IBTXUSDINDEPENDENT BANK GROUP INC
CUSIP 45384B106 · Yahoo Finance ↗ · Google Finance ↗
Independent Bank Group Inc (IBTXUSD) has 168 institutional holders in Filings Flow’s 13F database, together reporting 13.70M shares worth $601M as of Q4 2022. The largest reported holders are Dimensional Fund Advisors LP, State Street Corp, and Capital Research Global Investors.
Institutional Holders
168
Q4 2022
Reported Value
$601M
Ticker
IBTXUSD
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FJ Capital Management LLC$888M AUM | 2.15% | $19M | 305.4K | Q4 2024OLDER |
| EJF Capital LP$142M AUM | 1.35% | $2M | 35.2K | Q3 2024OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 1.08% | $1M | 17.2K | Q4 2024OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 0.75% | $18M | 304.4K | Q3 2024OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.66% | $5M | 76.2K | Q4 2024OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.45% | $20M | 323.0K | Q4 2024OLDER |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC$334M AUM | 0.33% | $1M | 23.9K | Q1 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.27% | $3M | 44.4K | Q3 2024OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.24% | $11M | 180.4K | Q4 2024OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.22% | $2M | 27.0K | Q4 2024OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.15% | $4M | 61.1K | Q3 2024OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.15% | $524,414 | 8.6K | Q4 2024OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.13% | $279,325 | 4.6K | Q4 2024OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.13% | $406,064 | 6.7K | Q4 2024OLDER |
| WATER ISLAND CAPITAL LLC$896M AUM | 0.13% | $1M | 19.5K | Q4 2024OLDER |
| Sagefield Capital LP$1.4B AUM | 0.12% | $1M | 18.4K | Q3 2024OLDER |
| Weil Company, Inc.$445M AUM | 0.10% | $300,317 | 5.0K | Q4 2024OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.10% | $6M | 107.3K | Q3 2024OLDER |
| CFO4Life Group, LLC$656M AUM | 0.09% | $528,121 | 8.7K | Q4 2024OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.08% | $2M | 27.2K | Q4 2024OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.08% | $3M | 45.0K | Q4 2024OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.08% | $66M | 1.10M | Q4 2024OLDER |
| Goodman Financial Corp$582M AUM | 0.07% | $312,287 | 5.4K | Q3 2024OLDER |
| Collier Financial$131M AUM | 0.07% | $74,715 | 1.2K | Q4 2024OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.06% | $7M | 108.9K | Q4 2024OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.05% | $2M | 39.4K | Q4 2024OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.05% | $7M | 124.0K | Q3 2024OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.05% | $5M | 84.2K | Q3 2024OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $401,999 | 6.6K | Q4 2024OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.04% | $571,147 | 9.4K | Q4 2024OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $149M | 2.46M | Q4 2024OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.03% | $471,527 | 7.8K | Q4 2024OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 16.7K | Q4 2024OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.03% | $309,086 | 5.1K | Q4 2024OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $335,509 | 5.5K | Q4 2024OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 89.8K | Q4 2024OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.02% | $103,788 | 1.8K | Q3 2024OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $314,189 | 5.4K | Q3 2024OLDER |
| Capital Research Global Investors$644.6B AUM | 0.02% | $108M | 1.78M | Q4 2024OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.02% | $318,730 | 5.3K | Q4 2024OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $16M | 271.2K | Q4 2024OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $15M | 247.0K | Q4 2024OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 217.2K | Q3 2024OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 17.4K | Q4 2024OLDER |
| Capital International Investors$426.5B AUM | 0.02% | $104M | 1.71M | Q4 2024OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 31.0K | Q4 2024OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $17,473 | 288 | Q4 2024OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $30M | 487.0K | Q4 2024OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.02% | $151,675 | 2.5K | Q4 2024OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $19M | 319.6K | Q4 2024OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 19.8K | Q3 2024OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $738,657 | 12.2K | Q4 2024OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $4M | 63.4K | Q3 2024OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 137.9K | Q4 2024OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 22.2K | Q4 2024OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $4M | 58.9K | Q4 2024OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $311,541 | 5.1K | Q4 2024OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $219,166 | 3.8K | Q3 2024OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $515,998 | 8.5K | Q4 2024OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $827,175 | 13.6K | Q4 2024OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 33.0K | Q4 2024OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $239,768 | 4.0K | Q4 2024OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.01% | $163,812 | 2.8K | Q3 2024OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 33.2K | Q4 2024OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $253,295 | 4.2K | Q4 2024OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $230,061 | 3.8K | Q4 2024OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 22.1K | Q4 2024OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $67,938 | 1.1K | Q4 2024OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $2M | 32.2K | Q4 2024OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $2M | 38.1K | Q3 2024OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $31,063 | 512 | Q4 2024OLDER |
| Corebridge Financial, Inc.$1.1B AUM | 0.01% | $1M | 19.3K | Q4 2024OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $34M | 552.3K | Q4 2024OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $11M | 174.8K | Q4 2024OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $6M | 106.2K | Q1 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 16.5K | Q4 2024OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $30M | 490.1K | Q4 2024OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $29M | 472.0K | Q4 2024OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $9,404 | 155 | Q4 2024OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $118M | 1.95M | Q4 2024OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $274,865 | 4.8K | Q3 2024OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $468,008 | 7.7K | Q4 2024OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $645,850 | 11.2K | Q3 2024OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $53M | 872.2K | Q4 2024OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $656,085 | 10.8K | Q4 2024OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 47.6K | Q4 2024OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $922,560 | 16.0K | Q3 2024OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $255,966 | 4.6K | Q3 2024OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 414.4K | Q4 2024OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $331,319 | 5.5K | Q4 2024OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $449,505 | 7.4K | Q4 2024OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $230,303 | 3.8K | Q4 2024OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 36.6K | Q4 2024OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $787,982 | 13.0K | Q4 2024OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 34.8K | Q4 2024OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 73.3K | Q4 2024OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16M | 262.0K | Q4 2024OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $42,227 | 696 | Q4 2024OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $466,916 | 7.7K | Q4 2024OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $343,191 | 5.7K | Q4 2024OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 21.4K | Q4 2024OLDER |
