SEC 13F Intelligence

SEAGATE TECHNOLOGY HLDNGS PL

CUSIP G7997R103

Seagate Technology Hldngs Pl has 1,428 institutional holders in Filings Flow’s 13F database, together reporting 185.20M shares worth $70.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,428
Q1 2026
Reported Value
$70.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 577Q2 ’21Q4 ’21: 709Q4 ’21Q4 ’22: 588Q4 ’22Q4 ’25: 1,232Q4 ’25Q1 ’26: 1,428Q1 ’26Q2 ’26: 149Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $20.2BQ2 ’21Q4 ’21: $143.7BQ4 ’21Q4 ’22: $4.1BQ4 ’22Q4 ’25: $50.6BQ4 ’25Q1 ’26: $70.1BQ1 ’26Q2 ’26: $636MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Atalan Capital Partners, LP$1.1B AUM25.95%$282M718.8KQ1 2026OLDER
Ariose Capital Management Ltd$149M AUM25.41%$38M96.6KQ1 2026OLDER
Oxbow Capital Management (HK) Ltd$371M AUM20.09%$75M190.2KQ1 2026OLDER
Central Asset Investments & Management Holdings (HK) Ltd$108M AUM14.60%$16M40.1KQ1 2026OLDER
Aufman Associates Inc$204M AUM12.59%$26M65.5KQ1 2026OLDER
Amanah Holdings Trust$908M AUM12.50%$114M289.8KQ1 2026OLDER
Panoramic Capital, LLC$142M AUM10.58%$15M38.5KQ1 2026OLDER
Rivermont Capital Management LP$475M AUM10.08%$48M122.1KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM8.77%$19M49.2KQ1 2026OLDER
Avala Global LP$2.1B AUM7.14%$149M379.4KQ1 2026OLDER
Potrero Capital Research LLC$163M AUM6.81%$11M28.3KQ1 2026OLDER
Maple Rock Capital Partners Inc.$3.1B AUM6.81%$209M534.0KQ1 2026OLDER
KEYWISE CAPITAL MANAGEMENT (HK) Ltd$630M AUM6.39%$40M102.8KQ1 2026OLDER
HIGHLAND PEAK CAPITAL, LLC$373M AUM6.35%$19M70.0KQ4 2025OLDER
Sanders Capital, LLC$83.9B AUM6.02%$5.1B12.90MQ1 2026OLDER
Trivest Advisors Ltd$1.4B AUM5.87%$81M208.0KQ1 2026OLDER
SeaTown Holdings Pte. Ltd.$153M AUM5.19%$9M32.5KQ4 2025OLDER
Talos Eurisko Asset Management LP$585M AUM5.16%$29M105.8KQ4 2025OLDER
CHAPIN DAVIS, INC.$569M AUM4.50%$26M26.5KQ2 2026
Palestra Capital Management LLC$2.6B AUM4.49%$115M294.0KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM4.33%$19M47.8KQ1 2026OLDER
Attestor Capital Ltd$380M AUM4.05%$15M39.2KQ1 2026OLDER
Fortis Advisors, LLC$200M AUM4.04%$8M20.6KQ1 2026OLDER
WT Asset Management Ltd$4.8B AUM4.02%$192M489.8KQ1 2026OLDER
Dedeker Financial LLC$115M AUM3.99%$5M11.7KQ1 2026OLDER
Katamaran Capital LLP$124M AUM3.66%$5M11.6KQ1 2026OLDER
Steadtrust LLC$198M AUM3.65%$7M7.5KQ2 2026
APIS CAPITAL ADVISORS, LLC$648M AUM3.60%$23M59.6KQ1 2026OLDER
MWA Asset Management$183M AUM3.60%$7M16.8KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM3.60%$1.6B4.35MQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM3.52%$8M19.8KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM3.48%$5M11.8KQ1 2026OLDER
TOMS Capital Investment Management LP$3.8B AUM3.40%$130M331.0KQ1 2026OLDER
Anther Capital Ltd$3.8B AUM3.39%$130M331.2KQ1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM3.35%$4M9.0KQ1 2026OLDER
KWMG, LLC$1.4B AUM3.02%$42M43.4KQ2 2026
Old Port Advisors$434M AUM2.89%$13M32.1KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM2.76%$8M7.8KQ2 2026
Keystone Financial Group$1.5B AUM2.75%$40M62.7KQ1 2026OLDER
American State Bank (Iowa)$247M AUM2.74%$7M7.0KQ2 2026
UNICOM Systems, Inc.$1.5B AUM2.74%$42M43.5KQ2 2026
Pettee Investors, Inc.$194M AUM2.68%$5M7.7KQ1 2026OLDER
DigitalBridge Group, Inc.$1.6B AUM2.67%$42M108.1KQ1 2026OLDER
Atika Capital Management LLC$796M AUM2.63%$21M53.5KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM2.62%$11M29.0KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM2.60%$17M71.0KQ3 2025OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM2.47%$68M173.3KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM2.43%$4M10.4KQ1 2026OLDER
Slate Path Capital LP$6.7B AUM2.41%$156M658.9KQ3 2025OLDER
Authentikos Wealth Advisory, LLC$148M AUM2.32%$3M8.8KQ1 2026OLDER
TB Alternative Assets Ltd.$623M AUM2.27%$14M14.7KQ2 2026
Catherine Avery Investment Management LLC$223M AUM2.21%$5M12.6KQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM2.20%$2M5.7KQ1 2026OLDER
Egerton Capital (UK) LLP$9.0B AUM2.18%$201M729.3KQ4 2025OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM2.18%$3M8.9KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM2.18%$24M60.3KQ1 2026OLDER
BEACONLIGHT CAPITAL, LLC$190M AUM2.03%$3M12.7KQ4 2025OLDER
Aull & Monroe Investment Management Corp$215M AUM2.03%$4M11.1KQ1 2026OLDER
AFFINITY WEALTH MANAGEMENT LLC$661M AUM1.90%$13M32.1KQ1 2026OLDER
Abacus FCF Advisors LLC$444M AUM1.81%$8M20.6KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM1.81%$17M44.4KQ1 2026OLDER
Leisure Capital Management$286M AUM1.80%$5M13.1KQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM1.73%$19M70.1KQ4 2025OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.73%$27M68.6KQ1 2026OLDER
