BIT DIGITAL INC
CUSIP G1144A105
Bit Digital Inc has 204 institutional holders in Filings Flow’s 13F database, together reporting 159.71M shares worth $202M as of Q1 2026. The largest reported holders are Blackrock, Inc., Citadel Advisors LLC, and State Street Corp.
Institutional Holders
204
Q1 2026
Reported Value
$202M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Monashee Investment Management LLC$184M AUM | 2.24% | $5M | 1.50M | Q3 2025OLDER |
| AWM Investment Company, Inc.$903M AUM | 0.55% | $6M | 3.00M | Q4 2025OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 0.32% | $900,000 | 300.0K | Q3 2025OLDER |
| LuminArx Capital Management LP$136M AUM | 0.31% | $425,750 | 325.0K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.13% | $270,000 | 90.0K | Q3 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.10% | $192,780 | 107.1K | Q2 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.10% | $351,752 | 268.5K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.08% | $372,040 | 284.0K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.08% | $3M | 1.11M | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.07% | $112,807 | 59.7K | Q4 2025OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $221,390 | 169.0K | Q1 2026OLDER |
| Rangeley Capital, LLC$103M AUM | 0.06% | $68,850 | 22.9K | Q3 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.06% | $25,978 | 13.7K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.05% | $450,540 | 343.9K | Q1 2026OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 0.05% | $331,430 | 253.0K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.04% | $2M | 750.0K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $3M | 870.5K | Q3 2025OLDER |
| Southland Equity Partners LLC$513M AUM | 0.03% | $162,333 | 123.9K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 1.82M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 855.1K | Q1 2026OLDER |
| METEORA CAPITAL, LLC$1.4B AUM | 0.02% | $229,633 | 250.0K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $94,925 | 72.5K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.02% | $155,430 | 51.8K | Q3 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.02% | $57,791 | 30.6K | Q4 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.02% | $171,814 | 131.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $194,717 | 103.0K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 7.36M | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.01% | $883,500 | 294.5K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $8M | 5.80M | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.01% | $19,919 | 15.2K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $448,580 | 249.2K | Q2 2026 |
| Shay Capital LLC$1.2B AUM | 0.01% | $148,685 | 113.5K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.01% | $16,375 | 12.5K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.01% | $18,900 | 10.0K | Q4 2025OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.01% | $803,153 | 613.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 785.2K | Q3 2025OLDER |
| LCM Capital Management Inc$199M AUM | 0.01% | $20,790 | 11.0K | Q4 2025OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.01% | $59,793 | 19.9K | Q3 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $5M | 2.66M | Q4 2025OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.01% | $60,000 | 20.0K | Q3 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 750.0K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.01% | $39,517 | 30.2K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.01% | $440,815 | 336.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $1M | 9.8K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.01% | $65,945 | 50.3K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.01% | $30,000 | 10.0K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.01% | $50,533 | 38.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $5M | 3.55M | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.01% | $30,000 | 10.0K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $507,651 | 387.5K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $781,139 | 596.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $44,865 | 34.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $6,801 | 5.19M | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.01% | $579,003 | 193.0K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 3.41M | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.00% | $58,594 | 32.6K | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $130,996 | 100.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.00% | $117,372 | 39.1K | Q3 2025OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.00% | $19,650 | 15.0K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.00% | $15,720 | 12.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $104,665 | 79.9K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.00% | $16,375 | 12.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $55,020 | 42.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 1.78M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $426,206 | 325.3K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $7,860 | 6.0K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.00% | $22,799 | 17.4K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.00% | $19,924 | 15.2K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $2M | 851.8K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 600.0K | Q3 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3 | 1.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 12.45M | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $51,988 | 17.3K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $14,410 | 11.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $34,155 | 27.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 903.7K | Q3 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $79,344 | 42.0K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $69,909 | 53.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 9.95M | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.00% | $45,408 | 15.1K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $70,575 | 53.9K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $131,000 | 100.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $803,153 | 613.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $63,661 | 48.6K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $3,060 | 2.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $11M | 8.12M | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $107,850 | 36.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 2.85M | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.00% | $13,100 | 10.0K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.00% | $13,100 | 10.0K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.00% | $46,500 | 15.5K | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.00% | $37,299 | 19.7K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $62,642 | 33.1K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $63,000 | 21.0K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,589 | 6.7K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $35,100 | 11.7K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.00% | $41,679 | 31.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.00% | $13,969 | 10.7K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.00% | $26,200 | 20.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $234,611 | 179.1K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 836.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.00% | $18,959 | 10.0K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $110,500 | 84.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $34,825 | 26.6K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $550,761 | 420.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $101,454 | 33.8K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $113,974 | 87.0K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $65,834 | 34.8K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $865,968 | 458.2K | Q4 2025OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $1,890 | 1.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $636,781 | 336.9K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $213,459 | 162.9K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.00% | $50,225 | 38.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $38,452 | 20.3K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $13M | 9.74M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 3.90M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 6.52M | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $419,370 | 320.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $50,556 | 38.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $315,584 | 240.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $114,993 | 87.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $36M | 27.49M | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $707,703 | 540.2K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $922,097 | 703.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 1.81M | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $54,875 | 29.1K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $258,166 | 197.1K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.00% | $18,179 | 12.