IDCCINTERDIGITAL INC
CUSIP 45867G101 · Yahoo Finance ↗ · Google Finance ↗
Interdigital Inc (IDCC) has 566 institutional holders in Filings Flow’s 13F database, together reporting 26.08M shares worth $7.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Price T Rowe Associates Inc /Md/.
Institutional Holders
566
Q1 2026
Reported Value
$7.9B
Ticker
IDCC
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 5.83% | $34M | 112.9K | Q1 2026 |
| Aperture Investors, LLC$791M AUM | 3.96% | $31M | 103.7K | Q1 2026 |
| REINHART PARTNERS, LLC.$4.4B AUM | 3.67% | $128M | 422.3K | Q1 2026 |
| Prospect Capital Advisors, LLC$180M AUM | 3.60% | $6M | 21.4K | Q1 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM | 3.44% | $168M | 556.8K | Q1 2026 |
| Shannon River Fund Management LLC$524M AUM | 3.12% | $16M | 54.1K | Q1 2026 |
| Permit Capital, LLC$294M AUM | 2.96% | $9M | 28.9K | Q1 2026 |
| Summit Street Capital Management, LLC$707M AUM | 2.74% | $19M | 64.1K | Q1 2026 |
| Aubrey Capital Management Ltd$186M AUM | 2.71% | $5M | 16.7K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 2.44% | $7M | 20.6K | Q4 2025OLDER |
| S&T BANK/PA$268M AUM | 2.17% | $6M | 19.3K | Q1 2026 |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 2.08% | $17M | 55.7K | Q1 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.70% | $21M | 68.1K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 1.39% | $13M | 43.4K | Q1 2026 |
| Passumpsic Savings Bank$183M AUM | 1.31% | $2M | 7.5K | Q4 2025OLDER |
| Future Fund LLC$284M AUM | 1.29% | $4M | 12.1K | Q1 2026 |
| Riverwater Partners LLC$300M AUM | 1.21% | $4M | 12.1K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 1.15% | $6M | 20.9K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.05% | $33M | 110.1K | Q1 2026 |
| Kennondale Capital Management LLC$139M AUM | 1.04% | $1M | 4.8K | Q1 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 1.03% | $57M | 179.4K | Q4 2025OLDER |
| FCG Investment Co$228M AUM | 1.00% | $2M | 6.2K | Q3 2025OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.99% | $31M | 104.1K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.94% | $8M | 25.1K | Q1 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.93% | $126M | 417.7K | Q1 2026 |
| Optimize Financial Inc$203M AUM | 0.93% | $2M | 6.7K | Q2 2025OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.89% | $18M | 60.7K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.87% | $14M | 45.0K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.84% | $117M | 386.0K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.82% | $3M | 9.3K | Q3 2025OLDER |
| Aurora Investment Counsel$180M AUM | 0.82% | $2M | 4.5K | Q3 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.79% | $2M | 6.3K | Q1 2026 |
| Caldwell Investment Management Ltd.$255M AUM | 0.78% | $1M | 3.9K | Q4 2025OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.77% | $861,002 | 2.9K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.75% | $3M | 7.5K | Q3 2025OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.71% | $1M | 4.7K | Q4 2025OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.66% | $3M | 10.8K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.63% | $6M | 20.3K | Q1 2026 |
| Cardinal Capital Management$776M AUM | 0.57% | $4M | 14.7K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.51% | $1M | 3.3K | Q1 2026 |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.50% | $5M | 16.1K | Q1 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.46% | $5M | 17.0K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.46% | $1M | 4.5K | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.45% | $4M | 12.6K | Q4 2025OLDER |
| VARCOV Co.$268M AUM | 0.44% | $1M | 3.9K | Q1 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.41% | $2M | 6.3K | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 0.41% | $461,838 | 1.5K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.38% | $1M | 4.2K | Q3 2025OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.38% | $13M | 42.6K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.38% | $7M | 21.6K | Q1 2026 |
| Yorktown Management & Research Co Inc$120M AUM | 0.37% | $437,900 | 1.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.36% | $3M | 10.4K | Q1 2026 |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.36% | $1M | 4.2K | Q1 2026 |
| Nicholas Investment Partners, LP$1.4B AUM | 0.35% | $5M | 16.2K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.34% | $890,820 | 3.0K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.31% | $295M | 977.2K | Q1 2026 |
| J2 Capital Management Inc$146M AUM | 0.30% | $438,202 | 1.5K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.30% | $2M | 6.7K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.30% | $807,910 | 3.6K | Q2 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.29% | $87M | 287.1K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.29% | $738,102 | 2.1K | Q3 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.28% | $3M | 8.6K | Q4 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.27% | $3M | 11.0K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.26% | $291,522 | 916 | Q4 2025OLDER |
| NDVR, Inc.$121M AUM | 0.26% | $311,376 | 978 | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.25% | $976,970 | 3.2K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.24% | $1M | 4.5K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.24% | $499,508 | 1.7K | Q1 2026 |
| Rydar Equities, Inc.$129M AUM | 0.24% | $304,361 | 1.0K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.24% | $805,736 | 2.7K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.23% | $1M | 4.7K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.23% | $955,528 | 3.2K | Q1 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 0.22% | $302,000 | 1.0K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.22% | $208,982 | 932 | Q2 2025OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.22% | $1M | 3.8K | Q1 2026 |
| Round Hill Asset Management$153M AUM | 0.21% | $319,516 | 1.1K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.20% | $7M | 21.6K | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.20% | $6M | 19.9K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.20% | $2M | 5.0K | Q1 2026 |
| Boston Trust Walden Corp$12.2B AUM | 0.19% | $24M | 78.2K | Q1 2026 |
| Ridgepath Capital Management LLC$201M AUM | 0.19% | $385,259 | 1.3K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 0.19% | $653,226 | 2.2K | Q1 2026 |
| Forty-three Eighteen Advisors, LLC$133M AUM | 0.18% | $237,976 | 788 | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.17% | $647,316 | 2.1K | Q1 2026 |
| Peterson Wealth Services$405M AUM | 0.17% | $680,032 | 2.3K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.16% | $1M | 4.3K | Q4 2025OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.16% | $2M | 8.2K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.16% | $262,740 | 870 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.16% | $1M | 3.5K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 0.16% | $225,292 | 746 | Q1 2026 |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.16% | $14M | 46.4K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.15% | $947,907 | 3.1K | Q1 2026 |
