PENGUIN SOLUTIONS INC
CUSIP G8232Y101
Penguin Solutions Inc has 1 institutional holders in Filings Flow’s 13F database, together reporting 718.5K shares worth $14M as of Q4 2025. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.
Institutional Holders
1
Q4 2025
Reported Value
$14M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CROSSLINK CAPITAL INC$1.0B AUM | 4.04% | $71M | 3.58M | Q2 2025OLDER |
| Think Investments LP$762M AUM | 3.11% | $18M | 904.6K | Q2 2025OLDER |
| Ophir Asset Management Pty Ltd$859M AUM | 2.43% | $14M | 800.7K | Q1 2025OLDER |
| Optimize Financial Inc$203M AUM | 1.22% | $2M | 100.4K | Q2 2025OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 1.11% | $23M | 1.15M | Q2 2025OLDER |
| Bastion Asset Management Inc.$328M AUM | 0.71% | $1M | 69.3K | Q1 2025OLDER |
| Timelo Investment Management Inc.$127M AUM | 0.67% | $495,250 | 25.0K | Q2 2025OLDER |
| Foundry Partners, LLC$1.9B AUM | 0.63% | $12M | 690.2K | Q1 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.59% | $3M | 162.5K | Q2 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.35% | $688,893 | 34.8K | Q2 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.33% | $14M | 785.1K | Q1 2025OLDER |
| Invenomic Capital Management LP$2.2B AUM | 0.32% | $6M | 364.6K | Q1 2025OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.27% | $1M | 47.6K | Q3 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.25% | $8M | 434.6K | Q1 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.21% | $13M | 739.8K | Q1 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.19% | $3M | 150.2K | Q1 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.18% | $18M | 903.2K | Q2 2025OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.17% | $2M | 105.0K | Q2 2025OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.15% | $5M | 265.8K | Q1 2025OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.14% | $230,896 | 8.8K | Q3 2025OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.14% | $2M | 102.5K | Q1 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.14% | $876,612 | 50.5K | Q1 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.13% | $937,000 | 47.3K | Q2 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $1M | 69.0K | Q2 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.08% | $422,587 | 21.3K | Q2 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.08% | $2M | 86.7K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.07% | $453,332 | 22.9K | Q2 2025OLDER |
| CastleKnight Management LP$6.0B AUM | 0.06% | $2M | 112.6K | Q2 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.06% | $42,973 | 2.5K | Q1 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.05% | $481,250 | 24.3K | Q2 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.05% | $7M | 357.0K | Q2 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $4M | 206.8K | Q2 2025OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.04% | $2M | 113.7K | Q1 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.04% | $8M | 386.6K | Q2 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $3M | 139.7K | Q2 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $369,932 | 18.7K | Q2 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.03% | $2M | 109.4K | Q1 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $21M | 1.22M | Q1 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.02% | $238,235 | 12.0K | Q2 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.02% | $361,609 | 20.8K | Q1 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $204,131 | 10.3K | Q2 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $489,505 | 24.7K | Q2 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $453,856 | 26.3K | Q1 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $4M | 179.8K | Q2 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $991,550 | 50.1K | Q2 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $333,278 | 19.2K | Q1 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $236,046 | 10.4K | Q3 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.01% | $6M | 308.7K | Q2 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $19M | 956.7K | Q2 2025OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 116.5K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $157,668 | 8.0K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $6M | 281.7K | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $36M | 2.10M | Q1 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $487,326 | 24.6K | Q2 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $481,798 | 23.4K | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $26M | 1.29M | Q2 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 165.3K | Q2 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $9M | 467.8K | Q2 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $285,700 | 14.4K | Q2 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $493,527 | 24.9K | Q2 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $18M | 899.6K | Q2 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $275,359 | 13.9K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $963,305 | 55.5K | Q1 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $693,707 | 35.0K | Q2 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $516,045 | 29.7K | Q1 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $91M | 4.59M | Q2 2025OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $31,696 | 1.6K | Q2 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $549 | 27.7K | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $32,786 | 1.7K | Q2 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $240,196 | 12.1K | Q2 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 60.4K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $387,820 | 19.6K | Q2 2025OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $219,612 | 14.0K | Q1 2025OLDER |
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 0.00% | $411,080 | 24.1K | Q1 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 133.7K | Q1 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $4,757 | 181 | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $817,757 | 41.3K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $107,925 | 5.4K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $123,971 | 6.3K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14M | 718.5K | Q4 2025 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $165M | 8.34M | Q2 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $207,985 | 10.5K | Q2 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $516,447 | 26.1K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 906.2K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $135,132 | 5.1K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 133.1K | Q1 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $17M | 854.1K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 166.8K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 302.7K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 813.8K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $300,901 | 17.3K | Q1 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $5M | 261.6K | Q2 2025OLDER |
