IBRXIMMUNITYBIO INC
CUSIP 45256X103 · Yahoo Finance ↗ · Google Finance ↗
Immunitybio Inc (IBRX) has 383 institutional holders in Filings Flow’s 13F database, together reporting 178.98M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., State Street Corp, and Vanguard Portfolio Management LLC.
Institutional Holders
383
Q1 2026
Reported Value
$1.3B
Ticker
IBRX
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GREAT POINT PARTNERS LLC$435M AUM | 5.29% | $23M | 3.00M | Q1 2026OLDER |
| HEIGHTS CAPITAL MANAGEMENT, INC$359M AUM | 4.60% | $16M | 6.57M | Q3 2025OLDER |
| Kercheville Advisors, LLC$313M AUM | 1.58% | $5M | 643.1K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.09% | $2M | 173.9K | Q2 2026 |
| MOR Wealth Management, LLC$218M AUM | 1.00% | $2M | 283.2K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.92% | $2M | 268.8K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.76% | $3M | 357.7K | Q1 2026OLDER |
| ALLEN HOLDING INC /NY$1.0B AUM | 0.52% | $5M | 687.6K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.51% | $2M | 251.6K | Q1 2026OLDER |
| Affinity Asset Advisors, LLC$1.9B AUM | 0.50% | $10M | 1.25M | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.48% | $4M | 552.0K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.44% | $6M | 717.5K | Q1 2026OLDER |
| Stilwell Value LLC$167M AUM | 0.37% | $613,600 | 80.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.35% | $3M | 397.2K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.34% | $5M | 586.7K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.32% | $907,745 | 118.3K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.29% | $2M | 322.6K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.28% | $1M | 157.2K | Q2 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.28% | $314,508 | 41.0K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.25% | $572,036 | 74.6K | Q1 2026OLDER |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.23% | $5M | 2.33M | Q4 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.22% | $527,328 | 68.8K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.22% | $306,800 | 40.0K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.21% | $523,823 | 264.6K | Q4 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.19% | $9M | 1.16M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.18% | $548,088 | 182.1K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.18% | $739,641 | 96.4K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.17% | $555,063 | 72.4K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.17% | $405,062 | 55.5K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.16% | $197,641 | 25.8K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.16% | $465,569 | 60.7K | Q1 2026OLDER |
| DIADEMA PARTNERS LP$588M AUM | 0.14% | $815,321 | 106.3K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.14% | $687,337 | 89.6K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.13% | $232,202 | 30.3K | Q1 2026OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.13% | $153,400 | 20.0K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.11% | $1M | 182.4K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.10% | $1M | 185.5K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.10% | $230,100 | 30.0K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.10% | $368,160 | 48.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.10% | $4M | 403.9K | Q2 2026 |
| Woodline Partners LP$26.4B AUM | 0.10% | $26M | 3.45M | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.09% | $330,577 | 43.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.09% | $22M | 2.93M | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.09% | $305,726 | 39.9K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.09% | $383,500 | 50.0K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.09% | $618,586 | 80.7K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.08% | $3M | 407.6K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.08% | $153,400 | 20.0K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.08% | $19M | 2.45M | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.08% | $767,000 | 100.0K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.08% | $131,325 | 15.0K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.07% | $437,221 | 57.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.07% | $33M | 4.34M | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.07% | $76,700 | 10.0K | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.07% | $721,294 | 94.0K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.07% | $2M | 243.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $528,183 | 70.6K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.06% | $71,761 | 9.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $13M | 1.65M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.06% | $96M | 12.57M | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 0.05% | $163,647 | 82.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 389.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $799,200 | 120.0K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.05% | $254,070 | 29.0K | Q2 2026 |
| Vigilare Wealth Management$326M AUM | 0.05% | $147,872 | 16.9K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $181,350 | 23.6K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.04% | $100,861 | 13.2K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.04% | $133,236 | 16.5K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.04% | $98,558 | 270 | Q1 2026OLDER |
| United Bank$301M AUM | 0.04% | $109,681 | 14.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $191,942 | 25.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.03% | $252,634 | 32.9K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.03% | $93,651 | 12.2K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $262,698 | 34.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $5M | 662.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 156.6K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.03% | $130,620 | 17.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.03% | $69,656 | 35.2K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.03% | $151,966 | 19.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $5M | 600.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.03% | $113,662 | 14.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $2M | 302.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.03% | $229,793 | 30.0K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.03% | $80,152 | 10.4K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.03% | $76,700 | 10.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $34M | 4.39M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 558.2K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.03% | $99,695 | 13.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $3M | 345.7K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $429,520 | 56.0K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 0.02% | $206,921 | 27.0K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $477,726 | 62.3K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.02% | $2M | 278.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.02% | $96,629 | 11.0K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.02% | $128,472 | 16.8K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.02% | $165,348 | 21.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $172,767 | 22.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $450,690 | 58.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 163.6K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $616,840 | 80.4K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $222,430 | 29.0K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.02% | $110,417 | 14.4K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.02% | $76,700 | 10.0K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $11M | 1.39M | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $266,555 | 32.9K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $4M | 545.4K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.02% | $76,700 | 10.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.02% | $76,700 | 10.0K | Q1 2026OLDER |
| E Fund Management Co., Ltd.$3.4B AUM | 0.02% | $538,596 | 70.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $968,224 | 393.6K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $176,956 | 20.2K | Q2 2026 |
| Curran Financial Partners, LLC$559M AUM | 0.01% | $81,624 | 10.6K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $394,376 | 51.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $556,174 | 72.5K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.01% | $150,646 | 19.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $151,720 | 19.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.01% | $111,626 | 12.8K | Q2 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.01% | $84,370 | 11.0K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $374,296 | 48.8K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.01% | $55,972 | 22.8K | Q3 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $408,865 | 53.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $6M | 749.0K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.01% | $76,700 | 10.0K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $3M | 1.32M | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.01% | $87,550 | 10.0K | Q2 2026 |
