UBS GROUP AG
CUSIP H42097107
Ubs Group AG has 674 institutional holders in Filings Flow’s 13F database, together reporting 1149.75M shares worth $43.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Norges Bank, and Ubs Group AG.
Institutional Holders
674
Q1 2026
Reported Value
$43.7B
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 |
|---|---|---|---|---|
| Cevian Capital II GP LTD$3.1B AUM | 60.29% | $1.9B | 48.12M | Q1 2026OLDER |
| Crocodile Capital Partners GmbH$147M AUM | 39.44% | $58M | 1.17M | Q2 2026 |
| Haven Global Partners, LLC$106M AUM | 23.69% | $25M | 658.6K | Q1 2026OLDER |
| Systrade AG$160M AUM | 19.46% | $31M | 627.3K | Q2 2026 |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 15.32% | $26M | 684.8K | Q1 2026OLDER |
| Exane Asset Management$489M AUM | 13.62% | $67M | 1.88M | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 11.01% | $834M | 21.35M | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 10.28% | $273M | 7.14M | Q1 2026OLDER |
| Black Diamond Capital Management I, LLLP$136M AUM | 6.16% | $9M | 200.0K | Q4 2025OLDER |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 4.93% | $299M | 7.81M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 4.72% | $2.2B | 56.67M | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 4.04% | $13M | 272.4K | Q2 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 3.08% | $14M | 363.5K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 3.04% | $48M | 1.02M | Q4 2025OLDER |
| Gator Capital Management, LLC$489M AUM | 3.04% | $15M | 380.2K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 2.65% | $816M | 26.54M | Q1 2026OLDER |
| Gemsstock Ltd.$949M AUM | 2.55% | $24M | 630.7K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 2.48% | $202M | 5.27M | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 2.45% | $9M | 233.1K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 2.42% | $14M | 276.6K | Q2 2026 |
| Karl Kapital LLC$144M AUM | 2.41% | $3M | 88.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 2.00% | $581M | 15.13M | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 1.88% | $25M | 633.5K | Q1 2026OLDER |
| Patient Capital Management, LLC$2.7B AUM | 1.77% | $49M | 1.24M | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.71% | $3M | 64.3K | Q4 2025OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 1.71% | $8M | 209.5K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 1.70% | $82M | 2.65M | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.66% | $2M | 59.8K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 1.61% | $132M | 3.44M | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 1.59% | $78M | 2.04M | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 1.59% | $2M | 56.7K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 1.55% | $104M | 2.23M | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 1.44% | $1.4B | 35.59M | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 1.40% | $14M | 369.9K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.38% | $3M | 64.5K | Q1 2026OLDER |
| Permanens Capital L.P.$776M AUM | 1.25% | $10M | 207.4K | Q4 2025OLDER |
| NatWest Group plc$462M AUM | 1.25% | $6M | 147.9K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 1.15% | $30M | 727.3K | Q3 2025OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 1.13% | $4M | 117.5K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.13% | $426M | 9.13M | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 1.12% | $417M | 4.22M | Q3 2025OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.03% | $4M | 109.2K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.03% | $13M | 342.5K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 1.02% | $821M | 16.54M | Q2 2026 |
| Altman Advisors, Inc.$241M AUM | 1.02% | $2M | 63.2K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 1.00% | $193M | 4.98M | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.97% | $12M | 321.8K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.97% | $6M | 160.0K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.93% | $3M | 51.1K | Q2 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.91% | $3M | 72.1K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.88% | $5M | 123.0K | Q3 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.88% | $3M | 60.4K | Q4 2025OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.88% | $6M | 148.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.88% | $2.6B | 66.07M | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.87% | $2.6B | 65.54M | Q1 2026OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.79% | $354M | 7.13M | Q2 2026 |
| Alaethes Wealth, LLC$351M AUM | 0.78% | $3M | 69.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.75% | $35M | 892.8K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.72% | $1.3B | 33.64M | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.72% | $9M | 240.1K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.71% | $236M | 6.11M | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.71% | $41M | 1.09M | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.69% | $12M | 305.3K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.69% | $16M | 415.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.69% | $4.6B | 117.48M | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.65% | $13M | 340.0K | Q1 2026OLDER |
| LANDESBANK BADEN-WUERTTEMBERG$490M AUM | 0.63% | $3M | 79.9K | Q2 2026 |
| XY Capital Ltd$101M AUM | 0.63% | $630,980 | 16.1K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.62% | $1M | 25.7K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 0.61% | $57M | 1.47M | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.59% | $50M | 1.32M | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.56% | $3M | 51.9K | Q2 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.49% | $215M | 5.85M | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.48% | $3M | 67.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.48% | $550M | 14.11M | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.47% | $1M | 31.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.46% | $417M | 10.85M | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 0.46% | $628,480 | 16.1K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.45% | $20M | 509.6K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.45% | $64M | 1.67M | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.45% | $5M | 111.4K | Q4 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.45% | $2M | 58.8K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 0.44% | $677,090 | 17.6K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.44% | $3M | 64.5K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.44% | $464,542 | 11.9K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.44% | $99M | 2.42M | Q3 2025OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 0.43% | $22M | 587.1K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.43% | $3M | 70.4K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.43% | $1M | 32.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.41% | $1.2B | 31.92M | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.41% | $2M | 58.8K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.40% | $103M | 2.43M | Q2 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.40% | $496,189 | 12.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.39% | $728M | 18.85M | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.39% | $2M | 56.1K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.38% | $53M | 1.37M | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.38% | $2M | 61.0K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.38% | $1M | 27.4K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.36% | $25M | 652.8K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.36% | $870,415 | 22.6K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.36% | $823,596 | 21.1K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.36% | $1.9B | 49.92M | Q1 2026OLDER |
