HLNHALEON PLC
CUSIP 405552100 · Yahoo Finance ↗ · Google Finance ↗
Haleon PLC (HLN) has 622 institutional holders in Filings Flow’s 13F database, together reporting 570.82M shares worth $5.5B as of Q1 2026. The largest reported holders are Dodge & Cox, FMR LLC, and Clearbridge Investments, LLC.
Institutional Holders
622
Q1 2026
Reported Value
$5.5B
Ticker
HLN
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Transmarket Holdings LP$137M AUM | 4.85% | $7M | 656.5K | Q1 2026OLDER |
| Heathbridge Capital Management Ltd.$275M AUM | 4.06% | $11M | 1.05M | Q4 2025OLDER |
| CLARK ESTATES INC/NY$416M AUM | 3.37% | $14M | 1.40M | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 1.97% | $11M | 1.15M | Q1 2026OLDER |
| HARDING LOEVNER LP$9.7B AUM | 1.62% | $157M | 15.71M | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 1.34% | $5M | 539.6K | Q4 2025OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.97% | $67M | 6.69M | Q1 2026OLDER |
| 2Xideas AG$255M AUM | 0.85% | $2M | 437.5K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.81% | $1.5B | 146.54M | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.78% | $3M | 291.4K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.63% | $5M | 477.4K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.60% | $1M | 163.0K | Q3 2025OLDER |
| Sculptor Capital LP$9.6B AUM | 0.55% | $53M | 5.30M | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.50% | $4M | 362.4K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.38% | $6M | 594.4K | Q4 2025OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 0.35% | $12M | 1.15M | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.28% | $318M | 31.72M | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 0.26% | $5M | 473.7K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.26% | $618,361 | 61.8K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.24% | $693,193 | 69.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.21% | $986,118 | 98.5K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 0.20% | $150M | 15.03M | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.20% | $338,483 | 37.7K | Q3 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.19% | $437,327 | 43.7K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.19% | $456,385 | 45.4K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.18% | $266,066 | 26.6K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.18% | $746,809 | 74.6K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.18% | $198,038 | 19.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.17% | $2M | 151.0K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.17% | $268,949 | 26.9K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.17% | $293,003 | 29.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.17% | $7M | 734.6K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.16% | $521,801 | 52.1K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.16% | $77M | 7.66M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.16% | $400,679 | 40.0K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.16% | $464,618 | 6.2K | Q3 2025OLDER |
| South Shore Capital Advisors$137M AUM | 0.15% | $201,611 | 20.1K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.15% | $205,445 | 20.5K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 0.14% | $525,571 | 52.5K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.14% | $633,236 | 67.9K | Q2 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.13% | $44M | 4.36M | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.13% | $416,250 | 41.6K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.13% | $259,600 | 25.9K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.13% | $548,341 | 54.8K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 0.12% | $207,417 | 0 | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.12% | $4M | 445.1K | Q4 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.12% | $471,330 | 47.1K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.11% | $3M | 318.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 203.0K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $379,369 | 37.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.11% | $8M | 749.4K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.10% | $111,281 | 11.1K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 0.10% | $564,874 | 56.4K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.10% | $329,830 | 33.0K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 0.10% | $332,032 | 33.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $51M | 5.10M | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.09% | $115,015 | 11.5K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.09% | $104,224 | 10.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.08% | $66M | 6.57M | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.08% | $674,454 | 67.4K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.08% | $6M | 643.5K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.08% | $3M | 249.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.08% | $3M | 260.5K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.08% | $208,507 | 22.3K | Q2 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.08% | $147M | 14.67M | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.08% | $159,472 | 19.9K | Q2 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.07% | $384,638 | 38.4K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.07% | $108,710 | 10.9K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.07% | $349,180 | 34.9K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.07% | $549,105 | 54.9K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.07% | $124,855 | 12.5K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.07% | $40M | 4.03M | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $275,075 | 27.5K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.07% | $1M | 100.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.07% | $120,721 | 12.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.07% | $17M | 1.67M | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.07% | $2M | 213.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 379.4K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.06% | $189,726 | 19.0K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.06% | $492,102 | 49.2K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.06% | $121,897 | 12.4K | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $817,472 | 91.1K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.06% | $1.1B | 113.97M | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.06% | $288,329 | 28.8K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.06% | $728,228 | 72.8K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.06% | $360,360 | 36.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $412,832 | 40.8K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.05% | $5M | 476.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.05% | $40M | 3.95M | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.05% | $369,129 | 36.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $11M | 1.23M | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $629,669 | 62.9K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.05% | $225,325 | 22.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.05% | $216,841 | 22.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.05% | $19M | 1.90M | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $4M | 468.1K | Q3 2025OLDER |
| Holistic Financial Partners$269M AUM | 0.05% | $125,746 | 12.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.05% | $16M | 1.58M | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.05% | $132,733 | 13.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.04% | $4M | 404.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.04% | $100,723 | 10.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.04% | $281,613 | 31.4K | Q3 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.04% | $3M | 306.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.04% | $89M | 9.09M | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $502,916 | 53.9K | Q2 2026 |
