ERICTELEFONAKTIEBOLAGET LM ERICS
CUSIP 294821608 · Yahoo Finance ↗ · Google Finance ↗
Telefonaktiebolaget Lm Erics (ERIC) has 372 institutional holders in Filings Flow’s 13F database, together reporting 312.84M shares worth $3.5B as of Q1 2026. The largest reported holders are Hotchkis & Wiley Capital Management LLC, Acadian Asset Management LLC, and Primecap Management Co/Ca/.
Institutional Holders
372
Q1 2026
Reported Value
$3.5B
Ticker
ERIC
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Drum Hill Capital, LLC$109M AUM | 6.90% | $8M | 667.0K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 3.49% | $26M | 2.33M | Q1 2026 |
| DigitalBridge Group, Inc.$1.6B AUM | 3.25% | $33M | 3.89M | Q2 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 2.86% | $927M | 82.26M | Q1 2026 |
| Turim 21 Investimentos Ltda.$399M AUM | 1.89% | $8M | 670.0K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 1.51% | $8M | 924.8K | Q2 2025OLDER |
| SALT Holding Corp.$165M AUM | 1.36% | $2M | 200.0K | Q1 2026 |
| XY Capital Ltd$101M AUM | 1.31% | $1M | 117.6K | Q1 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 1.04% | $3M | 304.5K | Q1 2026 |
| denkapparat Operations GmbH$242M AUM | 1.04% | $3M | 222.5K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.97% | $9M | 811.4K | Q1 2026 |
| Henry James International Management Inc.$334M AUM | 0.94% | $3M | 231.7K | Q1 2026 |
| Transmarket Holdings LP$137M AUM | 0.86% | $1M | 121.3K | Q1 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.60% | $6M | 528.1K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 0.58% | $797,623 | 70.8K | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 0.54% | $3M | 311.6K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.53% | $3M | 260.8K | Q1 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.51% | $5M | 404.2K | Q1 2026 |
| Dorsey Wright & Associates$807M AUM | 0.36% | $2M | 180.8K | Q2 2025OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.33% | $423M | 37.50M | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.28% | $1M | 102.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.20% | $10M | 1.23M | Q2 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.19% | $220,734 | 19.6K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.19% | $484,839 | 43.0K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.19% | $208,675 | 18.5K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.19% | $1M | 122.2K | Q2 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.19% | $2M | 189.0K | Q3 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.18% | $5M | 573.8K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.16% | $102M | 9.08M | Q1 2026 |
| Defiance ETFs, LLC$7.0B AUM | 0.15% | $11M | 939.1K | Q1 2026 |
| Brucke Financial, Inc.$197M AUM | 0.15% | $266,494 | 27.6K | Q4 2025OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.14% | $649,085 | 76.5K | Q2 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.13% | $870,343 | 90.2K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.13% | $29M | 3.37M | Q2 2025OLDER |
| Hedges Asset Management LLC$142M AUM | 0.12% | $173,700 | 18.0K | Q4 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.12% | $883,455 | 78.4K | Q1 2026 |
| Strategic Global Advisors, LLC$625M AUM | 0.12% | $746,469 | 66.2K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.12% | $1M | 176.9K | Q3 2025OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.12% | $250,825 | 22.3K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.11% | $360,059 | 31.9K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.11% | $140,642 | 12.3K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.10% | $4M | 494.5K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.09% | $2M | 151.1K | Q1 2026 |
| Five Oceans Advisors$311M AUM | 0.09% | $244,999 | 21.7K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.09% | $5M | 445.4K | Q1 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.08% | $182,479 | 22.1K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.08% | $154M | 13.71M | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.08% | $3M | 260.3K | Q4 2025OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.08% | $171,228 | 20.2K | Q2 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.08% | $294,036 | 34.7K | Q2 2025OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.08% | $85,020 | 10.0K | Q2 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.08% | $379,738 | 33.7K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.08% | $125,908 | 11.2K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.08% | $162,085 | 14.4K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.08% | $395,487 | 35.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 639.8K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.07% | $136,130 | 12.1K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.07% | $482,356 | 58.3K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.07% | $693,391 | 61.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $7M | 583.0K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.07% | $492,600 | 43.7K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.07% | $44M | 3.90M | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $612,772 | 54.4K | Q1 2026 |
| Shilanski & Associates, Inc.$376M AUM | 0.07% | $244,207 | 28.8K | Q2 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 119.0K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.07% | $194,746 | 17.3K | Q1 2026 |
| LCM Capital Management Inc$199M AUM | 0.07% | $131,573 | 11.7K | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.07% | $115,811 | 10.3K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.07% | $4M | 310.9K | Q1 2026 |
| 626 Financial, LLC$224M AUM | 0.06% | $129,155 | 11.5K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 0.06% | $216,395 | 19.2K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.06% | $338,979 | 30.1K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $60M | 5.33M | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.06% | $11M | 985.0K | Q1 2026 |
| Corient IA LLC$106M AUM | 0.05% | $93,280 | 11.0K | Q2 2025OLDER |
| MQS Management LLC$148M AUM | 0.05% | $97,673 | 11.5K | Q2 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.05% | $170,662 | 15.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.05% | $16M | 1.42M | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.05% | $451,363 | 40.0K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.05% | $2M | 141.7K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 0.05% | $599,833 | 53.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.05% | $35M | 3.10M | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.05% | $246,310 | 29.0K | Q2 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.05% | $1M | 142.6K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.05% | $3M | 271.3K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.05% | $89,557 | 10.6K | Q2 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.05% | $84,514 | 7.5K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.05% | $2M | 182.0K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.04% | $49,024 | 4.3K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.04% | $3M | 275.1K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.04% | $95,976 | 11.6K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $434,447 | 38.5K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 0.04% | $142,821 | 12.7K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.04% | $339,928 | 30.2K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.04% | $409,162 | 36.3K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.04% | $4M | 359.6K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.04% | $272,910 | 33.0K | Q3 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.04% | $3M | 327.0K | Q4 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $220,499 | 26.0K | Q2 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $30M | 2.64M | Q1 2026 |
| Westover Capital Advisors, LLC$543M AUM | 0.04% | $210,749 | 18.7K | Q1 2026 |
| Retirement Solution LLC$423M AUM | 0.04% | $162,032 | 14.4K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 226.4K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.04% | $535,482 | 64.8K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.04% | $137,368 | 14.2K | Q1 2026 |
