HRBBLOCK H & R INC
CUSIP 093671105 · Yahoo Finance ↗ · Google Finance ↗
Block H & R Inc (HRB) has 483 institutional holders in Filings Flow’s 13F database, together reporting 120.23M shares worth $3.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.
Institutional Holders
483
Q1 2026
Reported Value
$3.7B
Ticker
HRB
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Framtiden Holdings Management Co LLC$102M AUM | 15.23% | $16M | 490.0K | Q1 2026OLDER |
| Lodge Hill Capital, LLC$518M AUM | 6.44% | $33M | 1.05M | Q1 2026OLDER |
| Prevatt Capital Ltd$371M AUM | 6.07% | $23M | 710.0K | Q1 2026OLDER |
| Ranmore Fund Management Ltd$757M AUM | 5.87% | $44M | 1.40M | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 2.39% | $3M | 104.3K | Q1 2026OLDER |
| Himalaya Capital Management LLC$3.2B AUM | 1.61% | $52M | 1.63M | Q1 2026OLDER |
| Round Hill Asset Management$153M AUM | 1.39% | $2M | 66.9K | Q1 2026OLDER |
| Rings Capital Management LLC$186M AUM | 0.90% | $2M | 53.0K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.88% | $2M | 58.6K | Q2 2026 |
| Aurora Investment Counsel$180M AUM | 0.84% | $2M | 36.8K | Q4 2025OLDER |
| RWWM, Inc.$1.4B AUM | 0.83% | $11M | 360.4K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.83% | $3M | 102.8K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.81% | $2M | 57.8K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.66% | $2M | 78.3K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.62% | $9M | 273.5K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.62% | $24M | 555.6K | Q4 2025OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.59% | $1M | 42.2K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.59% | $1M | 29.7K | Q4 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.52% | $9M | 294.8K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 0.51% | $689,012 | 21.7K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.49% | $16M | 370.8K | Q4 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.46% | $136M | 4.28M | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.45% | $2M | 39.8K | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.45% | $5M | 104.7K | Q4 2025OLDER |
| Kendall Capital Management$488M AUM | 0.43% | $2M | 65.4K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.42% | $8M | 251.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.40% | $8M | 259.9K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.34% | $798,778 | 18.3K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.31% | $803,400 | 18.4K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.28% | $4M | 141.1K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.27% | $429,481 | 9.9K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.27% | $2M | 73.1K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.26% | $330,731 | 10.4K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.24% | $25M | 776.7K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.24% | $737,415 | 23.2K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.23% | $5M | 118.0K | Q4 2025OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.23% | $28M | 895.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.23% | $1M | 42.1K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.23% | $567,717 | 13.0K | Q4 2025OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.22% | $958,777 | 19.0K | Q3 2025OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.20% | $1M | 43.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.20% | $119M | 3.76M | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 0.19% | $232,268 | 4.6K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.19% | $568,463 | 17.9K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.19% | $1M | 24.6K | Q3 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 0.19% | $238,144 | 7.5K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.18% | $484,512 | 15.3K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.16% | $326,526 | 10.3K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.16% | $314,067 | 9.9K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.15% | $3M | 106.0K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.15% | $5M | 165.0K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.15% | $28M | 890.5K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.15% | $402,114 | 12.7K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.15% | $483,051 | 15.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.15% | $447,352 | 8.1K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.14% | $427,084 | 9.8K | Q4 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.14% | $2M | 57.2K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.14% | $134M | 3.07M | Q4 2025OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.14% | $303,260 | 9.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.13% | $501,483 | 15.8K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.13% | $221,299 | 5.1K | Q4 2025OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.13% | $273,179 | 5.4K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.13% | $310,862 | 9.8K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.13% | $3M | 59.6K | Q4 2025OLDER |
| Human Investing LLC$687M AUM | 0.12% | $839,301 | 26.4K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.12% | $455,380 | 9.0K | Q3 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.12% | $557,926 | 17.6K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.12% | $2M | 63.9K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.12% | $746,652 | 23.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.12% | $898,667 | 17.8K | Q3 2025OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.11% | $252,320 | 5.0K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.11% | $517,362 | 16.3K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.11% | $312,320 | 6.2K | Q3 2025OLDER |
| Corient IA LLC$106M AUM | 0.11% | $112,360 | 3.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.10% | $4M | 71.9K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.10% | $567,847 | 13.0K | Q4 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.10% | $763,783 | 17.5K | Q4 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.10% | $988,923 | 31.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $7M | 216.6K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.09% | $1M | 21.2K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.09% | $132,027 | 4.2K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 0.09% | $201,591 | 6.4K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.09% | $286,517 | 9.0K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 0.09% | $119,438 | 3.8K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.09% | $496,648 | 9.8K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $352,568 | 11.1K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.09% | $4M | 99.4K | Q4 2025OLDER |
| Tradewinds, LLC.$310M AUM | 0.09% | $268,156 | 8.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.07% | $2M | 74.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $1M | 27.5K | Q3 2025OLDER |
| Westshore Wealth, LLC$285M AUM | 0.07% | $205,314 | 4.1K | Q3 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.07% | $4M | 122.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.07% | $5M | 167.1K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 0.07% | $204,025 | 6.4K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.06% | $2M | 34.2K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $412,853 | 8.2K | Q3 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.06% | $387,196 | 12.2K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.06% | $667,683 | 21.0K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.06% | $923,307 | 18.3K | Q3 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.06% | $13M | 260.5K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $256,872 | 8.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $410,229 | 9.4K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.06% | $6M | 116.3K | Q3 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.06% | $750,762 | 14.8K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.06% | $15M | 471.6K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.06% | $474,327 | 12.1K | Q2 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.06% | $4M | 137.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.06% | $12M | 369.6K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $451,186 | 8.9K | Q3 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.05% | $3M | 92.3K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.05% | $376,518 | 6.9K | Q4 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.05% | $668,392 | 14.1K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $219,905 | 5.0K | Q4 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.05% | $3M | 96.0K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.05% | $217,900 | 5.0K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 44.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $14M | 284.9K | Q3 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.05% | $2M | 66.6K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $200,468 | 4.6K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.05% | $100M | 3.18M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 39.9K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.04% | $3M | 95.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $10M | 301.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.04% | $727 | 16.7K | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $6M | 121.6K | Q3 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.04% | $118,233 | 2.3K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $347,807 | 11.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.04% | $391,361 | 7.7K | Q3 2025OLDER |
