HLIHOULIHAN LOKEY INC
CUSIP 441593100 · Yahoo Finance ↗ · Google Finance ↗
Houlihan Lokey Inc (HLI) has 542 institutional holders in Filings Flow’s 13F database, together reporting 54.14M shares worth $7.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
542
Q1 2026
Reported Value
$7.2B
Ticker
HLI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Montanaro Asset Management Ltd$334M AUM | 4.22% | $14M | 98.3K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 3.70% | $33M | 205.2K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 2.29% | $243M | 1.22M | Q3 2025OLDER |
| THOMAS STORY & SON LLC$261M AUM | 2.23% | $6M | 34.4K | Q4 2025OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.80% | $37M | 257.7K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 1.62% | $7M | 53.5K | Q2 2026 |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.43% | $115M | 803.6K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 1.40% | $7M | 50.5K | Q1 2026OLDER |
| Pier Capital, LLC$606M AUM | 1.33% | $8M | 56.1K | Q1 2026OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 1.33% | $6M | 39.4K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 1.32% | $320M | 2.23M | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 1.31% | $103M | 717.7K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 1.20% | $4M | 28.4K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 1.11% | $379M | 2.64M | Q1 2026OLDER |
| Wealth High Governance Capital Ltda$333M AUM | 1.11% | $4M | 25.8K | Q2 2026 |
| Wealth High Governance Asset Management Ltda.$641M AUM | 1.07% | $7M | 47.8K | Q2 2026 |
| Bell Asset Management Ltd$340M AUM | 1.07% | $4M | 25.3K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 1.06% | $5M | 28.1K | Q4 2025OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.92% | $29M | 202.4K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.91% | $22M | 151.3K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.83% | $6M | 26.8K | Q3 2025OLDER |
| Monument Capital Management$399M AUM | 0.71% | $3M | 16.3K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.70% | $17M | 118.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.68% | $32M | 223.4K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.67% | $3M | 20.7K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.64% | $24M | 170.0K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.56% | $659,647 | 4.6K | Q1 2026OLDER |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 0.56% | $34M | 236.1K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 0.55% | $592,002 | 4.1K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 0.55% | $7M | 39.4K | Q4 2025OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 0.54% | $953,722 | 6.6K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.53% | $2M | 16.1K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.52% | $4M | 25.0K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.50% | $737,715 | 3.6K | Q3 2025OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.46% | $552,937 | 3.9K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.46% | $152M | 1.06M | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.45% | $655,913 | 4.6K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.44% | $20M | 138.5K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.43% | $6M | 27.4K | Q3 2025OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.42% | $13M | 61.5K | Q3 2025OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.41% | $2M | 12.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.41% | $4M | 27.7K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.40% | $3M | 19.4K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.38% | $499,421 | 3.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.37% | $25M | 173.5K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.36% | $36M | 248.8K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.35% | $639,626 | 3.7K | Q4 2025OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.33% | $78M | 543.6K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.32% | $6M | 39.7K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.32% | $12M | 84.1K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.30% | $482,680 | 2.8K | Q4 2025OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.29% | $4M | 26.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.28% | $2M | 11.8K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.26% | $4M | 24.9K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.26% | $8M | 55.3K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.26% | $2M | 11.9K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.25% | $17M | 120.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.24% | $558,395 | 3.9K | Q1 2026OLDER |
| AXA S.A.$256M AUM | 0.24% | $618,571 | 4.3K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.24% | $33M | 233.0K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.24% | $1M | 9.7K | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 0.23% | $291,118 | 2.0K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.22% | $452,690 | 3.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.22% | $6M | 41.3K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.21% | $268,426 | 1.9K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.20% | $208,448 | 1.2K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.20% | $4M | 29.7K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.19% | $2M | 14.0K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.19% | $6M | 34.5K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.18% | $4M | 27.3K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.18% | $52M | 361.6K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.17% | $3M | 18.2K | Q4 2025OLDER |
| CIM, LLC$692M AUM | 0.17% | $1M | 8.2K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.17% | $454,126 | 3.2K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.16% | $1M | 8.4K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.15% | $3M | 20.9K | Q2 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.15% | $4M | 19.3K | Q3 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.14% | $384,327 | 2.7K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.14% | $213,034 | 1.2K | Q4 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.14% | $1M | 10.3K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.14% | $200,063 | 1.4K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.13% | $200,187 | 975 | Q3 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.13% | $270,724 | 1.9K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.13% | $321,844 | 2.4K | Q2 2026 |
| ANB BANK$247M AUM | 0.12% | $314,761 | 1.8K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.12% | $11M | 78.2K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.12% | $4M | 25.8K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.12% | $221,221 | 1.3K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.12% | $402,136 | 2.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.11% | $6M | 39.6K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.11% | $1M | 7.9K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.11% | $139,746 | 990 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.11% | $6M | 42.9K | Q2 2026 |
| Atlatl Advisers LLC$135M AUM | 0.11% | $287,588 | 1.7K | Q4 2025OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.11% | $311,278 | 1.8K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.11% | $225,852 | 1.1K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.10% | $1M | 1.12M | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.10% | $4M | 30.5K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.10% | $461,604 | 2.6K | Q4 2025OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.10% | $540,155 | 3.8K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $398,976 | 2.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.10% | $12M | 82.6K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.09% | $445,366 | 3.1K | Q2 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.09% | $54M | 379.2K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $718,818 | 5.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.09% | $99M | 689.5K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.09% | $704,187 | 4.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.09% | $378,405 | 1.8K | Q3 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.09% | $684,575 | 3.9K | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.09% | $8M | 53.0K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.08% | $306,734 | 1.8K | Q4 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.08% | $753,718 | 5.2K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.08% | $4M | 27.3K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.08% | $251,622 | 1.8K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.08% | $748,548 | 5.2K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.08% | $277,187 | 1.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.08% | $90M | 625.2K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.08% | $574,337 | 4.0K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.08% | $230,453 | 1.3K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.08% | $2M | 17.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.08% | $10M | 66.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.07% | $64M | 312.3K | Q3 2025OLDER |
