FDSFACTSET RESH SYS INC
CUSIP 303075105 · Yahoo Finance ↗ · Google Finance ↗
Factset Resh Sys Inc (FDS) has 714 institutional holders in Filings Flow’s 13F database, together reporting 37.89M shares worth $8.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Bamco Inc /Ny/, and Blackrock, Inc..
Institutional Holders
714
Q1 2026
Reported Value
$8.1B
Ticker
FDS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ranmore Fund Management Ltd$757M AUM | 5.33% | $40M | 186.0K | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 4.59% | $50M | 229.3K | Q1 2026OLDER |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 4.48% | $72M | 330.5K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 3.82% | $4M | 13.7K | Q1 2026OLDER |
| BANYAN CAPITAL MANAGEMENT, INC.$232M AUM | 3.26% | $8M | 34.8K | Q1 2026OLDER |
| MONIMUS CAPITAL MANAGEMENT, LP$361M AUM | 3.16% | $11M | 52.5K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 2.82% | $10M | 48.3K | Q1 2026OLDER |
| MCDONALD CAPITAL INVESTORS INC/CA$1.5B AUM | 2.79% | $41M | 188.1K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 2.46% | $815M | 3.76M | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 2.00% | $12M | 53.2K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 1.80% | $3M | 15.8K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 1.70% | $2M | 10.6K | Q1 2026OLDER |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM | 1.63% | $49M | 226.4K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 1.61% | $10M | 34.1K | Q4 2025OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 1.59% | $4M | 16.3K | Q2 2026 |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 1.59% | $9M | 42.8K | Q1 2026OLDER |
| Running Oak Capital LLC$741M AUM | 1.56% | $12M | 53.2K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 1.52% | $9M | 41.0K | Q1 2026OLDER |
| Nutshell Asset Management Ltd$184M AUM | 1.34% | $4M | 13.0K | Q4 2025OLDER |
| Element Squared LLC$177M AUM | 1.29% | $2M | 8.2K | Q4 2025OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 1.22% | $62M | 287.6K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.21% | $14M | 66.7K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.21% | $10M | 46.7K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 1.08% | $2M | 9.0K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 1.01% | $100M | 343.3K | Q4 2025OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 0.94% | $2M | 7.4K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.90% | $5M | 22.6K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 0.86% | $19M | 87.9K | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 0.83% | $16M | 72.8K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.80% | $1M | 6.3K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.80% | $4M | 16.6K | Q2 2026 |
| Kinsale Capital Group, Inc.$624M AUM | 0.78% | $5M | 22.4K | Q1 2026OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 0.78% | $22M | 39.9K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.76% | $2M | 7.6K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.75% | $2M | 11.2K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 0.72% | $1M | 5.8K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.70% | $492,763 | 1.7K | Q3 2025OLDER |
| Hendershot Investments Inc.$744M AUM | 0.67% | $5M | 22.9K | Q1 2026OLDER |
| YACKTMAN ASSET MANAGEMENT LP$7.5B AUM | 0.65% | $49M | 225.9K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.65% | $3M | 10.5K | Q3 2025OLDER |
| Eukles Asset Management$224M AUM | 0.64% | $1M | 6.6K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.62% | $4M | 17.2K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.62% | $12M | 54.8K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.60% | $2M | 9.1K | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 0.60% | $259M | 1.19M | Q1 2026OLDER |
| PineStone Asset Management Inc.$14.2B AUM | 0.59% | $84M | 387.8K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.59% | $2M | 8.8K | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.55% | $49M | 225.0K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 0.51% | $9M | 42.8K | Q1 2026OLDER |
| AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM | 0.50% | $9M | 43.0K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.50% | $5M | 23.9K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.49% | $3M | 9.5K | Q4 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.48% | $5M | 16.9K | Q3 2025OLDER |
| Board of the Pension Protection Fund$109M AUM | 0.48% | $520,776 | 2.4K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.48% | $40M | 182.3K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.47% | $1M | 5.5K | Q1 2026OLDER |
| United American Securities Inc. (d/b/a UAS Asset Management)$458M AUM | 0.46% | $2M | 7.5K | Q4 2025OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.46% | $56M | 255.8K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 0.45% | $1M | 3.8K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.43% | $321M | 1.48M | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.43% | $33M | 152.7K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.42% | $1M | 5.4K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.42% | $1M | 4.6K | Q3 2025OLDER |
| Compass Rose Asset Management, LP$1.3B AUM | 0.41% | $5M | 25.0K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.40% | $2M | 6.0K | Q4 2025OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.40% | $649,242 | 2.3K | Q3 2025OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.40% | $749,759 | 3.5K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.38% | $3M | 15.4K | Q1 2026OLDER |
| JLB & ASSOCIATES INC$696M AUM | 0.38% | $3M | 9.6K | Q4 2025OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.37% | $877,101 | 4.0K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 0.36% | $1M | 5.7K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.36% | $2M | 7.9K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.36% | $557,878 | 1.9K | Q3 2025OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 0.35% | $616,903 | 2.8K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.35% | $866,798 | 3.0K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.34% | $539,173 | 1.9K | Q4 2025OLDER |
| Eurizon SLJ Capital Ltd$210M AUM | 0.34% | $707,948 | 3.5K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.34% | $465,444 | 2.1K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.33% | $454,087 | 1.6K | Q3 2025OLDER |
| Ahara Advisors LLC$120M AUM | 0.32% | $384,723 | 1.8K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 0.31% | $383,421 | 1.8K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.31% | $623,446 | 2.9K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 0.31% | $693,052 | 3.2K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.29% | $2M | 5.6K | Q3 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.29% | $698,925 | 3.2K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.28% | $53M | 244.5K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.28% | $670,065 | 3.1K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 0.28% | $1M | 6.0K | Q2 2026 |
| NUANCE INVESTMENTS, LLC$717M AUM | 0.27% | $2M | 8.6K | Q4 2025OLDER |