Value Aligned Research Advisors, LLC$20.7B AUM1.73%$358M914.8KQ1 2026OLDER
Gunderson Capital Management LLC$239M AUM1.72%$4M10.5KQ1 2026OLDER
Park Capital Management, LLC / WI$170M AUM1.71%$3M3.0KQ2 2026
Range Financial Group LLC$298M AUM1.69%$5M12.8KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM1.67%$7M16.7KQ1 2026OLDER
Western Financial Corp/CA$255M AUM1.57%$4M10.3KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM1.57%$10M26.5KQ1 2026OLDER
Indivisible Partners$1.1B AUM1.56%$18M45.0KQ1 2026OLDER
Night Squared LP$681M AUM1.56%$11M27.0KQ1 2026OLDER
Optimize Financial Inc$203M AUM1.53%$3M7.9KQ1 2026OLDER
MIG Capital, LLC$589M AUM1.50%$9M32.1KQ4 2025OLDER
SeaBridge Investment Advisors LLC$591M AUM1.44%$8M21.7KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM1.44%$9M22.5KQ1 2026OLDER
Blue Whale Capital LLP$2.1B AUM1.44%$30M77.1KQ1 2026OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM1.41%$2M8.4KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM1.39%$11M27.7KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM1.38%$31M32.6KQ2 2026
Stablepoint Partners, LLC$723M AUM1.35%$10M10.1KQ2 2026
Point72 Hong Kong Ltd$2.2B AUM1.33%$29M123.1KQ3 2025OLDER
Polar Capital Holdings Plc$28.2B AUM1.30%$366M933.9KQ1 2026OLDER
Kinetic Partners Management, LP$1.8B AUM1.30%$23M59.2KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM1.26%$1.4B3.62MQ1 2026OLDER
Hilltop National Bank$468M AUM1.25%$6M6.1KQ2 2026
Nishkama Capital, LLC$1.6B AUM1.24%$20M50.3KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM1.24%$12M31.7KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM1.22%$3M6.9KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM1.22%$2M6.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM1.21%$707M1.80MQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM1.17%$14M36.7KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM1.16%$3M7.7KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM1.15%$5M13.7KQ1 2026OLDER
FACT Capital, LP$150M AUM1.13%$2M4.4KQ1 2026OLDER
CVFG LLC$804M AUM1.11%$9M22.7KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM1.08%$3M12.6KQ4 2025OLDER
Bosman Wealth Management, LLC$114M AUM1.06%$1M3.1KQ1 2026OLDER
EASTERN BANK$6.5B AUM1.03%$67M69.9KQ2 2026
Holocene Advisors, LP$41.5B AUM1.03%$426M1.09MQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM1.03%$56M141.9KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM1.00%$28M71.3KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.97%$7M17.8KQ1 2026OLDER
KP Management LLC$409M AUM0.96%$4M10.0KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.95%$1M3.4KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.94%$1M2.9KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.94%$3M7.7KQ1 2026OLDER
Alight Capital Management LP$417M AUM0.94%$4M10.0KQ1 2026OLDER
Castle Hook Partners LP$23.4B AUM0.94%$220M561.6KQ1 2026OLDER
Trinity Legacy Partners, LLC$462M AUM0.93%$4M8.0KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.92%$1M3.5KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.89%$10M26.2KQ1 2026OLDER
Sara-Bay Financial$333M AUM0.88%$3M7.5KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.88%$8M19.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.87%$11M29.2KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM0.85%$8M19.5KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.84%$7M17.4KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.84%$4M8.9KQ1 2026OLDER
Atlatl Advisers LLC$135M AUM0.84%$2M7.9KQ4 2025OLDER
GKV Capital Management Co., Inc.$267M AUM0.83%$2M5.7KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.83%$3M9.6KQ4 2025OLDER
SANDS CAPITAL MANAGEMENT, LLC$25.5B AUM0.82%$208M531.9KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.81%$13M54.5KQ3 2025OLDER
Stone Wealth Partners$111M AUM0.80%$891,0212.3KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.79%$3M7.5KQ1 2026OLDER
Goldstream Capital Management Ltd$120M AUM0.78%$938,6572.4KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.78%$1M3.4KQ1 2026OLDER
SMITH SHELLNUT WILSON LLC /ADV$260M AUM0.77%$2M8.5KQ3 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.76%$72M182.8KQ1 2026OLDER
C2C Wealth Management, LLC$128M AUM0.76%$965,0001.0KQ2 2026
Kerrisdale Advisers, LLC$263M AUM0.74%$2M5.7KQ4 2025OLDER
Science & Technology Partners, L.P.$382M AUM0.74%$3M7.2KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.73%$3M7.1KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.70%$16M40.4KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM0.68%$1M3.8KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.66%$4M9.9KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.64%$9M24.2KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.63%$24M60.0KQ1 2026OLDER
