HQYHEALTHEQUITY INC
CUSIP 42226A107 · Yahoo Finance ↗ · Google Finance ↗
Healthequity Inc (HQY) has 481 institutional holders in Filings Flow’s 13F database, together reporting 84.97M shares worth $6.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wasatch Advisors LP.
Institutional Holders
481
Q1 2026
Reported Value
$6.9B
Ticker
HQY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP$821M AUM | 8.47% | $70M | 832.7K | Q1 2026OLDER |
| Atalan Capital Partners, LP$1.1B AUM | 6.81% | $74M | 883.7K | Q1 2026OLDER |
| BOONE CAPITAL MANAGEMENT LLC$326M AUM | 6.12% | $19M | 212.9K | Q4 2025OLDER |
| Greenhouse Funds LLLP$2.2B AUM | 4.71% | $105M | 1.26M | Q1 2026OLDER |
| Park West Asset Management LLC$1.2B AUM | 4.42% | $52M | 623.2K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 4.00% | $602M | 7.20M | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.56% | $6M | 60.5K | Q4 2025OLDER |
| 12th Street Asset Management Company, LLC$611M AUM | 3.44% | $21M | 251.4K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 2.75% | $22M | 266.5K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 2.09% | $98M | 1.17M | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 2.06% | $33M | 397.2K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 1.77% | $5M | 55.8K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 1.67% | $7M | 75.6K | Q4 2025OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 1.64% | $23M | 271.2K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 1.53% | $4M | 48.4K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 1.49% | $4M | 50.6K | Q1 2026OLDER |
| Forest Hill Capital, LLC$152M AUM | 1.39% | $3M | 29.6K | Q4 2025OLDER |
| FORMULA GROWTH LTD$222M AUM | 1.30% | $3M | 34.6K | Q1 2026OLDER |
| Montanaro Asset Management Ltd$334M AUM | 1.27% | $4M | 50.8K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.25% | $2M | 27.2K | Q4 2025OLDER |
| Expect Equity LLC$104M AUM | 1.25% | $1M | 15.5K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.87% | $5M | 62.6K | Q1 2026OLDER |
| Stephens Investment Management Group LLC$7.3B AUM | 0.78% | $57M | 684.6K | Q1 2026OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 0.71% | $3M | 36.4K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.70% | $11M | 127.2K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.69% | $5M | 64.0K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.69% | $6M | 65.0K | Q2 2026 |
| GDS Wealth Management$1.7B AUM | 0.63% | $10M | 125.6K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.61% | $5M | 64.8K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.55% | $4M | 45.1K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.55% | $4M | 47.0K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.52% | $1M | 13.5K | Q4 2025OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.49% | $10M | 122.1K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.49% | $3M | 36.4K | Q4 2025OLDER |
| HC Advisors, LLC$149M AUM | 0.49% | $726,223 | 8.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.46% | $85M | 1.02M | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.46% | $3M | 30.5K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.46% | $139M | 1.66M | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.45% | $8M | 101.6K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.45% | $530,670 | 6.3K | Q1 2026OLDER |
| Avidity Partners Management LP$936M AUM | 0.45% | $2M | 16.9K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.43% | $2M | 21.8K | Q4 2025OLDER |
| Thematics Asset Management$2.2B AUM | 0.43% | $9M | 99.2K | Q3 2025OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.41% | $14M | 166.6K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.39% | $11M | 126.2K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.38% | $999,999 | 12.0K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.38% | $3M | 36.8K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.37% | $7M | 82.8K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.36% | $2M | 29.3K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.35% | $8M | 98.5K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.34% | $8M | 98.3K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 0.34% | $679,206 | 7.5K | Q2 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 0.33% | $4M | 52.9K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.32% | $12M | 145.8K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.32% | $788,396 | 8.6K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.32% | $9M | 94.2K | Q2 2026 |
| Yorktown Management & Research Co Inc$120M AUM | 0.30% | $377,891 | 4.1K | Q4 2025OLDER |
| MIROVA$2.5B AUM | 0.27% | $7M | 80.6K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.27% | $292,662 | 3.5K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.27% | $3M | 37.7K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.25% | $60M | 712.8K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.24% | $6M | 75.4K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.23% | $1M | 14.9K | Q1 2026OLDER |
| Eversept Partners, LP$1.9B AUM | 0.23% | $4M | 51.6K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.22% | $253,635 | 3.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.22% | $985,000 | 10.8K | Q4 2025OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.22% | $6M | 72.0K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.22% | $431,300 | 4.7K | Q4 2025OLDER |
| Sciencast Management LP$785M AUM | 0.21% | $1M | 11.7K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.20% | $14M | 169.0K | Q1 2026OLDER |
| Overbrook Management Corp$529M AUM | 0.20% | $1M | 12.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.19% | $118M | 1.41M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $304,970 | 3.3K | Q4 2025OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.19% | $896,372 | 10.7K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.19% | $63M | 750.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.18% | $2M | 23.9K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.18% | $3M | 31.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.17% | $6M | 65.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.17% | $15M | 173.9K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.17% | $16M | 192.4K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.16% | $645,411 | 7.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.15% | $226,140 | 2.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.15% | $599,325 | 6.3K | Q3 2025OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.15% | $374,626 | 4.0K | Q3 2025OLDER |
| GOODNOW INVESTMENT GROUP, LLC$913M AUM | 0.15% | $2M | 16.3K | Q3 2025OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.14% | $13M | 153.6K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.14% | $2M | 21.1K | Q4 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.14% | $6M | 75.3K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.13% | $4M | 48.5K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.13% | $508,774 | 6.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.13% | $7M | 90.6K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.13% | $107M | 1.28M | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.13% | $3,428 | 36.2K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.12% | $425,706 | 5.1K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.12% | $426,170 | 4.7K | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.12% | $41M | 485.4K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.12% | $1M | 15.9K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.12% | $462,894 | 5.5K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 0.11% | $3M | 39.2K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.11% | $16M | 186.5K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.11% | $417,683 | 5.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $796,274 | 8.7K | Q4 2025OLDER |
