EPRTESSENTIAL PPTYS RLTY TR INC
CUSIP 29670E107 · Yahoo Finance ↗ · Google Finance ↗
Essential Pptys Rlty Tr Inc (EPRT) has 376 institutional holders in Filings Flow’s 13F database, together reporting 244.94M shares worth $6.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
376
Q1 2026
Reported Value
$6.4B
Ticker
EPRT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bayhunt Capital LLC$106M AUM | 4.29% | $5M | 152.7K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 3.14% | $17M | 554.7K | Q1 2026OLDER |
| B&I Capital AG$294M AUM | 2.90% | $9M | 281.3K | Q1 2026OLDER |
| RUSH ISLAND MANAGEMENT, LP$1.5B AUM | 2.54% | $38M | 1.25M | Q1 2026OLDER |
| GSI Capital Advisors LLC$184M AUM | 2.43% | $4M | 147.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 2.21% | $602M | 19.84M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 1.61% | $5M | 179.7K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 1.52% | $3M | 97.2K | Q3 2025OLDER |
| Adelante Capital Management LLC$1.5B AUM | 1.35% | $20M | 650.1K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.08% | $104M | 3.43M | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.99% | $67M | 2.20M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.91% | $41M | 1.35M | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.65% | $3M | 85.7K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.60% | $284M | 9.36M | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.53% | $11M | 350.0K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.51% | $8M | 250.0K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.46% | $160M | 5.28M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.42% | $5M | 173.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.42% | $13M | 443.9K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.41% | $19M | 636.8K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.40% | $686,533 | 23.1K | Q3 2025OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.40% | $38M | 1.27M | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.39% | $6M | 199.3K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.37% | $2M | 67.4K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.36% | $6M | 200.0K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.34% | $392,401 | 12.9K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.33% | $9M | 308.5K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.30% | $105M | 3.46M | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.30% | $5M | 153.5K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.27% | $432,023 | 14.2K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.23% | $2M | 73.8K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.22% | $870,907 | 28.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.21% | $5M | 167.8K | Q1 2026OLDER |
| Vanderbilt University$526M AUM | 0.21% | $1M | 36.1K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.20% | $676,460 | 21.7K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.19% | $6M | 194.6K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.19% | $321,000 | 10.6K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.18% | $30M | 983.3K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 0.18% | $292,974 | 9.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.17% | $138M | 4.55M | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.17% | $3M | 84.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.17% | $37M | 1.26M | Q4 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.16% | $276,976 | 9.3K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.16% | $11M | 356.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.16% | $1M | 34.1K | Q3 2025OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.16% | $2M | 63.2K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.15% | $369,089 | 12.4K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.14% | $20M | 669.6K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.14% | $248,952 | 8.2K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.13% | $401,997 | 13.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $434,269 | 14.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.13% | $157M | 5.19M | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.13% | $268,569 | 9.0K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.13% | $5M | 171.2K | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 0.12% | $16M | 527.7K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.12% | $4M | 141.3K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.11% | $364,350 | 12.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.10% | $78M | 2.57M | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.09% | $1M | 39.6K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $505,551 | 16.4K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.08% | $40M | 1.36M | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.08% | $21M | 684.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.08% | $10M | 337.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.08% | $46M | 1.52M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $23M | 750.8K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $294,128 | 9.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.07% | $5M | 170.9K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.07% | $11M | 375.7K | Q4 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.06% | $101,554 | 3.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $543,839 | 17.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.06% | $4M | 116.5K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $788,873 | 26.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $2M | 55.6K | Q3 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.06% | $1M | 42.7K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.06% | $536,309 | 17.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.06% | $31M | 1.01M | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.05% | $51M | 1.67M | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.05% | $495,886 | 16.7K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $13M | 439.2K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.05% | $156M | 5.00M | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.05% | $2M | 76.3K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.05% | $2M | 50.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.05% | $8M | 253.2K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.05% | $3M | 93.1K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $171,001 | 5.7K | Q3 2025OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.05% | $1M | 42.1K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.05% | $348,772 | 11.5K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.05% | $252M | 8.29M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.05% | $27M | 875.3K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $84M | 2.77M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $202,258 | 6.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.04% | $7M | 220.7K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.04% | $2M | 55.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 103.4K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.04% | $13M | 434.8K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $220,075 | 7.4K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.04% | $3M | 111.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $819,841 | 27.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.04% | $40M | 1.32M | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.04% | $1M | 37.2K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $621,439 | 20.5K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.03% | $11M | 371.3K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.03% | $1M | 35.7K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.03% | $49,640 | 1.67M | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $268,322 | 8.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $1M | 34.9K | Q2 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.03% | $2M | 60.8K | Q3 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.03% | $216,413 | 7.3K | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.03% | $1M | 49.2K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.03% | $27M | 885.2K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.03% | $297,984 | 9.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $4M | 125.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $117,454 | 4.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.03% | $172M | 5.67M | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $259,882 | 8.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $11M | 375.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $79M | 2.59M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.03% | $10M | 332.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.03% | $95M | 3.15M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $26M | 840.3K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.02% | $211,184 | 7.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.02% | $1M | 39.