| Convergence Financial, LLC$943M AUM | 0.04% | $366,280 | 11.5K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.04% | $339,729 | 6.7K | Q3 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.04% | $405,447 | 12.8K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.04% | $57,656 | 1.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $36M | 1.14M | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.04% | $36,579 | 1.2K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.03% | $802,043 | 18.2K | Q4 2025OLDER |
| TCM Advisors, LLC$1.4B AUM | 0.03% | $457,056 | 14.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $2M | 75.9K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $10M | 326.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $848,413 | 16.8K | Q3 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $206,932 | 4.1K | Q3 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.03% | $8M | 150.3K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $27M | 854.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.03% | $26M | 808.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $42M | 1.33M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $2M | 48.0K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.03% | $105,238 | 3.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.03% | $738,067 | 19.4K | Q2 2026 |
| Walleye Capital LLC$24.0B AUM | 0.03% | $7M | 213.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 89.8K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.03% | $252,850 | 5.0K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.03% | $51M | 1.59M | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $939,357 | 24.7K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 38.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.03% | $485M | 15.29M | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $642,257 | 16.9K | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $76,176 | 2.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $226,401 | 7.1K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.02% | $2M | 62.1K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $2M | 38.6K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $663,800 | 13.1K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.02% | $206,063 | 4.1K | Q3 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.02% | $476,100 | 15.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $741,192 | 23.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $38M | 1.19M | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $212,142 | 4.2K | Q3 2025OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.02% | $343,628 | 7.9K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 398.3K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $448,518 | 14.1K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 36.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 100.2K | Q2 2026 |
| CSS LLC/IL$2.1B AUM | 0.02% | $417,667 | 13.2K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.02% | $371,133 | 7.3K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.02% | $230,851 | 4.6K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.02% | $7M | 234.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 81.8K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $882,530 | 27.8K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.02% | $244,048 | 5.6K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $235,454 | 4.7K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $256,904 | 5.9K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $23,964 | 755 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 48.6K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $4M | 120.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 414.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $104M | 3.29M | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.02% | $317,400 | 10.0K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 155.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 35.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $49,465 | 1.1K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $358,827 | 7.1K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $316,414 | 6.3K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $17M | 532.7K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.02% | $1M | 40.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $221,735 | 7.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $73M | 2.31M | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $404,185 | 8.0K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 53.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 55.0K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $4M | 73.6K | Q3 2025OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.01% | $58,596 | 1.8K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $733,770 | 14.5K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $4M | 119.1K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 60.3K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $3M | 106.6K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $255,984 | 8.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 37.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $901,353 | 28.4K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $217,900 | 5.0K | Q4 2025OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.01% | $624,540 | 12.3K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $96M | 3.02M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $403,257 | 12.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $231M | 7.27M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 44.4K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.01% | $209,184 | 4.8K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $39,604 | 1.0K | Q2 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $765,329 | 17.6K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $296,547 | 9.3K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.01% | $11M | 345.6K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $8M | 254.8K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $2M | 31.3K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $641,538 | 20.2K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $256,555 | 5.9K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $826,002 | 26.0K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 41.2K | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $267,300 | 6.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $16M | 506.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $12M | 378.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 63.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $408,763 | 12.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $12,029 | 379 | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 45.0K | Q4 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $317,178 | 10.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $1M | 44.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 84.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $85,825 | 2.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $264,266 | 6.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 51.5K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 72.