SEC 13F Intelligence

HERBALIFE LTD

CUSIP G4412G101

Herbalife Ltd has 250 institutional holders in Filings Flow’s 13F database, together reporting 104.12M shares worth $1.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Route One Investment Company, L.P., and Blackrock, Inc..

Institutional Holders
250
Q1 2026
Reported Value
$1.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 215Q4 ’18Q1 ’19: 233Q2 ’19: 190Q2 ’19Q3 ’19: 167Q2 ’21: 224Q2 ’21Q4 ’21: 223Q4 ’22: 197Q4 ’22Q4 ’25: 228Q1 ’26: 250Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $45.3BQ4 ’18Q1 ’19: $46.9BQ2 ’19: $30.3BQ2 ’19Q3 ’19: $23.5BQ2 ’21: $17.0BQ2 ’21Q4 ’21: $16.1BQ4 ’22: $782MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.3BQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Quantedge Capital Pte Ltd$183M AUM15.47%$28M1.92MQ1 2026OLDER
Tenzing Global Management, LLC$121M AUM12.82%$15M1.05MQ1 2026OLDER
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM9.68%$24M1.62MQ1 2026OLDER
Solel Partners LP$468M AUM5.86%$27M1.86MQ1 2026OLDER
Route One Investment Company, L.P.$2.3B AUM5.16%$121M8.23MQ1 2026OLDER
Nantahala Capital Management, LLC$2.7B AUM3.77%$102M6.95MQ1 2026OLDER
Manatuck Hill Partners, LLC$370M AUM2.13%$8M535.0KQ1 2026OLDER
Bronte Capital Management Pty Ltd.$1.0B AUM1.37%$14M939.9KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.79%$10M687.7KQ1 2026OLDER
Huber Capital Management LLC$647M AUM0.74%$5M325.7KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.68%$1M75.1KQ1 2026OLDER
Long Focus Capital Management, LLC$3.8B AUM0.66%$25M1.70MQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.63%$10M681.9KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.62%$6M402.5KQ1 2026OLDER
Arena Capital Advisors, LLC- CA$200M AUM0.52%$1M70.9KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.44%$4M285.0KQ1 2026OLDER
Johnson Financial Group, LLC$1.5B AUM0.41%$6M414.6KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.40%$791,78161.4KQ4 2025OLDER
Kearns & Associates LLC$186M AUM0.38%$733,44156.9KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.26%$2M152.7KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.24%$2M200.0KQ3 2025OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.20%$561,61443.6KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.20%$2M154.5KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.20%$927,36063.0KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.20%$1M82.3KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.18%$485,24057.5KQ3 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.18%$13M970.0KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.17%$5M393.6KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.17%$2M141.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.15%$583,63339.6KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.14%$417,90128.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.13%$81M5.50MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$302,14223.4KQ4 2025OLDER
MFA WEALTH ADVISORS, LLC$508M AUM0.12%$581,08145.1KQ4 2025OLDER
Skaana Management L.P.$296M AUM0.10%$320,18824.8KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.10%$2M186.6KQ4 2025OLDER
Harvest Investment Services, LLC$547M AUM0.09%$515,09735.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$522,80936.3KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.09%$2M113.9KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.09%$3M200.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.09%$135,59010.5KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.08%$278,38518.9KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.07%$6M659.7KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.07%$1M73.8KQ1 2026OLDER
SEAVIEW INVESTMENT MANAGERS LLC$277M AUM0.07%$184,50012.5KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.06%$1M89.8KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.06%$15M1.03MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.06%$540,78336.7KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.05%$3M204.5KQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM0.05%$663,57751.5KQ4 2025OLDER
State of Wyoming$844M AUM0.05%$447,28230.4KQ1 2026OLDER
Private Advisory Group LLC$1.5B AUM0.05%$768,57552.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.05%$8M558.8KQ1 2026OLDER
VectorGlobal IAG, Inc.$385M AUM0.05%$184,50012.5KQ2 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$340,44423.1KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.04%$777,64592.1KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M128.5KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.04%$298,61020.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$236,84516.1KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.03%$3M219.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$880,87459.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$1M100.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$10M645.9KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.03%$174,94711.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$34M2.33MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M143.7KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M117.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$6M419.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$474,01736.8KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$38M2.60MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M100.3KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$225,08715.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.02%$41,8792.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$211,49825.1KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$893,59260.7KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$6M358.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M79.7KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.01%$178,87712.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$6M423.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$460,47231.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M193.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$400,00227.2KQ1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.01%$48,7633.8KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$25,6252.0KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M175.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.01%$129,01610.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M147.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$25M1.71MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$793,16061.5KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$7M478.1KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$644,50050.0KQ4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$528,23533.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$5M333.1KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$251,71217.1KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$338,56023.0KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.01%$16,1921.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$180,92412.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$322,44425.0KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$299,83120.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$414,83928.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$47M3.18MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$282,96319.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$894,60469.4KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.01%$4M309.2KQ4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$865,00967.1KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$10M687.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M116.9KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$28M1.88MQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$4M287.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M153.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$36M2.44MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$157,25812.2KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$47M3.16MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M307.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M84.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M277.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M147.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$15M1.01MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$30,5152.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$253,39017.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$666,38945.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$90M6.09MQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$2M202.3KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$5M334.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M305.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M270.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$836,05256.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$78M5.27MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$9M638.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$836,21456.