| Credit Capital Investments LLC$110M AUM | 0.35% | $390,700 | 10.0K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 0.35% | $635,278 | 16.3K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.34% | $53M | 1.72M | Q1 2026OLDER |
| swisspartners Advisors Ltd$159M AUM | 0.34% | $535,267 | 14.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.34% | $6M | 151.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.33% | $5M | 121.9K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.32% | $295M | 7.74M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.31% | $101M | 2.54M | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.31% | $456,924 | 11.7K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.31% | $10M | 222.9K | Q4 2025OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.30% | $523,354 | 10.6K | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.30% | $92M | 2.39M | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.30% | $464,542 | 11.9K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.29% | $137M | 3.52M | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.28% | $2M | 50.1K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.28% | $19M | 490.5K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.28% | $54M | 1.41M | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.28% | $99M | 2.14M | Q4 2025OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.28% | $4M | 108.7K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.28% | $14M | 355.5K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.28% | $6M | 150.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.27% | $1.1B | 27.51M | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.27% | $762,893 | 19.9K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 0.26% | $9M | 203.1K | Q4 2025OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.26% | $11M | 285.2K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.26% | $464,018 | 11.9K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.26% | $4M | 82.7K | Q4 2025OLDER |
| Storgate, LLC$127M AUM | 0.25% | $322,484 | 8.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.25% | $74M | 1.94M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.25% | $237M | 6.19M | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.25% | $910M | 23.29M | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 0.24% | $3M | 75.9K | Q3 2025OLDER |
| Ninety One North America, Inc.$2.2B AUM | 0.23% | $5M | 135.3K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.23% | $22M | 588.3K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.23% | $842,817 | 17.0K | Q2 2026 |
| AVIVA PLC$59.6B AUM | 0.23% | $137M | 3.57M | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.22% | $47M | 1.15M | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.22% | $5M | 130.2K | Q3 2025OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.21% | $326,781 | 8.4K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.21% | $866,078 | 22.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.21% | $178M | 4.64M | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.21% | $8M | 201.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.21% | $895M | 23.40M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.20% | $5M | 127.9K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.20% | $244,734 | 6.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.20% | $457,822 | 11.7K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.20% | $224M | 5.85M | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.20% | $306M | 7.96M | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.19% | $3M | 72.6K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.19% | $263,215 | 6.7K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.19% | $44M | 1.16M | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.18% | $330,337 | 8.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.18% | $3M | 86.5K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.18% | $87M | 2.28M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.18% | $62M | 1.58M | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.18% | $2M | 39.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.18% | $1M | 27.5K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.18% | $4M | 93.5K | Q3 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.17% | $22M | 580.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.17% | $3M | 84.0K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.17% | $1M | 37.3K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.16% | $14M | 442.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.16% | $757,307 | 16.4K | Q2 2026 |
| Cromwell Holdings LLC$223M AUM | 0.16% | $358,914 | 7.2K | Q2 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.16% | $2M | 37.2K | Q4 2025OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.16% | $251,650 | 6.4K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.15% | $760,194 | 16.1K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.15% | $6M | 166.2K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.15% | $381,796 | 9.8K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 0.15% | $241,535 | 6.1K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.15% | $1M | 25.6K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.14% | $33M | 800.1K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.14% | $82M | 2.10M | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.14% | $6M | 166.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.14% | $682,332 | 17.5K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.14% | $434,493 | 8.8K | Q2 2026 |
| CHICAGO TRUST Co NA$626M AUM | 0.14% | $872,705 | 22.3K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.14% | $589,818 | 12.7K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.14% | $200,859 | 5.1K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.14% | $1,509 | 32.6K | Q4 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.14% | $3M | 75.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.13% | $252,548 | 6.5K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.13% | $1M | 37.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.13% | $9M | 226.1K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.13% | $9M | 288.1K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.13% | $2M | 40.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.13% | $4M | 108.9K | Q1 2026OLDER |