| Blackstone Inc.$25.6B AUM | 0.00% | $611,736 | 10.1K | Q4 2024OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $424,690 | 7.0K | Q4 2024OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 20.6K | Q4 2024OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 88.7K | Q4 2024OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $329,700 | 5.7K | Q3 2024OLDER |
| Headlands Technologies LLC$878M AUM | 0.00% | $22,833 | 396 | Q3 2024OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $30,153 | 497 | Q4 2024OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $863,865 | 14.2K | Q4 2024OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 108.7K | Q4 2024OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 23.4K | Q4 2024OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $6,431 | 106 | Q4 2024OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $999,901 | 16.5K | Q4 2024OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.00% | $40,225 | 663 | Q4 2024OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $758,072 | 12.5K | Q4 2024OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $530,317 | 8.7K | Q4 2024OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $222,710 | 3.7K | Q4 2024OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 110.6K | Q4 2024OLDER |
| Nuveen Asset Management, LLC$354.1B AUM | 0.00% | $6M | 99.2K | Q4 2024OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $262 | 4.5K | Q3 2024OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 98.9K | Q1 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $76,687 | 1.3K | Q4 2024OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5,199 | 85.7K | Q4 2024OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $357,377 | 6.2K | Q3 2024OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $429,301 | 7.1K | Q4 2024OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $205,732 | 3.4K | Q4 2024OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $221,905 | 3.7K | Q2 2025 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $627,206 | 10.3K | Q4 2024OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $772 | 12.7K | Q4 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $467,909 | 7.7K | Q2 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 71.6K | Q4 2024OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 20.3K | Q3 2024OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $69,285 | 1.1K | Q4 2024OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,367 | 39 | Q4 2024OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 43.6K | Q4 2024OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $31,912 | 526 | Q4 2024OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $42,348 | 698 | Q4 2024OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 19.3K | Q4 2024OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 31.5K | Q4 2024OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $665,550 | 11.0K | Q4 2024OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $204,462 | 3.5K | Q3 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $1M | 17.8K | Q3 2024OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 19.9K | Q3 2024OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $307,558 | 5.3K | Q3 2024OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $431,364 | 7.1K | Q4 2024OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $9,585 | 158 | Q4 2024OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $237,559 | 4.1K | Q3 2024OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $401,332 | 6.6K | Q4 2024OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $39,693 | 872 | Q3 2024OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 20.1K | Q4 2024OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.00% | $2,609 | 43 | Q4 2024OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,882 | 212 | Q4 2024OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $404,184 | 6.7K | Q4 2024OLDER |
| Amundi$367.1B AUM | 0.00% | $1M | 18.1K | Q4 2024OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $276,047 | 4.5K | Q4 2024OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.00% | $808 | 14 | Q3 2024OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $78 | 1.3K | Q4 2024OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $294,067 | 4.8K | Q4 2024OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 23.0K | Q4 2024OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 22.9K | Q4 2024OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $270,284 | 4.5K | Q4 2024OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $689,327 | 11.4K | Q4 2024OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.7K | Q4 2024OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $328,649 | 5.4K | Q4 2024OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $971 | 16 | Q4 2024OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,463 | 24.1K | Q4 2024OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,427 | 40 | Q4 2024OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $255,447 | 4.2K | Q4 2024OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $39,618 | 653 | Q4 2024OLDER |
| Lindbrook Capital, LLC$1.1B AUM | 0.00% | $1,577 | 26 | Q4 2024OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $74,093 | 1.3K | Q3 2024OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,881 | 31 | Q4 2024OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $32,398 | 534 | Q4 2024OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.00% | $346 | 6 | Q3 2024OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $32,762 | 540 | Q4 2024OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $12,377 | 204 | Q4 2024OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.00% | $173 | 3 | Q3 2024OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $243 | 4 | Q4 2024OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.00% | $173 | 3 | Q3 2024OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $425 | 7 | Q4 2024OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $4,611 | 76 | Q4 2024OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,093 | 18 | Q4 2024OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.00% | $182 | 3 | Q4 2024OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $368,813 | 6.1K | Q4 2024OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $425 | 7 | Q4 2024OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $61 | 1 | Q4 2024OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $12,862 | 212 | Q4 2024OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,517 | 25 | Q4 2024OLDER |
| Creative Planning$147.4B AUM | 0.00% | $45,563 | 751 | Q4 2024OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $243 | 4 | Q4 2024OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $607 | 10 | Q4 2024OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $425 | 0 | Q1 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,846 | 32 | Q3 2024OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $485 | 8 | Q4 2024OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $5,305 | 92 | Q3 2024OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,458 | 57 | Q4 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.