JOBY AVIATION INC
CUSIP G65163100
Joby Aviation Inc has 519 institutional holders in Filings Flow’s 13F database, together reporting 537.64M shares worth $4.5B as of Q1 2026. The largest reported holders are Toyota Motor Corp/, Vanguard Group Inc, and Baillie Gifford & Co.
Institutional Holders
519
Q1 2026
Reported Value
$4.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TOYOTA MOTOR CORP/$2.4B AUM | 43.47% | $1.1B | 128.45M | Q1 2026OLDER |
| Capricorn Investment Group LLC$602M AUM | 40.71% | $245M | 28.47M | Q1 2026OLDER |
| DELTA AIR LINES, INC.$378M AUM | 31.91% | $121M | 14.59M | Q1 2026OLDER |
| INTEL CORP$470M AUM | 26.92% | $127M | 15.32M | Q1 2026OLDER |
| Nan Fung Group Holdings Ltd$121M AUM | 5.88% | $4M | 217.3K | Q3 2025OLDER |
| VALUEWORKS LLC$367M AUM | 5.36% | $20M | 2.38M | Q1 2026OLDER |
| ALLEN OPERATIONS LLC$670M AUM | 1.92% | $13M | 1.56M | Q1 2026OLDER |
| Science & Technology Partners, L.P.$382M AUM | 1.80% | $6M | 399.3K | Q3 2025OLDER |
| Uber Technologies, Inc$3.6B AUM | 1.64% | $59M | 7.14M | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 1.02% | $2M | 253.0K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.97% | $14M | 1.75M | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.78% | $998,435 | 75.6K | Q4 2025OLDER |
| Lighthouse Financial LLC$166M AUM | 0.73% | $1M | 146.5K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.71% | $26M | 3.13M | Q1 2026OLDER |
| Lingotto Investment Management LLP$5.1B AUM | 0.61% | $31M | 3.74M | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.53% | $516M | 62.42M | Q1 2026OLDER |
| Creek Drive Management Group LLC$433M AUM | 0.48% | $2M | 157.0K | Q2 2026 |
| Rakuten Securities, Inc.$241M AUM | 0.47% | $1M | 137.8K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.47% | $2M | 147.0K | Q4 2025OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 0.42% | $543,127 | 41.1K | Q4 2025OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.40% | $5M | 632.6K | Q1 2026OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.40% | $51M | 6.17M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.34% | $408,317 | 49.4K | Q1 2026OLDER |
| Green Alpha Advisors, LLC$102M AUM | 0.33% | $338,660 | 41.0K | Q1 2026OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.31% | $22M | 2.68M | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 0.30% | $1M | 125.9K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.30% | $3M | 309.7K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.29% | $4M | 454.9K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.28% | $618,674 | 74.9K | Q1 2026OLDER |
| Atreides Management, LP$5.0B AUM | 0.24% | $12M | 769.4K | Q3 2025OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 0.23% | $3M | 394.1K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.21% | $1M | 65.2K | Q3 2025OLDER |
| Cooper Capital Advisors LLC$143M AUM | 0.21% | $332,772 | 25.2K | Q4 2025OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.19% | $9M | 700.0K | Q4 2025OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.19% | $991,200 | 120.0K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.18% | $369,825 | 44.8K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.17% | $807,000 | 50.0K | Q3 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.17% | $185,024 | 22.4K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.17% | $495,600 | 60.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.16% | $6M | 434.6K | Q4 2025OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 0.16% | $251,211 | 30.4K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.16% | $641,885 | 77.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.15% | $33M | 4.03M | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.15% | $606,714 | 73.5K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.15% | $36M | 4.38M | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.15% | $196,869 | 23.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.14% | $881,034 | 54.6K | Q3 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.14% | $7M | 797.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.13% | $19M | 2.27M | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.13% | $211,580 | 25.6K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 0.11% | $198,000 | 15.0K | Q4 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.10% | $295,200 | 20.0K | Q3 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.10% | $141,973 | 17.2K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.10% | $262,535 | 19.9K | Q4 2025OLDER |
| Westwood Wealth Management$255M AUM | 0.09% | $240,779 | 29.1K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 168.9K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.08% | $178,187 | 13.5K | Q4 2025OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.08% | $265,972 | 32.2K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.08% | $2M | 200.0K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.08% | $504,686 | 61.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $687,240 | 83.2K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.08% | $490,898 | 30.4K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.08% | $929,267 | 70.4K | Q4 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.08% | $534,000 | 30.0K | Q3 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $257,598 | 19.5K | Q4 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.07% | $993,859 | 120.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.07% | $2M | 213.4K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.07% | $197,389 | 23.9K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.07% | $550,695 | 66.7K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.07% | $87,409 | 10.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $949,594 | 115.0K | Q1 2026OLDER |
| PIAR LLC$128M AUM | 0.07% | $88,902 | 10.8K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.07% | $337,326 | 20.9K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.07% | $634,915 | 39.3K | Q3 2025OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.06% | $254,408 | 30.8K | Q1 2026OLDER |
| Comprehensive Financial Management LLC$3.0B AUM | 0.06% | $2M | 228.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.06% | $13M | 807.8K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.06% | $2M | 272.5K | Q1 2026OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.06% | $85,078 | 10.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.06% | $125,304 | 15.2K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.06% | $173,749 | 21.0K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $387,431 | 1.7K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.06% | $18M | 1.14M | Q3 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.06% | $8M | 499.1K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.06% | $144,210 | 10.9K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $238,904 | 14.8K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $2M | 145.2K | Q3 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $559,543 | 62.7K | Q2 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.06% | $3M | 320.3K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $242,299 | 18.4K | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.05% | $276,710 | 33.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $33M | 4.01M | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.05% | $5M | 648.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $6M | 485.5K | Q4 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.05% | $190,133 | 14.4K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.05% | $317,698 | 24.1K | Q4 2025OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.05% | $1M | 167.5K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.05% | $106,040 | 6.6K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.05% | $653,400 | 49.5K | Q4 2025OLDER |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.05% | $2M | 200.0K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.05% | $94,660 | 11.5K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.04% | $90,860 | 11.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.04% | $159,418 | 19.3K | Q1 2026OLDER |
| Defender Capital, LLC.$308M AUM | 0.04% | $132,600 | 10.0K | Q4 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.04% | $199,320 | 15.1K | Q4 2025OLDER |