| Corebridge Financial, Inc.$1.1B AUM | 0.00% | $473,020 | 27.2K | Q1 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $4M | 224.1K | Q2 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $3M | 140.5K | Q2 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $126,566 | 6.4K | Q2 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $66,638 | 3.4K | Q2 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $14M | 690.7K | Q2 2025OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $6,732 | 340 | Q2 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 433.9K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 59.3K | Q1 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $12,163 | 614 | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $371,299 | 18.7K | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $550,592 | 27.8K | Q2 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $130M | 6.57M | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 316.1K | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 125.1K | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2,744 | 158 | Q1 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $53M | 2.69M | Q2 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $11,180 | 564 | Q2 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $420,076 | 24.2K | Q1 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $1M | 72.6K | Q2 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $182,976 | 10.5K | Q1 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $1M | 56.6K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $10,735 | 618 | Q1 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $22M | 1.27M | Q1 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $400,241 | 20.2K | Q2 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $294,337 | 14.9K | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $12M | 614.6K | Q2 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $200,710 | 11.6K | Q1 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1,047 | 52.9K | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $268,326 | 13.5K | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 146.7K | Q1 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $778,618 | 45.1K | Q1 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $47,224 | 2.1K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20M | 986.6K | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 341.4K | Q2 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $202,815 | 10.2K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 942.3K | Q2 2025OLDER |
| Morse Asset Management, Inc$481M AUM | 0.00% | $4,777 | 275 | Q1 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 98.1K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 293.6K | Q2 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $541,447 | 27.3K | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12,800 | 622 | Q2 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $579,026 | 29.2K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 57.3K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 97.0K | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,071 | 155 | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $969,462 | 48.9K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $6M | 308.5K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 241.2K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $965,222 | 48.7K | Q2 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $25,448 | 1.5K | Q1 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 72.6K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $230,430 | 11.6K | Q2 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $244,159 | 12.3K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 171.4K | Q2 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $166,752 | 9.6K | Q1 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $310,443 | 15.7K | Q2 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $17,370 | 1.0K | Q1 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 269.7K | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 180.5K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 72.1K | Q2 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 140.4K | Q2 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $581,418 | 33.3K | Q1 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $796,244 | 40.2K | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 207.1K | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $526,035 | 26.6K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,646 | 285 | Q2 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $7,369 | 372 | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $273,220 | 13.8K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $157 | 6.0K | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $235,680 | 11.9K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $511,831 | 25.8K | Q2 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $250,894 | 12.7K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 121.3K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $26,438 | 1.0K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,737 | 441 | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $203,607 | 10.3K | Q2 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $290 | 14.6K | Q2 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $833 | 42 | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $11,273 | 649 | Q1 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $2,872 | 145 | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $274 | 13.8K | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $509,850 | 25.7K | Q2 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,837 | 163.3K | Q1 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $214,265 | 10.8K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 186.6K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $15,616 | 899 | Q1 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $1,981 | 100 | Q2 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $423,074 | 24.2K | Q1 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,584 | 80 | Q2 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $535 | 27 | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,518 | 430 | Q2 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $496 | 25 | Q2 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $575 | 29 | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,606 | 150 | Q1 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $373,034 | 23.0K | Q1 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $421,084 | 24.2K | Q1 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $25,100 | 1.3K | Q2 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $5,628 | 324 | Q1 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,563 | 90 | Q1 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $348 | 20 | Q1 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $59,349 | 3.0K | Q3 2025OLDER |
| Lindbrook Capital, LLC$1.1B AUM | 0.00% | $851 | 49 | Q1 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $77,259 | 3.9K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $17,822 | 1.0K | Q1 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $192,199 | 11.1K | Q1 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.00% | $295 | 17 | Q1 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,328 | 134 | Q1 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,862 | 94 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $66,204 | 3.3K | Q2 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $348 | 20 | Q1 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $2,357 | 119 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $792 | 40 | Q2 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,109 | 56 | Q2 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $4,620 | 266 | Q1 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $18,126 | 915 | Q2 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $634 | 32 | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $2,734 | 138 | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $159 | 8 | Q2 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $19,869 | 1.0K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,529 | 582 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $22 | 1.3K | Q1 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,704 | 187 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $36,866 | 1.9K | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $4,081 | 206 | Q2 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5,106 | 294 | Q1 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $999 | 38 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $634 | 32 | Q2 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $18 | 1 | Q1 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $139 | 7 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $174 | 10 | Q1 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $844 | 41 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $139 | 7 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.