EPREPR PPTYS
CUSIP 26884U109 · Yahoo Finance ↗ · Google Finance ↗
Epr Pptys (EPR) has 461 institutional holders in Filings Flow’s 13F database, together reporting 61.05M shares worth $2.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
461
Q1 2026
Reported Value
$2.9B
Ticker
EPR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ballast Asset Management, LP$225M AUM | 1.68% | $4M | 75.6K | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 1.01% | $3M | 57.1K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.74% | $1M | 22.0K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.57% | $1M | 18.3K | Q2 2026 |
| Friedenthal Financial$217M AUM | 0.50% | $971,088 | 16.7K | Q3 2025OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.49% | $5M | 96.0K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.44% | $2M | 37.5K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.41% | $2M | 33.0K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.41% | $757,495 | 13.1K | Q2 2026 |
| MQS Management LLC$148M AUM | 0.35% | $517,935 | 10.4K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.35% | $756,345 | 15.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.34% | $1M | 26.6K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.32% | $49M | 973.4K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.30% | $25M | 507.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.26% | $900,144 | 44.0K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.25% | $2M | 28.3K | Q3 2025OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.25% | $285,522 | 5.7K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.23% | $681,462 | 13.6K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.23% | $898,200 | 18.0K | Q4 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.22% | $319,086 | 5.5K | Q2 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.20% | $570,186 | 11.4K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 0.20% | $297,512 | 6.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.19% | $1M | 22.0K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.19% | $311,000 | 6.2K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.18% | $1M | 21.6K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.17% | $221,889 | 3.8K | Q3 2025OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.17% | $222,822 | 4.5K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.16% | $254,796 | 5.1K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.16% | $3M | 53.5K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.16% | $343,677 | 6.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.16% | $28M | 480.9K | Q3 2025OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.14% | $9M | 186.5K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.14% | $219,774 | 4.4K | Q1 2026OLDER |
| Presima Securities ULC$178M AUM | 0.13% | $234,912 | 4.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.13% | $79M | 1.57M | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.13% | $2M | 40.7K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.13% | $679,240 | 13.6K | Q4 2025OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.13% | $699,090 | 14.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.13% | $591,277 | 11.8K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.11% | $2M | 48.4K | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 0.11% | $14M | 287.3K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.11% | $1M | 20.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.10% | $2M | 36.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.10% | $642,586 | 12.9K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.10% | $14M | 281.8K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.10% | $2M | 42.8K | Q4 2025OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.10% | $453,187 | 9.1K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.09% | $722,285 | 14.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 35.6K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.09% | $4M | 75.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.08% | $190,768 | 3.8K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 0.08% | $540,319 | 10.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $5M | 90.3K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.08% | $350,250 | 6.0K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $2M | 42.4K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.07% | $821,422 | 14.2K | Q2 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.07% | $246,053 | 4.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.07% | $279,492 | 4.8K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.07% | $2M | 42.1K | Q2 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.07% | $7M | 137.0K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.07% | $459,154 | 9.2K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.07% | $11M | 222.4K | Q4 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.07% | $226,219 | 4.5K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.07% | $212,870 | 3.7K | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.06% | $161,788 | 2.8K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.06% | $205,585 | 4.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $226,247 | 3.9K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.06% | $49M | 975.1K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $256,645 | 5.1K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.06% | $222,668 | 4.4K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $394,184 | 7.9K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.06% | $605,765 | 12.1K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 0.06% | $315,747 | 6.3K | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.06% | $4M | 86.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.06% | $429,156 | 8.6K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.05% | $435,724 | 8.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 44.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.05% | $7M | 131.4K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $189,498 | 3.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.05% | $2M | 46.1K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.05% | $537,288 | 9.3K | Q2 2026 |
| Vanderbilt University$526M AUM | 0.05% | $255,695 | 5.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $1M | 23.3K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.05% | $933,553 | 18.7K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.05% | $561,653 | 9.7K | Q2 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.05% | $126,868 | 2.2K | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.04% | $8M | 152.0K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $28M | 564.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.04% | $710,781 | 14.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $770,350 | 15.4K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $624,600 | 12.5K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.04% | $229,140 | 4.0K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.04% | $10M | 201.5K | Q4 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.04% | $576,688 | 11.5K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.04% | $205,297 | 3.5K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $12M | 249.0K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.04% | $1M | 29.4K | Q4 2025OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.04% | $82,086 | 1.6K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 53.1K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.04% | $362,460 | 7.3K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.04% | $328,387 | 6.6K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $334,532 | 6.7K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.04% | $569,113 | 11.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 38.6K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.04% | $22M | 439.7K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $606,215 | 12.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $72M | 1.46M | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $11M | 212.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.03% | $49,960 | 1.0K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $438,831 | 8.8K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.03% | $8M | 151.7K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.03% | $2M | 32.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.03% | $1M | 24.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 48.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $210,528 | 4.2K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $528,804 | 10.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 28.7K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.03% | $3M | 69.5K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $291,467 | 5.8K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $213,479 | 4.3K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $344,201 | 6.9K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $4M | 83.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $42,679 | 849 | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $996,652 | 19.9K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $47M | 936.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $22M | 446.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $1M | 18.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 22.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $23M | 451.7K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $200,889 | 3.5K | Q3 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $30,241 | 521 | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 18.8K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $697,142 | 14.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $26,029 | 521 | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $442,995 | 8.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $343 | 6.9K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $898,988 | 17.9K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.02% | $624,130 | 10.8K | Q3 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $701,938 | 14.1K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 20.5K | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.02% | $4M | 72.1K | Q3 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 22.1K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $577,138 | 11.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $25,930 | 447 | Q3 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $8M | 151.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $725,161 | 14.4K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $5M | 108.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $329M | 6.59M | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $2M | 49.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $11M | 210.8K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $7M | 146.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $1M | 29.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $39M | 775.