| Kaizen Financial Strategies$236M AUM | 0.04% | $100,498 | 10.9K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.04% | $97,955 | 11.9K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.04% | $4M | 500.0K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.04% | $85,227 | 10.3K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $268,789 | 32.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $848,302 | 102.7K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $1M | 143.9K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.04% | $85,194 | 10.3K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.04% | $126,998 | 15.4K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.04% | $185,437 | 22.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.04% | $32M | 3.86M | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.04% | $322,800 | 20.0K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 136.4K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.03% | $9M | 1.07M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $8M | 921.9K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.03% | $811,562 | 98.3K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.03% | $83,120 | 10.1K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.03% | $2M | 271.1K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.03% | $8M | 958.7K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.03% | $13M | 1.61M | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.03% | $32M | 3.82M | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.03% | $1M | 90.0K | Q3 2025OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.03% | $2M | 275.9K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 0.03% | $114,814 | 13.9K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.03% | $218,684 | 26.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $3M | 261.9K | Q4 2025OLDER |
| FLC Capital Advisors$560M AUM | 0.03% | $170,197 | 20.6K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.03% | $272,580 | 33.0K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.03% | $186,344 | 14.1K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.03% | $165,200 | 20.0K | Q1 2026OLDER |
| INTERCAPITAL, LLC$299M AUM | 0.03% | $83,426 | 10.1K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.03% | $163,602 | 15.5K | Q4 2025OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.03% | $121,422 | 14.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 77.4K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.03% | $863,715 | 104.6K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.03% | $3M | 224.7K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $331,274 | 20.5K | Q3 2025OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.03% | $1M | 150.0K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.02% | $112,427 | 13.6K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $513,772 | 62.2K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.02% | $161,400 | 10.0K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $257,481 | 31.2K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $45,000 | 5.5K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.02% | $211,757 | 13.1K | Q3 2025OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.02% | $5M | 640.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $108,528 | 13.1K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.02% | $41,300 | 5.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.02% | $143,724 | 17.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $12M | 1.43M | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $437,488 | 33.1K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $814,907 | 98.7K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.02% | $3M | 376.0K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $238,987 | 28.9K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.02% | $31,680 | 2.4K | Q4 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.02% | $28,910 | 3.5K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.02% | $135,968 | 16.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.02% | $143,009 | 10.8K | Q4 2025OLDER |
| Herold Advisors, Inc.$455M AUM | 0.02% | $82,600 | 10.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $52,537 | 8.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $23M | 1.46M | Q3 2025OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.02% | $2M | 294.8K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $234,444 | 28.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $578,899 | 43.9K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 135.5K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $22M | 2.68M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $379,117 | 45.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $77,338 | 9.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $32M | 3.92M | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $73,944 | 9.0K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $347,623 | 21.5K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 167.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 319.1K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $17,313 | 2.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $61,552 | 4.7K | Q2 2026 |
| Sculptor Capital LP$9.6B AUM | 0.01% | $1M | 150.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $21M | 2.59M | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $987,301 | 119.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $283,410 | 34.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $404,393 | 49.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $260,735 | 31.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 229.7K | Q4 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $7M | 837.2K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $33,040 | 4.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $215M | 26.02M | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.01% | $55,388 | 23.0K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $110,131 | 13.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $10,975 | 680 | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 158.7K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.01% | $22,550 | 2.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $415,015 | 50.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $226,948 | 17.2K | Q4 2025OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 0.01% | $102,837 | 12.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 501.0K | Q3 2025OLDER |
| Thomasville National Bank$1.6B AUM | 0.01% | $165,000 | 12.5K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $693M | 52.49M | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.01% | $14,042 | 1.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 664.4K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $14,868 | 1.8K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.01% | $338,762 | 21.0K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $137,001 | 16.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.01% | $122,463 | 14.8K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.01% | $115,800 | 19.3K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $326,001 | 39.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $188,539 | 22.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $60M | 7.32M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $80M | 9.70M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $125,651 | 15.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $35M | 4.19M | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $604,186 | 73.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $135,670 | 16.4K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $295,708 | 35.8K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $3M | 419.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $52M | 6.24M | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.01% | $3M | 353.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $758,788 | 91.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $169,184 | 12.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $137M | 10.36M | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $171,439 | 10.6K | Q3 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.01% | $455,341 | 55.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $47,578 | 5.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $572,798 | 69.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 889.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $201,734 | 12.5K | Q3 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.01% | $97,396 | 10.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $222,351 | 26.9K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $22,440 | 1.7K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $114M | 13.85M | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 219.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 269.2K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $704,900 | 85.3K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $5M | 280.3K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $4M | 491.