GSLGLOBAL SHIP LEASE INC
CUSIP Y27183600 · Yahoo Finance ↗ · Google Finance ↗
Global Ship Lease Inc (GSL) has 197 institutional holders in Filings Flow’s 13F database, together reporting 17.21M shares worth $537M as of Q1 2026. The largest reported holders are Donald Smith & Co., Inc., Two Sigma Investments, LP, and Qube Research & Technologies Ltd.
Institutional Holders
197
Q1 2026
Reported Value
$537M
Ticker
GSL
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Royal Palms Capital LLC$101M AUM | 4.40% | $4M | 119.3K | Q1 2026 |
| Whitefort Capital Management, LP$339M AUM | 2.73% | $9M | 353.9K | Q2 2025OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 2.68% | $3M | 86.0K | Q1 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 1.54% | $27M | 718.1K | Q1 2026 |
| DONALD SMITH & CO., INC.$5.6B AUM | 1.06% | $59M | 1.58M | Q1 2026 |
| Point Nemo Capital, LLC$152M AUM | 0.99% | $2M | 40.4K | Q1 2026 |
| Barnett & Company, Inc.$129M AUM | 0.97% | $1M | 33.6K | Q1 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 0.89% | $6M | 160.0K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.80% | $16M | 437.5K | Q1 2026 |
| Nicholas Wealth, LLC.$145M AUM | 0.80% | $1M | 31.0K | Q1 2026 |
| BankChampaign, National Association$101M AUM | 0.65% | $661,695 | 18.9K | Q1 2026 |
| Parvin Asset Management, LLC$139M AUM | 0.53% | $741,063 | 19.9K | Q1 2026 |
| JMN Financial LLC$102M AUM | 0.51% | $521,371 | 14.0K | Q1 2026 |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.48% | $5M | 121.9K | Q1 2026 |
| Lifetime Wealth Management P.C.$176M AUM | 0.33% | $581,644 | 15.6K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.31% | $880,996 | 23.7K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.29% | $622,925 | 16.7K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.28% | $2M | 46.0K | Q1 2026 |
| VIRTUS ADVISERS, LLC$215M AUM | 0.22% | $483,915 | 13.0K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.18% | $2M | 44.4K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 0.17% | $310,854 | 8.3K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.15% | $214,035 | 5.7K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 0.14% | $200,000 | 5.4K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.14% | $1M | 38.5K | Q1 2026 |
| Quantedge Capital Pte Ltd$183M AUM | 0.13% | $239,460 | 7.8K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.13% | $3M | 82.0K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.12% | $728,219 | 19.6K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.12% | $210,000 | 6.0K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.11% | $910,326 | 34.6K | Q2 2025OLDER |
| Marnell Management LLC$288M AUM | 0.11% | $228,286 | 6.5K | Q4 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.11% | $755,215 | 33.1K | Q4 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.11% | $390,654 | 10.5K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.11% | $890,752 | 25.4K | Q4 2025OLDER |
| U S GLOBAL INVESTORS INC$858M AUM | 0.08% | $695,829 | 18.7K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $1M | 36.8K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.07% | $245,979 | 6.6K | Q1 2026 |
| Credential Qtrade Securities Inc.$1.9B AUM | 0.07% | $1M | 66.1K | Q2 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.07% | $2M | 45.8K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.06% | $249,441 | 6.7K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 0.06% | $252,271 | 6.8K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 89.9K | Q1 2026 |
| State of Wyoming$844M AUM | 0.06% | $521,927 | 14.0K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $225,132 | 6.4K | Q4 2025OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.05% | $2M | 53.6K | Q4 2025OLDER |
| Fulcrum Capital LLC$461M AUM | 0.04% | $204,765 | 5.5K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $287,538 | 8.2K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $52M | 1.40M | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.04% | $4M | 142.9K | Q3 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.04% | $295,234 | 7.9K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.04% | $518,837 | 14.8K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $13,420 | 383 | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $699,622 | 22.8K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $23M | 618.8K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.04% | $336,559 | 9.0K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.03% | $19M | 501.9K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $913,922 | 24.5K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.03% | $309,009 | 8.3K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $28M | 763.7K | Q1 2026 |
| Pinnacle Holdings, LLC$309M AUM | 0.03% | $93,522 | 2.5K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 112.6K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.03% | $261,854 | 7.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 55.4K | Q1 2026 |
| Petrus Trust Company, LTA$915M AUM | 0.03% | $233,873 | 7.6K | Q3 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.03% | $44,862 | 1.2K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $5M | 153.5K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $208,488 | 5.6K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $467,088 | 12.5K | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $251,079 | 6.7K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.02% | $8M | 211.6K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $14M | 377.3K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.02% | $46,166 | 1.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $10M | 267.2K | Q1 2026 |
| Founders Capital Management$205M AUM | 0.02% | $37,230 | 1.0K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 117.0K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $293,819 | 7.9K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $11M | 294.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $341,958 | 9.2K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $4M | 106.2K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.01% | $52,122 | 1.4K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $1M | 39.4K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.01% | $59,161 | 1.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $509,767 | 13.7K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $467,795 | 12.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 75.1K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $13M | 351.6K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 111.9K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $526,395 | 14.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $964,518 | 25.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $55,845 | 1.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $888,545 | 23.9K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 34.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $780,415 | 21.0K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $416,827 | 11.2K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $325,800 | 8.8K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $334,176 | 9.0K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $13M | 340.6K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $374,220 | 14.0K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 163.6K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 60.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 200.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $11M | 304.8K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $278,183 | 7.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $416,039 | 11.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 46.5K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.01% | $298,775 | 14.7K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 34.2K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $293,559 | 7.