| LCM Capital Management Inc$199M AUM | 0.15% | $302,000 | 1.0K | Q1 2026 |
| Headland Capital, LLC$355M AUM | 0.15% | $534,662 | 1.8K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.15% | $490,146 | 1.6K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.15% | $871,572 | 2.9K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.15% | $8M | 27.8K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.15% | $3M | 10.4K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.15% | $1M | 3.5K | Q1 2026 |
| Three Cord True Wealth Management, LLC$180M AUM | 0.14% | $259,116 | 858 | Q1 2026 |
| MQS Management LLC$148M AUM | 0.14% | $245,113 | 710 | Q3 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.14% | $33M | 110.3K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.14% | $2M | 6.6K | Q4 2025OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.13% | $181,200 | 600 | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $519,742 | 1.7K | Q1 2026 |
| Genus Capital Management Inc.$873M AUM | 0.13% | $1M | 3.6K | Q4 2025OLDER |
| Human Investing LLC$687M AUM | 0.13% | $906,000 | 3.0K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.12% | $4M | 14.8K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.12% | $773,120 | 2.6K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $701,681 | 2.4K | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.12% | $207,138 | 600 | Q3 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.12% | $493,183 | 1.6K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.11% | $4M | 12.6K | Q4 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.11% | $776,140 | 2.6K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.11% | $2M | 7.1K | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.11% | $162M | 534.9K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.11% | $4M | 11.9K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.11% | $6M | 18.8K | Q1 2026 |
| Defiance ETFs, LLC$7.0B AUM | 0.11% | $8M | 24.9K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.11% | $279,636 | 810 | Q3 2025OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.11% | $3M | 7.5K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.11% | $358,004 | 1.0K | Q3 2025OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.10% | $203,850 | 675 | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.10% | $872,635 | 2.9K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.10% | $1M | 4.2K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $281,766 | 933 | Q1 2026 |
| Essex LLC$566M AUM | 0.10% | $557,649 | 1.8K | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 0.10% | $211,000 | 941 | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $5M | 15.7K | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.10% | $394,154 | 1.2K | Q4 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.09% | $205,105 | 679 | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 5.3K | Q2 2025OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.09% | $463,243 | 1.5K | Q4 2025OLDER |
| Vest Financial, LLC$8.3B AUM | 0.09% | $8M | 25.2K | Q1 2026 |
| Tilson Financial Group, Inc.$333M AUM | 0.09% | $304,308 | 1.0K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $2M | 5.9K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 0.09% | $354,850 | 1.2K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.09% | $5M | 17.2K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.09% | $8M | 24.9K | Q1 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC$347M AUM | 0.09% | $303,510 | 1.0K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.09% | $693,694 | 2.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.09% | $121M | 400.6K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.09% | $571,686 | 1.9K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.09% | $34M | 113.8K | Q1 2026 |
| ANB BANK$247M AUM | 0.09% | $210,796 | 698 | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.08% | $18M | 51.6K | Q3 2025OLDER |
| Texas Bank & Trust Co$266M AUM | 0.08% | $222,673 | 645 | Q3 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.08% | $3M | 10.1K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 0.08% | $247,640 | 820 | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.08% | $344,620 | 1.1K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.08% | $311,966 | 1.0K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.08% | $686M | 2.27M | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.08% | $3M | 8.4K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.08% | $714,971 | 2.1K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.08% | $15M | 51.3K | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.07% | $361,192 | 1.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 8.8K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.07% | $321,932 | 1.1K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.07% | $45M | 149.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.07% | $1M | 3.3K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.07% | $10M | 32.4K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.07% | $1M | 4.2K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.07% | $256,700 | 850 | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $547,224 | 1.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 12.8K | Q1 2026 |
| Shilanski & Associates, Inc.$376M AUM | 0.07% | $251,673 | 729 | Q3 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.07% | $587,088 | 1.9K | Q1 2026 |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.06% | $416,693 | 1.2K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.06% | $41M | 135.9K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.06% | $2M | 6.9K | Q1 2026 |
| New Vernon Capital Holdings II LLC$136M AUM | 0.06% | $86,070 | 285 | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.06% | $296,564 | 982 | Q1 2026 |
| 111 Capital$406M AUM | 0.06% | $355,629 | 1.6K | Q2 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.06% | $6M | 20.4K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.06% | $526,386 | 1.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $74M | 243.4K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $382,056 | 1.2K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $364,693 | 983 | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.06% | $3M | 11.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 13.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 14.0K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.06% | $12M | 39.2K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.06% | $442,430 | 1.5K | Q1 2026 |
