HMCHONDA MOTOR CO LTD
CUSIP 438128308 · Yahoo Finance ↗ · Google Finance ↗
Honda Motor Co Ltd (HMC) has 360 institutional holders in Filings Flow’s 13F database, together reporting 54.78M shares worth $1.3B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Morgan Stanley, and Mondrian Investment Partners Ltd.
Institutional Holders
360
Q1 2026
Reported Value
$1.3B
Ticker
HMC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DONALD SMITH & CO., INC.$5.6B AUM | 1.53% | $85M | 3.49M | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 1.51% | $101M | 4.20M | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 1.15% | $59M | 2.42M | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.98% | $1M | 47.6K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.92% | $1M | 49.1K | Q4 2025OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.91% | $1M | 40.8K | Q4 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.71% | $5M | 191.4K | Q2 2026 |
| Persium Advisors, LLC$127M AUM | 0.58% | $742,573 | 30.5K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.53% | $4M | 142.2K | Q4 2025OLDER |
| Harrington Investments, INC$190M AUM | 0.46% | $870,006 | 35.8K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.37% | $2M | 62.3K | Q2 2026 |
| Hedges Asset Management LLC$142M AUM | 0.33% | $465,784 | 15.8K | Q4 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.29% | $2M | 68.3K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.26% | $6M | 246.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.25% | $528,670 | 21.7K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.21% | $30M | 1.23M | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.21% | $516,271 | 21.2K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.21% | $211,254 | 8.7K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.20% | $3M | 117.8K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.20% | $3M | 128.0K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.18% | $4M | 144.4K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.18% | $550,743 | 22.7K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.16% | $202,338 | 8.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.16% | $4M | 116.1K | Q3 2025OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.15% | $7M | 291.1K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.14% | $252,095 | 10.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.14% | $854,740 | 35.2K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.14% | $215,794 | 7.3K | Q4 2025OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.13% | $380,913 | 15.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.13% | $675,405 | 27.8K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.13% | $506,968 | 16.5K | Q3 2025OLDER |
| Addenda Capital Inc.$3.6B AUM | 0.12% | $4M | 179.4K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.12% | $2M | 71.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $706,084 | 29.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.11% | $482,213 | 19.8K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 0.11% | $201,773 | 8.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.11% | $285,468 | 11.7K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $624,218 | 26.4K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.11% | $244,002 | 10.0K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.11% | $869,540 | 35.8K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.11% | $248,350 | 1.3K | Q4 2025OLDER |
| Manske Wealth Management$357M AUM | 0.10% | $360,153 | 14.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.10% | $257,028 | 10.6K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.10% | $101,373 | 4.2K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.09% | $2M | 72.7K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.09% | $214,414 | 8.8K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.09% | $136,282 | 5.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.08% | $245M | 10.09M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.08% | $3M | 116.1K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.08% | $615,382 | 25.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.08% | $339,108 | 11.5K | Q4 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.08% | $815,066 | 33.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.07% | $1M | 54.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.07% | $1M | 58.9K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $216,991 | 8.9K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.06% | $264,996 | 9.0K | Q4 2025OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.06% | $203,480 | 8.4K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $314,474 | 12.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.06% | $1M | 43.9K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.06% | $22M | 920.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.06% | $4M | 159.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $262,961 | 10.8K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.05% | $213,317 | 7.2K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.05% | $10M | 407.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.05% | $357,888 | 12.1K | Q4 2025OLDER |
| Ovata Capital Management Ltd$715M AUM | 0.05% | $332,262 | 14.1K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $338,930 | 13.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 78.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.04% | $2M | 71.6K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $3M | 141.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.04% | $3M | 118.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.04% | $2M | 63.9K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 102.3K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.04% | $17M | 696.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 83.5K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.04% | $2M | 90.8K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.04% | $312,080 | 12.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $418,090 | 15.4K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $482,650 | 19.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.04% | $251,464 | 8.5K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.03% | $3M | 139.3K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.03% | $75,677 | 3.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 56.7K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $200,554 | 8.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 79.3K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.03% | $231,179 | 9.5K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $291,026 | 10.7K | Q2 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.03% | $240,240 | 7.8K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.03% | $51,634 | 2.1K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.03% | $238,788 | 8.1K | Q4 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $432,524 | 14.0K | Q3 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $288,220 | 11.9K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.03% | $225,965 | 7.7K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $867,600 | 35.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 61.3K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.02% | $54,023 | 1.8K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.02% | $120,383 | 5.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $34M | 1.40M | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $264,404 | 9.8K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $1M | 34.1K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $347,835 | 11.8K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $699,822 | 28.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $305,236 | 10.4K | Q4 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.02% | $89,232 | 2.9K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $333,799 | 11.3K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $10M | 429.5K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.02% | $145,860 | 6.0K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $324,150 | 13.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $434,065 | 14.1K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $4M | 119.9K | Q3 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.02% | $378,936 | 12.9K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.02% | $149,263 | 6.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $205,050 | 7.6K | Q2 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $325,657 | 13.4K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.02% | $1M | 42.4K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $1M | 58.0K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.02% | $3M | 113.9K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.01% | $21,028 | 865 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $20,056 | 825 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 61.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $627,294 | 25.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $399,519 | 16.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $8M | 336.2K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $23,766 | 806 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $6M | 262.4K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $201,724 | 8.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $24M | 985.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $60,362 | 2.5K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $561,196 | 23.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $543,183 | 22.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $215,605 | 8.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $10M | 419.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $19M | 764.