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $15M | 486.3K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.02% | $121,440 | 4.0K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.02% | $18M | 585.6K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.02% | $847,044 | 27.9K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.02% | $3M | 86.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 98.4K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $7M | 232.4K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 72.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $390,703 | 12.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $4M | 141.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $810,430 | 27.3K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 56.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.1B | 37.27M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $94M | 3.10M | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 48.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $929,320 | 30.6K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.02% | $12M | 400.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $29M | 962.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $861,641 | 29.0K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $3M | 101.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $3M | 114.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $113M | 3.72M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $33M | 1.07M | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $558,017 | 18.4K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $31M | 1.03M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $500,151 | 16.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 51.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $18M | 581.9K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $19M | 621.9K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $3M | 92.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 54.1K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $1M | 39.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $878M | 29.59M | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $2M | 51.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 45.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $352M | 11.47M | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.01% | $15,484 | 510 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 166.9K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.01% | $17,517 | 577 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $346,985 | 11.4K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $291,092 | 9.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $102,344 | 3.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $169M | 5.57M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $402,391 | 13.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $9M | 298.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $74M | 2.45M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $990,495 | 32.6K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 54.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $806,756 | 26.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $29M | 990.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $40M | 1.31M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $152M | 5.12M | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $12,856 | 432 | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $15,335 | 500 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $48M | 1.58M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $222,426 | 7.5K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 160.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $446,626 | 14.7K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $1M | 41.2K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 69.8K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.01% | $979,323 | 32.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 79.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $411,239 | 13.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $49,942 | 1.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $7M | 237.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $208,360 | 6.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $200,146 | 6.7K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $573,227 | 18.9K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $539,345 | 17.8K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $331,234 | 10.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 62.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $131M | 4.30M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $12M | 392.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $29M | 986.3K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $11M | 352.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $71,418 | 2.3K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $22M | 736.2K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.01% | $759,000 | 25.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $241,158 | 7.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $482,026 | 15.9K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $10,476 | 352 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $68,675 | 2.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 43.6K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $982,996 | 32.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $5M | 161.5K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $343,401 | 11.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 1.10M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 1.43M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $19,552 | 644 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 175.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 136.0K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $35M | 1.15M | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $127,280 | 4.3K | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 45.5K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $7M | 228.7K | Q1 2026OLDER |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 0.00% | $430,201 | 14.2K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $201,014 | 6.6K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $6M | 184.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $327,334 | 11.0K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $572,620 | 18.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $62M | 2.02M | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 49.2K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $2M | 79.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 93.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 405.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $42,029 | 1.4K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 289.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 95.2K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $5,833 | 196 | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $5M | 169.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $807,211 | 26.6K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 0.00% | $282,287 | 9.3K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 35.1K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $265,001 | 8.6K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $498,360 | 16.4K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $248,952 | 8.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $40M | 1.33M | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 33.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $165,614 | 5.5K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $875,807 | 28.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 63.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $139,383 | 4.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $721,232 | 23.8K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $425,389 | 14.3K | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $526,751 | 17.7K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 44.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 95.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 49.6K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $248,922 | 8.2K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $15,545 | 512 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $593,963 | 19.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 181.6K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $2,810 | 95 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 387.9K | Q2 2026 |
