WEBULL CORP
CUSIP G9572D103
Webull Corp has 190 institutional holders in Filings Flow’s 13F database, together reporting 181.83M shares worth $881M as of Q1 2026. The largest reported holders are Rit Capital Partners PLC, Susquehanna International Group, LLP, and Peak6 LLC.
Institutional Holders
190
Q1 2026
Reported Value
$881M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lightspeed Management Company, L.L.C.$988M AUM | 32.83% | $106M | 7.15M | Q3 2025OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 27.09% | $192M | 14.98M | Q3 2025OLDER |
| HSG Holding Ltd$1.6B AUM | 3.41% | $55M | 7.05M | Q1 2026OLDER |
| Archon Capital Management LLC$177M AUM | 3.08% | $5M | 350.0K | Q3 2025OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 1.92% | $46M | 9.55M | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 0.88% | $14M | 1.80M | Q4 2025OLDER |
| Skaana Management L.P.$296M AUM | 0.76% | $2M | 470.8K | Q1 2026OLDER |
| Harraden Circle Investments, LLC$499M AUM | 0.43% | $2M | 150.0K | Q3 2025OLDER |
| HHLR ADVISORS, LTD.$1.7B AUM | 0.43% | $7M | 1.50M | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.34% | $146M | 30.47M | Q1 2026OLDER |
| Hidden Lake Asset Management LP$331M AUM | 0.29% | $2M | 154.4K | Q3 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.24% | $2M | 400.0K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.16% | $658,882 | 137.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.16% | $5M | 1.13M | Q1 2026OLDER |
| TIGER GLOBAL MANAGEMENT LLC$22.8B AUM | 0.14% | $32M | 6.72M | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.11% | $356,453 | 74.3K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 0.11% | $138,144 | 28.8K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $353,803 | 73.7K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.09% | $1M | 502.0K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.09% | $1M | 139.9K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.08% | $1M | 164.2K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.08% | $2M | 384.4K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.07% | $822,758 | 105.9K | Q4 2025OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.06% | $443,700 | 30.0K | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.06% | $102,902 | 21.4K | Q1 2026OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.05% | $2M | 146.1K | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.05% | $239,805 | 16.2K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.05% | $506,400 | 105.5K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.05% | $77,700 | 10.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $2M | 244.3K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.05% | $7M | 1.55M | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.04% | $746,533 | 109.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 114.2K | Q3 2025OLDER |
| 111 Capital$406M AUM | 0.04% | $185,151 | 23.8K | Q4 2025OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.04% | $3M | 534.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 245.2K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $484,497 | 100.9K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $372,677 | 77.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $5M | 953.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $208,997 | 14.1K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.03% | $111,904 | 14.4K | Q4 2025OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.02% | $83,500 | 12.5K | Q4 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.02% | $216,182 | 45.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 1.04M | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.02% | $58,085 | 12.1K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $751,939 | 156.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $10M | 2.08M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $162M | 33.71M | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.02% | $6M | 920.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.01% | $139,282 | 29.0K | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.01% | $93,240 | 12.0K | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $24,404 | 1.6K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $70,973 | 14.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 565.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $17M | 1.12M | Q3 2025OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.01% | $887,400 | 60.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $29M | 6.42M | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 1.54M | Q1 2026OLDER |
| GENERAL ATLANTIC, L.P.$2.1B AUM | 0.01% | $243,917 | 50.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $5M | 1.10M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $235,248 | 49.0K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $281,957 | 58.7K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.01% | $51,365 | 10.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $60M | 12.50M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 223.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 290.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.01% | $116,550 | 15.0K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $881,779 | 113.5K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $246,240 | 51.3K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 256.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.01% | $63,024 | 13.1K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $5M | 974.1K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.01% | $48,000 | 10.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $4M | 829.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $16M | 3.33M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $208,485 | 26.8K | Q4 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.01% | $70,535 | 14.7K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $191,395 | 39.9K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 352.8K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.01% | $61,205 | 12.8K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.01% | $11,040 | 2.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $97,230 | 21.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 1.08M | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $4M | 738.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $174,059 | 26.9K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.01% | $13,311 | 900 | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $221,243 | 15.0K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $316,943 | 66.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $489,835 | 102.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 215.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $47,824 | 7.3K | Q2 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.00% | $55,896 | 11.6K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $157,617 | 10.7K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $688,800 | 143.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.00% | $75,466 | 15.7K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 316.6K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $106,416 | 22.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $10M | 2.04M | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $168,088 | 11.4K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 247.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $350,650 | 73.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $114,201 | 23.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $241,965 | 16.4K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $22M | 4.59M | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 482.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $23M | 4.89M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 330.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $228,662 | 47.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $278,683 | 58.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 3.23M | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 1.78M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $48,720 | 10.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 389.