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $51,561 | 1.7K | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $710,328 | 29.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $679,683 | 28.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $87,735 | 3.6K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $11,134 | 458 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 330.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $334,131 | 13.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $200,436 | 8.2K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $437,313 | 18.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 48.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 312.8K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 46.2K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $17,017 | 700 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 243.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $23,095 | 950 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 52.8K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $159,255 | 6.6K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $22,114 | 718 | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $231,728 | 7.9K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $250,500 | 10.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $13M | 439.2K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $36M | 1.49M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $597,540 | 24.6K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $12,197 | 396 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 51.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $627,247 | 25.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $400,120 | 16.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $318,850 | 13.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $382,441 | 13.0K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 66.8K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $46,530 | 1.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $78,006 | 3.2K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $31,554 | 1.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $103M | 3.48M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 63.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $266,925 | 9.1K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $21,028 | 865 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $154,120 | 5.7K | Q2 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $2M | 96.8K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $23,584 | 800 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $442,612 | 18.2K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $3M | 135.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $51,294 | 2.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $354,468 | 14.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $303,486 | 12.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $69M | 2.83M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $523,354 | 17.0K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $309,241 | 12.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 1.76M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 129.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $364,997 | 15.0K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $26,158 | 1.1K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $50,777 | 1.9K | Q2 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $488,338 | 16.6K | Q4 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $15,194 | 625 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $7,779 | 320 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 593.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $28,270 | 1.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 37.4K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $5,044 | 207 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $10,478 | 431 | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $359,642 | 14.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $16M | 647.1K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $12,155 | 500 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $374,471 | 15.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 34.6K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $24,739 | 1.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $10,089 | 415 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $880,510 | 28.6K | Q3 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $7,022 | 259 | Q2 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $7,390 | 304 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25M | 1.04M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $230,969 | 9.5K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $38,896 | 1.6K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $37,059 | 1.4K | Q2 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $9,910 | 322 | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $628,855 | 21.3K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $218,596 | 9.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 158.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 38.5K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $282,288 | 11.6K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $12,116 | 411 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $215,609 | 8.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $414,131 | 17.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $599,651 | 24.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $12,593 | 518 | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $9,870 | 406 | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $705,320 | 22.9K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $10,137 | 417 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 105.1K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $64,680 | 2.1K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $159,090 | 6.5K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $200,946 | 8.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $563,013 | 23.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $593,373 | 24.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $20M | 822.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $230,863 | 7.6K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $91,758 | 3.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 114.7K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $11,223 | 462 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 72.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $522,521 | 17.0K | Q3 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $117,563 | 4.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $885,880 | 36.4K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.00% | $2,211 | 75 | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $8,052 | 297 | Q2 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,553 | 105 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 64.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $207,584 | 8.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $25,064 | 1.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $12,320 | 400 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 132.4K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.00% | $510,048 | 21.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $341,580 | 14.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $278,977 | 11.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 60.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $4,959 | 204 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $24,310 | 1.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $30,800 | 1.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $59,019 | 2.0K | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $15,413 | 634 | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $12,155 | 500 | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $6,078 | 250 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 180.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $487,125 | 20.0K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $221,045 | 7.5K | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,362 | 239 | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $267,143 | 11.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 401.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $238,432 | 9.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 56.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $100,162 | 3.3K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $257,735 | 10.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $347,663 | 11.8K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,039 | 125 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $3,080 | 100 | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $201,715 | 6.8K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 55.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $30M | 1.22M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,616 | 231 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 495.2K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $5,810 | 239 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 58.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $398,418 | 16.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 134.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $11,888 | 489 | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $209,333 | 8.6K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $3,671 | 151 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 305.2K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $959,485 | 41.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,841 | 158 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $446,908 | 18.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $52,510 | 2.