| U S GLOBAL INVESTORS INC$858M AUM | 0.13% | $1M | 27.8K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.12% | $913M | 23.50M | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.12% | $213,999 | 4.6K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.12% | $5M | 139.3K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.12% | $882,950 | 23.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.12% | $280M | 7.32M | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.12% | $14M | 366.2K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.12% | $222,427 | 4.8K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.12% | $432M | 11.23M | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.11% | $580,893 | 14.9K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.11% | $293,025 | 7.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.11% | $2.1B | 53.88M | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.11% | $217,893 | 5.6K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.11% | $220,941 | 5.7K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.11% | $355,146 | 9.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.11% | $342,761 | 8.8K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.11% | $750,996 | 19.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.11% | $6M | 155.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.10% | $1M | 23.5K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.10% | $556,513 | 14.2K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.10% | $272,748 | 7.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.10% | $45M | 1.16M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.10% | $874M | 22.37M | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.10% | $982,337 | 25.1K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.10% | $36M | 932.6K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.10% | $451,383 | 11.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.10% | $236,139 | 6.0K | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.10% | $3M | 75.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.09% | $3.8B | 97.26M | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.09% | $199M | 5.19M | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.09% | $279,396 | 7.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.09% | $6.4B | 139.11M | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.09% | $808,827 | 20.7K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.09% | $7M | 132.5K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.09% | $18M | 464.5K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.09% | $714,277 | 18.3K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.09% | $1M | 36.8K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.09% | $200,470 | 4.0K | Q2 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.09% | $837,908 | 21.4K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.08% | $506,151 | 13.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.08% | $181M | 4.69M | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.08% | $1M | 34.2K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.08% | $8M | 218.4K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.08% | $3M | 86.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.08% | $448,680 | 11.5K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.08% | $4M | 98.7K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.08% | $98M | 2.55M | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.08% | $1M | 22.9K | Q4 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $240,046 | 6.1K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.08% | $20M | 521.9K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.08% | $348,917 | 8.8K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $555,665 | 14.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.08% | $85M | 1.82M | Q4 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $322,140 | 6.5K | Q2 2026 |
| Fiera Capital Corp$29.2B AUM | 0.08% | $22M | 571.9K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.08% | $217,151 | 5.6K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.08% | $204,549 | 5.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $440,000 | 10.7K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.07% | $18M | 456.5K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.07% | $581,225 | 18.4K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.07% | $218,970 | 5.7K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.07% | $12M | 323.0K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.07% | $19M | 488.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.07% | $30M | 762.1K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.07% | $354,935 | 7.2K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $289,274 | 7.4K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.07% | $664,190 | 17.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.07% | $1M | 23.8K | Q2 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.07% | $7M | 168.7K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.07% | $7M | 176.3K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.07% | $239,715 | 5.2K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.07% | $204,198 | 4.4K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.07% | $100,605 | 2.6K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.06% | $3M | 70.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.06% | $1.0B | 27.43M | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.06% | $620,106 | 15.9K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.06% | $1M | 26.7K | Q2 2026 |
| Sciencast Management LP$785M AUM | 0.06% | $489,586 | 12.5K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.06% | $81,891 | 2.1K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.06% | $364,054 | 9.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $128M | 3.52M | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.06% | $398,396 | 10.2K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.06% | $2M | 53.7K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.06% | $313,967 | 8.0K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.06% | $690,173 | 13.9K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.06% | $11M | 300.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $5M | 134.3K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.06% | $231,369 | 6.0K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.06% | $473,280 | 12.1K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.05% | $421,331 | 10.8K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.05% | $191,209 | 4.9K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.05% | $3M | 64.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.05% | $509,121 | 13.0K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.05% | $285,211 | 7.3K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.05% | $20M | 533.6K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.05% | $273,412 | 7.