| PCM Encore, LLC$486M AUM | 0.05% | $265,208 | 878 | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $286,860 | 901 | Q4 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.05% | $410,144 | 1.4K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 5.8K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.05% | $6M | 20.1K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.05% | $241,600 | 800 | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.05% | $10M | 31.6K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.05% | $374,010 | 1.1K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.05% | $75,198 | 249 | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 7.0K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.05% | $563,916 | 1.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 13.8K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.05% | $11M | 35.9K | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.05% | $482,000 | 1.4K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.05% | $539,497 | 2.4K | Q2 2025OLDER |
| FOSTER & MOTLEY INC$1.9B AUM | 0.05% | $922,000 | 3.1K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.05% | $208,383 | 690 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.05% | $312M | 1.03M | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.05% | $1M | 3.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.05% | $24M | 80.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $496,484 | 1.6K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.04% | $64,000 | 212 | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $253,076 | 838 | Q1 2026 |
| Andra AP-fonden$8.4B AUM | 0.04% | $3M | 14.1K | Q2 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.04% | $551,754 | 1.8K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $941,636 | 3.1K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.04% | $201,547 | 627 | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $207,584 | 652 | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $202M | 668.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.04% | $20M | 65.7K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.04% | $3M | 9.1K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $4M | 11.6K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.04% | $35M | 114.8K | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.04% | $613,664 | 2.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $8M | 26.3K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 0.04% | $386,831 | 1.2K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $331,596 | 1.1K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 7.4K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.04% | $47,716 | 158 | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.04% | $594,619 | 1.7K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $493,166 | 1.6K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.04% | $201,547 | 627 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $21M | 69.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 4.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $159M | 527.1K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.04% | $200,528 | 664 | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 3.2K | Q3 2025OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.04% | $709,700 | 2.4K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.04% | $382,391 | 1.3K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.04% | $66M | 219.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $32M | 106.7K | Q1 2026 |
| Partners Group Holding AG$1.4B AUM | 0.04% | $482,898 | 1.6K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $704,403 | 2.3K | Q1 2026 |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 0.04% | $314,684 | 1.0K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $383,022 | 1.2K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.04% | $686,816 | 3.1K | Q2 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $596,326 | 1.9K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $3M | 9.0K | Q1 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.03% | $5M | 17.4K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $358,172 | 1.2K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.03% | $3M | 9.8K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.03% | $67,648 | 224 | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.03% | $395,766 | 1.8K | Q2 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $1M | 3.3K | Q4 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 31.5K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $262,253 | 868 | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.03% | $39,831 | 130 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $20M | 66.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $666,514 | 2.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $13M | 42.3K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $13M | 44.5K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.03% | $972,742 | 3.2K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $292,034 | 967 | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $11M | 31.8K | Q3 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $245,224 | 812 | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 0.03% | $2M | 5.1K | Q1 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 0.03% | $2M | 5.8K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $69M | 228.0K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.03% | $7M | 21.6K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.03% | $329,784 | 1.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $19M | 63.1K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $299,595 | 941 | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 7.6K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $84,862 | 281 | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 5.8K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $20M | 67.6K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $19M | 64.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $4M | 12.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $43M | 142.3K | Q1 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM | 0.03% | $423,000 | 1.4K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.03% | $3M | 11.1K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $680,103 | 2.0K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 3.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.03% | $6M | 19.9K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $480M | 1.59M | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.03% | $227,104 | 752 | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $1M | 3.8K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $596,752 | 2.0K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $978,741 | 3.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 4.3K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.02% | $13M | 43.7K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $5M | 14.3K | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $3M | 9.9K | Q1 2026 |