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $48M | 1.52M | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $4M | 112.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $57M | 1.78M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $493M | 15.54M | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $333,737 | 7.7K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $35M | 1.11M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $580M | 13.31M | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $23,298 | 734 | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $224,126 | 4.4K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $63,480 | 2.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 62.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 49.9K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 128.5K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $73,098 | 2.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $772,076 | 24.3K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $202,821 | 4.7K | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $20,531 | 406 | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $202,634 | 4.0K | Q3 2025OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $632,991 | 19.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $207,790 | 4.8K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.01% | $1M | 34.3K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $79,321 | 2.1K | Q2 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $386,726 | 7.6K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $215,939 | 5.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $46M | 1.45M | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.01% | $222,117 | 7.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $259,595 | 5.9K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $540,469 | 17.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $373,167 | 11.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 99.4K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $1M | 46.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 51.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $328,941 | 7.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 34.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 41.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $25M | 788.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $5M | 156.4K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $169,000 | 5.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 140.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $100M | 3.14M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $273,134 | 8.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $410,274 | 8.1K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $480,560 | 14.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $21,108 | 665 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $9M | 296.4K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $440,000 | 10.0K | Q4 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.01% | $15,870 | 500 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $749,271 | 17.2K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $236,928 | 4.7K | Q3 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $4M | 117.0K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $104,869 | 3.3K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $81,445 | 2.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 51.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $234,653 | 7.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $363,264 | 11.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $279,583 | 5.5K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $156,496 | 3.6K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $439,381 | 13.8K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $422,273 | 8.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $544,439 | 17.1K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $240,106 | 4.7K | Q3 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 31.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $967,054 | 30.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $140,988 | 4.5K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $21,790 | 500 | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 149.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $894,927 | 28.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $201,652 | 4.0K | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $13,836 | 274 | Q3 2025OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.00% | $665,074 | 15.3K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $17,345 | 398 | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $9M | 283.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $26M | 807.6K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $230,559 | 7.3K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $21,456 | 676 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $3M | 82.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 38.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 42.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $7M | 225.2K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 250.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 343.6K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $4M | 137.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $292,262 | 9.2K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $5,428 | 171 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $179M | 5.66M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $603,249 | 19.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $30M | 934.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $128M | 3.99M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $203,110 | 6.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $3M | 79.0K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.00% | $499,470 | 11.5K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $48,940 | 1.1K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 108.1K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $233,807 | 5.4K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $205,866 | 6.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 56.9K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $284,073 | 8.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $565,416 | 17.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $717,830 | 22.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 38.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $34M | 1.08M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $65M | 1.50M | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 67.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $63,040 | 2.0K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $6,597 | 208 | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $315,737 | 7.2K | Q4 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $25,942 | 513 | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $13M | 407.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $2M | 63.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 77.2K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.00% | $460,592 | 9.1K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 77.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $131,277 | 4.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $298,298 | 6.2K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 50.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 39.6K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $793,949 | 15.7K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $88,155 | 2.3K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $106,711 | 3.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $500,445 | 15.8K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $86,269 | 2.7K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 116.2K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $8,445 | 167 | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $7,491 | 236 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 44.5K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $3M | 103.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $222,913 | 4.4K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 66.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 32.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $7,355 | 134 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $9M | 206.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 95.