| Impact Capital Partners LLC$367M AUM | 0.07% | $247,000 | 1.2K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.07% | $167,222 | 960 | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.07% | $298,299 | 2.1K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.07% | $71,666 | 499 | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.07% | $2M | 11.1K | Q4 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.07% | $847,932 | 5.9K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.07% | $223,486 | 1.3K | Q4 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.07% | $700,650 | 4.9K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $88M | 610.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.07% | $7M | 46.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.07% | $387,774 | 2.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.07% | $5M | 36.2K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $225,402 | 1.3K | Q4 2025OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.06% | $268,199 | 1.3K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.06% | $1M | 8.4K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.06% | $288,680 | 1.4K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.06% | $39M | 272.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.06% | $33M | 232.7K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $290,543 | 2.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.06% | $165M | 1.15M | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.06% | $624,316 | 4.3K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.06% | $643,561 | 4.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $9M | 59.5K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.06% | $2M | 13.6K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.06% | $13M | 89.3K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $408,757 | 2.5K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $1M | 9.8K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.06% | $342,677 | 2.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.05% | $361,096 | 2.1K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.05% | $13M | 90.6K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.05% | $364,431 | 2.7K | Q2 2026 |
| 111 Capital$406M AUM | 0.05% | $244,214 | 1.4K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.05% | $650,481 | 4.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $203,222 | 1.4K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.05% | $5M | 36.7K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.05% | $20M | 137.2K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.05% | $3M | 19.6K | Q4 2025OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 0.05% | $897,079 | 5.2K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.05% | $397,827 | 2.8K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.05% | $17M | 84.7K | Q3 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.05% | $639,109 | 4.5K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.05% | $67M | 468.6K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.05% | $231,228 | 1.6K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $724,994 | 5.0K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.05% | $775,979 | 5.4K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.05% | $240,731 | 1.4K | Q4 2025OLDER |
| MOODY ALDRICH PARTNERS LLC$557M AUM | 0.04% | $234,886 | 1.1K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.04% | $252M | 1.75M | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.04% | $244,125 | 1.2K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $3M | 17.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $4M | 26.6K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $211,890 | 1.0K | Q3 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.04% | $359,050 | 2.5K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $11M | 73.8K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.04% | $1M | 8.0K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $211,685 | 1.0K | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.04% | $64,055 | 446 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $6M | 40.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $352,443 | 2.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $37M | 255.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 8.1K | Q2 2026 |
| Cynosure Group, LLC$800M AUM | 0.04% | $396,805 | 2.3K | Q4 2025OLDER |
| STEPH & CO$351M AUM | 0.04% | $139,886 | 974 | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 15.8K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $373,736 | 2.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.04% | $196M | 1.36M | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.04% | $2M | 13.3K | Q4 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.04% | $1M | 8.5K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $211,890 | 1.0K | Q3 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 66.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $273,304 | 1.6K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.03% | $7M | 52.2K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.03% | $92,321 | 530 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $828,697 | 5.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $99M | 701.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $651,550 | 3.2K | Q3 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $36M | 258.2K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 19.3K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.03% | $4M | 19.3K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $28M | 193.0K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.03% | $189M | 1.31M | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.03% | $344,938 | 1.7K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.03% | $18M | 122.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $3M | 23.0K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.03% | $236,118 | 1.1K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 16.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $966,850 | 6.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 12.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.03% | $5M | 37.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $57M | 399.3K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.03% | $304,832 | 1.8K | Q4 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $275,463 | 1.9K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.03% | $1M | 9.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 27.8K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 15.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.02% | $6M | 43.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $8M | 52.7K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $2M | 10.9K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $764,004 | 5.7K | Q2 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.02% | $1M | 9.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $504,304 | 2.9K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $567,443 | 4.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 15.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $17M | 116.3K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $17M | 126.5K | Q2 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $399M | 2.78M | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 11.1K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.02% | $219,543 | 1.2K | Q4 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $247,063 | 1.4K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 27.7K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $1M | 7.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $41M | 297.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $23M | 156.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $208,224 | 1.2K | Q4 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $244,516 | 1.5K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $5M | 31.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $366,651 | 2.6K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $415,494 | 2.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $89M | 616.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $804,416 | 5.6K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.02% | $13M | 90.6K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.02% | $259,952 | 1.8K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.02% | $25,996 | 181 | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $227,905 | 1.1K | Q3 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $315,390 | 2.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 24.2K | Q4 2025OLDER |
