IVRINVESCO MORTGAGE CAPITAL INC
CUSIP 46131B704 · Yahoo Finance ↗ · Google Finance ↗
Invesco Mortgage Capital Inc (IVR) has 170 institutional holders in Filings Flow’s 13F database, together reporting 34.68M shares worth $270M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
170
Q1 2026
Reported Value
$270M
Ticker
IVR
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.61% | $1M | 133.6K | Q2 2026 |
| Odyssean, LLC$274M AUM | 0.45% | $1M | 152.9K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.35% | $942,472 | 127.1K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.15% | $2M | 208.8K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.11% | $428,240 | 53.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.09% | $108,741 | 13.5K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.08% | $249,228 | 30.8K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.07% | $584,127 | 72.3K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.07% | $140,592 | 17.4K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.05% | $4M | 441.3K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.05% | $163,961 | 20.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $350,470 | 41.7K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.04% | $142,234 | 18.8K | Q3 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $363,471 | 46.0K | Q2 2026 |
| State of Wyoming$844M AUM | 0.04% | $331,312 | 41.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $3M | 322.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $19M | 2.38M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $539,012 | 66.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $980,387 | 121.3K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.02% | $86,771 | 11.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $69,719 | 8.3K | Q4 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $194,317 | 24.6K | Q2 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $270,567 | 35.8K | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 267.4K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $2M | 191.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $18M | 2.21M | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $728,869 | 86.7K | Q4 2025OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.01% | $1M | 150.0K | Q3 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.01% | $128,383 | 15.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $396,304 | 50.2K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 212.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.01% | $93,570 | 11.1K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $396,008 | 52.4K | Q3 2025OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.01% | $14,496 | 1.8K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $955 | 126.4K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 677.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $249,870 | 29.7K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 124.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $57,188 | 6.8K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $136,940 | 16.3K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $853,248 | 105.6K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $7,841 | 970.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $186,253 | 23.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $97,689 | 12.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $120,392 | 14.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $9M | 1.07M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 472.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.00% | $103,874 | 13.7K | Q3 2025OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $80,800 | 10.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $602,929 | 74.6K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $110,376 | 14.6K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 213.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $601,315 | 71.5K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $17M | 2.16M | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 243.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $137,101 | 17.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $66,678 | 8.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $471,493 | 58.4K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $22,934 | 2.7K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 222.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $182,713 | 22.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $187,278 | 23.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $131,793 | 17.4K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $50,007 | 6.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $38,065 | 4.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $275,997 | 34.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $156,291 | 19.3K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $338,030 | 44.7K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $70,419 | 8.4K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 337.7K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $202,000 | 25.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $120,667 | 14.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,669 | 454 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $58M | 7.20M | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $777,506 | 96.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $848,885 | 105.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 467.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $197,806 | 24.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $14M | 1.79M | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $5,397 | 668 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,077 | 257 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,525 | 657 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $58,636 | 7.8K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 427.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $147,518 | 19.5K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $830,390 | 102.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 222.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 602.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $655,393 | 81.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $88,670 | 11.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 581.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $27M | 3.38M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $25,347 | 3.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $744,542 | 92.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 593.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $375,720 | 46.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $367,616 | 45.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $154,931 | 18.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $27,359 | 3.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $6,257 | 792 | Q2 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $966,176 | 127.8K | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,326 | 164 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $233,778 | 30.9K | Q3 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $566 | 70 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $125,874 | 16.6K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 548.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $33M | 3.90M | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $99,105 | 13.1K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $646,234 | 87.2K | Q3 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $240,526 | 28.6K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 1.41M | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $100,192 | 12.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $20,636 | 2.6K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $219,743 | 27.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $140,195 | 16.7K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,622 | 1.2K | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $182,907 | 24.2K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $311,159 | 38.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $3,143 | 389 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $123,083 | 15.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 332.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 135.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $22,204 | 2.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $8,410 | 1.0K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $24,751 | 3.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $195,746 | 24.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,689 | 209 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 126.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $185,692 | 23.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 181.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $8,816 | 1.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 410.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $5M | 564.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 438.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,622 | 572 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $104,147 | 12.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $808 | 100 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $140,342 | 17.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $49,916 | 6.2K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $100,758 | 12.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $52,120 | 6.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,312 | 1.3K | Q2 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $96,750 | 12.0K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $775 | 96 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $540,065 | 64.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $511,690 | 67.7K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 125.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $836,544 | 103.5K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,027 | 127 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $412 | 51 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,797 | 350 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $90,310 | 11.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $154,336 | 19.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,801 | 333 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $395,985 | 49.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,416 | 299 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $941 | 118 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $88,485 | 11.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $225,666 | 27.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $99,080 | 11.8K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $2,828 | 350 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $126,486 | 15.0K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $841,936 | 104.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $92,427 | 11.4K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $242 | 30 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $134,095 | 16.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $198,324 | 26.2K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $363,544 | 45.0K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $131,081 | 16.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $744 | 92.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $119 | 15 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $5,559 | 688 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $377 | 47 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $126,387 | 15.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $7,263 | 909 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $136,027 | 16.8K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $117 | 15 | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.00% | $88 | 10 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $892,050 | 114.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,785 | 221 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $283 | 35 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $194,461 | 24.1K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $17,388 | 2.3K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $155,817 | 19.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $242 | 30 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $485 | 60 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $34,356 | 4.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $83,078 | 10.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $86 | 11 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,151 | 1.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8,410 | 1.0K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $57 | 7 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $54,548 | 6.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,198 | 272 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $705 | 87 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $60,000 | 7.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $46,622 | 5.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $19,444 | 2.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $1,955 | 242 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $218 | 27 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $108,970 | 13.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $463 | 55 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,317 | 163 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $16 | 2 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,610 | 323 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $555 | 66 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5,300 | 656 | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $567 | 71 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $139 | 17 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $735 | 91 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,454 | 180 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $59 | 7 | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $2 | 0 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $59 | 7 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $680 | 90 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $15 | 2 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.