HBC2HSBC HLDGS PLC
CUSIP 404280406 · Yahoo Finance ↗ · Google Finance ↗
Hsbc Hldgs PLC (HBC2) has 637 institutional holders in Filings Flow’s 13F database, together reporting 84.24M shares worth $6.8B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Dimensional Fund Advisors LP, and Morgan Stanley.
Institutional Holders
637
Q1 2026
Reported Value
$6.8B
Ticker
HBC2
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Foresight Global Investors, Inc.$154M AUM | 11.31% | $17M | 211.1K | Q1 2026OLDER |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM | 11.13% | $40M | 481.1K | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 4.41% | $16M | 199.1K | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 4.23% | $11M | 161.9K | Q3 2025OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 3.21% | $13M | 41.6K | Q4 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 3.10% | $23M | 283.1K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 2.86% | $17M | 204.9K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 2.39% | $9M | 107.4K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 2.07% | $49M | 593.9K | Q1 2026OLDER |
| Ativo Capital Management LLC$115M AUM | 1.58% | $2M | 26.4K | Q3 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 1.54% | $23M | 295.7K | Q4 2025OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.37% | $5M | 72.4K | Q3 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.26% | $2M | 22.5K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 1.12% | $5M | 59.0K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 1.10% | $3M | 31.5K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.03% | $3M | 41.2K | Q1 2026OLDER |
| Mork Capital Management, LLC$141M AUM | 0.97% | $2M | 20.3K | Q4 2025OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.93% | $14M | 166.9K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.87% | $2M | 18.9K | Q2 2026 |
| Naviter Wealth, LLC$801M AUM | 0.80% | $6M | 75.2K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.75% | $2M | 22.5K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.75% | $3M | 38.5K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.70% | $2M | 23.3K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.67% | $3M | 42.0K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.64% | $1M | 12.5K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.61% | $994,169 | 12.1K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.61% | $3M | 42.0K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.59% | $1M | 13.5K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.57% | $729,978 | 8.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.54% | $37M | 444.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.51% | $1.5B | 18.20M | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.50% | $3M | 38.6K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.47% | $771,446 | 9.4K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.46% | $491,640 | 6.0K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 0.46% | $2M | 16.0K | Q2 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.45% | $4M | 52.9K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.42% | $1M | 13.5K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.41% | $3M | 37.0K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.41% | $565,056 | 6.8K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.41% | $2M | 22.1K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 0.40% | $722,200 | 8.8K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.38% | $855,824 | 10.1K | Q2 2026 |
| Limestone Investment Advisors LP$1.2B AUM | 0.37% | $5M | 56.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.36% | $7M | 94.3K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.35% | $2M | 20.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.33% | $590,384 | 7.0K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.33% | $864,165 | 10.5K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.32% | $2M | 19.1K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.32% | $833,974 | 10.1K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.31% | $718,677 | 8.5K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.31% | $433,155 | 5.3K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.31% | $854,679 | 10.4K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.31% | $651,932 | 7.9K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.30% | $743,069 | 9.0K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.30% | $432,578 | 5.2K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.29% | $289,622 | 3.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.28% | $342,828 | 4.2K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 0.28% | $232M | 2.81M | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.27% | $779,943 | 9.5K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.27% | $5M | 63.0K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.27% | $289,000 | 3.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.26% | $8M | 102.3K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.26% | $596,152 | 7.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.26% | $52M | 633.8K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.25% | $14M | 174.8K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.25% | $921,383 | 11.7K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.25% | $951,440 | 11.5K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.25% | $268,340 | 3.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.25% | $90,313 | 1.1K | Q4 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.25% | $588,800 | 7.1K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.24% | $427,546 | 5.2K | Q1 2026OLDER |
| Aperture Investors, LLC$791M AUM | 0.23% | $2M | 22.5K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.23% | $318,742 | 3.4K | Q2 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.23% | $2M | 27.1K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.23% | $1M | 11.2K | Q2 2026 |
| Carter Financial Group, INC.$162M AUM | 0.23% | $376,331 | 4.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.22% | $937,223 | 11.4K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.22% | $562,619 | 6.8K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.22% | $6M | 72.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.21% | $13M | 158.7K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.20% | $1M | 17.9K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.20% | $522,549 | 6.3K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.20% | $4M | 43.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.20% | $19M | 233.2K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.19% | $577,010 | 7.0K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.19% | $1M | 12.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.19% | $6M | 75.9K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.18% | $8M | 99.5K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.18% | $1M | 18.8K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.18% | $357,017 | 4.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.18% | $11M | 137.8K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.18% | $77M | 936.6K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.18% | $258,194 | 3.1K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.17% | $4M | 60.1K | Q3 2025OLDER |
| Impact Investors, Inc$144M AUM | 0.17% | $250,158 | 3.0K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.17% | $482,791 | 5.9K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.17% | $1M | 12.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.17% | $823M | 9.97M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.17% | $518,037 | 6.3K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 0.17% | $304,141 | 3.7K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.17% | $789,917 | 9.3K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.16% | $836,241 | 8.8K | Q2 2026 |
| Everest Financial Group LLC$607M AUM | 0.16% | $995,407 | 12.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.16% | $2M | 19.1K | Q2 2026 |