| EWA, LLC$441M AUM | 0.04% | $181,852 | 18.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 2.9K | Q2 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.04% | $400,630 | 42.9K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 0.04% | $122,405 | 13.6K | Q3 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.04% | $7M | 821.0K | Q3 2025OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.04% | $284,925 | 28.5K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.04% | $17M | 1.73M | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.04% | $4M | 379.5K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.04% | $68,368 | 6.8K | Q1 2026OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 0.04% | $2M | 180.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $749,728 | 74.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.04% | $138,982 | 13.7K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.04% | $101,747 | 10.1K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $643,383 | 64.3K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.04% | $3M | 297.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $3M | 325.2K | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.04% | $2M | 196.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 118.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.03% | $46,441 | 4.64M | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $8M | 766.2K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 433.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 388.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 146.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $146,220 | 15.7K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.03% | $163,804 | 16.4K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.03% | $308,178 | 30.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 104.7K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.03% | $134,410 | 13.3K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $446,024 | 49.7K | Q3 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.03% | $161,785 | 16.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.03% | $6M | 553.3K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $160,266 | 17.9K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.03% | $469,229 | 46.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $232,652 | 23.2K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.03% | $816,946 | 81.6K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.03% | $107,176 | 10.6K | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.03% | $447,792 | 44.3K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.03% | $119,499 | 11.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $548,019 | 54.2K | Q4 2025OLDER |
| Frec Markets, Inc.$587M AUM | 0.03% | $148,178 | 14.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $884,494 | 87.5K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $12M | 1.17M | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.02% | $119,249 | 11.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 112.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 198.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $337,147 | 33.7K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.02% | $510,680 | 51.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $87M | 8.70M | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.02% | $170,777 | 19.0K | Q3 2025OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.02% | $202,317 | 20.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 231.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.02% | $111,635 | 11.0K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $800,241 | 79.9K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.02% | $164,020 | 16.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $645,022 | 64.4K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.02% | $2M | 196.5K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.02% | $156,883 | 15.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $74,344 | 7.4K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $643,445 | 64.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 148.7K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.02% | $155,485 | 15.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $349,349 | 34.9K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $524,199 | 58.4K | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.02% | $105,726 | 10.6K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.02% | $129,966 | 14.5K | Q3 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $400,314 | 40.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 208.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 1.22M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 2.18M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 235.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $63M | 6.26M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 421.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $591,670 | 59.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $70M | 7.03M | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.02% | $530,037 | 53.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 166.6K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $506,396 | 50.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $942,772 | 94.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $939,158 | 93.8K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 0.02% | $106,135 | 11.3K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.02% | $133,861 | 13.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $575,831 | 57.5K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $305,533 | 30.5K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.02% | $153,643 | 15.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 240.3K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.02% | $9M | 900.0K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $13M | 1.43M | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.02% | $114,982 | 11.4K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $971,657 | 97.1K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $319,059 | 31.9K | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 0.02% | $311,337 | 30.8K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 105.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $256,102 | 28.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 102.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 295.1K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $991,387 | 106.3K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $281,371 | 28.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $503,353 | 50.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $987,062 | 98.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $28M | 2.80M | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $193,582 | 19.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $158,311 | 17.0K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.01% | $206,017 | 20.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $699,390 | 69.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 192.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $312,361 | 34.8K | Q3 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 249.6K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.01% | $144,967 | 14.3K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.01% | $136,166 | 13.6K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.01% | $28,620 | 3.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $217M | 21.50M | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.01% | $134,775 | 13.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $785,422 | 78.5K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.01% | $34,176 | 3.8K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $120,160 | 12.0K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.01% | $1M | 157.1K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $626,801 | 62.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $59,130 | 6.6K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.01% | $136,416 | 13.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $337,473 | 33.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $324,777 | 34.8K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $35,032 | 3.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $440,131 | 49.1K | Q3 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $148,999 | 14.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $512,415 | 57.1K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.01% | $224,174 | 22.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $13M | 1.29M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.01% | $46,370 | 4.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $483,033 | 48.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $931,784 | 93.1K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.01% | $90,641 | 9.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $102,002 | 10.2K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.01% | $16,642 | 1.