EVEREVERQUOTE INC
CUSIP 30041R108 · Yahoo Finance ↗ · Google Finance ↗
Everquote Inc (EVER) has 222 institutional holders in Filings Flow’s 13F database, together reporting 29.89M shares worth $417M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
222
Q1 2026
Reported Value
$417M
Ticker
EVER
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JACOBS ASSET MANAGEMENT, LLC$167M AUM | 3.72% | $6M | 403.3K | Q1 2026OLDER |
| S SQUARED TECHNOLOGY, LLC$264M AUM | 1.30% | $3M | 223.1K | Q1 2026OLDER |
| MONIMUS CAPITAL MANAGEMENT, LP$361M AUM | 1.30% | $5M | 304.1K | Q1 2026OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 0.91% | $4M | 142.7K | Q4 2025OLDER |
| Occam Crest Management LP$165M AUM | 0.84% | $1M | 90.0K | Q1 2026OLDER |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 0.60% | $5M | 236.1K | Q3 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.59% | $265,167 | 9.8K | Q4 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.53% | $3M | 217.1K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.44% | $460,919 | 29.9K | Q1 2026OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.34% | $11M | 691.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.31% | $2M | 7.6K | Q4 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.31% | $1M | 75.4K | Q1 2026OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.31% | $6M | 411.6K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.29% | $2M | 76.9K | Q4 2025OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.28% | $510,001 | 22.3K | Q3 2025OLDER |
| FORMULA GROWTH LTD$222M AUM | 0.28% | $616,800 | 40.0K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.25% | $2M | 80.0K | Q3 2025OLDER |
| G2 Investment Partners Management LLC$406M AUM | 0.24% | $999,000 | 37.0K | Q4 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.20% | $5M | 353.6K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.19% | $4M | 187.6K | Q3 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.18% | $388,799 | 25.2K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.16% | $985,338 | 63.9K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.15% | $443,865 | 28.8K | Q1 2026OLDER |
| WINMILL & CO. INC$347M AUM | 0.14% | $499,608 | 32.4K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.13% | $2M | 99.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.13% | $5M | 246.3K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.12% | $806,900 | 35.3K | Q3 2025OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.12% | $770,522 | 50.0K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.12% | $446,856 | 29.0K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.11% | $2M | 128.1K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.10% | $4M | 228.4K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $585,846 | 21.7K | Q4 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.08% | $8M | 291.3K | Q4 2025OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.07% | $6M | 213.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $270,999 | 10.0K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $328,909 | 21.3K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 64.5K | Q3 2025OLDER |
| Clearline Capital LP$1.9B AUM | 0.04% | $828,424 | 53.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 66.8K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 128.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $454,998 | 29.5K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.03% | $414,855 | 15.4K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.03% | $83,905 | 3.5K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $757,512 | 28.1K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $897,644 | 37.7K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 129.0K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.02% | $248,987 | 16.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $15M | 941.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $13M | 909.9K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.02% | $172,627 | 11.2K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $182,650 | 11.8K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $200,181 | 8.8K | Q3 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $32,798 | 2.1K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $220,706 | 14.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $220,673 | 9.6K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $263,169 | 9.7K | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.02% | $1M | 69.8K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $4M | 237.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 869.8K | Q1 2026OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.01% | $1M | 74.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $514,751 | 33.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $2M | 116.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $8M | 495.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 54.6K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 519.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $1M | 69.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $247,752 | 9.2K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $570,540 | 37.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $400,073 | 25.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 195.1K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $42,297 | 2.7K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $159,952 | 10.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $577,557 | 21.4K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $6M | 217.4K | Q4 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.01% | $753,236 | 48.8K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $11M | 743.9K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $788,157 | 29.2K | Q4 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.01% | $4M | 232.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $207,908 | 13.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $1M | 92.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $358,654 | 23.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $12M | 775.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $418,067 | 27.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $162,835 | 10.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $51,487 | 3.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $9,558 | 354 | Q4 2025OLDER |
| Boston Partners$95.5B AUM | 0.00% | $4M | 256.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 577.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 38.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $666,175 | 43.2K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $269,217 | 10.0K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $387,351 | 25.1K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $995,840 | 64.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $244,846 | 10.7K | Q3 2025OLDER |
| Tredje AP-fonden$18.3B AUM | 0.00% | $437,457 | 19.1K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $716,220 | 31.3K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $315,441 | 11.7K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $433,441 | 28.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 115.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $561,681 | 20.8K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $856,436 | 37.4K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $299,943 | 11.1K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $2M | 139.4K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $277,344 | 18.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $27,097 | 1.1K | Q2 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 170.0K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $63,306 | 2.7K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $764,508 | 49.6K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $19,789 | 1.28M | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $118,688 | 7.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $11M | 695.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $463,140 | 30.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $603,277 | 39.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $676,105 | 43.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $945,000 | 35.0K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $2,113 | 137 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 86.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 336.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $306,779 | 13.4K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $974,744 | 63.2K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $12,150 | 450 | Q4 2025OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $477,320 | 20.9K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $493,749 | 18.3K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $374,706 | 24.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 145.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $277,575 | 18.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $360,828 | 23.4K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $304,129 | 19.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 166.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 76.1K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $221,238 | 8.2K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 140.8K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $2,700 | 100 | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $2M | 137.