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $349,031 | 9.4K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $11M | 289.8K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $58,935 | 1.6K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $14,147 | 380 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $21,742 | 584 | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $5M | 173.1K | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $18,732 | 503 | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 78.0K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $76,750 | 2.5K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $399,664 | 10.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $295,308 | 7.9K | Q1 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $16,249 | 436 | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $406,849 | 10.9K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $391,291 | 10.5K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $203,132 | 5.5K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $513,290 | 13.8K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 34.3K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $398,265 | 11.4K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 305.5K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $210,833 | 5.7K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $9,308 | 250 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $37,230 | 1.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $264,666 | 8.6K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $734,898 | 21.0K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $418,056 | 11.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 50.1K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $216,790 | 7.1K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $229,448 | 6.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $191,034 | 5.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $353,015 | 9.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 42.5K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $552,642 | 14.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $257,700 | 6.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 336.7K | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $3,578 | 136 | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $282,127 | 7.6K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 116.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $58,782 | 1.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $805,434 | 21.6K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $224,311 | 6.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $59,903 | 1.6K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 38.9K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 67.4K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $11,156 | 424 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 286.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 328.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $17,658 | 456 | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $237,527 | 6.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 300.8K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $8M | 223.9K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $79,896 | 2.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 200.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $108,554 | 2.9K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $134,959 | 3.6K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $82,688 | 2.2K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $3,723 | 100 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $15M | 422.8K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 77.3K | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $13,140 | 375 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $560,020 | 15.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $536,543 | 14.4K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $4,836 | 138 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 85.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $40,401 | 1.2K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $452,016 | 12.9K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $436,112 | 11.7K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $3,947 | 150 | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $452,700 | 14.7K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $436,410 | 11.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $382,283 | 10.3K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $11,093 | 361 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,169 | 300 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,121 | 245 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $22,524 | 605 | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $13M | 353.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $919,559 | 25.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12,154 | 338 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $646,688 | 17.4K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,835 | 103 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $79,077 | 2.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $92,778 | 2.5K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $339,958 | 9.7K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 30.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $59,326 | 1.6K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,070 | 100 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,792 | 308 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $600,206 | 16.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $14,892 | 400 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,377 | 225 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 129.8K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 51.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $53,879 | 1.8K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $15,681 | 596 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,414 | 226 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $243,478 | 6.5K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $131,757 | 3.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $74,897 | 2.0K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $1,080 | 29 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,591 | 365 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 74.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $108,553 | 2.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,941 | 79 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10M | 274.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $946,000 | 25.4K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $280,495 | 8.0K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,006 | 27 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,350 | 272 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $67,386 | 1.8K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $536,112 | 14.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,698 | 77 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $98,175 | 2.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $392,495 | 10.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $545,508 | 14.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $224,236 | 6.0K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $429 | 12 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,155 | 31 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,947 | 74 | Q2 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $673 | 18 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $377 | 14 | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $110,796 | 3.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $171,370 | 4.6K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $4,468 | 120 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $920 | 35 | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $29,188 | 833 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,873 | 61 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,530 | 256 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5,505 | 148 | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2,606 | 70 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $209 | 8 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2 | 0 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $35 | 1 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | — | $0 | 13 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.