| REXFORD CAPITAL INC$140M AUM | 0.16% | $226,270 | 2.7K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.16% | $6M | 74.5K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.16% | $627,006 | 7.6K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.15% | $506,654 | 6.1K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.15% | $2M | 19.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.15% | $7M | 79.6K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.15% | $308,485 | 3.9K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 0.15% | $263,061 | 3.2K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.14% | $276,033 | 3.3K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.14% | $768,229 | 9.3K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.14% | $5M | 69.1K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.14% | $238,314 | 2.9K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.14% | $703,310 | 8.5K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.14% | $396,694 | 4.8K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.13% | $211,669 | 2.6K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.13% | $211,587 | 2.6K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.13% | $781,098 | 9.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.13% | $2M | 25.7K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.13% | $674,854 | 7.1K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.12% | $649,165 | 7.9K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.12% | $2M | 29.7K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.12% | $1M | 13.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.12% | $766,993 | 9.3K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.11% | $1M | 15.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.11% | $318,177 | 3.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.11% | $127M | 1.54M | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.11% | $2M | 24.1K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.11% | $2M | 26.2K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.11% | $526,452 | 6.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.11% | $5M | 65.4K | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.11% | $1M | 13.4K | Q2 2026 |
| Sunpointe, LLC$305M AUM | 0.11% | $327,073 | 4.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.11% | $497,273 | 6.3K | Q2 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.11% | $23M | 282.8K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.10% | $11M | 129.5K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.10% | $1M | 13.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.10% | $270,815 | 3.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.10% | $654,146 | 7.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.10% | $4M | 43.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.10% | $2M | 19.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.10% | $2M | 22.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.10% | $220,533 | 2.6K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.10% | $350,418 | 4.2K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.10% | $301,089 | 3.6K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.10% | $717,828 | 8.7K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.10% | $596,073 | 7.2K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.10% | $940,573 | 11.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.10% | $3M | 31.3K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.09% | $978,496 | 11.9K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.09% | $640,865 | 7.8K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.09% | $236,797 | 3.0K | Q4 2025OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.09% | $300,099 | 3.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.09% | $2M | 20.4K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.09% | $1M | 16.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.09% | $5M | 58.9K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.09% | $325,901 | 4.0K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.09% | $712,140 | 8.6K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 0.09% | $868,950 | 10.5K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $574,448 | 7.3K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.09% | $848,616 | 10.3K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.09% | $292,097 | 3.5K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.09% | $1M | 16.2K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.09% | $380,364 | 5.4K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.09% | $3M | 36.7K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.09% | $381,360 | 4.6K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.09% | $216,207 | 2.6K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.08% | $3M | 42.1K | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.08% | $6M | 63.6K | Q2 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.08% | $336,146 | 4.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.08% | $374,092 | 4.5K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.08% | $3M | 31.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.08% | $10M | 116.0K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.08% | $498,405 | 6.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.08% | $2M | 20.0K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.08% | $448,254 | 4.7K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.08% | $1M | 15.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.08% | $2M | 27.4K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.08% | $262,731 | 3.2K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.08% | $4M | 49.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.08% | $116,393 | 1.4K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.07% | $4M | 42.8K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.07% | $329,960 | 4.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.07% | $5M | 58.1K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 0.07% | $200,200 | 2.1K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.07% | $532,640 | 5.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.07% | $43M | 525.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 102.9K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.07% | $6M | 77.6K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.07% | $295,397 | 3.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.07% | $138M | 1.67M | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.07% | $594,423 | 7.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $285,333 | 3.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.07% | $43M | 524.1K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.07% | $189,645 | 2.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.07% | $2M | 27.1K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.07% | $2M | 23.0K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $6M | 67.7K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.06% | $211,752 | 2.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $856,162 | 10.4K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.06% | $647,754 | 7.9K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $1M | 14.9K | Q4 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.06% | $67,724 | 821 | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.06% | $471,843 | 5.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.06% | $2M | 17.4K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 14.3K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.06% | $11M | 133.9K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.06% | $264,298 | 3.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.06% | $15M | 176.2K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $237,654 | 2.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $3M | 36.7K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.06% | $469,579 | 5.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.06% | $404,313 | 4.9K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.06% | $470,770 | 5.7K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.05% | $214,474 | 2.6K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 14.7K | Q4 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.05% | $211,587 | 2.6K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.05% | $1M | 12.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $3M | 30.4K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.05% | $849,636 | 10.8K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.05% | $218,847 | 2.7K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.05% | $247,100 | 3.1K | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.05% | $328,393 | 4.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.05% | $320,061 | 3.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 34.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.05% | $2M | 25.4K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.05% | $460,294 | 5.6K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.05% | $3M | 44.2K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.04% | $1M | 14.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.04% | $236,561 | 3.