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $921,740 | 23.6K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.05% | $65M | 1.67M | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.05% | $208,985 | 5.3K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.05% | $468,176 | 12.0K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.05% | $233,678 | 6.0K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 41.1K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.05% | $3M | 80.5K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.05% | $300,605 | 7.7K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $740,142 | 18.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.05% | $199M | 5.10M | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.05% | $959,989 | 24.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 74.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $3M | 79.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.05% | $219,848 | 4.4K | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.05% | $254M | 6.50M | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.05% | $18M | 450.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.05% | $3M | 76.1K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.05% | $78,140 | 2.0K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.05% | $330,688 | 8.5K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.05% | $329,829 | 8.4K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.05% | $6M | 141.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 48.9K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.04% | $500,995 | 12.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.04% | $236,366 | 5.1K | Q4 2025OLDER |
| Berbice Capital Management LLC$153M AUM | 0.04% | $66,419 | 1.7K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.04% | $535,259 | 13.7K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.04% | $206,368 | 5.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $27M | 687.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 37.3K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $830,120 | 21.2K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.04% | $3M | 65.2K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $47M | 1.23M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $79M | 2.02M | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $777,565 | 19.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.04% | $220,628 | 5.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $24M | 618.7K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.04% | $703,866 | 15.2K | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.04% | $56,003 | 1.1K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 116.8K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.04% | $223,630 | 4.8K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $342,722 | 8.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $30M | 769.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $213,635 | 5.5K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.04% | $487,190 | 11.6K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $249,727 | 6.1K | Q3 2025OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.04% | $1M | 25.8K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.04% | $229,466 | 5.0K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $672,591 | 17.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 25.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.04% | $102,051 | 2.6K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $406,637 | 10.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 29.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 84.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 34.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.04% | $95M | 2.46M | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.03% | $3M | 66.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $57M | 1.47M | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $761,944 | 19.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.03% | $3M | 56.4K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $9M | 219.2K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $20M | 518.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $1M | 36.8K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $38,284 | 1.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $3M | 69.1K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $556,869 | 12.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.03% | $27M | 714.9K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.03% | $5M | 142.5K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $118,538 | 3.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 34.3K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.03% | $3M | 70.0K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.03% | $2M | 42.5K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $419,924 | 10.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $17M | 434.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 45.5K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.03% | $380,719 | 9.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.03% | $1M | 28.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 45.3K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $206,367 | 5.3K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.03% | $243,128 | 5.3K | Q4 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.03% | $59,432 | 1.6K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $377M | 9.65M | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.03% | $33,991 | 870 | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 30.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $154M | 3.94M | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $494,887 | 10.7K | Q4 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.03% | $37,859 | 969 | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $474,551 | 12.1K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.03% | $492,946 | 12.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.03% | $47M | 1.21M | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.03% | $498,574 | 10.1K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $395,791 | 10.8K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.02% | $434,302 | 11.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $406,753 | 8.8K | Q4 2025OLDER |