| AMIRAL GESTION$180M AUM | 0.27% | $725,475 | 2.5K | Q4 2025OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 0.26% | $19M | 66.6K | Q3 2025OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.26% | $515,568 | 2.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.26% | $3M | 10.1K | Q3 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.25% | $266,030 | 1.2K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.25% | $427,208 | 2.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.25% | $453,509 | 2.1K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.25% | $29M | 135.4K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.25% | $605,847 | 2.8K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.24% | $1M | 6.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.24% | $6M | 27.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.24% | $2M | 8.5K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.24% | $9M | 42.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.24% | $2M | 11.0K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.22% | $358,807 | 1.2K | Q4 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.22% | $9M | 43.5K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.21% | $7M | 31.7K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.21% | $477,378 | 2.2K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.20% | $421,651 | 1.9K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.20% | $335,250 | 1.5K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.20% | $981,663 | 4.5K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.20% | $58M | 266.5K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.19% | $220,773 | 1.0K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.19% | $129M | 596.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.19% | $1M | 4.2K | Q4 2025OLDER |
| Stiles Financial Services Inc$327M AUM | 0.19% | $614,063 | 2.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.19% | $638,602 | 2.9K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.19% | $515,087 | 1.8K | Q4 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.18% | $3M | 12.2K | Q3 2025OLDER |
| Randall & Associates Wealth Management$148M AUM | 0.18% | $272,973 | 1.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.18% | $59M | 273.3K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.18% | $2M | 8.6K | Q3 2025OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.18% | $867,960 | 4.0K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.18% | $1M | 6.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.18% | $889,142 | 3.1K | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.17% | $675,543 | 2.4K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.17% | $172M | 790.8K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.17% | $412,281 | 1.9K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.16% | $828,284 | 2.9K | Q3 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.16% | $507,947 | 1.8K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.16% | $2M | 8.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.15% | $3M | 15.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.15% | $3M | 12.2K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.15% | $7M | 30.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.15% | $1M | 6.2K | Q2 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.14% | $4M | 19.0K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.14% | $1M | 6.8K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.14% | $299,669 | 1.0K | Q4 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.14% | $14M | 65.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.14% | $35M | 159.3K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.14% | $3M | 12.7K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 0.13% | $1M | 4.7K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.13% | $289,031 | 1.3K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.13% | $546,164 | 2.5K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.13% | $489,114 | 2.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.13% | $650,970 | 3.0K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.12% | $231,230 | 1.0K | Q2 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.12% | $250,014 | 862 | Q4 2025OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.12% | $300,815 | 1.1K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.12% | $29M | 135.3K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.12% | $732,417 | 1.6K | Q3 2025OLDER |
| Alpha Family Trust$206M AUM | 0.11% | $236,519 | 1.1K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.11% | $809,590 | 3.7K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.11% | $271,238 | 1.3K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.11% | $371,704 | 1.7K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.11% | $5M | 22.6K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.11% | $1M | 5.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.10% | $44M | 204.6K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.10% | $2M | 10.1K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.10% | $202,235 | 932 | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.10% | $3M | 8.8K | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.10% | $2M | 7.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.10% | $611,044 | 2.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.10% | $261,475 | 1.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.10% | $1M | 6.3K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.09% | $315,139 | 1.1K | Q3 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.09% | $534,797 | 2.5K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.09% | $305,119 | 1.1K | Q3 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.09% | $611,912 | 2.8K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.09% | $259,430 | 894 | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $7M | 30.2K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.09% | $101M | 354.4K | Q3 2025OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.09% | $209,612 | 966 | Q2 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.09% | $12M | 40.4K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.09% | $555,504 | 1.9K | Q3 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.09% | $1M | 3.6K | Q4 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.09% | $4M | 13.9K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.08% | $269,011 | 1.2K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.08% | $212,975 | 981 | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.08% | $340,231 | 1.2K | Q4 2025OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.08% | $310,719 | 1.1K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.08% | $4M | 20.3K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.08% | $285,257 | 983 | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.08% | $11M | 52.5K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.08% | $275,622 | 958 | Q3 2025OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.08% | $779,867 | 3.6K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.08% | $359,059 | 1.6K | Q2 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.08% | $29M | 135.1K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.07% | $771,400 | 3.6K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.07% | $540,753 | 2.5K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.07% | $208,833 | 962 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 19.2K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.07% | $204,520 | 773 | Q3 2025OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.07% | $260,628 | 1.2K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.07% | $614,659 | 2.1K | Q3 2025OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $546,195 | 2.