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.01%$834,35149.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$702,96040.4KQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$804,000400.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$839,74148.3KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.01%$46,23023.0KQ2 2026
WINTON GROUP Ltd$2.9B AUM0.01%$288,401143.5KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$731,35742.0KQ4 2025OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.01%$23,65211.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$717,851357.1KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$362,92920.9KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$1M579.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$73,2544.2KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$17,156986Q4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$563,00633.4KQ3 2025OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.01%$684,16839.3KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M121.6KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$695,32240.0KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M122.8KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$2M130.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M2.51MQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$225,01413.3KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$4M1.80MQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$54,7953.3KQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.00%$251,250125.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$30M1.73MQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M519.1KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$223,50312.8KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M2.80MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$350,62720.2KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$874,99350.3KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M5.23MQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$11,764698Q3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$870,59250.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$15M866.9KQ4 2025OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.00%$40,20020.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$254,46614.6KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$127,9947.4KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M96.3KQ4 2025OLDER
RK Capital Management, LLC/FL$2.6B AUM0.00%$95,90147.7KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM0.00%$40,96420.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$422,76824.3KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$236M13.58MQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$764,71343.9KQ4 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$406,04623.3KQ4 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$642,84336.8KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$254,305126.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$25,62112.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$12M681.7KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M666.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$40M2.29MQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$94,69147.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$427,08324.5KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M238.9KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M204.3KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$60,31430.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$976,87156.1KQ4 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$24614.1KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M557.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$411,736204.8KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$58233.4KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$307,98017.7KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$175,32210.1KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M64.3KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M173.9KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M85.3KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$306,75118.2KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$190,16510.9KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M86.6KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,464314Q4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$88,3055.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$177,61910.2KQ4 2025OLDER
Quarry LP$558M AUM0.00%$6,188367Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M1.44MQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$253,15314.5KQ4 2025OLDER
Red Tortoise LLC$240M AUM0.00%$2,993172Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$8M473.2KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$325,38018.7KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M1.20MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$86,00642.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M123.0KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$835,11049.5KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$29,39014.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$711,83440.9KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M3.98MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$876,834436.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$119,37459.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$269,70015.5KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M77.2KQ4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$10,931625Q4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$2M94.5KQ4 2025OLDER
GeoWealth Management, LLC$2.8B AUM0.00%$24,70512.3KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M73.0KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$548,95331.5KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$207,71512.3KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$74,35724.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$436,70525.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M127.0KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$532,129264.7KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$212,64612.2KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$503,59128.9KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$507,035252.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M114.6KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$61,73530.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$539,154268.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$271,810135.2KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$2,5891.3KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$907451Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$297,85317.1KQ4 2025OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$32,71222.1KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$19,1789.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M1.51MQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,765878Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$25,44112.7KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$20,29910.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$121,9047.0KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,7007.3KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$25,4211.5KQ4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$1,931111Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M290.9KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,0422.7KQ2 2026
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$402200Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$152,88776.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$525,48030.2KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$50,47525.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,0871.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$41123.6KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$91,53845.5KQ2 2026
CWM, LLC$38.1B AUM0.00%$117,89558.7KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$38,92319.4KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$4,089235Q4 2025OLDER
Amundi$367.1B AUM0.00%$1M61.9KQ4 2025OLDER
HighMark Wealth Management LLC$246M AUM0.00%$696347Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$276,32915.9KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$37,49418.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$269,77015.5KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$175,41387.3KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$59234Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$179,86189.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$27,48513.7KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$9,396540Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$548,159272.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M968.5KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$824410Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$20,36210.1KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,3911.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$10,807641Q3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,7613.2KQ2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M1.66MQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$164,64581.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,692557Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,58591.1KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$40,98620.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$6M2.92MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M633.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$40,21920.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$80,64940.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$65,86832.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,674556Q4 2025OLDER
1 NORTH WEALTH SERVICES LLC$277M AUM0.00%$350174Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1086.2KQ4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$1,39280Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$113,06356.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$99,24049.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$458,02026.3KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$54032Q3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$25,2001.4KQ4 2025OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$1,005500Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$2,088120Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$94,64947.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$149,98974.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M673.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$40,45520.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$324,386161.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$35,6762.1KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,7281.4KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$33,3861.9KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$63,03631.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$38,27019.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$854425Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$74,62437.1KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$29,74214.8KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$19211Q4 2025OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$402200Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$533Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$37,03118.5KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$17,4001.0KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$77,64438.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$956Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$11,797678Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$570,967286.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$138,74869.0KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$201100Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$199,28199.1KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$10,0505.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$30,49415.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,2402.6KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$2,529150Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$17,0188.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$38,55819.2KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$19211Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$6,991425Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$47027Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$591297Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$734365Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$336167Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$6,8802.6KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$80,14839.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$136,22967.8KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$351174Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$320159Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,3032.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$222150Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$420209Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,328657Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$19396Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$24,91012.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$9,6404.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$62,53331.1KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$7334Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$2,5561.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$583290Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$296200Q2 2026
STATE STREET CORP$2.90T AUM0.00%$221,677110.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$370184Q2 2026
LPL Financial LLC$376.6B AUM0.00%$24,45312.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$37,00018.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$31,92315.9KQ2 2026
BlackRock, Inc.$5.72T AUM0.00%$325,982162.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$6,5283.2KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$4020Q1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$13165Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$16984Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$311210Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$12160Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$171Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3,4971.7KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$2613Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,300647Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$402200Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$408203Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$2211Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$94Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$17386Q1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$2412Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$32019Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,6131.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,7461.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5,0472.5KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$73Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$115Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2,4081.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,010500Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2412Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$16783Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.