| Mengis Capital Management, Inc.$581M AUM | 0.04% | $184,421 | 22.3K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 140.6K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.04% | $1M | 129.6K | Q1 2026 |
| Frec Markets, Inc.$587M AUM | 0.04% | $206,072 | 18.3K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.03% | $185,983 | 21.9K | Q2 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $8M | 677.1K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $37,011 | 3.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $16M | 1.85M | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 121.7K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.03% | $187,431 | 16.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 164.5K | Q1 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.03% | $392,985 | 34.9K | Q1 2026 |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.03% | $624,037 | 64.7K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.03% | $117,248 | 12.2K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $496,420 | 44.0K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.03% | $467,513 | 41.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 98.0K | Q1 2026 |
| Family Manage LLC$834M AUM | 0.03% | $213,544 | 18.9K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.03% | $104,762 | 12.4K | Q2 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $406,858 | 36.1K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.02% | $131,712 | 11.7K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $815,622 | 72.4K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.02% | $93,568 | 11.0K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $21M | 1.92M | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.02% | $9M | 808.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 1.11M | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 146.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $790,207 | 70.1K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $548,793 | 48.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $646,061 | 57.3K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.02% | $106,217 | 11.0K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 176.5K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $217,883 | 19.3K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.02% | $119,196 | 14.4K | Q3 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.02% | $123,249 | 10.9K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.02% | $775,455 | 68.8K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $237,616 | 21.1K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.02% | $22,822 | 2.0K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $841,889 | 87.2K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.02% | $311,390 | 27.6K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $286,326 | 25.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 1.11M | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $29,336 | 2.6K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.02% | $33,775 | 3.5K | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.02% | $20,286 | 1.8K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $204,267 | 18.5K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 163.8K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $4M | 368.8K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.02% | $96,208 | 11.6K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $51,493 | 4.6K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $29,877 | 2.7K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $15M | 1.29M | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.01% | $51,876 | 4.6K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $27M | 2.37M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $32M | 2.86M | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.01% | $279,834 | 24.8K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.01% | $495,452 | 44.0K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.01% | $134,604 | 15.9K | Q2 2025OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.01% | $120,713 | 14.2K | Q2 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.01% | $183,802 | 16.3K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $5M | 435.1K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $402,854 | 34.7K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $7M | 637.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $319,780 | 42.0K | Q2 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.01% | $3M | 262.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $464,675 | 56.2K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $10M | 877.1K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $16M | 1.40M | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 119.8K | Q4 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.01% | $83,028 | 10.0K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 134.1K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $291,716 | 35.3K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $662,191 | 58.8K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.01% | $128,951 | 11.4K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.01% | $141,417 | 17.1K | Q3 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $94,798 | 11.2K | Q2 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $607,510 | 53.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 116.9K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $191,083 | 17.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $45M | 3.97M | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $221,343 | 19.6K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.01% | $18,615 | 1.9K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $28,299 | 2.5K | Q1 2026 |
| Moloney Securities Asset Management, LLC$840M AUM | 0.01% | $82,700 | 10.0K | Q3 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $193,213 | 17.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $677,196 | 79.9K | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $84M | 7.46M | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $37,721 | 3.3K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $569,356 | 67.1K | Q2 2025OLDER |
| Vest Financial, LLC$8.3B AUM | 0.01% | $774,813 | 68.8K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $260,528 | 23.1K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $439,462 | 39.0K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $417,407 | 37.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $505,762 | 52.4K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 327.8K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.01% | $74,078 | 6.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 883.9K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.01% | $89,930 | 10.6K | Q2 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.01% | $97,740 | 11.5K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $11M | 964.4K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $19,384 | 1.7K | Q1 2026 |
| BNP PARIBAS$3.1B AUM | 0.01% | $248,100 | 30.0K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $6M | 759.9K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $622,420 | 55.2K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $329,301 | 29.2K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $134,316 | 11.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $12M | 1.03M | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $814,138 | 72.2K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $537,783 | 47.7K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $30,440 | 2.7K | Q1 2026 |
| Moser Wealth Advisors, LLC$208M AUM | 0.01% | $12,720 | 1.5K | Q2 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $130,476 | 11.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $172,448 | 15.3K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $419,165 | 37.2K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $3M | 282.4K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $30,891 | 2.7K | Q1 2026 |