| VIRTUS ADVISERS, LLC$215M AUM | 0.02% | $43,154 | 125 | Q3 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.02% | $1M | 3.7K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $960,964 | 3.2K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.02% | $238,580 | 790 | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 9.8K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $571,988 | 1.9K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $26M | 86.0K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $418,270 | 1.4K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $43M | 142.4K | Q1 2026 |
| AXA S.A.$256M AUM | 0.02% | $8M | 34.3K | Q2 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $302,000 | 1.0K | Q1 2026 |
| Bensler, LLC$969M AUM | 0.02% | $211,574 | 701 | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $642,058 | 2.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $5M | 17.2K | Q4 2025OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.02% | $63,676 | 200 | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $231,634 | 767 | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $12M | 40.7K | Q1 2026 |
| Cohen Klingenstein LLC$3.1B AUM | 0.02% | $640,844 | 2.1K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 5.2K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $111,136 | 368 | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $946,770 | 3.1K | Q1 2026 |
| Candriam S.C.A.$20.1B AUM | 0.02% | $4M | 13.0K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.02% | $466,000 | 1.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.1B | 3.61M | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.02% | $2M | 8.1K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $483,322 | 1.4K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $282,144 | 800 | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.02% | $196,782 | 570 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.02% | $11M | 35.3K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $11M | 36.7K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $52,850 | 175 | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 7.0K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $11M | 35.6K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.02% | $9M | 28.4K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $828,688 | 2.7K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $409,443 | 1.2K | Q3 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $210,131 | 660 | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $303,383 | 1.4K | Q2 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $273,612 | 906 | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 8.7K | Q1 2026 |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.02% | $2M | 5.2K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $257M | 852.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $9M | 28.5K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.02% | $20M | 65.0K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $558,439 | 1.8K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $200,580 | 630 | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $959,809 | 3.2K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.02% | $270,315 | 783 | Q3 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $507,657 | 2.3K | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $1M | 4.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $98M | 324.9K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.01% | $240,000 | 794 | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $72,153 | 209 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $81M | 267.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 24.0K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $389,000 | 1.3K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $1.0B | 3.17M | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $372,668 | 1.2K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $12M | 40.9K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $339,146 | 1.1K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.01% | $206,310 | 648 | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $54M | 179.0K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $4M | 14.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $28M | 92.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $783,690 | 2.6K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $25M | 83.5K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $53,488 | 168 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $99M | 328.3K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $17M | 56.1K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 7.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $46M | 153.7K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $13,288 | 44 | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $334,918 | 1.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $313,476 | 1.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 3.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 8.0K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $156,436 | 518 | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $65,586 | 206 | Q4 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $2M | 6.7K | Q2 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $684,936 | 2.3K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $26,107 | 82 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 41.0K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.01% | $213,019 | 950 | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 4.3K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 5.8K | Q4 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $3M | 9.3K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $959,454 | 3.2K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $6M | 19.3K | Q1 2026 |
| Accent Capital Management, LLC$206M AUM | 0.01% | $22,348 | 74 | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $244,856 | 769 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $60M | 199.7K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $538,184 | 1.7K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $713,928 | 2.4K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $30,200 | 100 | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 10.1K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $304,114 | 1.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 7.8K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 3.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 24.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 9.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $285,692 | 946 | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $289M | 957.7K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $292,940 | 970 | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 6.4K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 8.5K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 4.0K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 6.2K | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.01% | $263,000 | 827 | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $9M | 30.