| FJ Capital Management LLC$888M AUM | 0.11% | $936,820 | 11.2K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.10% | $78M | 931.9K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.10% | $697,582 | 8.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.10% | $866,370 | 10.4K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.10% | $475,848 | 5.7K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.10% | $499,000 | 5.4K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.10% | $2M | 21.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.10% | $20M | 215.0K | Q3 2025OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.10% | $367,151 | 4.1K | Q2 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.10% | $109M | 1.31M | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.09% | $1M | 14.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.09% | $878,070 | 10.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.09% | $3M | 36.2K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 0.09% | $773,023 | 9.3K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.09% | $1M | 13.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.09% | $70M | 835.1K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.09% | $3M | 40.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.09% | $8M | 94.8K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.09% | $2M | 25.3K | Q2 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.09% | $2M | 22.4K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.09% | $205,568 | 2.3K | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.09% | $4M | 42.0K | Q4 2025OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.09% | $318,903 | 3.8K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.08% | $354,922 | 4.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.08% | $49M | 592.0K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.08% | $1M | 16.0K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.08% | $712,434 | 8.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.08% | $173M | 2.09M | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.08% | $510,526 | 5.4K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.08% | $28,399 | 310 | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.07% | $3M | 41.8K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.07% | $205,115 | 2.2K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $15M | 179.8K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.07% | $699,982 | 8.4K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.07% | $323,200 | 3.5K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.07% | $60M | 633.1K | Q3 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.07% | $3M | 29.9K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.07% | $2M | 24.2K | Q4 2025OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.07% | $7M | 85.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $293,244 | 3.2K | Q4 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.07% | $9M | 101.8K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.06% | $35M | 423.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.06% | $639,979 | 7.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 20.7K | Q4 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.06% | $5M | 60.4K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.06% | $59M | 706.3K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.06% | $2M | 21.6K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.06% | $517,215 | 6.2K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.06% | $18M | 213.6K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.06% | $735,249 | 8.8K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.06% | $917,097 | 11.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.05% | $662,053 | 7.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.05% | $2M | 31.0K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $323,583 | 3.9K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.05% | $336,284 | 3.5K | Q3 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.05% | $449,022 | 5.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.05% | $202,367 | 2.3K | Q3 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.05% | $892,831 | 9.7K | Q4 2025OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 0.05% | $452,364 | 5.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.05% | $29M | 341.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.05% | $50M | 602.7K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.05% | $434,426 | 4.6K | Q3 2025OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.04% | $343,724 | 4.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.04% | $25M | 276.7K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 49.9K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.04% | $3M | 27.3K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $231,322 | 2.8K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.04% | $577,216 | 6.9K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.04% | $277,487 | 3.0K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 61.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $22M | 266.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 54.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $7M | 86.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 24.8K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.04% | $23M | 270.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.04% | $27M | 322.2K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.04% | $16M | 193.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 37.6K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.03% | $417,850 | 5.0K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $719,537 | 8.6K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $509,136 | 6.0K | Q4 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $247,444 | 2.6K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.03% | $71M | 850.4K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $380,881 | 4.0K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.03% | $8M | 91.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $62M | 742.8K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.03% | $4M | 46.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $337,767 | 3.7K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $417,850 | 5.0K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.03% | $375,235 | 4.1K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.03% | $3M | 33.0K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $136M | 1.63M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $68M | 808.9K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.03% | $2M | 24.9K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.03% | $7M | 75.5K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $577,552 | 6.9K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.03% | $1M | 17.8K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 25.7K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.03% | $33,093 | 396 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 38.0K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 27.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $2M | 19.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $3M | 33.4K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $319,719 | 3.5K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $31,673 | 379 | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $2M | 18.4K | Q2 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $732,856 | 8.1K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $914,924 | 10.9K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.02% | $908,239 | 10.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $7M | 77.9K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.02% | $11M | 134.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 20.3K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $227,310 | 2.7K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $523,650 | 6.3K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $558,646 | 6.7K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $306,762 | 3.2K | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 14.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 52.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $655,524 | 7.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 101.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 17.6K | Q1 2026OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.02% | $1M | 16.2K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $17M | 182.0K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 36.1K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $348M | 4.16M | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.02% | $45,964 | 550 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $693,965 | 8.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.02% | $574,317 | 6.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $21M | 248.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $15M | 179.4K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.02% | $337,984 | 3.6K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 22.