Parkway Wealth Management Group, LLC$791M AUM0.61%$5M9.7KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.61%$35M52.1KQ1 2026OLDER
Evansbrook LLC$150M AUM0.60%$891,6462.3KQ2 2026
Beacon Bank & Trust$518M AUM0.59%$3M3.2KQ2 2026
Bell Bank$2.4B AUM0.59%$14M35.7KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.59%$5M13.2KQ1 2026OLDER
Kingsman Wealth Management, Inc.$178M AUM0.58%$1M2.6KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.58%$2M3.9KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.58%$15M63.8KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.58%$129M329.1KQ1 2026OLDER
Raab & Moskowitz Asset Management LLC$450M AUM0.57%$3M6.5KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.57%$1M2.6KQ1 2026OLDER
MSH Capital Advisors LLC$472M AUM0.56%$3M6.7KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.55%$5M18.8KQ4 2025OLDER
Forza Wealth Management, LLC$287M AUM0.55%$2M4.0KQ1 2026OLDER
Ardmore Road Asset Management LP$1.5B AUM0.54%$7M26.0KQ4 2025OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.54%$40M101.7KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.53%$673,4351.7KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.53%$2M3.9KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.53%$2M5.0KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.51%$5M12.6KQ1 2026OLDER
LIFELONG WEALTH ADVISORS, INC.$376M AUM0.51%$2M4.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.51%$3M7.0KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.51%$43M110.7KQ1 2026OLDER
M&G Plc$19.4B AUM0.50%$97M248.7KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.50%$4M11.1KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.49%$559,3952.0KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.49%$38M97.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.49%$11M27.0KQ1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.48%$1M3.7KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.48%$18M45.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.48%$286M730.6KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.48%$655,4141.7KQ1 2026OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.47%$2M5.3KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.47%$514,3801.3KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.46%$1M3.3KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.46%$4M4.3KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.45%$38M97.6KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.45%$3M6.5KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.45%$1M3.0KQ1 2026OLDER
Credit Capital Investments LLC$110M AUM0.44%$489,7001.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.44%$3M8.8KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.44%$2M8.0KQ3 2025OLDER
Alpha Family Trust$206M AUM0.44%$959,7343.5KQ4 2025OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.43%$11M28.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.43%$709M1.81MQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.42%$1M2.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.42%$88M370.9KQ3 2025OLDER
City Center Advisors, LLC$123M AUM0.41%$509,520528Q2 2026
Legacy Capital Group California, Inc.$263M AUM0.41%$1M2.8KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.41%$25M63.5KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.41%$3M7.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.40%$377M966.5KQ1 2026OLDER
Soroban Capital Partners LP$51.8B AUM0.40%$209M534.4KQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.40%$681,6621.7KQ1 2026OLDER
North Berkeley Wealth Management, LLC$189M AUM0.40%$749,4371.9KQ1 2026OLDER
Bank OZK$283M AUM0.39%$1M2.9KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.39%$2M4.3KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.38%$2M1.8KQ2 2026
Rokos Capital Management LLP$13.2B AUM0.37%$49M125.5KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM0.37%$612,6171.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.37%$13M32.7KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.36%$828,5722.1KQ1 2026OLDER
Goldenstone Wealth Management LLC$137M AUM0.36%$495,9681.3KQ1 2026OLDER
GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM0.36%$3M6.5KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.35%$5M12.9KQ1 2026OLDER
LBP AM SA$7.3B AUM0.35%$26M66.0KQ1 2026OLDER
Counterweight Ventures, LLC$178M AUM0.35%$626,8161.6KQ1 2026OLDER
Impact Capital Partners LLC$367M AUM0.35%$1M1.3KQ2 2026
Safeguard Investment Advisory Group, LLC$362M AUM0.35%$1M3.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.35%$583,3301.5KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.35%$20M51.4KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.35%$2.2B5.74MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.35%$271M693.0KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.35%$2M6.1KQ1 2026OLDER
