GHCGRAHAM HLDGS CO
CUSIP 384637104 · Yahoo Finance ↗ · Google Finance ↗
Graham Hldgs Co (GHC) has 325 institutional holders in Filings Flow’s 13F database, together reporting 2.70M shares worth $2.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Madison Avenue Partners, LP.
Institutional Holders
325
Q1 2026
Reported Value
$2.8B
Ticker
GHC
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 | 18.83% | $164M | 155.1K | Q1 2026OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 11.30% | $260M | 245.8K | Q1 2026OLDER |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM | 1.96% | $40M | 37.8K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.96% | $4M | 3.4K | Q1 2026OLDER |
| Bronte Capital Management Pty Ltd.$1.0B AUM | 1.34% | $14M | 12.8K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 1.16% | $3M | 2.9K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 1.05% | $5M | 4.3K | Q1 2026OLDER |
| STEINBERG ASSET MANAGEMENT LLC$154M AUM | 1.01% | $2M | 1.5K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 0.99% | $2M | 1.8K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.91% | $4M | 4.3K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.84% | $2M | 2.2K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.66% | $3M | 2.8K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 0.63% | $715,765 | 677 | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.62% | $13M | 12.8K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.61% | $10M | 9.2K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.56% | $2M | 2.1K | Q4 2025OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.54% | $4M | 3.4K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.51% | $530,624 | 483 | Q1 2026OLDER |
| Norman Fields, Gottscho Capital Management, LLC$330M AUM | 0.49% | $2M | 1.4K | Q2 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.47% | $2M | 2.2K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.41% | $2M | 1.6K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.40% | $3M | 3.2K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.37% | $2M | 1.6K | Q4 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.36% | $4M | 3.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.35% | $11M | 10.2K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.34% | $10M | 9.0K | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.33% | $2M | 2.1K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.21% | $2M | 1.8K | Q1 2026OLDER |
| Highlander Partners, L.P.$256M AUM | 0.21% | $587,751 | 535 | Q4 2025OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.21% | $528,630 | 500 | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.16% | $546,603 | 517 | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.16% | $25M | 24.1K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.14% | $2M | 2.1K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.14% | $14M | 13.5K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.14% | $574,092 | 543 | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.13% | $888,098 | 840 | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.12% | $452,263 | 428 | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.12% | $427,401 | 404 | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.11% | $229,425 | 201 | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $620,455 | 591 | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.10% | $962,806 | 844 | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.09% | $181,306 | 154 | Q3 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.09% | $716,822 | 678 | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.08% | $7M | 6.6K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.08% | $370,041 | 350 | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.08% | $3M | 2.9K | Q1 2026OLDER |
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 0.07% | $158,589 | 150 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.07% | $98M | 92.5K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.07% | $643,871 | 609 | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.07% | $2M | 2.0K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.06% | $10M | 8.8K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.06% | $10M | 9.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.06% | $3M | 2.9K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.06% | $176,562 | 167 | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.06% | $235,179 | 206 | Q2 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $4M | 3.3K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.05% | $974,794 | 922 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.05% | $249M | 235.0K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.05% | $505,371 | 478 | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.05% | $202,142 | 184 | Q4 2025OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.05% | $563,582 | 513 | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 11.3K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.05% | $5M | 5.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.04% | $98M | 92.2K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $209,362 | 198 | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.04% | $117,731 | 100 | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 3.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $508,542 | 481 | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.04% | $528,630 | 500 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 1.9K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $259,029 | 245 | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.03% | $209,561 | 178 | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $226,312 | 206 | Q4 2025OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.03% | $378,951 | 332 | Q2 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.03% | $211,452 | 200 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $2M | 1.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $942,019 | 891 | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $981,137 | 928 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $17M | 15.8K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.03% | $227,221 | 193 | Q3 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.03% | $1M | 1.1K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.03% | $2M | 1.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $271,355 | 247 | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $346,059 | 315 | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $335,151 | 317 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $36,497 | 31 | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $732,682 | 693 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 1.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $4M | 3.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $30M | 28.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 1.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 3.4K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $235,462 | 200 | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 1.2K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.02% | $946,248 | 895 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.02% | $52,863 | 50 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $1M | 1.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 9.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $3M | 3.1K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.01% | $4M | 4.2K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $3M | 2.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 12.2K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $645,977 | 588 | Q4 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.01% | $105,726 | 100 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $518,057 | 490 | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 995 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $679,831 | 643 | Q2 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $803,518 | 760 | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $533,321 | 453 | Q3 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.01% | $207,207 | 176 | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 2.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $6M | 6.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 1.0K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $262,200 | 248 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $536,031 | 507 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $780,258 | 738 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $184M | 173.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $31M | 29.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $232,597 | 220 | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $719,994 | 681 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $11M | 10.2K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $822,227 | 779 | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.01% | $307,663 | 291 | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $833,217 | 788 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $5M | 4.5K | Q4 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $249,513 | 236 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $252,686 | 239 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $900,786 | 852 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $439M | 415.6K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $220,819 | 201 | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 1.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $47M | 44.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 1.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 1.6K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $706,250 | 668 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $222,025 | 210 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $669,246 | 633 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,660 | 15 | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $11M | 9.6K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $264,315 | 250 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 4.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 2.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $23M | 21.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $219,719 | 200 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $24M | 22.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $93M | 87.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $31M | 29.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $43M | 40.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $542,740 | 461 | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $937,790 | 887 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $374M | 340.8K | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $10,573 | 10 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $381,935 | 361 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $10M | 9.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $2M | 1.5K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $1M | 1.4K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $3M | 2.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $357,354 | 338 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 2.1K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $871,182 | 824 | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $899,728 | 851 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $132M | 124.6K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $11,414 | 10 | Q2 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $4M | 4.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $335,151 | 317 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $52,863 | 50 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $10,408 | 11 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $114,449 | 109 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $27M | 25.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 937 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $10M | 9.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 3.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 6.4K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $154M | 145.