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $382M | 4.63M | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.04% | $212,659 | 2.6K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $287,209 | 4.0K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $728,910 | 8.0K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.04% | $65,992 | 800 | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.04% | $332,930 | 4.0K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.04% | $405,438 | 4.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $2M | 22.1K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $439,095 | 5.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.04% | $164,650 | 2.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.04% | $2M | 18.3K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.04% | $499,229 | 6.1K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.04% | $360,481 | 4.4K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $615,608 | 7.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $2M | 30.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 33.8K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.04% | $1M | 12.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $388,369 | 4.1K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.04% | $1M | 13.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 28.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $14M | 173.2K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 0.04% | $637,895 | 7.7K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.04% | $255,127 | 3.2K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.04% | $3M | 39.5K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.04% | $974,721 | 12.4K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.04% | $2M | 23.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $589M | 7.48M | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.04% | $326,165 | 4.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.03% | $121,590 | 1.5K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $307,523 | 3.7K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $750,248 | 9.1K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.03% | $599,372 | 7.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 23.8K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $251M | 3.05M | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.03% | $10M | 115.4K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $19M | 234.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 12.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 31.4K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.03% | $383,050 | 4.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $41M | 500.5K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $292,345 | 3.5K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.03% | $202,529 | 2.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.03% | $2M | 24.7K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $206,225 | 2.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $213,319 | 2.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $2M | 29.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 27.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $28M | 338.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $5M | 59.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $15M | 187.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 26.4K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.03% | $212,819 | 2.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $298,678 | 3.1K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $92,801 | 1.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $17M | 206.2K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $319,581 | 3.5K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 26.8K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $13M | 170.8K | Q4 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $407,859 | 4.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 26.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $769,100 | 8.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $364,688 | 4.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 104.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 23.3K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.02% | $453,695 | 5.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $2M | 19.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $381,353 | 4.8K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.02% | $24,582 | 298 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $21M | 255.5K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $211,527 | 2.6K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.02% | $24M | 291.7K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $39,596 | 480 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $5M | 56.6K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 22.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 23.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $41,163 | 499 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 14.2K | Q2 2026 |
| Keel Point, LLC$1.5B AUM | 0.02% | $318,845 | 3.9K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 218.9K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $402,307 | 4.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.02% | $74,241 | 900 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 59.6K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $386,388 | 4.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $307,684 | 3.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $697,010 | 7.3K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $370,614 | 4.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $4M | 43.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $454,415 | 5.5K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.02% | $34,899 | 367 | Q2 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.02% | $7M | 81.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.02% | $210,937 | 2.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $108M | 1.30M | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.02% | $27,202 | 321 | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $207,792 | 2.5K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $265,016 | 2.8K | Q2 2026 |
| Binnacle Investments Inc$170M AUM | 0.02% | $31,515 | 444 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 201.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $15M | 184.9K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 18.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $264,174 | 3.4K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $10M | 116.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $26M | 316.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $246,810 | 3.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $230,739 | 2.9K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $14M | 172.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $4M | 49.4K | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 13.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $332,394 | 4.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $147M | 1.78M | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $312M | 3.78M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $397,932 | 4.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 20.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $695,104 | 8.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.02% | $2M | 21.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $971,752 | 11.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $12M | 147.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $294,624 | 3.6K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 0.02% | $202,799 | 12.8K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $845,438 | 10.2K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $123,735 | 1.5K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.02% | $487,754 | 6.2K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 129.9K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.02% | $151,573 | 1.6K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $730,230 | 8.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 35.2K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.01% | $226,517 | 2.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $36M | 434.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $2M | 19.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $270,420 | 3.2K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $423,903 | 5.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $34M | 415.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $1M | 12.9K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 17.