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $532,762 | 52.7K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $10M | 1.04M | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $185,417 | 18.3K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $31,222 | 3.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $166,707 | 16.7K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.01% | $20,045 | 2.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $621,810 | 62.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $96,583 | 9.6K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.01% | $101,025 | 10.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 219.2K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.01% | $173,449 | 19.6K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $876,431 | 87.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $365,145 | 36.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $394,014 | 39.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $234,735 | 23.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 106.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $11M | 1.13M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $808,400 | 80.8K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $404,362 | 40.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $16,486 | 1.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $48M | 4.83M | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $168,669 | 16.9K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $45,406 | 5.1K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 138.3K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $41,967 | 4.2K | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $34,595 | 3.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $13,233 | 1.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 132.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $184,924 | 18.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 704.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $7M | 665.6K | Q4 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.01% | $113,033 | 11.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $680,330 | 68.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $36,217 | 3.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $109M | 10.93M | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.01% | $9,279 | 927 | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $173,024 | 17.3K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $34,345 | 3.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $86,516 | 8.6K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.01% | $102,081 | 10.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $40M | 4.02M | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $2M | 207.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 673.3K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.01% | $9,810 | 980 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 636.8K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.01% | $110,120 | 11.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $11,404 | 1.1K | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.01% | $22,394 | 2.2K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 222.7K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.01% | $117,601 | 11.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $9M | 935.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $61M | 6.13M | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $128,634 | 12.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $138,889 | 13.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 498.9K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $24,449 | 2.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 371.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 459.2K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $451,032 | 45.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $49M | 4.88M | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $106,998 | 11.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $24,855 | 2.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $12,012 | 1.2K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $8,957 | 960 | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $397,837 | 39.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $194,464 | 19.4K | Q1 2026OLDER |
| E Fund Management (Hong Kong) Co., Ltd.$220M AUM | 0.01% | $14,034 | 1.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $100,773 | 10.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $160,841 | 16.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 155.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $792,001 | 79.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $115,345 | 11.4K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $433,202 | 43.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $119,251 | 11.9K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $321,561 | 32.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $496,116 | 49.6K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $674,440 | 67.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $133,572 | 13.3K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.01% | $13,343 | 1.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $11M | 1.13M | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 120.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $161,922 | 16.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $767,806 | 76.7K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $272,970 | 27.0K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 102.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $13M | 1.33M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $127,718 | 12.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $19,990 | 2.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $303,029 | 30.3K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $31M | 3.06M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $455,395 | 45.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $83M | 8.28M | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $9,170 | 916 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $7,957 | 787 | Q4 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.01% | $30,170 | 3.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $237,167 | 23.7K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $514,474 | 57.4K | Q3 2025OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.00% | $154,006 | 17.2K | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $14,014 | 1.4K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $210,000 | 21.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $30,051 | 3.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $26M | 2.60M | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.00% | $299,543 | 29.9K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.00% | $103,593 | 10.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $175,105 | 17.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $18M | 1.75M | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $17,156 | 1.7K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.00% | $112,730 | 11.3K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 0.00% | $5,382 | 600 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $12M | 1.20M | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.00% | $103,656 | 11.1K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $312,182 | 31.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.00% | $143,270 | 14.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 294.0K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.00% | $164,234 | 16.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $178,042 | 17.9K | Q4 2025OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $6,363 | 682 | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 631.0K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $18,468 | 1.8K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.00% | $174,945 | 17.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $325,301 | 32.2K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $314,369 | 31.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $555,404 | 55.5K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $7,451 | 737 | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $168,955 | 18.8K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 111.8K | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $9,790 | 978 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 217.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $51,832 | 5.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $122,358 | 12.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $184,632 | 19.8K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $837,605 | 83.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $9,109 | 910 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 195.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $478,769 | 47.4K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $161,235 | 16.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $15M | 1.53M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 971.8K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $297,579 | 29.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $5,926 | 592 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $9M | 946.6K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $3,774 | 377 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $129,734 | 13.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $212,926 | 21.3K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $9,301 | 920 | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $702,171 | 70.1K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $968,728 | 96.8K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.00% | $3,554 | 355 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $192,624 | 19.1K | Q4 2025OLDER |