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.07% | $1M | 4.1K | Q4 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.07% | $33M | 154.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.07% | $485,624 | 2.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.07% | $440,292 | 2.9K | Q4 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.07% | $311,815 | 1.4K | Q2 2026 |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.07% | $389,497 | 1.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.07% | $2M | 9.8K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 5.3K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.06% | $681,783 | 3.1K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.06% | $325,485 | 1.5K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.06% | $278,526 | 1.3K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.06% | $201,972 | 696 | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $422,000 | 1.5K | Q3 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.06% | $1M | 6.1K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.06% | $607,138 | 2.8K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.06% | $228,670 | 788 | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 5.2K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $75M | 344.9K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.06% | $671,285 | 3.1K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.06% | $4M | 19.9K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.06% | $239,987 | 827 | Q4 2025OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.06% | $1M | 4.6K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.06% | $5M | 22.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $231,745 | 1.1K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.06% | $1M | 4.9K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.06% | $257,399 | 887 | Q4 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.06% | $318,290 | 1.1K | Q3 2025OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.06% | $553,325 | 2.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $622,692 | 2.9K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.06% | $655,936 | 2.3K | Q4 2025OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.05% | $455,598 | 1.6K | Q4 2025OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 0.05% | $3M | 11.8K | Q4 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.05% | $245,501 | 846 | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.05% | $2M | 6.1K | Q4 2025OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.05% | $263,209 | 1.2K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.05% | $362,348 | 797 | Q4 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.05% | $229,451 | 791 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 8.3K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.05% | $518,606 | 2.4K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.05% | $233,698 | 1.1K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $485,488 | 1.7K | Q4 2025OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.05% | $244,949 | 855 | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.05% | $10M | 47.9K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.05% | $1M | 4.4K | Q4 2025OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.05% | $4M | 19.1K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.05% | $3M | 12.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.05% | $123M | 567.5K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.04% | $82M | 377.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.04% | $15M | 50.8K | Q4 2025OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.04% | $228,647 | 788 | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $4M | 17.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.04% | $216,880 | 747 | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.04% | $203,133 | 700 | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 27.1K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.04% | $257,841 | 900 | Q3 2025OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.04% | $795,051 | 3.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $548,985 | 2.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 17.3K | Q4 2025OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.04% | $237,199 | 1.1K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.04% | $3M | 10.6K | Q3 2025OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.04% | $404,469 | 1.9K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.04% | $4M | 12.5K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.04% | $178,757 | 616 | Q2 2026 |
| EARNEST PARTNERS LLC$24.3B AUM | 0.04% | $9M | 41.7K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.04% | $4,251 | 14.8K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.04% | $233M | 1.07M | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.04% | $54,031 | 249 | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $270,702 | 1.2K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.03% | $629,705 | 2.9K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.03% | $19M | 87.1K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 0.03% | $362,738 | 1.3K | Q4 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.03% | $307,258 | 1.4K | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.03% | $1M | 4.9K | Q4 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $260,210 | 1.0K | Q4 2025OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $356,532 | 1.6K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $67M | 307.5K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.03% | $158,153 | 545 | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.03% | $3M | 10.7K | Q4 2025OLDER |