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $309,852 | 1.0K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 28.4K | Q2 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $16M | 51.5K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 8.0K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $39M | 127.9K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $5M | 17.4K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $956,736 | 3.2K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $269,384 | 892 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $153,114 | 507 | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 8.0K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $14M | 47.3K | Q1 2026 |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.01% | $212,000 | 701 | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $19M | 62.4K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $15M | 50.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 4.3K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.01% | $3M | 10.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 7.3K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.01% | $21,975 | 98 | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 29.1K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.01% | $816,004 | 2.7K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $230,426 | 763 | Q1 2026 |
| CNB Bank$238M AUM | 0.01% | $18,163 | 81 | Q2 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $346M | 1.15M | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $770,000 | 2.5K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $978,782 | 3.2K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 14.6K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $205,757 | 596 | Q3 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $238,899 | 692 | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 3.8K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $50,132 | 166 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $19M | 62.5K | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $814,796 | 2.7K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.01% | $10M | 34.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 8.6K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $4M | 12.0K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $627,254 | 2.1K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $139,993 | 464 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $68M | 225.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $376,292 | 1.2K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.01% | $10,570 | 35 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $69M | 229.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $50M | 167.1K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $28M | 92.2K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.01% | $2M | 7.4K | Q1 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.01% | $211,400 | 700 | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 3.5K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $267,572 | 886 | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $294,752 | 976 | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $370,276 | 1.2K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $2M | 6.0K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.01% | $453,000 | 1.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $55M | 183.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $621,440 | 2.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $117M | 386.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $37M | 122.9K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 5.4K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $68,252 | 226 | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $10M | 34.7K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 21.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 13.3K | Q1 2026 |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $1M | 4.4K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.01% | $433,370 | 1.4K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 26.2K | Q3 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $28,992 | 96 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $8M | 25.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $526,084 | 1.7K | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.01% | $10,872 | 36 | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.01% | $15,920 | 71 | Q2 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $2M | 8.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $39M | 130.2K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $406,571 | 1.3K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $6M | 19.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $503,309 | 1.7K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.01% | $765,268 | 2.5K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $243,412 | 806 | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $4M | 12.1K | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $16,916 | 49 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $19M | 58.7K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.01% | $8M | 26.4K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $7M | 23.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $269,988 | 894 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $81M | 266.7K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $215,078 | 623 | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $1M | 3.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $609,924 | 2.0K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $22,378 | 74 | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 13.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 3.4K | Q1 2026 |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $208,984 | 692 | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 6.4K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.01% | $10,464 | 47 | Q2 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $293,293 | 832 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $58,772 | 175 | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $231,455 | 615 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $334,314 | 1.1K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $4M | 12.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $253,378 | 839 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5M | 15.4K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.00% | $12,080 | 40 | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $660,781 | 2.2K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $1M | 3.9K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $418,874 | 1.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 85.5K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $38,958 | 129 | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $2M | 4.8K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.