| Busey Bank$3.7B AUM | 0.00% | $127,840 | 12.6K | Q4 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $41,591 | 4.2K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $170,330 | 17.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 119.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $12,442 | 1.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $304,034 | 30.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $194,384 | 19.4K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $9,900 | 989 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $59,770 | 6.0K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $32,032 | 3.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $279,224 | 27.9K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $626,679 | 69.9K | Q3 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $84,784 | 8.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $5,766 | 576 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $3,223 | 322 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $23M | 2.29M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $597,085 | 59.7K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $695,175 | 77.5K | Q3 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $7,818 | 781 | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $10,010 | 1.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,177 | 317 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $28,074 | 3.0K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $116,676 | 11.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $292,170 | 29.3K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $4,002 | 396 | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $149,374 | 14.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $223,203 | 22.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 193.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 271.6K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.00% | $116,326 | 11.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $91,232 | 9.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $8M | 795.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $149,651 | 16.1K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $19,459 | 1.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 247.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $109,439 | 10.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.00% | $97,810 | 10.7K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $8,621 | 924 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $485,472 | 48.5K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $14,290 | 1.6K | Q3 2025OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.00% | $3,086 | 375 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $28,183 | 2.8K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.00% | $9,720 | 971 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $8,008 | 800 | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.00% | $7,158 | 798 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $10,080 | 1.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $20,710 | 2.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $377,593 | 37.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $665,206 | 66.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,007 | 1.1K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $10,961 | 1.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.00% | $244,785 | 24.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $225,447 | 22.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 242.8K | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $124,543 | 13.4K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $104,906 | 10.4K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $412,928 | 41.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $115,254 | 11.5K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $9,109 | 910 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $2,573 | 257 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 192.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $6,572 | 650 | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $3,593 | 385 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 138.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $434,498 | 48.4K | Q3 2025OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.00% | $5,005 | 500 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,303 | 330 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $8,913 | 890 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 129.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $54,797 | 5.4K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $132,602 | 13.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $599,687 | 59.9K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $2M | 198.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $328,386 | 32.8K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $75,745 | 7.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $12,864 | 1.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $129,954 | 13.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $34,104 | 3.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $10,010 | 1.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $4,485 | 500 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $13,325 | 1.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $2,072 | 207 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $6,284 | 628 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $101,664 | 10.2K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $2,803 | 280 | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $393,053 | 39.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $2,002 | 200 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 1.02M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 1.10M | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $254,064 | 25.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,846 | 584 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $426,267 | 42.6K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $18,178 | 1.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $17,735 | 1.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $91,910 | 10.2K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $12,312 | 1.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $79,040 | 7.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $9,510 | 950 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $61,682 | 6.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $749,701 | 75.5K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $1,901 | 190 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $515,204 | 51.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $39,700 | 4.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $90,480 | 10.1K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 249.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $3,459 | 346 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $110,198 | 11.0K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $129,129 | 12.9K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $152,742 | 17.0K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 663.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $40,184 | 4.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.00% | $3,539 | 350 | Q4 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $2,164 | 214 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.