WHITE MTNS INS GROUP LTD
CUSIP G9618E107
White Mtns Ins Group Ltd has 362 institutional holders in Filings Flow’s 13F database, together reporting 2.23M shares worth $4.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Dimensional Fund Advisors LP, and Neuberger Berman Group LLC.
Institutional Holders
362
Q1 2026
Reported Value
$4.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Wallace Capital Management Inc.$871M AUM | 19.88% | $173M | 78.8K | Q1 2026OLDER |
| ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM | 17.76% | $28M | 12.7K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 7.18% | $49M | 22.2K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 3.00% | $265M | 120.5K | Q1 2026OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 2.92% | $31M | 14.0K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 2.61% | $230M | 104.9K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 2.32% | $187M | 85.1K | Q1 2026OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 2.11% | $92M | 44.5K | Q2 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM | 2.04% | $41M | 18.9K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 1.51% | $3M | 1.5K | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 1.48% | $9M | 4.3K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 1.21% | $62M | 28.0K | Q1 2026OLDER |
| GENDELL JEFFREY L$7.3B AUM | 1.13% | $83M | 37.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.87% | $2M | 1.1K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.84% | $3M | 1.2K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.77% | $126M | 57.1K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.77% | $230M | 104.6K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.52% | $1M | 520 | Q2 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.47% | $2M | 729 | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.44% | $7M | 3.2K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.44% | $5M | 2.3K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.44% | $3M | 1.2K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 0.43% | $725,396 | 325 | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.41% | $2M | 924 | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.36% | $1M | 533 | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.32% | $3M | 1.2K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.31% | $531,664 | 242 | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.31% | $29M | 13.1K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.30% | $751,361 | 342 | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.28% | $706,530 | 340 | Q4 2025OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.27% | $746,966 | 340 | Q1 2026OLDER |
| Chapman Investment Management, LLC$121M AUM | 0.26% | $314,165 | 143 | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.26% | $492,119 | 224 | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.25% | $2M | 1.1K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.24% | $646,782 | 340 | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.23% | $7M | 3.1K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.21% | $272,423 | 124 | Q1 2026OLDER |
| Highlander Partners, L.P.$256M AUM | 0.21% | $581,848 | 280 | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.21% | $274M | 124.7K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.20% | $867,799 | 395 | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.20% | $228,484 | 104 | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.20% | $206,514 | 94 | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.19% | $4M | 1.9K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.19% | $655,650 | 298 | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 0.17% | $14M | 8.1K | Q3 2025OLDER |
| Parker Investment Management, LLC$659M AUM | 0.16% | $1M | 475 | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.15% | $219,696 | 100 | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.15% | $1M | 530 | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.15% | $682,145 | 329 | Q2 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.15% | $5M | 2.9K | Q3 2025OLDER |
| Sagewood Asset Management LP$319M AUM | 0.14% | $448,180 | 204 | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.14% | $11M | 5.2K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.14% | $14M | 6.5K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.14% | $1M | 562 | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.14% | $452,574 | 206 | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.13% | $404,241 | 184 | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.13% | $604,163 | 275 | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.13% | $126M | 57.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.13% | $518,171 | 310 | Q3 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.13% | $347,676 | 208 | Q3 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.13% | $2M | 835 | Q4 2025OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.12% | $23M | 10.6K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.12% | $988,632 | 450 | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.09% | $210,908 | 96 | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.09% | $200,582 | 120 | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.08% | $2M | 830 | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.08% | $338,332 | 154 | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $309,231 | 185 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.07% | $4M | 1.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $344M | 156.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $24,936 | 12 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.07% | $41M | 18.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.06% | $39M | 17.8K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.06% | $602,629 | 290 | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.06% | $91,203 | 41.5K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.06% | $20M | 9.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 912 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.05% | $4M | 2.0K | Q4 2025OLDER |
| Columbia Asset Management$525M AUM | 0.05% | $274,620 | 125 | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.05% | $2M | 823 | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.05% | $786,697 | 358 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.05% | $65,909 | 30 | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 470 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.05% | $393,256 | 179 | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $332,485 | 160 | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $7M | 3.2K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.04% | $2M | 687 | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $13M | 6.0K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.04% | $241,666 | 110 | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.04% | $437,195 | 199 | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $3M | 1.5K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.04% | $215,626 | 129 | Q3 2025OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.04% | $43,939 | 20 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $21M | 9.8K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.04% | $219,696 | 100 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 619 | Q2 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $274,620 | 125 | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.03% | $205,725 | 99 | Q4 2025OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.03% | $834,845 | 380 | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.03% | $333,938 | 152 | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $473,993 | 230 | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $3M | 1.2K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.03% | $107,651 | 49 | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $243,863 | 111 | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.03% | $13M | 6.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 800 | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 571 | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $500,921 | 228 | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.03% | $391,059 | 178 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.03% | $5M | 2.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $533,862 | 243 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $2M | 760 | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $272,474 | 124 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $1M | 467 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $24M | 11.1K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.02% | $24,881 | 12 | Q2 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 1.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $645,908 | 295 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $516,274 | 249 | Q2 2026 |
| Colonial Trust Co / SC$735M AUM | 0.02% | $134,015 | 61 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $746,966 | 340 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $360,301 | 164 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 1.3K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $485,792 | 223 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $605,088 | 275 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 658 | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $4M | 1.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $53M | 24.0K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.02% | $219,696 | 100 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $24M | 11.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $652,508 | 297 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $70,653 | 34 | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 2.5K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.01% | $2M | 921 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $806,276 | 388 | Q4 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $32,954 | 15 | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $334,304 | 200 | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $27,014 | 13 | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $1M | 581 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 656 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $254M | 115.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $33,430 | 20 | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $20M | 8.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 1.0K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.01% | $2M | 698 | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 611 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $171M | 82.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 824 | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $43,940 | 20 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $43,939 | 20 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $410,832 | 187 | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 1.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $443,787 | 202 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $549,240 | 250 | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $32,954 | 15 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $18M | 8.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $760,148 | 346 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 2.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $456,980 | 208 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $109,848 | 50 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $34M | 15.6K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 699 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 2.6K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $1M | 881 | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $13,182 | 6 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $14M | 6.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $33M | 15.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 3.9K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $283,408 | 129 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $54,029 | 26 | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $221,893 | 101 | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $15,379 | 7 | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $53M | 24.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $329,544 | 150 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $17M | 7.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 4.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $6M | 2.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $329,544 | 150 | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $616,791 | 369 | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $430,611 | 196 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $46,136 | 21 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 517 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $490M | 235.7K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $15M | 6.