| S-Bank Fund Management Ltd$671M AUM | 0.03% | $226,614 | 791 | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $278,237 | 1.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $3M | 16.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $382,180 | 1.3K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $460,019 | 2.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $431,608 | 1.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $150M | 693.2K | Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.03% | $225,778 | 1.0K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $292,528 | 1.3K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.03% | $200,795 | 925 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $26M | 118.8K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.03% | $221,170 | 772 | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.03% | $929,368 | 4.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 8.4K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.03% | $226,614 | 791 | Q3 2025OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.03% | $1M | 4.2K | Q3 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.03% | $583,052 | 2.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 3.8K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $968,209 | 4.5K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.03% | $371,443 | 1.3K | Q4 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 0.02% | $40,627 | 140 | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $925,057 | 4.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $15M | 67.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $1M | 4.7K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $14M | 62.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 26.8K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.02% | $883,535 | 3.1K | Q3 2025OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.02% | $273,650 | 943 | Q4 2025OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $286,427 | 1.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 20.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $231,281 | 797 | Q4 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.02% | $822,609 | 3.8K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.02% | $282,645 | 974 | Q4 2025OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.02% | $292,286 | 1.3K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.02% | $8M | 38.1K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.02% | $2M | 8.0K | Q2 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.02% | $23,001 | 106 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $30M | 101.7K | Q3 2025OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.02% | $28,809 | 99 | Q4 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $639,579 | 2.2K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $392M | 1.81M | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.02% | $2M | 9.8K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.02% | $62,101 | 214 | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 0.02% | $234,922 | 820 | Q3 2025OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.02% | $546,282 | 2.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 8.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $226,859 | 986 | Q2 2026 |
| Provident Investment Management, Inc.$1.0B AUM | 0.02% | $214,450 | 739 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $325M | 1.12M | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $99,240 | 342 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $16M | 75.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $292,506 | 1.0K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.3B | 4.46M | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 9.7K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.02% | $2M | 7.3K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $995,641 | 3.4K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $552,066 | 1.9K | Q3 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $230,738 | 1.0K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.02% | $181,763 | 790 | Q2 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.02% | $846,261 | 3.9K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $394,923 | 1.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.02% | $4M | 12.8K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $93,957 | 433 | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.02% | $2M | 9.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 7.4K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.02% | $299,476 | 1.0K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $201,038 | 694 | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $418,276 | 1.5K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $3M | 12.1K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $530,579 | 1.9K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $239,283 | 1.0K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 44.7K | Q4 2025OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.02% | $108,278 | 499 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.02% | $59,889 | 276 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $79M | 362.6K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.02% | $212,216 | 978 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $366,497 | 1.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $19M | 86.2K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.02% | $262,332 | 904 | Q4 2025OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.02% | $683,085 | 3.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $103M | 473.1K | Q1 2026OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.02% | $24,953 | 115 | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $229,250 | 790 | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $248M | 1.14M | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $547,728 | 2.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.02% | $140,091 | 646 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $74,654 | 332 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 13.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $802,646 | 3.7K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.02% | $76,597 | 353 | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $204,874 | 706 | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.01% | $217,643 | 750 | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 8.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.01% | $562,919 | 1.2K | Q2 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $20,180 | 93 | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.01% | $2M | 8.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $16M | 74.0K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.01% | $22,912 | 102 | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $44,555 | 98 | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $221,660 | 1.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $388,375 | 1.7K | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 9.4K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.01% | $453,943 | 2.1K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.01% | $222,849 | 1.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 10.5K | Q3 2025OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.01% | $224,897 | 775 | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $412M | 1.90M | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $790,998 | 3.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.01% | $221,170 | 772 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $43M | 197.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $38,421 | 167 | Q2 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $510,446 | 2.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $374,742 | 1.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $86M | 395.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $211,052 | 908 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $2M | 7.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $118M | 542.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $6M | 27.2K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.01% | $92,221 | 425 | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.01% | $424,215 | 2.