| Roundview Capital LLC$1.6B AUM | 0.02% | $393,113 | 10.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $3M | 72.8K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.02% | $210,729 | 4.3K | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.02% | $116,664 | 2.4K | Q2 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $14M | 370.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 132.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $766,005 | 19.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $673,449 | 17.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $56M | 1.67M | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $268,022 | 7.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 27.3K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.02% | $182,463 | 4.8K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.02% | $7M | 173.0K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.02% | $583,315 | 14.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $868,721 | 22.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $170M | 4.36M | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $263,051 | 5.7K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $2M | 34.0K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $97,910 | 2.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $244,544 | 6.4K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $212,887 | 4.6K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $534,969 | 13.7K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 69.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $16M | 421.9K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 39.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.02% | $104,200 | 2.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $13M | 337.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $354M | 7.65M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 45.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $452,548 | 11.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 560.6K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.02% | $199,999 | 5.1K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.02% | $219,233 | 5.3K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $364,914 | 9.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $779,271 | 19.9K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $216,875 | 4.4K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $413,595 | 8.9K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 69.4K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $225,946 | 4.9K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $831,635 | 18.0K | Q4 2025OLDER |
| Ninety One SA (PTY) Ltd$2.3B AUM | 0.02% | $431,073 | 11.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 33.0K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.02% | $220,667 | 5.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $6M | 154.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $487,211 | 13.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $157M | 4.01M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 26.9K | Q3 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $285,832 | 7.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $210,275 | 4.5K | Q4 2025OLDER |
| Simmons Bank$1.5B AUM | 0.02% | $250,006 | 6.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $128M | 3.27M | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $453,173 | 11.1K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 45.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $208,126 | 5.3K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 60.8K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.02% | $1M | 36.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $299,315 | 7.7K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $15M | 401.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $59M | 1.50M | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $242,785 | 6.2K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.02% | $10M | 249.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 34.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $65M | 1.66M | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $430,683 | 9.3K | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $3M | 73.6K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $95M | 2.43M | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $3M | 75.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $87M | 2.24M | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $1M | 31.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $44,967 | 971 | Q4 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $595,223 | 14.5K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $433,863 | 9.2K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $1M | 28.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $76,486 | 2.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $122,836 | 3.1K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $243,836 | 6.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $626,904 | 12.6K | Q2 2026 |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 53.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $16M | 412.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $732,329 | 15.8K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $24,809 | 635 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $82,605 | 2.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 69.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $389,960 | 9.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 56.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $228,104 | 5.8K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $956,355 | 24.5K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $206,329 | 5.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $48,330 | 1.2K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 31.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 214.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $636,014 | 16.3K | Q2 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $760,392 | 19.5K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $16,400 | 400 | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $412,668 | 8.9K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $587,599 | 15.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $932,132 | 23.9K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $404,373 | 8.2K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 227.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 27.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 52.7K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 94.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $9M | 222.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $585,778 | 15.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $818,565 | 21.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $15M | 379.9K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.01% | $10,625 | 125.0K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $35,398 | 906 | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $275,855 | 7.1K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $32,417 | 700 | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $470,225 | 9.5K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $29M | 616.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $55,675 | 1.4K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $435,361 | 11.1K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $319,046 | 8.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 42.3K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 33.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $634,106 | 16.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $283,483 | 5.7K | Q2 2026 |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 25.0K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $11M | 295.4K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $320,058 | 6.5K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.