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$544,96437.0KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.00%$32,96082.4KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$124,3558.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$386,00326.2KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$33,9302.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M221.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$412,85228.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$549,54137.3KQ2 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$421,87528.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M126.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$91,7217.0KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$3M193.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$108,4287.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M331.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M112.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$761,02451.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M391.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M700.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$417,91628.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M129.2KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$946,96764.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$39M2.63MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$550,85237.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$151M11.71MQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19M1.28MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$534,33636.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$154,56010.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M329.9KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$115M7.82MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M462.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M117.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M934.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M71.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$535,99936.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$94,48311.3KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M203.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$13M882.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M209.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$167,76411.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$65M4.41MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M128.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$737,73750.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M84.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$16,5161.3KQ2 2026
STRS OHIO$25.2B AUM0.00%$351,80823.9KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$163,12312.7KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$209,46316.3KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$8M549.7KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$3,916266Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$36M2.42MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,35492Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M413.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$945,000112.0KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$372,53425.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$409,46627.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M122.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$706,13348.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M69.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,299360Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$151,55810.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$148,58717.6KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$415,42828.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M201.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M909.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$482,61032.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$394,31926.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,9781.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$661,31144.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M182.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$254,21518.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$727,84549.4KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,472100Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$328,52422.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$13,204897Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M97.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$246,19216.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M178.4KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$674,38179.9KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$326,30222.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$249,03316.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M106.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$970,20575.3KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M325.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$184,00012.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$1M68.6KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$77360Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$699,51147.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$218,41614.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$179,12221.2KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M87.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,01669Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$5,756400Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$261,42717.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$363,34824.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$242,42416.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$57539Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$61271Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$14,7201.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$30020.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,092278Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,370161Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$412,08628.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$76552Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,646111.8KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1,472100Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$95765Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$4,705365Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$55,9363.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M151.1KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$51535Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$169,16913.1KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$660,96644.9KQ2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$30,1472.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,06072Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$163,39211.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$57439Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$191,63913.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$18,7391.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,17880Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$56038Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$305,73420.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18,2971.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$290,45519.7KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1329Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$17,6051.2KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,652316Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$70748Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,073422Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,399163Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$16211Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$14810Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$9,553649Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$23616Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$53036Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$73650Q2 2026
MAI Capital Management$17.7B AUM0.00%$2,032138Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$7,462507Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$50034Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,23784Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$844100Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$181Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$20,0001.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,825124Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,164147Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$151Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$292Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$786Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,604109Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,237152Q2 2026
Quent Capital, LLC$1.4B AUM0.00%$81Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$17712Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$514Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.