| HENNESSY ADVISORS INC$2.8B AUM | 0.01% | $158,084 | 14.0K | Q1 2026 |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $509,579 | 45.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $11M | 951.3K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $54,254 | 4.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $76M | 6.77M | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $1M | 110.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 559.1K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.01% | $11,270 | 1.0K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.01% | $7,488 | 883 | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $448,134 | 52.8K | Q2 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $12,239 | 1.1K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $16,409 | 1.5K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $85,464 | 10.1K | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 110.6K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 89.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $835,699 | 74.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 270.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $9M | 822.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $123,955 | 11.2K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $361,361 | 32.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 163.7K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $6,683 | 593 | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $10,617 | 942 | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $299,196 | 26.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $4M | 320.9K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $22M | 1.98M | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.00% | $103,685 | 12.2K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $929,968 | 96.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $68M | 7.08M | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.00% | $761,182 | 89.8K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $30M | 2.67M | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.00% | $26,870 | 3.2K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $308,696 | 27.4K | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $102,433 | 9.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $200,076 | 17.8K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $3,956 | 351 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $313,171 | 27.8K | Q1 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $56,001 | 5.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $646,000 | 57.3K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $144,121 | 12.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $91,416 | 8.1K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $11,687 | 1.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $105,742 | 9.4K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $47,695 | 4.2K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $21,819 | 1.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 662.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 133.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $408,170 | 36.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $33,652 | 3.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $23M | 2.01M | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $4,745 | 421 | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $458,678 | 40.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $207,042 | 18.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 978.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $56M | 4.96M | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $203,871 | 18.1K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.00% | $85,247 | 10.3K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $6,391 | 567 | Q1 2026 |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.00% | $240,409 | 29.1K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $98,004 | 8.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $414,578 | 36.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 797.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $858,307 | 76.2K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $14,854 | 1.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $115,326 | 10.2K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $43,641 | 3.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 1.35M | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $541,253 | 48.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $127,645 | 11.1K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $279,011 | 24.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $121,109 | 10.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 163.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 1.17M | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $126,821 | 11.3K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $432,926 | 52.3K | Q3 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $120,374 | 10.7K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,663 | 325 | Q1 2026 |
| Boston Partners$95.5B AUM | 0.00% | $2M | 163.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $90,095 | 10.6K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $128,816 | 11.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 350.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $36,711 | 3.2K | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $103,650 | 9.2K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $3,922 | 348 | Q1 2026 |
| ICONIQ Capital, LLC$4.5B AUM | 0.00% | $100,225 | 11.8K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 137.2K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $6M | 503.9K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $12,397 | 1.1K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $730,893 | 64.9K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $422,443 | 37.5K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $16,756 | 1.4K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $7M | 639.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 175.8K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 90.3K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $19,173 | 2.3K | Q2 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $388,455 | 34.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $265,674 | 23.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $835,468 | 74.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $174,031 | 15.4K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $52,871 | 6.2K | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $452,596 | 39.7K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $185,358 | 16.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $120,420 | 10.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $794,727 | 70.5K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $221,249 | 19.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $234,516 | 20.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 119.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $265,780 | 23.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 90.4K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $5,635 | 500 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3M | 265.0K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $1,769 | 157 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $182,705 | 21.5K | Q2 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $11,675 | 1.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 364.1K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $4,069 | 476 | Q2 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $199,330 | 17.7K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,515 | 157 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 136.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $60,445 | 5.4K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $22,540 | 2.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $96,846 | 8.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $31,894 | 2.8K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $3,979 | 353 | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 507.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $204,519 | 21.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $543,075 | 49.6K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $116,814 | 10.4K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,644 | 274 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $40,816 | 3.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $54,762 | 4.