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $76,963 | 1.5K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $5M | 106.1K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 93.3K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.02% | $700,197 | 14.0K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $6M | 118.0K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $378,447 | 7.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $469,525 | 9.4K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $1M | 29.1K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 22.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $1M | 26.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $3M | 53.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 31.2K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.01% | $324,674 | 6.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $701,522 | 12.1K | Q2 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 22.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $852,168 | 17.1K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 23.2K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.01% | $200,901 | 3.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $559,102 | 11.2K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.01% | $49,960 | 1.0K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $223,802 | 4.5K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $692,197 | 13.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 51.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $57M | 1.13M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.01% | $7M | 146.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $990,453 | 19.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $38,113 | 657 | Q2 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $280,376 | 5.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $18M | 367.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $10M | 195.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $338,829 | 6.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $69M | 1.37M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $13M | 256.7K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $300,759 | 6.0K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $229,939 | 4.6K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $781,075 | 15.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $56M | 1.12M | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $1M | 22.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 39.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $3M | 68.9K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $408,507 | 7.0K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $34,723 | 695 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $868,464 | 17.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $768,534 | 15.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $24,980 | 500 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $7M | 138.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $432,804 | 8.7K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $954,686 | 19.1K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $84,932 | 1.7K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.01% | $220,823 | 4.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $5M | 106.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $496,554 | 9.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $318,867 | 6.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $10M | 209.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $782,372 | 15.7K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $27,179 | 544 | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.01% | $14,912 | 258 | Q2 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $17M | 335.5K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $11,841 | 237 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $496M | 9.92M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $6M | 114.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 48.1K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $239,808 | 4.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $831,292 | 16.6K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $2M | 33.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $3M | 66.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $251,058 | 4.5K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 41.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 148.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $541M | 10.84M | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $476,515 | 8.2K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $59M | 1.18M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $5M | 90.5K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 82.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $33M | 665.8K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $335,431 | 6.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 118.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $6M | 120.0K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $4M | 88.0K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $34,806 | 600 | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $486,910 | 9.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $392,935 | 7.9K | Q2 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $20,093 | 402 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $60,040 | 1.0K | Q3 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $840,277 | 16.8K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $491,556 | 9.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $193M | 3.84M | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $236,269 | 4.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $23,853 | 478 | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $204,594 | 3.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $24M | 485.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 60.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 21.3K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 34.8K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $6,586 | 132 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $520,346 | 10.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $348,847 | 6.0K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $514,247 | 10.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $41M | 825.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $272,051 | 4.7K | Q3 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $13,672 | 236 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $41M | 815.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 20.9K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $779,338 | 15.6K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $23M | 470.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $48,900 | 979 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $149,880 | 3.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $219,674 | 4.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $177,061 | 3.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $25M | 508.5K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.01% | $13,739 | 275 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $272,912 | 4.7K | Q2 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $82M | 1.64M | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $779,376 | 15.6K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.01% | $611,361 | 12.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $3M | 69.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $905,776 | 18.1K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 33.0K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $214,828 | 4.3K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $9,043 | 181 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $5M | 92.7K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $913,718 | 18.3K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $277,828 | 5.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $21M | 414.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $128,318 | 2.2K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $200,789 | 4.0K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $279,676 | 5.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $7M | 146.8K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $2M | 31.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $8M | 170.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $938,401 | 18.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $229,409 | 4.0K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 95.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $556,934 | 11.2K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 150.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 62.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $4,996 | 100 | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $202,861 | 3.5K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $13M | 256.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $164M | 3.29M | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $5M | 91.0K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $441,147 | 8.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $65M | 1.30M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $21,533 | 431 | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.00% | $4M | 73.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 66.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $609,808 | 12.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $141,637 | 2.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 69.8K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $298,701 | 6.0K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $889,625 | 17.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $452,088 | 9.0K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $4M | 86.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $192,392 | 3.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $894,693 | 17.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $53,107 | 1.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $255,645 | 5.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $843,755 | 16.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 56.2K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $457,384 | 9.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $12,890 | 258 | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $603,517 | 12.1K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $22,333 | 385 | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 87.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 29.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $230,665 | 4.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $885,641 | 17.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 247.7K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $17,936 | 359 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 67.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 40.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $171,337 | 3.0K | Q3 2025OLDER |