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $197M | 2.39M | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.01% | $16,498 | 200 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $45M | 551.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $317,564 | 4.0K | Q4 2025OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.01% | $214,428 | 2.3K | Q2 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $2M | 22.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $86,098 | 1.0K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $273,620 | 3.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $81M | 981.2K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $22,152 | 263 | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $55,069 | 700 | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $2M | 22.7K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.01% | $15,989 | 168 | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $591,557 | 6.2K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $27M | 328.6K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.01% | $231,639 | 2.4K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 18.7K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $461,472 | 4.9K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $25M | 305.3K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $431,588 | 5.2K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $735,506 | 8.9K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 39.1K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $5M | 55.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $647,628 | 7.3K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.01% | $31,468 | 400 | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 28.5K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $3M | 33.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 17.9K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $209,030 | 2.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 22.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $36,897 | 469 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $126,277 | 1.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $252,502 | 3.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 25.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 12.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $421,277 | 5.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $2M | 27.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 142.2K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $34,316 | 416 | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $35,883 | 435 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $39M | 469.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $28M | 336.9K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 30.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $425,896 | 5.2K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.01% | $209,325 | 2.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $378,134 | 4.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $322,640 | 3.4K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 89.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 16.1K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $326,165 | 4.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $12M | 148.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 21.0K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 14.4K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 19.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $899,141 | 10.9K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $100,605 | 1.1K | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $2M | 27.8K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $357,253 | 3.8K | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $329,960 | 4.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $391,828 | 4.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $200,400 | 2.5K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $44,503 | 527 | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $460,294 | 5.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 30.1K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 53.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $12M | 175.8K | Q3 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.01% | $14,239 | 181 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $34,811 | 422 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $38,442 | 466 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $499,065 | 6.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $15,916 | 193 | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 0.01% | $9,899 | 120 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $233,859 | 2.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $631,268 | 7.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $8M | 93.9K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $30,439 | 369 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $31M | 377.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 55.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 18.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $377,459 | 4.8K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $348,273 | 4.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $469,125 | 5.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $464,503 | 5.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $537,530 | 6.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $148,132 | 1.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $318,220 | 4.0K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $72,096 | 874 | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $316,736 | 4.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 608.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 14.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $58M | 708.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $97,339 | 1.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $500,303 | 6.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $5M | 64.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $48M | 579.6K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 53.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $38M | 464.6K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 95.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $255,626 | 3.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $44,875 | 544 | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.01% | $2M | 21.0K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $328,393 | 4.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $78,860 | 956 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $64,037 | 814 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $124,808 | 1.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $52,003 | 595 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 16.2K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $17,116 | 180 | Q2 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $3M | 33.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $6M | 68.7K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $8,249 | 100 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 74.5K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $2M | 30.1K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.01% | $16,016 | 189 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $451,073 | 5.5K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $7M | 87.3K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.01% | $2M | 23.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $21,110 | 222 | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.01% | $8,249 | 100 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 52.7K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $363,121 | 4.4K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.01% | $800,500 | 10.2K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $228,599 | 2.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $285,580 | 3.5K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.01% | $6,657 | 70 | Q2 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $331,799 | 3.9K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.01% | $221,156 | 2.7K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $292,209 | 3.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $588,401 | 7.1K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $209,195 | 2.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $213,839 | 2.5K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.01% | $14,024 | 170 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $7,672 | 93 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $107,979 | 1.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.