| Slow Capital, Inc.$770M AUM | 0.01% | $76,700 | 10.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $45,038 | 5.9K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.01% | $108,531 | 14.2K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.01% | $49,366 | 20.1K | Q3 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $145,730 | 19.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $865,001 | 436.9K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $108,147 | 14.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $211,017 | 27.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $161,920 | 22.2K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.01% | $91,278 | 46.1K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $298,439 | 38.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 946.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $67M | 8.70M | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.01% | $164,452 | 21.4K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.01% | $28,346 | 14.3K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $125M | 16.32M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $39M | 5.14M | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $191,750 | 25.0K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.01% | $76,700 | 10.0K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $112,366 | 14.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 159.7K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $575,518 | 75.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $621,178 | 81.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $6M | 830.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.01% | $1M | 314.8K | Q2 2026 |
| E Fund Management (Hong Kong) Co., Ltd.$220M AUM | 0.01% | $12,748 | 1.7K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $2M | 398.4K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $188,214 | 24.5K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.01% | $71,690 | 36.2K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $183,750 | 24.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 241.9K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.01% | $76,700 | 10.0K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.01% | $76,700 | 10.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $646,650 | 84.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $609,052 | 79.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $242,004 | 31.6K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $783,874 | 102.2K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $185,422 | 24.2K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.00% | $38,868 | 15.8K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $127,105 | 16.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $136M | 17.71M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 1.44M | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $266,072 | 34.7K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.00% | $78,111 | 10.2K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $15,340 | 2.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 252.3K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $6,903 | 900 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $25,350 | 3.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $726,280 | 94.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5M | 608.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $16M | 2.12M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $185,239 | 23.0K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.00% | $36,900 | 15.0K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $36,049 | 4.7K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $13,133 | 1.5K | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $15,340 | 2.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $108,799 | 14.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $434,621 | 56.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $62M | 8.03M | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $16M | 2.08M | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $23,792 | 3.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 1.23M | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $135,874 | 17.7K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $8,951 | 1.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $202M | 26.35M | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $903,656 | 117.8K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $582,920 | 76.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23M | 2.94M | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $41,610 | 5.4K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $4,564 | 595 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $558,706 | 72.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 1.49M | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 386.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $247,427 | 32.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 682.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $123,694 | 16.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $792,909 | 103.4K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $3,835 | 500 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $19M | 2.48M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $116M | 15.13M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $25M | 3.24M | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $169,660 | 22.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $15,340 | 2.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 766.9K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $113,716 | 14.8K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $312,120 | 153.0K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $107,802 | 14.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $341,814 | 44.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $19M | 2.50M | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 268.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $80,711 | 10.5K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $166,723 | 21.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 362.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $146,336 | 19.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $18M | 2.35M | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $3,835 | 500 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 269.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $582,153 | 75.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $166,056 | 21.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $181,761 | 23.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 205.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $220,259 | 28.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 1.49M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $83,423 | 42.1K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $656,629 | 85.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.00% | $60,146 | 10.9K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $80,385 | 10.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 240.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $7M | 879.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 176.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 864.6K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.00% | $37,151 | 15.1K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $144,733 | 18.9K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $385,793 | 50.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $308,542 | 40.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $90,448 | 13.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $44,103 | 5.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 241.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $109,972 | 14.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $211,372 | 27.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 160.1K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $5,753 | 750 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 143.3K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 191.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $213,602 | 27.8K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $342,911 | 44.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $110,471 | 14.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 2.45M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,460 | 1.0K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $615,663 | 80.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 191.1K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $2,539 | 331 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $226,909 | 29.6K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $2,677 | 349 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $110,932 | 14.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $85,436 | 11.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 831.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $205,119 | 26.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $777,087 | 101.3K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.00% | $32,738 | 13.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $110,956 | 15.5K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $43,719 | 5.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $796,691 | 103.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $44,133 | 5.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $680,858 | 88.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $716,516 | 93.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $361,111 | 47.1K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $9,971 | 1.