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $142,213 | 12.6K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $103,391 | 9.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $112,700 | 10.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $441,568 | 39.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $384,254 | 33.7K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $1,916 | 200 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $8,340 | 740 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,450 | 373 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $122,544 | 14.8K | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $297,573 | 26.4K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $482,503 | 42.8K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $2,383 | 281 | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $275,026 | 58.3K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $5,105 | 453 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $959,978 | 85.2K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $9,681 | 859 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 420.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $467,918 | 41.3K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $1,251 | 111 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $283,917 | 25.2K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $645,455 | 57.3K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $10,256 | 910 | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $182,754 | 16.2K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.00% | $1,696 | 200 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,697 | 328 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $14,029 | 1.2K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $481,158 | 42.7K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $21,413 | 1.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,870 | 1.2K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $766 | 68 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,730 | 331 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $565,073 | 50.1K | Q1 2026 |
| SRH ADVISORS, LLC$349M AUM | 0.00% | $1,241 | 150 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $135,477 | 12.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $250,072 | 22.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $107,354 | 11.1K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $250,441 | 22.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 160.6K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $5,241 | 465 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $4,925 | 437 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3M | 228.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $67,326 | 6.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $148,536 | 13.2K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $501 | 52 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 365.0K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $2,264 | 267 | Q2 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $16,540 | 2.0K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,956 | 351 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $15,215 | 1.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $481,948 | 43.3K | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.00% | $858 | 100 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $13M | 1.14M | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,344 | 208 | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $275 | 24 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,244 | 392 | Q3 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,163 | 192 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,353 | 120 | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $3M | 265.0K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $1,486 | 154 | Q4 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $778 | 69 | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $494,620 | 51.3K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $471 | 57 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $827,736 | 73.4K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $609 | 54 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $7,292 | 647 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,216 | 374 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $487,774 | 43.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $83,874 | 10.1K | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,522 | 135 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $925 | 82 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $169 | 15 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $650,628 | 57.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $7,581 | 894 | Q2 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $473 | 42 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $698,000 | 61.9K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $676 | 60 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $317,747 | 28.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $21,357 | 1.9K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,679 | 149 | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,216 | 126 | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $1,488 | 132 | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $621,765 | 55.2K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $794 | 96 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $16,173 | 1.4K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $1,552 | 138 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $376 | 39 | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $965 | 100 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,302 | 204 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $327 | 29 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $620 | 75 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,330 | 118 | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $81,911 | 10.1K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,346 | 918 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $575 | 51 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $211,617 | 18.8K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $195,241 | 17.3K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $4,155 | 374 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,967 | 352 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $642 | 57 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,369 | 891 | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $134,598 | 11.9K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $880 | 78 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,467 | 173 | Q2 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $716 | 85 | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,607 | 675 | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $298 | 36 | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,136 | 134 | Q2 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $338 | 30 | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $193 | 20 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $15,316 | 1.4K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $256 | 31 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,048 | 93 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $53,769 | 4.8K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $10,046 | 1.0K | Q4 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $4,225 | 375 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $221 | 22 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,676 | 277 | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $79 | 7 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,561 | 316 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $282 | 25 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $113 | 10 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $11 | 1 | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $222 | 23 | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $11 | 1 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $8 | 1 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $23 | 2 | Q1 2026 |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.