WILLIS TOWERS WATSON PLC LTD
CUSIP G96629103
Willis Towers Watson PLC Ltd has 718 institutional holders in Filings Flow’s 13F database, together reporting 90.62M shares worth $26.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Massachusetts Financial Services Co /Ma/, and Blackrock, Inc..
Institutional Holders
718
Q1 2026
Reported Value
$26.3B
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 |
|---|---|---|---|---|
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 8.89% | $20M | 69.2K | Q1 2026OLDER |
| Atalan Capital Partners, LP$1.1B AUM | 7.86% | $110M | 336.0K | Q4 2025OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 7.52% | $52M | 180.3K | Q1 2026OLDER |
| ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM | 6.31% | $176M | 606.4K | Q1 2026OLDER |
| Rivermont Capital Management LP$475M AUM | 5.18% | $22M | 66.3K | Q4 2025OLDER |
| ABRAMS CAPITAL MANAGEMENT, L.P.$4.6B AUM | 4.52% | $210M | 720.8K | Q1 2026OLDER |
| Heights Point Management, LP$108M AUM | 4.11% | $5M | 14.7K | Q4 2025OLDER |
| Southpoint Capital Advisors LP$4.9B AUM | 3.62% | $138M | 400.0K | Q3 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 3.37% | $26M | 191.1K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 2.71% | $287M | 877.5K | Q3 2025OLDER |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.36% | $74M | 226.1K | Q4 2025OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 2.33% | $1.7B | 6.02M | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 2.14% | $1.3B | 4.34M | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 1.77% | $1.1B | 3.79M | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 1.65% | $2M | 7.8K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 1.64% | $96M | 330.8K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 1.60% | $141M | 485.0K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 1.60% | $29M | 100.7K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.54% | $2M | 5.4K | Q1 2026OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 1.53% | $6M | 16.2K | Q3 2025OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 1.42% | $30M | 101.9K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.24% | $5M | 17.5K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.17% | $2.1B | 7.33M | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 1.16% | $5M | 17.2K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.12% | $3M | 10.8K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 1.11% | $2M | 15.0K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 1.08% | $36M | 122.7K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 1.08% | $5M | 16.5K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.03% | $3M | 7.5K | Q3 2025OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.96% | $5M | 22.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.87% | $2.6B | 5.87M | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 0.83% | $2M | 8.5K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.75% | $2M | 4.6K | Q4 2025OLDER |
| Calder Financial LLC$106M AUM | 0.74% | $781,758 | 3.0K | Q2 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.72% | $108M | 328.3K | Q4 2025OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.71% | $9M | 32.2K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.71% | $4M | 13.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.68% | $84M | 288.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.64% | $2M | 8.6K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.62% | $9M | 25.6K | Q3 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.62% | $87M | 299.0K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.60% | $24M | 72.2K | Q4 2025OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.59% | $699,134 | 2.4K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.57% | $2M | 6.5K | Q3 2025OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.57% | $5M | 17.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.55% | $2M | 6.7K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.51% | $651,459 | 2.2K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.51% | $4M | 12.2K | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.50% | $10M | 34.7K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.48% | $6M | 19.9K | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 0.44% | $10M | 29.1K | Q4 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.39% | $7M | 21.0K | Q4 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.37% | $3M | 10.9K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.37% | $1M | 4.5K | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 0.36% | $1M | 3.8K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.35% | $487,642 | 1.5K | Q4 2025OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.35% | $419,376 | 1.2K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.34% | $3M | 11.6K | Q1 2026OLDER |
| Hosking Partners LLP$2.8B AUM | 0.34% | $9M | 32.2K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.33% | $4M | 13.4K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.33% | $369,480 | 1.3K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.32% | $965,755 | 2.9K | Q4 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.32% | $8M | 31.3K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 0.32% | $946,533 | 2.7K | Q3 2025OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.31% | $106M | 365.2K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.31% | $2M | 7.6K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 0.31% | $662,129 | 2.0K | Q4 2025OLDER |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 0.30% | $18M | 63.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.30% | $10M | 33.1K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.29% | $347,968 | 1.2K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.27% | $649,424 | 2.2K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.26% | $843,611 | 2.9K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.26% | $996,279 | 3.0K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.25% | $397M | 1.36M | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.25% | $369,480 | 1.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.25% | $35M | 121.0K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.24% | $39M | 133.2K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.24% | $438,957 | 1.5K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.23% | $454,782 | 1.4K | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.23% | $401,166 | 1.4K | Q1 2026OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.22% | $2M | 5.9K | Q3 2025OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.21% | $2M | 6.3K | Q4 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.21% | $63M | 216.0K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.21% | $4M | 13.8K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.20% | $9M | 29.7K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 0.20% | $675,587 | 2.3K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.20% | $3M | 9.2K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.19% | $281,979 | 970 | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.19% | $343,607 | 1.2K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.19% | $339,849 | 1.0K | Q4 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.18% | $535,469 | 1.8K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.18% | $249,711 | 859 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.18% | $18M | 61.5K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.17% | $252,524 | 731 | Q3 2025OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.17% | $221,779 | 642 | Q3 2025OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.16% | $3M | 10.1K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.16% | $467,597 | 1.4K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.16% | $923,834 | 3.2K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.16% | $1M | 3.9K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.16% | $1M | 3.4K | Q4 2025OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.16% | $10M | 35.7K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.15% | $333,350 | 1.1K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.15% | $936,926 | 3.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.15% | $852,646 | 2.9K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.15% | $446,225 | 1.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.15% | $11M | 36.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.14% | $980,387 | 2.8K | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.14% | $23M | 80.0K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.14% | $5M | 16.6K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.14% | $5M | 18.1K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.14% | $196,340 | 675.4K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.13% | $20M | 69.8K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.13% | $217,205 | 661 | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.13% | $984,533 | 2.9K | Q3 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.13% | $594,482 | 2.