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $65M | 32.78M | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 491.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $12,164 | 1.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 316.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $192,517 | 25.1K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $20,295 | 2.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 375.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 349.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $179,754 | 23.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 268.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $16,437 | 2.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 532.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $472,411 | 61.6K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $4,378 | 500 | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $93,375 | 12.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $709,841 | 92.5K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $3,835 | 500 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 521.2K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $87,437 | 11.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,052 | 2.0K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $3,014 | 393 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $194,381 | 25.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 1.49M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $925,700 | 120.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 148.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 5.11M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $114,851 | 15.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 157.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $89,655 | 11.7K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $422,272 | 55.1K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $977,021 | 493.4K | Q4 2025OLDER |
| Gould Capital, LLC$165M AUM | 0.00% | $897 | 117 | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $287,786 | 37.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $107,464 | 14.0K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $144,526 | 18.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $668,706 | 271.8K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,918 | 250 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $25,257 | 3.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $654,402 | 254.6K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $2,622 | 1.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $428,600 | 55.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $3,330 | 500 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 253.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $6,251 | 815 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4,071 | 1.7K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $115,173 | 15.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $31,494 | 4.1K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $648,115 | 84.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $15,267 | 6.2K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $247,043 | 32.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $201,681 | 27.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $839,689 | 109.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,228 | 1.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $88,663 | 44.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $332,676 | 43.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $363,558 | 47.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,202 | 1.1K | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $1,028 | 134 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $105,723 | 13.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 267.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $4,421 | 505 | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $168,004 | 21.9K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $93,091 | 12.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $24,978 | 10.2K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $301,661 | 39.3K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $162,703 | 82.2K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $13,154 | 1.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $122,751 | 16.0K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $745,125 | 97.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,262 | 294.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $989 | 129 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $193,960 | 25.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $1,534 | 200 | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $384 | 50 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $151,874 | 19.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $744,718 | 376.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $510,415 | 66.5K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $10,355 | 1.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $327,985 | 42.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $690 | 90 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $30,690 | 15.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $874 | 114 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $1M | 133.9K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $38,660 | 19.5K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $370,262 | 50.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $843,769 | 110.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $299,360 | 39.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,142 | 280 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,005 | 131 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $391 | 148 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,055 | 1.3K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,062 | 4.1K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $93,556 | 12.7K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $411,311 | 53.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $92,692 | 12.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $3,827 | 499 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,493 | 325 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $73,106 | 10.2K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.00% | $29,382 | 11.9K | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,074 | 140 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $69,548 | 35.1K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $210,615 | 86.1K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $494,892 | 64.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,582 | 467 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $25,250 | 3.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $129,455 | 16.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $80,543 | 10.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $297 | 150 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,066 | 2.2K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $115 | 15 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $384 | 50 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $46,174 | 6.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $151,175 | 19.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,960 | 2.0K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $19,321 | 2.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,921 | 772 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,294 | 262 | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $2,930 | 382 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,120 | 146 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $43,987 | 5.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $714 | 100 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,554 | 1.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,460 | 1.0K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $139,180 | 18.1K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $126,754 | 16.5K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $28,488 | 14.4K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $52,923 | 6.9K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $79 | 40 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $18,044 | 9.1K | Q4 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $2,188 | 1.0K | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $422 | 213 | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $53 | 7 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $235,501 | 30.7K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $52 | 6 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $40 | 20 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,685 | 350 | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $77 | 10 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $138 | 18 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $20,663 | 2.7K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $201 | 23 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,657 | 216 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $552 | 224 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $8 | 1 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $6 | 3 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8 | 1 | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | — | $0 | 600 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.