Braeburn Wealth Management LLC$175M AUM0.35%$604,8771.5KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.35%$365,938934Q1 2026OLDER
BDF-GESTION$747M AUM0.34%$3M3.6KQ2 2026
Clay Northam Wealth Management, LLC$178M AUM0.34%$606,8361.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.34%$1.0B2.54MQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.34%$1.4B3.52MQ1 2026OLDER
Czech National Bank$18.3B AUM0.34%$62M63.8KQ2 2026
Spire Wealth Management$3.3B AUM0.34%$11M11.5KQ2 2026
Johnson & White Wealth Management, LLC$236M AUM0.33%$785,8712.0KQ1 2026OLDER
Adams Wealth Management$455M AUM0.33%$1M3.8KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.33%$55M199.8KQ4 2025OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.33%$2M5.7KQ4 2025OLDER
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM0.32%$905,3572.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.32%$2M4.2KQ1 2026OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.32%$1M3.3KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.32%$1M2.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.32%$1M2.7KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.32%$1M3.3KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.32%$3M7.1KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.32%$13M32.2KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.32%$8M21.3KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.31%$3M2.9KQ2 2026
HighVista Strategies LLC$362M AUM0.31%$1M2.9KQ1 2026OLDER
Carbahal Olsen Financial Services Group, LLC$125M AUM0.31%$391,7601.0KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.31%$8M21.5KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.31%$355,550906Q1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.31%$4M10.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.31%$74M190.1KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.31%$21M75.8KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.31%$81M207.5KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.31%$3M11.0KQ4 2025OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.30%$58M148.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.30%$562M1.43MQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.30%$2M1.8KQ2 2026
Sound View Wealth Advisors Group, LLC$1.5B AUM0.30%$4M11.3KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.30%$7M7.2KQ2 2026
Rakuten Securities, Inc.$241M AUM0.30%$723,1891.8KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.30%$2M5.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.30%$72M182.9KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.30%$10M34.7KQ4 2025OLDER
Cornerstone Advisors, LLC$2.7B AUM0.30%$8M20.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.29%$681,9772.9KQ3 2025OLDER
TABR Capital Management, LLC$109M AUM0.29%$317,401810Q1 2026OLDER
Swedbank AB$95.1B AUM0.29%$278M709.2KQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.29%$4M9.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.29%$5M11.7KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.29%$57M146.8KQ1 2026OLDER
Bay Rivers Group$293M AUM0.29%$848,235879Q2 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.29%$445,8231.1KQ1 2026OLDER
CacheTech Inc.$519M AUM0.29%$1M3.8KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.29%$2M2.4KQ2 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.29%$17M43.8KQ1 2026OLDER
NORTH DALLAS BANK & TRUST CO$169M AUM0.29%$482,500500Q2 2026
EVERPAR ADVISORS LLC$352M AUM0.28%$989,1251.0KQ2 2026
Situational Awareness LP$13.7B AUM0.28%$11M48.6KQ3 2025OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.28%$32M81.0KQ1 2026OLDER
PINKERTON WEALTH, LLC$1.1B AUM0.28%$3M11.0KQ1 2026OLDER
Donalies Financial Planning, LLC$117M AUM0.27%$321,911822Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.27%$229M585.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.27%$117M298.2KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.27%$734,9421.9KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.27%$1M1.2KQ2 2026
Veracity Capital LLC$280M AUM0.27%$743,5281.9KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.27%$1M2.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.26%$53M136.1KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.26%$299,870764Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.26%$1.4B3.55MQ2 2026
EWA, LLC$548M AUM0.26%$1M1.5KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.26%$19M49.3KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.26%$395,4031.0KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.25%$1M3.3KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.25%$559,164579Q2 2026