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $385M | 46.55M | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 444.9K | Q1 2026OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.01% | $555,625 | 67.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $105,307 | 12.7K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $528,640 | 64.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $195,969 | 23.7K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $510,121 | 31.6K | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $12,052 | 913 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $40M | 4.86M | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $85,570 | 9.6K | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 543.1K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.01% | $33,000 | 2.5K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.01% | $2M | 199.5K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.01% | $61,950 | 7.5K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $36,443 | 4.4K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.01% | $5,823 | 705 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 400.3K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $16,256 | 2.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $255,201 | 30.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $71,862 | 8.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $103,200 | 12.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $41M | 4.93M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $215M | 25.99M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $6M | 755.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 78.3K | Q4 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $139,734 | 16.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $218,803 | 16.6K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $120,803 | 14.6K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $13,364 | 828 | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $24,210 | 1.5K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $925,475 | 112.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $148,127 | 17.9K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $8,260 | 1.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $45,017 | 5.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $173,163 | 21.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $3M | 307.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.00% | $89,078 | 10.8K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.00% | $158,220 | 19.2K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.00% | $110,023 | 13.3K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.00% | $23,760 | 1.8K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $204,733 | 15.5K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 404.3K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.00% | $16,991 | 2.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $7,389 | 895 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $14,322 | 1.1K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $112,154 | 13.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $190,847 | 23.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.00% | $118,745 | 19.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $15M | 1.80M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $193,986 | 23.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $127,535 | 15.4K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 779.1K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $29,052 | 1.8K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $200,350 | 15.2K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $14,520 | 1.1K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $17,840 | 2.0K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 947.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $109M | 13.14M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $231,557 | 28.0K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $16,520 | 2.0K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $858,974 | 104.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $186,740 | 20.9K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $226,363 | 27.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $129,880 | 15.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $147,722 | 17.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $287,522 | 34.8K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $20,031 | 2.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $10,119 | 1.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $63,139 | 7.6K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $14,526 | 900 | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $14M | 1.71M | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $4,650 | 563 | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.00% | $3,304 | 400 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $5,782 | 700 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $448,411 | 54.3K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $8,260 | 1.0K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $86,557 | 10.5K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $403,500 | 25.0K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $8M | 1.02M | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $326,869 | 39.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $191,838 | 23.2K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $424,076 | 32.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 263.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 344.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 247.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $747,621 | 90.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $506,330 | 61.3K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.00% | $97,253 | 11.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 201.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $44,304 | 2.7K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $25M | 3.05M | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.00% | $98,203 | 11.9K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $3,793 | 403 | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 243.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $31,220 | 3.5K | Q2 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $4,254 | 515 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $21M | 2.58M | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $12,390 | 1.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $112,204 | 13.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $152,813 | 18.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $326,819 | 39.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $14M | 1.67M | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $187,722 | 13.8K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $198,884 | 24.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $199,926 | 12.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $78,619 | 9.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 580.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 283.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 418.3K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $12,223 | 926 | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $323,615 | 39.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 270.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 427.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 124.7K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $148,630 | 18.0K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $5,245 | 635 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $5,659 | 685 | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $224,507 | 27.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 314.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,260 | 550 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $59,987 | 6.7K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $372,769 | 23.1K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $73,965 | 8.3K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $176,219 | 21.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 221.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $115,673 | 14.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 439.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $343,583 | 41.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $114,451 | 13.9K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $425,040 | 32.2K | Q4 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $4,799 | 581 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $127,237 | 15.