| Cullen Capital Management, LLC$9.8B AUM | 0.00% | $216,163 | 7.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $5,495 | 181 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $9M | 290.1K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $763,982 | 25.8K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $137,622 | 4.5K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $53,130 | 1.8K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $3,737 | 126 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $231,505 | 7.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $388,395 | 12.8K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $390,118 | 13.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 229.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $4,281 | 141 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $325,574 | 10.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $11,142 | 367 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $5M | 175.1K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $432,790 | 14.2K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $25,701 | 867 | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $7,534 | 254 | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 70.6K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $90,959 | 3.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $304,104 | 10.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $90,888 | 3.1K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $48,939 | 1.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,275 | 237 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $6M | 202.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $40,586 | 1.3K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,030 | 68 | Q2 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $942,679 | 31.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $3,075 | 103 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 92.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 41.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 329.9K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,703 | 56.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $11,033 | 363.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $229,550 | 7.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $3M | 86.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $328,498 | 10.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $249,225 | 8.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $786,183 | 25.9K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.00% | $224,490 | 7.5K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $314,803 | 10.4K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $669,323 | 21.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $26,504 | 873 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $96,636 | 3.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $230,493 | 7.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $349,628 | 11.4K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $306,029 | 10.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $985,182 | 32.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $208,877 | 6.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,768 | 190 | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $1,457 | 48 | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $5,665 | 191 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 204.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $600,406 | 19.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $202,045 | 6.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $10,990 | 362 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $311,645 | 10.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $15,180 | 500 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $4,584 | 151 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $26,118 | 881 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 42.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 61.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $4,615 | 152 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $1,033 | 34 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $488,242 | 16.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $400,175 | 13.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,613 | 118 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $295,919 | 9.7K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $27,104 | 908 | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $22,927 | 773 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $231,950 | 7.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $604,862 | 19.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $468,520 | 15.8K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $65,138 | 2.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $47,160 | 1.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $422,210 | 13.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $528,117 | 17.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $7,731 | 259 | Q2 2026 |
| Spire Wealth Management$2.9B AUM | 0.00% | $15,484 | 510 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,448 | 341 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,743 | 121 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $409,650 | 13.6K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $33,062 | 1.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $325,151 | 10.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,097 | 102 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $20,432 | 673 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $309,763 | 10.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $18,362 | 617 | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,352 | 79 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $335,326 | 11.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 33.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,640 | 54 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $190,630 | 6.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $269,364 | 9.1K | Q3 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,246 | 42 | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $516 | 17 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,072 | 200 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $225,330 | 7.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 37.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 54.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 85.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $193,807 | 6.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $494,522 | 16.6K | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $13,299 | 429 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $534 | 18 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $4,099 | 135 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,924 | 261 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $188,597 | 6.2K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $2,277 | 75 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $353,450 | 11.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,201 | 336 | Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $729 | 24 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $57,762 | 1.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $75,896 | 2.5K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $2,004 | 66 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $363,531 | 12.0K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $29,601 | 975 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $517 | 17 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,487 | 49 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,227 | 271 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $121 | 4 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,216 | 73 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $28 | 947 | Q3 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $567 | 19 | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,032 | 34 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,218 | 106 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $40,652 | 1.3K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $2,147 | 70 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $1,215 | 40 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $320 | 10 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $304 | 10 | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $577 | 19 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $260,155 | 8.6K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $3,662 | 119 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $94,222 | 3.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $8,452 | 284 | Q3 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $215 | 7 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,464 | 81 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $4,250 | 140 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,795 | 125 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6,258 | 211 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $61 | 2 | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,063 | 35 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $3,036 | 100 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,656 | 351 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $11,130 | 374 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $536 | 18 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $268 | 9 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $577 | 19 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,066 | 101 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.