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.13% | $98M | 338.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.13% | $263M | 903.8K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.12% | $965,415 | 3.3K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.12% | $916,577 | 3.2K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.12% | $69M | 199.4K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.12% | $6M | 19.7K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.12% | $205,390 | 707 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.12% | $6M | 20.9K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.11% | $231,688 | 797 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.11% | $326M | 991.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.10% | $12M | 42.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.10% | $677M | 2.33M | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.10% | $2M | 7.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.10% | $1M | 3.7K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.10% | $445,776 | 1.5K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.10% | $203,663 | 701 | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.10% | $473,841 | 1.6K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.10% | $319,770 | 1.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.10% | $261M | 897.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.10% | $3M | 11.6K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.10% | $25M | 87.6K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $396,224 | 1.4K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.10% | $499,168 | 1.7K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.09% | $124,000 | 427 | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.09% | $17M | 59.3K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.09% | $6M | 19.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.09% | $76M | 263.1K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.09% | $464,969 | 1.4K | Q4 2025OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.09% | $347,677 | 1.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.09% | $28M | 97.6K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.09% | $452,620 | 1.6K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.09% | $380,236 | 1.3K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.08% | $581,109 | 2.0K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.08% | $329,914 | 1.0K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.08% | $521,788 | 1.6K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.08% | $519,681 | 1.5K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.08% | $510,470 | 1.8K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.08% | $25M | 85.9K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.07% | $706,110 | 2.4K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.07% | $169,229 | 515 | Q4 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.07% | $3M | 9.1K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.07% | $35M | 121.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.07% | $10M | 35.5K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.07% | $214,537 | 738 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.07% | $77M | 265.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $246,450 | 750 | Q4 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.07% | $1M | 5.0K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.07% | $267,444 | 920 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 6.7K | Q4 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.07% | $302,312 | 920 | Q4 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.07% | $861,053 | 3.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.07% | $135M | 464.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.07% | $5M | 14.1K | Q4 2025OLDER |
| Fielder Capital Group LLC$459M AUM | 0.07% | $311,489 | 1.1K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.07% | $262,980 | 905 | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.07% | $2M | 6.1K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.07% | $227,273 | 691 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.07% | $369,344 | 1.1K | Q4 2025OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.06% | $11M | 37.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $567,156 | 2.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.06% | $60M | 205.3K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.06% | $3M | 10.1K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 3.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.06% | $16M | 55.0K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.06% | $478,785 | 1.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.06% | $1.2B | 4.06M | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.06% | $26M | 88.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.06% | $48M | 164.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $291M | 1.00M | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.06% | $2M | 8.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.06% | $4M | 12.8K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 0.06% | $225,293 | 775 | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.06% | $4M | 14.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $697,680 | 2.4K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.06% | $136,629 | 470 | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.05% | $35M | 120.2K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 0.05% | $360,468 | 1.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.05% | $3.7B | 11.22M | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.05% | $116,280 | 400 | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $2M | 5.4K | Q4 2025OLDER |
| M&G Plc$19.4B AUM | 0.05% | $10M | 35.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.05% | $235,228 | 731 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.05% | $253M | 870.7K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 5.1K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.05% | $16M | 65.4K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.05% | $17M | 57.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.05% | $5M | 29.1K | Q2 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.05% | $506,399 | 1.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.05% | $12M | 42.1K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.05% | $748,262 | 2.6K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.05% | $472,097 | 1.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.05% | $2M | 4.4K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.05% | $92M | 316.2K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.05% | $764,832 | 2.6K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.05% | $75,361 | 262 | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.05% | $800,879 | 2.8K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.05% | $494,190 | 1.7K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.05% | $9M | 31.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.05% | $45M | 153.4K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.05% | $217,734 | 749 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.05% | $203M | 700.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $30M | 103.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.05% | $82M | 281.0K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $863,650 | 3.4K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.05% | $6M | 19.4K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.05% | $225,972 | 777 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.05% | $4M | 12.9K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.05% | $695,470 | 2.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.05% | $750M | 2.59M | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.05% | $25M | 85.5K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.05% | $72,813 | 250 | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.05% | $5M | 15.6K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.05% | $421,922 | 1.3K | Q4 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.05% | $11M | 37.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.05% | $4M | 13.5K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $486,000 | 1.5K | Q4 2025OLDER |