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,768 | 8.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $16M | 12.10M | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $37,228 | 28.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 2.91M | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $71,265 | 54.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 3.39M | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.00% | $13,100 | 10.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $825,562 | 630.2K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.00% | $30,710 | 23.4K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $945 | 500 | Q4 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.00% | $6,538 | 11.4K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $103,909 | 55.0K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $51,820 | 39.6K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $91,548 | 69.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $511,441 | 390.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $81,372 | 27.1K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $19,004 | 11.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $389,746 | 297.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $312,195 | 238.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $411,891 | 314.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $121,931 | 93.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $24,241 | 12.8K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $2M | 933.2K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $13,509 | 10.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $87,377 | 66.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $663,469 | 506.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $117,900 | 90.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 1.36M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $66,342 | 22.1K | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $106,625 | 81.4K | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.00% | $1,310 | 1.0K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $52,400 | 40.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $275,490 | 210.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 1.90M | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $37,765 | 28.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $14,138 | 10.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $33,309 | 25.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $969,714 | 740.2K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $1,418 | 750 | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $199,332 | 152.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $534,038 | 407.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $14,648 | 11.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $274,195 | 209.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $694,813 | 530.4K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $591,675 | 451.7K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $33,232 | 25.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $14M | 7.65M | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,929 | 15.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 1.14M | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $39,786 | 21.1K | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $2,227 | 1.7K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $1,398 | 650 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $262 | 200 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $56,876 | 43.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $19,741 | 15.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $207,612 | 158.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $327,711 | 250.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $99,843 | 76.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $3M | 2.00M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,460 | 3.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $884 | 675 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $36,756 | 28.1K | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,633 | 6.6K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $35,315 | 27.0K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $131 | 100 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,484 | 1.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $5M | 3.65M | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $567,555 | 433.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $441,990 | 337.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,500 | 500 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $19,210 | 14.7K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $262 | 200 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $524 | 400 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $112,822 | 86.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $174,357 | 133.1K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $22,346 | 17.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $286,713 | 151.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $1,224 | 935 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $61,121 | 46.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 917.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $179,964 | 136.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,264 | 1.3K | Q2 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $64,950 | 49.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $38,086 | 27.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 920.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $23,727 | 12.6K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $19,980 | 10.6K | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $138 | 105 | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $15,865 | 12.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $256,352 | 195.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.00% | $1,000 | 10.0K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $230,090 | 175.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $50,920 | 38.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,408 | 1.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $255,878 | 195.3K | Q2 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $370 | 196 | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $38,665 | 20.1K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $43,230 | 33.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $93,585 | 71.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $28,289 | 21.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $57,147 | 43.6K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $286 | 218.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,530 | 4.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $22,968 | 17.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $21,724 | 16.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $47,753 | 36.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,673 | 1.3K | Q2 2026 |
| SWAN Capital LLC$272M AUM | 0.00% | $76 | 40 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $15,618 | 11.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,205 | 5.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,424 | 4.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $15,722 | 12.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $580 | 443 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $74,138 | 56.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,926 | 1.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $8,590 | 6.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $10,388 | 7.9K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $55 | 42 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $68 | 52 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $14,813 | 11.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $8,612 | 6.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $18,058 | 13.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $315 | 240 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $46,000 | 35.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $121,883 | 93.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $300 | 100 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $366 | 122 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $164 | 125 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $13,441 | 10.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $8,495 | 6.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $347 | 265 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $221 | 169 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1,161 | 886 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $93 | 71 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,517 | 1.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $95 | 50 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $964 | 510 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,500 | 1.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16 | 9 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $55 | 42 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.