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $155,887 | 3.6K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 127.6K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $262,226 | 18.6K | Q2 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $6,854 | 180 | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $89,380 | 2.8K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.00% | $217,900 | 5.0K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $15,870 | 500 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12M | 392.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $224,947 | 7.1K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.00% | $201,370 | 4.0K | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,698 | 148 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 345.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $317,489 | 10.0K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $4,248 | 84 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 161.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $32,248 | 1.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,363 | 358 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 428.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 86.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 1.01M | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $6,348 | 200 | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.00% | $1M | 44.6K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $8,888 | 280 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $4,190 | 132 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 34.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $21,583 | 680 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $411,800 | 13.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $8,602 | 271 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $115,724 | 3.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $156,891 | 4.9K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $213,261 | 6.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $220,166 | 5.1K | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $3,237 | 102 | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $72,604 | 1.7K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $7M | 229.2K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $3,333 | 105 | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $210,334 | 4.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 40.8K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $378,785 | 11.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $373,166 | 11.8K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $8,597 | 170 | Q3 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $5,301 | 167 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $101,160 | 3.2K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 38.7K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $373,916 | 8.6K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $56,275 | 1.8K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $16,664 | 525 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 66.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 40.4K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 47.1K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,986 | 590 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 45.1K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $231,584 | 5.3K | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,443 | 79 | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $96,184 | 1.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $221,933 | 5.1K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $450,430 | 14.2K | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $284,352 | 5.6K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $866,502 | 27.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $14M | 451.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $41,611 | 1.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 46.8K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.00% | $4,444 | 140 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $7,452 | 171 | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 91.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $398,496 | 9.1K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $251,975 | 7.9K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $100,002 | 3.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $249,789 | 5.7K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $626,715 | 14.4K | Q4 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,876 | 66 | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,179 | 50 | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $231,715 | 5.3K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $6,348 | 200 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,459 | 172 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $18,124 | 571 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 181.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 50.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $223,133 | 5.1K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $17,253 | 544 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $541,008 | 17.0K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $1M | 19.9K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $308,574 | 6.1K | Q3 2025OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $21,706 | 570 | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $7,364 | 232 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $18M | 566.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $40,564 | 1.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $221,618 | 7.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $79,414 | 2.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 62.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $930,393 | 14.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 103.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $634,261 | 20.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $206,248 | 6.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $2,761 | 87 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,970 | 137 | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $2,922 | 92 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $853,841 | 26.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,064 | 65 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 104.7K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $34,082 | 895 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $214,491 | 6.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 57.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $437,441 | 13.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 106.2K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $4,608 | 121 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $37,739 | 1.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $206,946 | 6.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $432,650 | 13.6K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $424,427 | 13.4K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $206,596 | 6.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 54.1K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $132,673 | 4.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $665,525 | 21.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $294,293 | 9.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $4,285 | 135 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $22,963 | 714 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $631,023 | 19.9K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $5,883 | 135 | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $3,269 | 103 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $220,687 | 4.4K | Q3 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $6,450 | 148 | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $667 | 21 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,682 | 116 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $461,499 | 14.5K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.00% | $952 | 30 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $317,400 | 10.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,726 | 148.9K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $4,126 | 130 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,047 | 33 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $319,812 | 10.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.