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $248,456 | 235 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 31.2K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $255,856 | 242 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 1.8K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $916,161 | 834 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 5.0K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $298,819 | 272 | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $488,454 | 462 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $102,300 | 93 | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $925,021 | 842 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $37,667 | 33 | Q2 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $411,975 | 375 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 2.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 9.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $197,788 | 168 | Q3 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $650,609 | 570 | Q2 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $5,286 | 5 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $44,405 | 42 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $9M | 8.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $635,421 | 601 | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $19,031 | 18 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $342,552 | 324 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $10,573 | 10 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $232,597 | 220 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 1.1K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 3.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $528,630 | 500 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $16,916 | 16 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $214,214 | 196 | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $16,917 | 16 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 5.1K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 1.8K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $5,286 | 5 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $133,215 | 126 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $205,110 | 194 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 9.0K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $4,566 | 4 | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $449,336 | 425 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $841,579 | 796 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $8,789 | 8 | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 1.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $936,007 | 852 | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 2.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 1.7K | Q4 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,230 | 4 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 1.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $346,781 | 328 | Q2 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $403,817 | 343 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,608 | 10 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $8,458 | 8 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 7.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $265,372 | 251 | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $340,566 | 310 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $305,642 | 289 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $33M | 29.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $257,971 | 244 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 1.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $35,947 | 34 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 7.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $367,926 | 348 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 1.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 3.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27M | 25.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $659,730 | 624 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 1.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $888,030 | 840 | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.00% | $317,178 | 300 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 9.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $205,108 | 194 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $730,569 | 665 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $976,918 | 924 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $37,667 | 33 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $965,260 | 913 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $277,845 | 236 | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $208,280 | 197 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $236,795 | 224 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $6M | 5.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $257,072 | 234 | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $42,291 | 40 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $9,516 | 9 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $107,290 | 100 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $7,690 | 7 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 2.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 4.7K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $234,002 | 213 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 4.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $4,229 | 4 | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $260,086 | 246 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $218,852 | 207 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $488,454 | 462 | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $762,428 | 694 | Q4 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $230,483 | 218 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 13.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $22,202 | 21 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $565,634 | 535 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $75,065 | 71 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,344 | 6 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $482,306 | 455 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $411,975 | 375 | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 1.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,688 | 12 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,057 | 1 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $46,519 | 44 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 1.5K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $636,470 | 602 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $132,158 | 125 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $793,201 | 750 | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $220,819 | 201 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $475,767 | 450 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $158,937 | 135 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 5.2K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,177 | 1 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $754,882 | 714 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 1.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,057 | 1 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $150,695 | 143 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $516,123 | 488 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 1.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,172 | 3 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $600,524 | 568 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $3,296 | 3 | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $2,197 | 2 | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $566,286 | 481 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $7,064 | 6 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 4.5K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $5,493 | 5 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $581,493 | 550 | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $415,271 | 378 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $638,151 | 604 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $210,109 | 199 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $301,016 | 274 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,057 | 1 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $325,635 | 308 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $300,262 | 284 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,286 | 5 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $47,577 | 45 | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.00% | $133,036 | 113 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $418,675 | 396 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 1.7K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $750,655 | 710 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $285,460 | 270 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $392,243 | 371 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,696 | 3.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $396,262 | 375 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $105,726 | 100 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $12,687 | 12 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,344 | 6 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $317,178 | 300 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $6,344 | 6 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $422,904 | 400 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $60,208 | 57 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $80,356 | 76 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $23,260 | 22 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 1.6K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $283,560 | 258 | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $374,270 | 354 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5M | 4.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $9,515 | 9 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $79,295 | 75 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,058 | 1 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,058 | 1 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,515 | 9 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $592,066 | 560 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $67,665 | 64 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $44,706 | 41 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $5,286 | 5 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,178 | 1 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,344 | 6 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,058 | 1 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,057 | 1 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,099 | 1 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $40,176 | 38 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $8,458 | 8 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 1.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,458 | 8 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,058 | 1 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $712,000 | 674 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $67,613 | 63 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,566 | 4 | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,197 | 2 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $40,176 | 38 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,172 | 3 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $252,685 | 239 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,031 | 18 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,283 | 2 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $116,297 | 110 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $45,462 | 43 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $12,687 | 12 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $25,268 | 23 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,243 | 4 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,197 | 2 | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $2,115 | 2 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,058 | 1 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,115 | 2 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $12,607 | 12 | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $8 | 6 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $13,744 | 13 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7,401 | 7 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1,211 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.