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $26M | 3.12M | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $445,104 | 33.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $162,820 | 10.1K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $441,413 | 27.3K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $835,251 | 101.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $23,263 | 2.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $106,777 | 12.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $125,304 | 15.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $136,720 | 16.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $103,732 | 6.4K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $9M | 1.08M | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $177,755 | 21.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $9,438 | 715 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $294,131 | 35.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 3.24M | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $8,029 | 972 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $413,000 | 50.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $861,960 | 65.3K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $413,000 | 50.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $324,888 | 39.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $123,974 | 15.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $129,186 | 15.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $158,485 | 19.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $329,779 | 39.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $949,859 | 115.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $425,010 | 51.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $10M | 1.21M | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $235,674 | 28.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $133,589 | 16.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.00% | $2,478 | 300 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 681.9K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.00% | $2,073 | 251 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $90,439 | 10.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 202.6K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.00% | $1,652 | 200 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $37,460 | 4.5K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $13,068 | 1.6K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $129,261 | 15.6K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $35,939 | 4.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 486.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $83,459 | 10.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $8,260 | 1.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $154,734 | 18.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $449,501 | 54.4K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $2,514 | 300 | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.00% | $2,478 | 300 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 131.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $3,197 | 387 | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $2,478 | 300 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $70,554 | 5.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $330,218 | 40.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $42,126 | 5.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $657,331 | 79.6K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $831,090 | 100.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 512.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $378,233 | 28.7K | Q4 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $3,228 | 200 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $400,995 | 48.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $158,412 | 19.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $237,938 | 28.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $319,213 | 38.6K | Q2 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $4,130 | 500 | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,304 | 400 | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $9,912 | 1.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $82,699 | 10.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 246.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $100,327 | 12.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $86,788 | 10.5K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.00% | $3,498 | 265 | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $161,647 | 12.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $44,480 | 5.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $253,391 | 30.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $455,324 | 55.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $252,091 | 15.6K | Q3 2025OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.00% | $2,640 | 200 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $7,005 | 848 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $282,194 | 34.2K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $436,475 | 52.8K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $1,785 | 216 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $754,510 | 91.3K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,686 | 189 | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,083 | 82 | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $257,844 | 31.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $924,658 | 111.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $29,925 | 3.6K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $242,274 | 29.3K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $4,543 | 550 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,653 | 1.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $113,220 | 13.7K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $6,718 | 509 | Q4 2025OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $2,478 | 300 | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.00% | $1,008 | 122 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,478 | 300 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $9,582 | 1.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $131,408 | 15.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 421.3K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $2,891 | 350 | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $8,260 | 1.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $105,154 | 12.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $27,564 | 3.3K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $13,200 | 1.0K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $1,074 | 130 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 320.6K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.00% | $1,211 | 75 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,563 | 1.8K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $3M | 353.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $448,490 | 54.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $42,415 | 5.1K | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 443.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $87,746 | 10.6K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,730 | 1.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $142,725 | 17.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $19,961 | 2.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $337,672 | 39.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $133,597 | 10.1K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $16,520 | 2.0K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $7,062 | 855 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $269,656 | 32.6K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $3,228 | 200 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $5,526 | 668.9K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $221,789 | 26.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 167.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $368,479 | 44.6K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $147,011 | 17.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $31,363 | 3.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $108,460 | 13.1K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $47,619 | 5.8K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,129 | 70.0K | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 190.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $1,652 | 200 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $214,551 | 26.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.