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $494,233 | 5.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $671,234 | 8.0K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 0.02% | $65,102 | 779 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $57M | 680.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $880M | 10.53M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $506,787 | 5.5K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $486,357 | 5.3K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $98M | 1.18M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $5M | 57.3K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $891,943 | 10.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 12.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $25M | 304.0K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $365,285 | 4.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $50M | 594.4K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $8M | 97.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $9M | 106.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $53M | 638.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $27,575 | 301 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $11M | 131.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $732,200 | 8.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 14.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $189M | 2.26M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 14.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $370,633 | 4.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $794M | 8.67M | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 23.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $87M | 1.04M | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $487,714 | 5.8K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $304,362 | 3.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $238,730 | 2.6K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $3M | 33.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $73M | 873.5K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 20.1K | Q3 2025OLDER |
| SMA Capital LLC$232M AUM | 0.01% | $24,653 | 295 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $28,905 | 305 | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 15.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $347,477 | 3.8K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $227,651 | 2.5K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 28.0K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $762,519 | 8.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 380.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 26.3K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 14.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 28.8K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $9,611 | 115 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $531,004 | 6.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $50M | 599.3K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 28.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 27.4K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 21.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $377,848 | 4.0K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 20.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $422,446 | 5.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $21M | 253.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $259M | 3.10M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $8M | 100.6K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 13.1K | Q3 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $1M | 11.7K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $298,417 | 3.3K | Q2 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $8M | 96.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $14M | 169.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $136M | 1.49M | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $240,013 | 2.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 28.6K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.01% | $289,904 | 3.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $6M | 70.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $320M | 3.82M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $215,443 | 2.6K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $1M | 13.8K | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $13M | 153.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $42M | 497.5K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $67,144 | 803.4K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 27.1K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $1M | 11.1K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $67M | 800.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $12M | 141.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $493,230 | 5.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 12.2K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.01% | $26,826 | 321 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $655,690 | 7.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $134,548 | 1.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $29M | 341.4K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 20.8K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $317,149 | 3.8K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $18,954 | 200 | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 38.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 69.1K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $41,534 | 497 | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $791,074 | 9.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $531,589 | 6.4K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.01% | $15,878 | 190 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $20M | 222.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $82,907 | 905 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $96M | 1.18M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 44.2K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $7,145 | 78 | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $7M | 81.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $38M | 452.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $10,781 | 129 | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.01% | $82,400 | 986 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $809,208 | 9.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $2M | 28.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $6M | 77.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $20,141 | 241 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 21.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $2M | 29.2K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $241,099 | 2.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $75,508 | 836 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $72M | 862.0K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $373,641 | 4.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $95M | 1.13M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $227,559 | 2.5K | Q4 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $287,982 | 3.4K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $134,965 | 1.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $29M | 347.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $263,745 | 2.9K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 13.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $264,917 | 3.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $119,313 | 1.3K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 30.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $14M | 149.1K | Q4 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $5M | 57.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 299.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $4M | 45.2K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $4,763 | 57 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $491,475 | 5.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 48.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $4M | 42.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 16.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 14.5K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 28.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $801,854 | 9.