| Tredje AP-fonden$18.3B AUM | 0.04% | $8M | 28.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.04% | $1.8B | 6.16M | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.04% | $264,269 | 765 | Q3 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.04% | $9M | 30.8K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.04% | $7M | 19.5K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.04% | $8M | 26.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $10M | 33.3K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.04% | $5M | 14.3K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.04% | $50M | 173.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.04% | $1.2B | 4.22M | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $240,824 | 697 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.04% | $319M | 1.10M | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.04% | $519,188 | 1.8K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.04% | $63M | 215.3K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.04% | $2M | 5.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 13.0K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.04% | $3M | 10.9K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.04% | $64M | 221.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $275,202 | 838 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.04% | $2.4B | 8.11M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.04% | $24M | 84.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.04% | $47M | 162.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.04% | $14M | 47.5K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.04% | $206,234 | 626 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 4.5K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.04% | $16M | 55.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.04% | $155M | 534.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 9.5K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.04% | $397,096 | 1.4K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.04% | $232,269 | 799 | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.04% | $7M | 25.7K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.04% | $2M | 5.7K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.04% | $14M | 46.9K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $201,397 | 583 | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.04% | $385,521 | 1.5K | Q2 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.04% | $64M | 218.8K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.04% | $6M | 19.4K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.04% | $461,521 | 1.3K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $247,511 | 1.1K | Q4 2025OLDER |
| Czech National Bank$18.3B AUM | 0.04% | $7M | 26.9K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.04% | $83M | 287.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.04% | $5M | 18.4K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.04% | $3M | 8.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $77M | 265.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.04% | $9M | 32.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.04% | $17M | 57.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.04% | $4M | 14.6K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.04% | $12M | 42.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.04% | $22M | 75.2K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.04% | $182,268 | 627 | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.04% | $22M | 75.5K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.04% | $362,794 | 1.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.03% | $10M | 35.7K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.03% | $804,367 | 2.8K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.03% | $246,450 | 750 | Q4 2025OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.03% | $1M | 4.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $15M | 51.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.03% | $293,629 | 1.01M | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $102M | 351.8K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.03% | $939,833 | 3.2K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.03% | $210,177 | 723 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.03% | $3M | 10.1K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.03% | $2M | 5.5K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.03% | $6M | 20.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.03% | $626M | 2.15M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $6M | 22.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.03% | $61M | 208.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.03% | $6M | 22.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $8M | 24.3K | Q3 2025OLDER |
| National Pension Service$131.7B AUM | 0.03% | $43M | 148.1K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $7M | 23.0K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.03% | $3M | 9.4K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $348,316 | 1.1K | Q4 2025OLDER |
| Harbor Advisors LLC$692M AUM | 0.03% | $208,997 | 605 | Q3 2025OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.03% | $5M | 15.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $45M | 154.2K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.03% | $18M | 63.3K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $402,620 | 1.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $3M | 11.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $272M | 935.7K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 0.03% | $226,247 | 1.1K | Q2 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.03% | $27M | 91.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.03% | $383,697 | 1.3K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.03% | $12M | 42.5K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.03% | $4M | 12.8K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $11M | 32.2K | Q3 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 9.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.03% | $756,983 | 2.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.03% | $17M | 60.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 16.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.03% | $6M | 17.4K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $119M | 407.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.03% | $106M | 366.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $55M | 191.0K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.03% | $6M | 22.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.03% | $65,989 | 227 | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.03% | $49,582 | 170 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.03% | $664,831 | 2.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $172M | 590.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $20M | 67.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.03% | $9M | 29.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 4.2K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $318,349 | 1.2K | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.03% | $180M | 618.4K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $7M | 23.1K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.03% | $51,453 | 177 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $147M | 505.4K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.03% | $13M | 44.0K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.03% | $31,686 | 109 | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.03% | $7M | 25.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.03% | $10M | 34.5K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.03% | $450,585 | 1.6K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.03% | $2M | 6.9K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $358,142 | 1.2K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.03% | $242,153 | 833 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.03% | $6M | 21.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 7.6K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.02% | $239,537 | 824 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $4M | 14.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $326,165 | 1.1K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 4.8K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.02% | $9M | 31.9K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $5M | 15.4K | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.02% | $208,990 | 636 | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $318,742 | 970 | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $504,452 | 1.5K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $219,535 | 755 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $446,330 | 1.5K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $463,667 | 1.6K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.02% | $208,990 | 636 | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $14M | 47.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 9.2K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.02% | $4M | 13.2K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $420,937 | 1.3K | Q4 2025OLDER |