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,542 | 275 | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,512 | 56 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $35,759 | 2.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 116.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 462.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $644,066 | 40.4K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 157.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 575.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $117,963 | 7.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $2,406 | 156 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $9,252 | 600 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $6,557 | 287 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 203.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 109.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $658,636 | 42.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $54M | 3.50M | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 223.8K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $264,438 | 9.8K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $35,759 | 2.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $60M | 2.22M | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $5,454 | 202 | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $461,320 | 29.9K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $659,205 | 42.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 224.6K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $8,296 | 538 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $231,994 | 15.0K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $2M | 88.8K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $293,119 | 19.0K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $445,916 | 28.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 190.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $14M | 913.0K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $1,696 | 110 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $53,919 | 2.0K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 691.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,168 | 400 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 153.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $883,165 | 57.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $19,007 | 799 | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $18,998 | 1.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $14,797 | 622 | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 224.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 258.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $902,070 | 58.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 137.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $24,811 | 1.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $965,363 | 61.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 119.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $281,276 | 18.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $563,824 | 36.6K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $3,688 | 155 | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $6,997 | 350 | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $19M | 1.22M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $342,232 | 22.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $432,269 | 28.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $421,274 | 27.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 165.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $275,751 | 10.2K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $300,240 | 11.1K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $206,628 | 13.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $756 | 49 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $184,285 | 12.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 227.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $11M | 688.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $245,209 | 15.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $84,078 | 3.1K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $11,164 | 724 | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $236,925 | 8.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $268,046 | 17.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $106,691 | 6.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $2,286 | 146 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $207,769 | 13.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $263,697 | 17.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $320,736 | 20.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 87.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $14,957 | 654 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $925 | 60 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $276,434 | 17.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $481,113 | 31.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,789 | 484 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $239,004 | 8.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 45.6K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,105 | 326 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $79,845 | 5.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,315 | 215 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,558 | 354 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $931,000 | 60.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 93.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $556 | 36 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $107,678 | 7.0K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $218,700 | 8.1K | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $278 | 18 | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $47,093 | 3.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,100 | 655 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $14,209 | 964 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $11,550 | 749 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 114.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $31,262 | 1.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $808,996 | 52.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $513,533 | 33.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $566,423 | 36.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $24,133 | 1.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,981 | 80 | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $189,789 | 12.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $362,339 | 23.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $432,299 | 28.0K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $148,834 | 9.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,513 | 163 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $9,900 | 642 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,903 | 80 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $236 | 16 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $540 | 20 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $201 | 13 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $156,390 | 10.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $310 | 13 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $892 | 39 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $567 | 21 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $293 | 19 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $554,646 | 35.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $185 | 12 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,168 | 400 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $386 | 25 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $16,068 | 1.0K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $756 | 28 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $37,439 | 2.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,588 | 103 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $6,415 | 416 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $54 | 2 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $432,429 | 28.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $11,799 | 437 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $3,146 | 204 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $524 | 34 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $4,626 | 300 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $10,948 | 710 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,261 | 406 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $8 | 306 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $309 | 13 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,774 | 245 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $247 | 16 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $27 | 1 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,890 | 382 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1,542 | 100 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $154 | 10 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $481 | 21 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $956 | 62 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $339 | 22 | Q2 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,269 | 212 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $139 | 9 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $15 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.