USA FINANCIAL FORMULAS$531M AUM0.25%$1M3.4KQ1 2026OLDER
Estate Counselors, LLC$1.1B AUM0.25%$3M10.8KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.25%$35M90.5KQ1 2026OLDER
FCG Investment Co$228M AUM0.25%$567,2681.4KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.25%$4M10.8KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.25%$403,1811.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.25%$4M10.7KQ1 2026OLDER
National Pension Service$131.7B AUM0.25%$324M827.8KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.24%$3M6.6KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.24%$284,418726Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.24%$1.9B4.82MQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.24%$38M96.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.24%$7M16.7KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.24%$454,527471Q2 2026
Banque Cantonale Vaudoise$2.7B AUM0.24%$6M16.2KQ1 2026OLDER
OBSIDIAN CIO, LLC$111M AUM0.24%$265,222677Q1 2026OLDER
Centennial Bank/AR/$279M AUM0.24%$662,0741.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.24%$6M6.6KQ2 2026
JM2 Capital Inc.$121M AUM0.24%$284,418726Q1 2026OLDER
LifeGoal Investments, LLC$218M AUM0.24%$515,310534Q2 2026
Vanguard Capital Wealth Advisors$108M AUM0.24%$254,644650Q1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.24%$2M2.4KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.24%$5M13.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.23%$635,4742.7KQ3 2025OLDER
Virtue Capital Management, LLC$657M AUM0.23%$2M4.2KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.23%$2M4.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.23%$4.3B11.09MQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.23%$3M12.3KQ3 2025OLDER
Adelphi Trust Co$151M AUM0.23%$344,505357Q2 2026
FIRST FINANCIAL CORP /IN/$289M AUM0.23%$660,060684Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.23%$689M1.76MQ1 2026OLDER
Blue Capital, Inc.$153M AUM0.23%$347,883888Q1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.23%$513,9891.3KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.22%$548,4641.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.22%$346M883.6KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.22%$95M241.7KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM0.22%$276,583706Q1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.22%$8M7.9KQ2 2026
Cache Advisors, LLC$1.2B AUM0.22%$3M2.7KQ2 2026
Jump Financial, LLC$7.5B AUM0.22%$16M41.7KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.22%$10M25.2KQ1 2026OLDER
Old North State Wealth Management, LLC$234M AUM0.22%$503,933522Q2 2026
ALERUS FINANCIAL NA$2.0B AUM0.22%$4M11.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.22%$9M22.6KQ1 2026OLDER
Reliant Investment Partners, LLC$121M AUM0.21%$258,953661Q1 2026OLDER
TrueWealth Advisors, LLC$444M AUM0.21%$947,661982Q2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.21%$22M56.4KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.21%$888,9032.3KQ1 2026OLDER
111 Capital$406M AUM0.21%$857,9542.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.21%$1.3B3.33MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.21%$427M595.5KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.21%$256,995656Q1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.21%$5M14.0KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.21%$7M7.2KQ2 2026
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.21%$25M64.9KQ1 2026OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM0.21%$874,4082.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.21%$3M7.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.20%$157M399.5KQ1 2026OLDER
PERKINS CAPITAL MANAGEMENT INC$107M AUM0.20%$215,468550Q1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.20%$2M2.5KQ2 2026
JLB & ASSOCIATES INC$696M AUM0.20%$1M3.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.20%$4M9.8KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.20%$37M93.3KQ1 2026OLDER
Paul R. Ried Financial Group, LLC$229M AUM0.20%$454,515471Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.20%$169M433.2KQ1 2026OLDER
Sterling Investment Counsel, LLC$357M AUM0.20%$696,9431.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.20%$10M10.2KQ2 2026
Westside Investment Management, Inc.$653M AUM0.20%$1M3.2KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.19%$4M9.4KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.19%$10M10.8KQ2 2026