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $143,023 | 5.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $760,392 | 31.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 51.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 136.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,602 | 107 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 46.6K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,916 | 65 | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,723 | 112 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $237,071 | 9.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,860 | 529 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $100,230 | 4.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $804,050 | 33.1K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $9,724 | 400 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $651,411 | 26.8K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $2,988 | 97 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $13,760 | 566 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $284,430 | 11.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $15,802 | 650 | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $2,431 | 100 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $7,293 | 300 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,443 | 265 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $924,692 | 38.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $3,039 | 125 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $18,986 | 781 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $273,539 | 9.3K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $185,850 | 7.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 145.7K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $8,314 | 342 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,428 | 141 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $48M | 1.96M | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $4,147 | 143 | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $7,706 | 317 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $22,317 | 918 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $250,812 | 8.5K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 34.9K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $4,449 | 183 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 198.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $216,043 | 8.9K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $14,586 | 600 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 282.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $428,854 | 17.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $344,740 | 14.3K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $3,357 | 109 | Q3 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $2,431 | 100 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $778,291 | 32.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 110.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,574 | 147 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $94,849 | 3.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 58.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,689 | 69 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $871,114 | 35.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $617,790 | 25.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,315 | 630 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $16,185 | 549 | Q4 2025OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.00% | $851 | 35 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $451,282 | 14.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 301.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 81.1K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $4,984 | 205 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $9,579 | 394 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $12,155 | 500 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $261,690 | 10.9K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $778 | 32 | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $1,045 | 43 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,404 | 143 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $869,471 | 35.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $631,568 | 26.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $884 | 30 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,827 | 117 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $1,021 | 42 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $15,656 | 644 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,031 | 35 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 79.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $2,578 | 109 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 94.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,260 | 348 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $83,252 | 3.4K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $906,641 | 37.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $9,384 | 386 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,911 | 202 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $222,566 | 9.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $13,881 | 571 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $10,551 | 434 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $389 | 16 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,668 | 192 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $2,240 | 76 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $144,110 | 5.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $570,558 | 23.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $322,339 | 13.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $796 | 27 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $353,856 | 14.6K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $531 | 18 | Q4 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $972 | 40 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,068 | 373 | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $383 | 13 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $113,114 | 4.7K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $708 | 24 | Q4 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,042 | 84 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $2,174 | 90 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $73,438 | 3.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $33,135 | 1.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,774 | 213 | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,452 | 142 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $294 | 10 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,991 | 123 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,916 | 65 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $12,155 | 500 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $78,387 | 2.7K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $6,248 | 257 | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $827 | 34 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,252 | 504 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $32,332 | 1.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,407 | 99 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $438 | 18 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,274 | 47 | Q2 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $3M | 122.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $452,166 | 18.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $6,685 | 275 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $211,959 | 8.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,399 | 47 | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $4,035 | 166 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,022 | 42 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $5,616 | 231 | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $219 | 7 | Q3 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $1,701 | 70 | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $3,862 | 131 | Q4 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $705 | 29 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $487 | 20 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $244 | 10 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $706 | 29 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,799 | 74 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $3,253 | 120 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,115 | 87 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $778 | 32 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $14,428 | 593 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $147 | 5 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $308 | 10 | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $97 | 4 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $45,046 | 1.9K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $365 | 15 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $292 | 12 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $243 | 10 | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.00% | $30 | 1 | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $472 | 16 | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $118 | 4 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $11,610 | 478 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $244 | 10 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $384 | 13 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2,844 | 117 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $31 | 1 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $24 | 1 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $295 | 10 | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $24 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.