| Reflection Asset Management$141M AUM | 0.02% | $31,217 | 95 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.02% | $55,477 | 181 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.02% | $34M | 118.0K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.02% | $85,175 | 293 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.02% | $51,014 | 155 | Q4 2025OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.02% | $293,607 | 1.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.02% | $1M | 3.6K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.02% | $1M | 3.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $745,717 | 2.3K | Q4 2025OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.02% | $4M | 14.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.02% | $12M | 40.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $78M | 269.7K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.02% | $6M | 20.4K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.02% | $771,227 | 2.7K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $962,186 | 3.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $796,518 | 2.7K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.02% | $34,884 | 120 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $48M | 166.6K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $59,884 | 206 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.02% | $7M | 24.4K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.02% | $5M | 17.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $538,945 | 2.1K | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 4.0K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $340,135 | 982 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.02% | $82M | 283.4K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $6M | 20.2K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 5.3K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.02% | $3M | 10.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $5M | 18.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $994,485 | 3.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $315,351 | 957 | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $16M | 53.4K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $773,353 | 2.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $310M | 942.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $341,863 | 1.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 7.7K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 0.02% | $2M | 5.3K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $11M | 38.2K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $578,493 | 2.0K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.02% | $1M | 3.5K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.02% | $6M | 19.6K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $209,688 | 607 | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $33M | 113.5K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $329,654 | 1.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $889,113 | 2.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $479,074 | 1.6K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.02% | $1M | 3.9K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $291,281 | 1.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.02% | $16M | 53.4K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.02% | $5M | 18.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 8.7K | Q2 2026 |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.02% | $1M | 4.2K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $1M | 3.8K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.02% | $503,087 | 1.5K | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $3M | 12.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 4.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $3M | 10.4K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.02% | $307,371 | 1.2K | Q2 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $480,605 | 1.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $365,832 | 1.1K | Q3 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $896,853 | 3.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $2M | 5.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $139,245 | 479 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $46M | 157.5K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $18M | 62.4K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $209,318 | 637 | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $1M | 4.1K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $275,002 | 946 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $608,155 | 2.1K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.01% | $1M | 3.9K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.01% | $233,723 | 804 | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $39,244 | 135 | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $310,758 | 1.1K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $222,791 | 678 | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $879,658 | 3.0K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.01% | $330,894 | 1.3K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 9.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $493,950 | 1.5K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $421,515 | 1.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $513,890 | 1.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $6M | 19.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $145,724 | 499 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $33,976 | 130 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $82M | 281.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $34,012 | 117 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $388,601 | 1.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 10.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $14M | 46.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $155,815 | 536 | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $531,477 | 1.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $322,096 | 1.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $8M | 28.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 3.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 21.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $570,644 | 2.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $322,096 | 1.1K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $215,409 | 741 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $12M | 40.9K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $931,984 | 3.2K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.01% | $13,472 | 39 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $834,800 | 2.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $3M | 9.4K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $12M | 40.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $138M | 474.9K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $274,381 | 835 | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $36,146 | 110 | Q4 2025OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $279,654 | 962 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $13M | 44.0K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $140,161 | 482 | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.01% | $355,528 | 1.2K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $15,698 | 54 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $403,470 | 1.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $744,340 | 2.6K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $215,409 | 741 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $504,103 | 1.5K | Q4 2025OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.01% | $842,216 | 2.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $13,663 | 47 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $99,321 | 380 | Q2 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $334,287 | 1.0K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $238,955 | 822 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 6.1K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 4.7K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $11M | 36.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $8M | 26.7K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $101,745 | 350 | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $302,328 | 1.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 8.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $6M | 19.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $4M | 15.3K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $4M | 14.0K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.01% | $3M | 9.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $256,503 | 882 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $14,302 | 49 | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $720,645 | 2.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $213,543 | 661 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.