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $415,475 | 1.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $599,033 | 2.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $183M | 842.7K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.01% | $1M | 3.6K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $994,925 | 4.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $523M | 2.41M | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $7M | 32.2K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.01% | $2M | 10.4K | Q2 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 10.2K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 6.0K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.01% | $1M | 4.8K | Q2 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $342,642 | 1.2K | Q3 2025OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.01% | $5M | 17.6K | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $262,558 | 1.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $70,478 | 243 | Q4 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $207,301 | 714 | Q4 2025OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.01% | $293,672 | 1.0K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 3.5K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $921,774 | 4.2K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.01% | $4M | 19.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $219,384 | 756 | Q4 2025OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.01% | $335,193 | 1.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $79M | 364.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $571,457 | 2.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $64M | 294.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $45M | 209.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $949,982 | 4.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 5.4K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.01% | $4M | 14.9K | Q3 2025OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.01% | $486,709 | 2.2K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $510,007 | 1.8K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $2M | 8.1K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $31,464 | 145 | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $203,133 | 700 | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $50,342 | 232 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $634,936 | 2.2K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.01% | $12,585 | 58 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $235,195 | 810 | Q4 2025OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.01% | $3M | 18.3K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $672,965 | 2.3K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 10.3K | Q4 2025OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.01% | $459,530 | 1.6K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $660,905 | 3.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $613M | 2.83M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 14.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 12.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.01% | $18,878 | 87 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 11.8K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $237,387 | 1.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $236,982 | 1.0K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 8.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $33M | 152.0K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $2M | 7.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $322,839 | 1.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 9.1K | Q3 2025OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 0.01% | $206,357 | 951 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $19M | 89.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $75M | 347.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 5.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $32,902 | 143 | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $35,453 | 122 | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $16M | 73.6K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $304,368 | 1.4K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $22,133 | 102 | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.01% | $208,093 | 959 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $9M | 42.6K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $856,026 | 3.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 8.8K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $222,832 | 768 | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 8.6K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 5.5K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $257,618 | 887 | Q4 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.01% | $325,485 | 1.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.01% | $17M | 78.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $16M | 73.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $285,356 | 1.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $732,403 | 3.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 45.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $420,954 | 1.9K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.01% | $134,317 | 619 | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $2M | 7.8K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 12.8K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.01% | $2M | 5.4K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 84.5K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.01% | $97,646 | 450 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 11.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $334,008 | 1.2K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $221,547 | 1.0K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $13M | 58.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $416,844 | 1.5K | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $1M | 4.9K | Q4 2025OLDER |
| Field & Main Bank$344M AUM | 0.01% | $29,019 | 100 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 7.7K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $406,422 | 1.9K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $296,803 | 1.0K | Q3 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $243,062 | 1.1K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $1M | 5.2K | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $11,066 | 51 | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.01% | $416,821 | 1.4K | Q3 2025OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $228,274 | 1.1K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $235,344 | 811 | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $244,331 | 1.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $106,759 | 492 | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $2M | 9.0K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.01% | $582,992 | 2.0K | Q4 2025OLDER |
| Navalign, LLC$396M AUM | 0.01% | $31,559 | 109 | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $247,803 | 1.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.