EVGOEVGO INC
CUSIP 30052F100 · Yahoo Finance ↗ · Google Finance ↗
Evgo Inc (EVGO) has 188 institutional holders in Filings Flow’s 13F database, together reporting 87.92M shares worth $153M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.
Institutional Holders
188
Q1 2026
Reported Value
$153M
Ticker
EVGO
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SIR Capital Management, L.P.$1.1B AUM | 0.70% | $7M | 4.35M | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.59% | $1M | 756.3K | Q1 2026OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.26% | $5M | 2.70M | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.17% | $429,688 | 147.7K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.13% | $432,440 | 91.4K | Q3 2025OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 0.13% | $172,374 | 37.0K | Q3 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.11% | $4M | 2.30M | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.11% | $10M | 6.04M | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.06% | $4M | 895.4K | Q3 2025OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.05% | $283,800 | 165.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $136,659 | 28.9K | Q3 2025OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.05% | $473,000 | 100.0K | Q3 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.04% | $644,260 | 374.6K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $514,153 | 298.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.03% | $68,112 | 14.4K | Q3 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.03% | $34,073 | 19.8K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.02% | $35,118 | 12.1K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $87,305 | 50.8K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.02% | $360,610 | 76.2K | Q3 2025OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.02% | $73,960 | 43.0K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $78,444 | 45.6K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.01% | $21,392 | 11.2K | Q2 2026 |
| R Squared Ltd$182M AUM | 0.01% | $23,101 | 13.4K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 474.4K | Q3 2025OLDER |
| Adams Wealth Management$455M AUM | 0.01% | $49,938 | 17.2K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $87,668 | 51.0K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.01% | $1M | 625.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.01% | $22,136 | 12.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.01% | $49,938 | 17.2K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 1.59M | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $198,424 | 42.0K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.01% | $72,591 | 24.9K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.01% | $40,296 | 23.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $6M | 3.26M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $306,999 | 178.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.01% | $24,298 | 14.1K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.00% | $17,200 | 10.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.00% | $39,441 | 22.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $4M | 2.43M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $27,083 | 9.3K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $3M | 1.48M | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.00% | $46,753 | 27.2K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $505,467 | 173.7K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $875,625 | 300.9K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $183,841 | 38.9K | Q3 2025OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.00% | $17,200 | 10.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 1.19M | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $115,396 | 39.7K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 3.98M | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.00% | $29,691 | 17.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $105,365 | 70.8K | Q1 2026OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.00% | $77,933 | 26.8K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $5,891 | 1.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 683.1K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $9,460 | 2.0K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $243,578 | 141.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.00% | $55,190 | 11.7K | Q3 2025OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.00% | $18,748 | 10.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $119,889 | 69.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $47,309 | 27.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 652.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $374,705 | 217.9K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.00% | $55,421 | 19.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 969.1K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $336,503 | 195.6K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.00% | $18,113 | 10.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,720 | 1.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $91,936 | 31.6K | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $860,000 | 500.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $6,045 | 1.3K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $39,168 | 22.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $73,285 | 25.2K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $85,118 | 29.3K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 265.7K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 4.38M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $59,744 | 34.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.00% | $18,972 | 11.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 766.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $219,883 | 127.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $34,077 | 19.8K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $5,670 | 3.0K | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 1.45M | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 236.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 3.62M | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $45,203 | 26.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $4,300 | 2.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $199,778 | 51.8K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $48,953 | 28.5K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $330,328 | 192.1K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $336,615 | 71.2K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $203,170 | 69.8K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $60,615 | 35.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $18,421 | 10.7K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $40,056 | 13.8K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $20,738 | 12.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.00% | $17,200 | 10.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $63,165 | 36.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $10M | 5.84M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $36M | 12.32M | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $7,877 | 1.7K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.00% | $4,190 | 2.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $96,690 | 56.2K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $24,534 | 14.3K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $116,091 | 67.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,300 | 2.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 2.68M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $937,276 | 544.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $1M | 863.4K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $38,205 | 13.1K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $770,061 | 447.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $11M | 6.29M | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $509,990 | 296.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 1.28M | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $64,640 | 13.7K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $638,626 | 219.5K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $34,216 | 11.8K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $266,586 | 155.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $5M | 3.14M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $19M | 10.81M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $13,829 | 8.0K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,302 | 1.9K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $737 | 428 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $198,491 | 115.4K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $34,299 | 19.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $55,815 | 19.2K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $25,153 | 14.6K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,580 | 1.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $10M | 5.69M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,234 | 6.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $344 | 200 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $269,604 | 156.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 971.5K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $49,835 | 10.5K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $728 | 250 | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $50,912 | 29.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 787.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $142,099 | 30.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 869.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $17,824 | 10.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $81,134 | 17.2K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $19,785 | 11.5K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,301 | 275 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $735,831 | 427.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $494,381 | 287.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $143,484 | 49.3K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $6,662 | 3.9K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $221,270 | 76.0K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $272,201 | 158.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,496 | 2.6K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,868 | 1.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $3,595 | 760 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $27,424 | 9.4K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,539 | 2.1K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $74,787 | 25.7K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,269 | 1.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $50,155 | 29.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $66,690 | 38.8K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $253,191 | 147.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $35,709 | 12.3K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,770 | 1.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,474 | 850 | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $39,329 | 13.5K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $73,415 | 42.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,442 | 1.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $51,777 | 30.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $489,302 | 284.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $982,598 | 571.3K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $172 | 100 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $28,511 | 16.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $59,204 | 34.4K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $93,193 | 54.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $19,150 | 11.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $184 | 39 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $150,913 | 51.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $32,362 | 18.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $243,928 | 141.8K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,569 | 539 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,217 | 637 | Q2 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $20,568 | 12.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $39,997 | 23.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $33,411 | 19.4K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $49 | 17 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $524 | 180 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,973 | 1.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $293,088 | 170.4K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $224 | 130 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $116 | 67 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $272 | 157.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $10,595 | 6.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $20,028 | 11.6K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $344 | 200 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $38,404 | 22.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $17,980 | 10.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $88,587 | 51.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $96,237 | 56.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,211 | 704 | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $284 | 165 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $390 | 227 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $18,279 | 10.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $37,293 | 21.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $20,824 | 12.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $853 | 496 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,349 | 2.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $26,079 | 15.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $53,040 | 30.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,142 | 7.1K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $52 | 30 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $30 | 17 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $172 | 100 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $36,803 | 12.6K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $11,933 | 6.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $70,000 | 41.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $860 | 500 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $382 | 200 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $48,572 | 10.3K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $46,024 | 26.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,910 | 1.0K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,784 | 1.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,816 | 1.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $528 | 307 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $15,268 | 8.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $105,587 | 63.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $29 | 17 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $99,704 | 58.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,816 | 1.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $489 | 276 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $49 | 29 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $284 | 60 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $172 | 100 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $215 | 125 | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $7 | 4 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $134 | 78 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,694 | 2.7K | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $6 | 3 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $354 | 206 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $237 | 50 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $38 | 22 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $258 | 150 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,361 | 791 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $208 | 44 | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $4 | 2 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $901 | 524 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $6 | 3 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $29 | 10 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $19 | 11 | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | — | $0 | 352.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.