| SFMG, LLC$1.5B AUM | 0.02% | $246,452 | 1.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $359,180 | 2.1K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 23.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $44,799 | 334 | Q2 2026 |
| Park Place Capital Corp$499M AUM | 0.02% | $79,422 | 553 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $2M | 16.4K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.02% | $23,817 | 116 | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $484,000 | 3.4K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $13M | 89.1K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.01% | $20,122 | 98 | Q3 2025OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.01% | $316,503 | 1.8K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $1M | 7.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 18.4K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $219,331 | 1.1K | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $20,114 | 140.1K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $22,261 | 155 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $916M | 5.26M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $758M | 5.28M | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.01% | $326,592 | 2.3K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 20.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $71,666 | 499 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $47M | 329.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 15.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $49M | 340.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $266,360 | 1.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $405,295 | 2.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $15M | 106.3K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $381,866 | 2.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $505,945 | 3.5K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $10M | 68.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $194M | 1.35M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $20M | 138.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 20.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $72M | 498.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $436,748 | 3.0K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.01% | $802,586 | 5.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $60M | 420.6K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $1M | 7.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $23M | 156.9K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $411,902 | 2.9K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $3,399 | 19.5K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $6M | 45.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $220,002 | 1.3K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $68M | 474.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 8.2K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $305,911 | 2.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $90M | 623.7K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $26,897 | 131 | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.01% | $40,935 | 235 | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $437,924 | 3.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 14.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $76M | 526.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $137M | 950.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 13.6K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 13.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $65M | 452.6K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $227,063 | 1.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $9M | 64.4K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $497,661 | 2.9K | Q4 2025OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.01% | $235,297 | 1.1K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 62.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $19,102 | 133 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 36.4K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $15M | 107.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 7.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 346.4K | Q2 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 19.4K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $217,682 | 1.3K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $17M | 121.7K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $615,698 | 4.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $22M | 151.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $4M | 29.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 13.6K | Q2 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $310,794 | 2.2K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 16.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $15M | 107.8K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 8.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $347M | 2.42M | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $1M | 6.2K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.01% | $634,370 | 4.4K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $23,544 | 115 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $243M | 1.69M | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.01% | $11,059 | 77 | Q2 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $937,695 | 6.5K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $387,343 | 2.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $52M | 359.1K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.01% | $24,272 | 169 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $254,064 | 1.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 26.3K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.01% | $7M | 49.7K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $3M | 15.2K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $583,537 | 3.4K | Q4 2025OLDER |
| PineStone Asset Management Inc.$16.2B AUM | 0.01% | $1M | 8.8K | Q2 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $2M | 11.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 12.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 22.3K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $4M | 25.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 33.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $28M | 195.0K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $924,601 | 5.3K | Q4 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $7M | 51.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $576,706 | 4.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $334,271 | 1.9K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $436,605 | 3.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $123M | 856.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $318,406 | 2.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $121,933 | 849 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $402,423 | 2.8K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $620,295 | 4.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 47.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $7M | 49.8K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $202,931 | 1.2K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $68,406 | 510 | Q2 2026 |