Next Level Private LLC$511M AUM0.19%$976,5801.0KQ2 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.19%$122M310.5KQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.19%$291,469744Q1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.19%$2M6.1KQ1 2026OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.19%$242,891620Q1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.19%$201,365514Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.19%$100M255.7KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.18%$11M27.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.18%$125M318.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.18%$3M9.4KQ4 2025OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.18%$61M156.6KQ1 2026OLDER
Clearwave Capital, LLC$146M AUM0.18%$267,632683Q1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.18%$477,1651.2KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.18%$2M6.1KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.18%$749,8701.9KQ1 2026OLDER
Worth Financial Advisory Group, LLC$229M AUM0.18%$374,8061.4KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.18%$379M967.5KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.18%$2M4.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.18%$2M4.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.18%$66M239.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.18%$33M83.5KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.18%$281,305292Q2 2026
WORLD EQUITY GROUP, INC.$447M AUM0.18%$786,475815Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.18%$384M1.00MQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.18%$540,2681.4KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.17%$5M13.1KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.17%$14M38.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.17%$10M25.4KQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.17%$482,500500Q2 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.17%$38M97.9KQ1 2026OLDER
Private Advisory Group LLC$1.5B AUM0.17%$3M6.7KQ1 2026OLDER
Providence First Trust Co$284M AUM0.17%$486,1741.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.17%$3.2B8.18MQ1 2026OLDER
Scientech Research LLC$120M AUM0.17%$268,230974Q4 2025OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.17%$245,813627Q1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.17%$3M6.4KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.17%$1M3.1KQ1 2026OLDER
Crestmont Private Wealth LLC$317M AUM0.17%$532,4021.4KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.17%$213,102900Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.17%$1.5B3.71MQ1 2026OLDER
Five Oceans Advisors$311M AUM0.17%$519,170538Q2 2026
Investment Management Corp of Ontario$7.8B AUM0.17%$13M32.9KQ1 2026OLDER
Onex Canada Asset Management Inc.$601M AUM0.17%$996,2462.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.17%$122M311.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.16%$103M261.8KQ1 2026OLDER
COLUMBIA ADVISORY PARTNERS LLC$157M AUM0.16%$241,517877Q4 2025OLDER
CYBER HORNET ETFs LLC$155M AUM0.16%$252,304598Q1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.16%$577,8461.5KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.16%$520,8341.3KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.16%$8M19.6KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.16%$432,8951.1KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.16%$2M3.8KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.16%$927,2962.4KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.16%$2M5.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.16%$1.0B2.61MQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.16%$49M144.9KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.16%$1M2.6KQ1 2026OLDER
Arkfeld Wealth Strategies, L.L.C.$316M AUM0.16%$492,061947Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.16%$16M40.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.15%$2.4B6.66MQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.15%$13M32.7KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.15%$300,479767Q1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.15%$2M6.0KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.15%$242,889620Q1 2026OLDER
Colonial River Investments, LLC$279M AUM0.15%$423,8841.1KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.15%$18M46.1KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.15%$5M12.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.15%$210M536.7KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.15%$19M47.9KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.15%$395M1.01MQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.15%$602,4252.6KQ3 2025OLDER
SEVEN MILE ADVISORY$139M AUM0.15%$203,323519Q1 2026OLDER
Tennessee Valley Asset Management Partners$757M AUM0.15%$1M2.8KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.15%$2M4.4KQ1 2026OLDER