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $68,447 | 14.3K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $516,643 | 107.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $8M | 1.75M | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $7,622 | 1.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $480,000 | 100.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 283.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $55,358 | 11.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 271.1K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.00% | $52,123 | 10.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 230.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $206,635 | 43.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $114,230 | 23.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,276 | 1.1K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $777,000 | 100.0K | Q4 2025OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 0.00% | $577,575 | 74.3K | Q4 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $3,523 | 734 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 337.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $76M | 15.83M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $111,538 | 23.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $125,640 | 26.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 429.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 683.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,384 | 705 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 3.76M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $3,178 | 662 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $182,505 | 12.3K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $504,736 | 115.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $77,700 | 10.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $995,448 | 207.4K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $98,102 | 20.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $231,360 | 48.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 1.43M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $109,051 | 22.7K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $689,451 | 105.7K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $577,018 | 120.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $106,814 | 22.3K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $119,170 | 24.8K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.00% | $205,598 | 42.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 212.7K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $15,523 | 3.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $23M | 4.81M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 855.6K | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $39,504 | 8.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $127,611 | 26.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $100,622 | 12.9K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $140,396 | 18.1K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 267.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $470,563 | 98.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 749.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $48,254 | 10.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $413,760 | 86.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $110,544 | 23.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 1.05M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 606.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $8M | 1.60M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $225,488 | 47.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,487 | 1.5K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $91,590 | 19.1K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $58,848 | 12.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $365,904 | 76.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $215,405 | 44.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $193,004 | 40.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $573,288 | 119.4K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $762,509 | 98.1K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,003 | 2.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 888.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $205,992 | 42.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11,952 | 2.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $226,214 | 47.1K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $348,715 | 72.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,674 | 1.2K | Q2 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $2,712 | 565 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 293.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $217,291 | 45.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 543.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $13M | 1.68M | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $129,080 | 26.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,800 | 1.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,809 | 1.2K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $133,793 | 16.9K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,016 | 420 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $596,285 | 124.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $541,243 | 112.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $263,971 | 55.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $201,821 | 42.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $127,123 | 26.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $112,411 | 23.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $83,207 | 17.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,624 | 14 | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $91,680 | 19.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,208 | 460 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $951 | 198.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $970 | 202 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $329,402 | 22.3K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $860 | 179 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $23,919 | 5.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,522 | 317 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $370,195 | 77.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $67,046 | 14.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $16,800 | 3.5K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $498 | 64 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,248 | 1.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $142,776 | 29.7K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $72,211 | 15.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $63,984 | 13.3K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $99,298 | 20.7K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $14,405 | 3.0K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $404 | 52 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $984 | 205 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $247,000 | 51.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $806 | 170 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $61,939 | 12.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $68,069 | 14.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $116,920 | 24.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $110,520 | 23.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $35,350 | 7.3K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $4,730 | 1.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,192 | 1.7K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $249 | 32 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $744 | 155 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $447 | 93 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $34,738 | 7.2K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $5,184 | 1.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4,147 | 864 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $194 | 25 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | — | $0 | 0 | Q2 2026 |
| Polar Asset Management Partners Inc.$5.0B AUM | — | $0 | 150.0K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.