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $38,776 | 464 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 13.0K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 25.2K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $22,306 | 267 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 10.7K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 40.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 65.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $307,872 | 3.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $765,919 | 9.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 27.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $6M | 66.8K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $2M | 16.7K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $16M | 194.9K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $567,982 | 6.2K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $10M | 120.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 27.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $195,637 | 2.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $207,170 | 2.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,759 | 189 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $46,109 | 553 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 26.9K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $242,033 | 2.6K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $19,556 | 234 | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 0.00% | $18,411 | 10.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 138.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $614,992 | 7.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $6,184 | 74 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 19.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $236,921 | 2.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $200,249 | 2.1K | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $26,567 | 290 | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $291,994 | 3.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $528,580 | 6.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 13.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $205,651 | 2.2K | Q3 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $400,130 | 4.9K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $12,642 | 138 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 120.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $235,438 | 2.6K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $567,440 | 6.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 31.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $203,466 | 2.2K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $9,436 | 103 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 17.1K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $515,627 | 6.2K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $517,413 | 5.6K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 60.7K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $12,415 | 131 | Q3 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 21.2K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $26,373 | 292 | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 26.3K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,263 | 51 | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $8,357 | 100 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 38.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $10M | 117.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $18M | 211.3K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $199,398 | 2.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 140.1K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $163,965 | 2.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $434,564 | 5.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $3,761 | 45 | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $2,424 | 29 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 18.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $240,682 | 2.9K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $3,756 | 41 | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $383,061 | 4.0K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $109,142 | 1.3K | Q2 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $456,218 | 5.0K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $1M | 15.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $4,596 | 55 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $380,495 | 4.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $281,884 | 3.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 17.8K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $220,505 | 2.4K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $209,342 | 2.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $237,255 | 2.8K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $211,711 | 2.3K | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $8,524 | 102 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 24.3K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $108,557 | 1.3K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $720,039 | 8.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $21,645 | 259 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $14M | 168.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 34.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $6M | 67.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $422,530 | 5.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $229,316 | 2.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $16,547 | 198 | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $2,118 | 23.1K | Q4 2025OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 0.00% | $233,996 | 2.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $48,303 | 578 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $10,445 | 125 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $262,410 | 3.1K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $4,764 | 52 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $35,087 | 430 | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,832 | 20 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 28.2K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $94,358 | 1.0K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 13.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $31,924 | 382 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,774 | 75 | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $622,923 | 6.6K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $790,367 | 9.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $308,123 | 3.7K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $697,977 | 8.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $259,151 | 3.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $756,810 | 9.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $80,060 | 958 | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $1,587 | 19 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $205,500 | 2.5K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $310,880 | 3.7K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $3,297 | 36 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $37,320 | 453 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 50.1K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $14,291 | 171 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $11,282 | 135 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,755 | 21 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $45,964 | 550 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $18,385 | 220 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $28,541 | 316 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $24,828 | 271 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 20.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $23,650 | 283 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $29,083 | 322 | Q2 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $94,358 | 1.0K | Q4 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,430 | 53 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $16,213 | 194 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $8,814 | 93 | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,351 | 76 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $4,012 | 48 | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $1,254 | 15 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $229,082 | 2.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 13.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.