| Norinchukin Bank, The$8.6B AUM | 0.00% | $208,720 | 3.6K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $1M | 17.6K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $510,567 | 10.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $86,431 | 1.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $14,970 | 300 | Q4 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $4M | 83.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $781,524 | 15.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $12,927 | 257 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 171.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 122.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 76.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39M | 799.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $511,922 | 10.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $212,143 | 3.7K | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $27,648 | 553 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $10M | 201.1K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $5,557 | 111 | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $13M | 256.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $115,258 | 2.3K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $17,486 | 350 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $20M | 399.8K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,498 | 50 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 53.2K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $231,750 | 4.0K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $6,349 | 127 | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $14,631 | 286 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $446,742 | 8.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $256,974 | 5.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $140,787 | 2.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 30.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $435,451 | 8.7K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $5,163 | 89 | Q3 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $3,788 | 76 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $3M | 62.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $336,181 | 6.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $203,789 | 3.5K | Q3 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $2,514 | 50 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 83.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $767,286 | 15.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $9,032 | 181 | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $10,727 | 215 | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $3,423 | 59 | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $243,747 | 4.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $8,585 | 148 | Q2 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $8,793 | 176 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 37.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $249,350 | 5.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $50,064 | 1.0K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $225,120 | 4.5K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $2,436 | 42 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $44,903 | 911 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $447,692 | 9.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $553,303 | 11.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 34.6K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 26.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $85,332 | 1.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 352.0K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $5,596 | 112 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $218,462 | 4.4K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 90.6K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.00% | $232,450 | 4.6K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 30.5K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $1,270 | 25 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $369,055 | 7.3K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $13,623 | 273 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 136.6K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $3,747 | 75 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $226,945 | 4.5K | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $12,878 | 222 | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $15,953 | 275 | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $300,759 | 6.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $45,756 | 916 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $569,890 | 9.8K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $34,690 | 598 | Q2 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,549 | 31 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $3,497 | 70 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $3,497 | 70 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $3,747 | 75 | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $57,504 | 1.2K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $249,300 | 5.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $5,746 | 115 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $509,989 | 10.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $7,693 | 154.0K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $10,292 | 206 | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $1,464 | 29 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $23,204 | 400 | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $11,142 | 223 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 31.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $232,164 | 4.6K | Q2 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $489,608 | 9.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,851 | 335 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,062 | 21.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $56,904 | 1.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 33.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 42.2K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $498,016 | 8.6K | Q3 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $207,084 | 4.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 127.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 53.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $239,758 | 4.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 41.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $70,722 | 1.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $160,411 | 3.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $609,712 | 12.2K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $441,846 | 8.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $576,988 | 11.5K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $321,143 | 6.4K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $5,546 | 111 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $51,481 | 1.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 41.9K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $307,453 | 5.3K | Q3 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,996 | 100 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $949 | 19 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $302,358 | 6.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $347,095 | 7.0K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $254,346 | 5.1K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $6,380 | 128 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 67.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 45.1K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $327,936 | 6.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $68,745 | 1.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $72,264 | 1.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.00% | $816 | 14 | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $18,985 | 380 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $3,719 | 74 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $4,214 | 83 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $1,000 | 20 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $3,447 | 69 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $7,645 | 153 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,747 | 75 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,367 | 27 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $277,178 | 5.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $4,142 | 83 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,427 | 29 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $100,771 | 2.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6M | 111.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 32.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,045 | 121 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $10,674 | 184 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,949 | 39 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $12,441 | 249 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $218,176 | 3.8K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,743 | 75 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $22,221 | 445 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,796 | 96 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $2,668 | 46 | Q3 2025OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.00% | $99,082 | 1.7K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $113,373 | 2.3K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $307,403 | 6.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $17,236 | 345 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $81,185 | 1.6K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,293 | 66 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $971 | 19 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $199,600 | 4.0K | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $500 | 10 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $357,564 | 7.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69,995 | 1.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $850 | 17 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $10,742 | 211 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,102 | 19 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $49,900 | 1.0K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $150 | 3 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $500 | 10 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $400 | 8 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $672 | 13 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,447 | 69 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $16,301 | 281 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $168,835 | 3.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $150 | 3 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $758 | 13 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.