| Cresta Advisors, Ltd.$244M AUM | 0.01% | $14,458 | 83 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $527,000 | 3.7K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $10,772 | 75 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $96M | 550.3K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $260,383 | 1.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 13.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 14.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 26.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $153,728 | 1.1K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 10.8K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $7,258 | 50.5K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $33,895 | 236 | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $213,035 | 1.2K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $64,629 | 450 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $303,289 | 1.7K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $247,027 | 1.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $250,617 | 1.7K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $775,548 | 5.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $306,734 | 1.8K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $62,236 | 433 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $871,298 | 5.0K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $2M | 15.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $25M | 174.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $611,067 | 4.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $12M | 84.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $212,512 | 1.2K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $288,180 | 1.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $460,605 | 3.2K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $3M | 18.8K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $232,664 | 1.6K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.01% | $7,181 | 50 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $373,412 | 2.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $3M | 18.9K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $269,570 | 1.5K | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $3M | 21.0K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $2M | 11.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $861,521 | 6.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $5M | 38.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $397,109 | 2.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $348,710 | 2.4K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $6,607 | 46 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $17M | 117.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 19.8K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $16M | 113.5K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.00% | $2M | 10.8K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $19,820 | 138 | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $897,079 | 5.2K | Q4 2025OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $10,266 | 50 | Q3 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $7,424 | 52 | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $561,123 | 3.9K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $410,610 | 2.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $9,615 | 67 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $530,245 | 3.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 42.0K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $29,155 | 203 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 7.7K | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $283,075 | 2.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $12M | 69.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $301,171 | 2.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $184,839 | 1.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $54,725 | 408 | Q2 2026 |
| Capital International Investors$426.5B AUM | 0.00% | $16M | 113.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $209,087 | 1.2K | Q4 2025OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $435,358 | 3.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $227,289 | 1.1K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $242,905 | 1.2K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 18.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $16,516 | 115 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $205,089 | 1.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 24.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $453,273 | 3.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $327,511 | 2.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $214,978 | 1.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $15M | 105.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $182,397 | 1.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14M | 99.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 18.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $243,723 | 1.7K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $24,022 | 117 | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 32.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 19.1K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $291,405 | 2.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $647,784 | 3.2K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $253,601 | 1.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 81.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 12.4K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $235,505 | 1.4K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $234,396 | 1.1K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 7.9K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $9,929 | 57 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 17.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $241,883 | 1.7K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $396,108 | 2.3K | Q4 2025OLDER |
| ING GROEP NV$16.4B AUM | 0.00% | $459,584 | 3.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $207,579 | 1.0K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $356,915 | 2.0K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $516,458 | 3.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $273,856 | 1.9K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $9,239 | 45 | Q3 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $5,027 | 35 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $27,431 | 191 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 8.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $11M | 76.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 9.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $16,393 | 116 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $31,884 | 222 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $497,356 | 3.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $213,430 | 1.1K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $22,129 | 154 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $689,663 | 4.8K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $37,341 | 260 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,309 | 30 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $5M | 33.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $126,098 | 878 | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $541,643 | 3.1K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $435,582 | 3.0K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $20,107 | 140 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $189,578 | 1.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $375,998 | 2.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $23,410 | 163 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $11,498 | 56 | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $255,537 | 1.5K | Q4 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $13,214 | 92 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $209,081 | 1.2K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 7.1K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $330,592 | 1.9K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $234,662 | 1.3K | Q4 2025OLDER |
| Morse Asset Management, Inc$481M AUM | 0.00% | $9,239 | 45 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $511,718 | 3.6K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $488,306 | 3.4K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.00% | $3,878 | 27 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,016 | 21 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $3,774 | 26 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 22.1K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 23.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9,623 | 67 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $207,460 | 1.2K | Q4 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $5,601 | 39 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $22,095 | 153 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.