FSA Advisors, Inc.$152M AUM0.15%$210,122763Q4 2025OLDER
Korea Investment CORP$48.3B AUM0.15%$70M179.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.15%$1.3B3.31MQ1 2026OLDER
Stonebridge Financial Planning Group, LLC$272M AUM0.15%$395,2861.0KQ1 2026OLDER
Custos Family Office, LLC$147M AUM0.15%$212,556772Q4 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.14%$715,065741Q2 2026
Swiss National Bank$173.8B AUM0.14%$250M639.4KQ1 2026OLDER
Magnolia Private Wealth, LLC$150M AUM0.14%$215,076549Q1 2026OLDER
TRUEFG, LLC$377M AUM0.14%$539,0621.4KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.14%$240,291663Q1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.14%$9M21.9KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.14%$3M8.6KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.14%$2M1.6KQ2 2026
Trivium Point Advisory, LLC$553M AUM0.14%$770,9842.0KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.14%$391,9001.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.14%$5.5B14.16MQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.14%$8M21.6KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.14%$49M125.1KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.14%$4M10.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.14%$593M1.51MQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.14%$4M3.8KQ2 2026
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.14%$300,088766Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.14%$203M518.5KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.14%$372,172950Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.14%$23M59.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.13%$19M47.9KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.13%$8M21.3KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.13%$2M4.7KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.13%$321,243820Q1 2026OLDER
Monument Capital Management$399M AUM0.13%$533,5771.4KQ1 2026OLDER
EHRLICH FINANCIAL GROUP$194M AUM0.13%$258,620268Q2 2026
Hamilton Point Investment Advisors, LLC$649M AUM0.13%$862,3232.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.13%$205M522.3KQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.13%$805,0672.1KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.13%$803,8922.1KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.13%$11M29.0KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.13%$1M3.6KQ4 2025OLDER
Kingdom Financial Group LLC.$349M AUM0.13%$456,0091.2KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.13%$456,0091.2KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.13%$2M7.8KQ3 2025OLDER
Nikulski Financial, Inc.$405M AUM0.13%$525,8471.3KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.13%$4M9.8KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.13%$6M15.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.13%$10M25.0KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.13%$634,0262.2KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.13%$33M83.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.13%$120M307.3KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.13%$5M11.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.13%$147M376.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.13%$8M20.8KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.13%$2M3.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.13%$31M79.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.13%$3.7B9.32MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.13%$32M82.0KQ1 2026OLDER
Manske Wealth Management$357M AUM0.13%$450,5241.1KQ1 2026OLDER
Carmel Capital Partners, LLC$277M AUM0.13%$349,450892Q1 2026OLDER
Balefire, LLC$613M AUM0.13%$772,000800Q2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.12%$601M1.53MQ1 2026OLDER
KKM Financial LLC$563M AUM0.12%$703,3462.6KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM0.12%$604,8771.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.12%$43M108.6KQ1 2026OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.12%$217,035554Q1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.12%$3M6.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.12%$54M137.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.12%$2.0B5.06MQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.12%$1M3.3KQ1 2026OLDER
WealthTrust Asset Management, LLC$167M AUM0.12%$205,674525Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.12%$24M86.7KQ4 2025OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.12%$5M13.2KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.12%$42M107.4KQ1 2026OLDER

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