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $472,346 | 215 | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $439,392 | 200 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $11,701 | 7 | Q3 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $5M | 2.2K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $689,845 | 314 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 2.9K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $92,272 | 42 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 598 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $11M | 5.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 1.3K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $33M | 14.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $9M | 4.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $240M | 109.2K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 738 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 1.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $93M | 42.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $496,623 | 226 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $489,933 | 223 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 751 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $918,558 | 418 | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $312,574 | 187 | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 565 | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $973,253 | 443 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $7M | 3.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 1.2K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $1M | 560 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $62M | 28.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $34M | 15.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $49,761 | 24 | Q2 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $263,635 | 120 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 2.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 913 | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 998 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $249M | 113.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $201,569 | 97 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 1.4K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 0.00% | $217,499 | 99 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 1.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $284,690 | 137 | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $207,803 | 100 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $224,090 | 102 | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $909,541 | 414 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $221,225 | 101 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 460 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 623 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $35M | 15.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $30M | 13.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $777,723 | 354 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $41,742 | 19 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $108M | 49.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19M | 8.8K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $281,211 | 128 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $869,996 | 396 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $17M | 7.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $182,348 | 83 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23M | 10.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $19M | 8.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 1.4K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $4,156 | 2 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $37,348 | 17 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $207,339 | 100 | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $221,893 | 101 | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $294,393 | 134 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $605,090 | 362 | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $656,891 | 299 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $399,847 | 182 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 866 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $782,118 | 356 | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $344,923 | 157 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $17,576 | 8 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $230,681 | 105 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $30,757 | 14 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $24M | 11.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 1.1K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $21,970 | 10 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 1.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 4.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 4.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $164,772 | 75 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $661,922 | 396 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 1.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $329,544 | 150 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $437,195 | 199 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 1.9K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $364,695 | 166 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $467,953 | 213 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $217,499 | 99 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $331,741 | 151 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $437,196 | 199 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $116,439 | 53 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 650 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $274,705 | 125 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 684 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $435,009 | 198 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $241,666 | 110 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $238,973 | 115 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $169,166 | 77 | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $272,458 | 163 | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $542,367 | 261 | Q4 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $19,773 | 9 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $240,699 | 144 | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 932 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $15,379 | 7 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 706 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 607 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $371,287 | 169 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $889,769 | 405 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $419,620 | 191 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 2.9K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $10,030 | 6 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $54,924 | 25 | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $2,078 | 1 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $13,182 | 6 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 1.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $353,711 | 161 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $373,484 | 170 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $243,130 | 117 | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $540,452 | 246 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 2.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $4,394 | 2 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 1.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $232,739 | 112 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $32,908 | 15 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 1.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $28,560 | 13 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 614 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $4,394 | 2 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $615,119 | 368 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $81,287 | 37 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $268,161 | 122 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $571,436 | 260 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $177,954 | 81 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 3.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $944,693 | 430 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,197 | 1 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $2,197 | 1 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 2.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $17,576 | 8 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $11,700 | 7 | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $8,788 | 4 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $602,290 | 274 | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $230,681 | 105 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $439,392 | 200 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 1.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $760,518 | 346 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $381,878 | 176 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $13,182 | 6 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $24,167 | 11 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $252,650 | 115 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 546 | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $391,059 | 178 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $272,423 | 124 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 953 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $498,113 | 298 | Q3 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,074 | 1 | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $120,850 | 55 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,197 | 1 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,858 | 2.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $520,680 | 237 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $4,147 | 2 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $202,120 | 92 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $129,621 | 59 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $142,802 | 65 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $24,167 | 11 | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $17,576 | 8 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $116,439 | 53 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,394 | 2 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 1.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $90,075 | 41 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,788 | 4 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $4,398 | 2 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 615 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $300,984 | 137 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 2.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $951,287 | 433 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $850,224 | 387 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $260,757 | 156 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,672 | 1 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 535 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $8,313 | 4 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $6,234 | 3 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $17,339 | 8 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,591 | 3 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $178,853 | 107 | Q3 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $219,696 | 100 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $560,225 | 255 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,015 | 3 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,197 | 1 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $1,672 | 1 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $48,333 | 22 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,985 | 5 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $206,499 | 94 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 905 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $26,364 | 12 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $85,681 | 39 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,576 | 8 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $41,561 | 20 | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $2,197 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $54,029 | 26 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $46,136 | 21 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,788 | 4 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $15,045 | 9 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $87,879 | 40 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,073 | 1 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,672 | 1 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $34,462 | 16 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $19,773 | 9 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,394 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.