IVZINVESCO LTD
CUSIP G491BT108 · Yahoo Finance ↗ · Google Finance ↗
Invesco Ltd (IVZ) has 624 institutional holders in Filings Flow’s 13F database, together reporting 418.06M shares worth $10.2B as of Q1 2026. The largest reported holders are Massachusetts Mutual Life Insurance Co, Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
624
Q1 2026
Reported Value
$10.2B
Ticker
IVZ
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO$2.2B AUM | 91.14% | $2.0B | 81.33M | Q1 2026 |
| Endure Capital Management, LLC$146M AUM | 7.82% | $11M | 568.2K | Q1 2026 |
| Cambridge Financial Group, Inc.$267M AUM | 2.94% | $8M | 323.8K | Q1 2026 |
| Delta Global Management LP$1.2B AUM | 2.23% | $27M | 1.12M | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 2.13% | $4M | 146.7K | Q1 2026 |
| TRIAN FUND MANAGEMENT, L.P.$3.9B AUM | 1.87% | $72M | 2.97M | Q1 2026 |
| SAMLYN CAPITAL, LLC$5.9B AUM | 1.76% | $111M | 4.21M | Q4 2025OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.38% | $29M | 1.20M | Q1 2026 |
| Gifford Fong Associates$501M AUM | 1.34% | $7M | 255.4K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.30% | $3M | 118.8K | Q1 2026 |
| Poehling Capital Management, INC.$475M AUM | 1.29% | $6M | 253.0K | Q1 2026 |
| Mork Capital Management, LLC$141M AUM | 1.27% | $2M | 73.4K | Q1 2026 |
| Parrish Capital LLC$112M AUM | 1.26% | $1M | 58.4K | Q1 2026 |
| CONTINENTAL ADVISORS LLC$196M AUM | 1.21% | $2M | 97.7K | Q1 2026 |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 1.20% | $5M | 186.6K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 1.15% | $8M | 338.8K | Q1 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.13% | $11M | 465.5K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.98% | $3M | 97.7K | Q4 2025OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.86% | $1M | 45.8K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.78% | $4M | 158.3K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.73% | $2M | 98.1K | Q1 2026 |
| VARCOV Co.$268M AUM | 0.72% | $2M | 79.0K | Q1 2026 |
| Mount Lucas Management LP$271M AUM | 0.71% | $2M | 79.7K | Q1 2026 |
| Convergence Investment Partners, LLC$611M AUM | 0.71% | $4M | 178.3K | Q1 2026 |
| Governors Lane LP$1.6B AUM | 0.66% | $10M | 427.5K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.65% | $2M | 72.0K | Q1 2026 |
| VALUEWORKS LLC$367M AUM | 0.63% | $2M | 90.6K | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.61% | $7M | 271.6K | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.59% | $5M | 200.9K | Q4 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.55% | $30M | 1.24M | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.54% | $1M | 44.7K | Q1 2026 |
| Gold Investment Management Ltd.$323M AUM | 0.52% | $2M | 69.0K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.52% | $1M | 45.2K | Q1 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.48% | $1M | 46.3K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.48% | $81M | 3.34M | Q1 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.47% | $29M | 1.20M | Q1 2026 |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.44% | $23M | 926.7K | Q1 2026 |
| Gator Capital Management, LLC$489M AUM | 0.44% | $2M | 75.0K | Q3 2025OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.41% | $1M | 45.0K | Q1 2026 |
| Wesleyan Assurance Society$1.7B AUM | 0.37% | $6M | 258.1K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.37% | $2M | 106.4K | Q2 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.36% | $3M | 130.2K | Q1 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.35% | $872,025 | 35.9K | Q1 2026 |
| Buckley Wealth Management, LLC$392M AUM | 0.35% | $1M | 57.0K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.35% | $7M | 309.6K | Q3 2025OLDER |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.35% | $1M | 48.3K | Q1 2026 |
| nVerses Capital, LLC$110M AUM | 0.33% | $364,568 | 15.0K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.30% | $5M | 207.8K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.29% | $1M | 49.8K | Q3 2025OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.29% | $289,513 | 11.9K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.28% | $4M | 177.9K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.28% | $702,979 | 44.6K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.28% | $22M | 921.3K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.27% | $3M | 122.3K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.27% | $4M | 172.1K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.26% | $630M | 25.95M | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.26% | $1M | 46.0K | Q4 2025OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 0.26% | $4M | 175.2K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.25% | $18M | 670.1K | Q4 2025OLDER |
| Neo Ivy Capital Management$379M AUM | 0.25% | $950,589 | 39.1K | Q1 2026 |
| Machina Capital S.A.S.$508M AUM | 0.25% | $1M | 49.9K | Q4 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.24% | $1M | 49.0K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.24% | $616,213 | 25.4K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.22% | $836,299 | 53.0K | Q2 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.21% | $7M | 269.5K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.21% | $14M | 575.3K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.21% | $1M | 41.8K | Q4 2025OLDER |
| Holcombe Financial, Inc.$170M AUM | 0.20% | $342,003 | 14.1K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.20% | $51M | 2.10M | Q1 2026 |
| Oak Thistle LLC$1.0B AUM | 0.20% | $1M | 54.9K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.19% | $5M | 223.0K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.18% | $1M | 58.6K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.18% | $940,120 | 62.0K | Q2 2025OLDER |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.18% | $23M | 960.4K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.18% | $2M | 66.2K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.17% | $633,265 | 26.1K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.16% | $460,538 | 19.0K | Q1 2026 |
| ADVISORY RESEARCH INC$813M AUM | 0.15% | $1M | 50.3K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.15% | $510,527 | 21.0K | Q1 2026 |
| Sagewood Asset Management LP$319M AUM | 0.15% | $468,360 | 19.3K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.15% | $86M | 3.52M | Q1 2026 |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.15% | $273,117 | 11.2K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.15% | $226,820 | 9.3K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.14% | $296,851 | 11.3K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.14% | $930,666 | 40.3K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.14% | $300M | 12.52M | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.13% | $1M | 46.8K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.13% | $406,483 | 16.7K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.13% | $316,825 | 13.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.13% | $7M | 282.7K | Q1 2026 |
| Cornerstone Select Advisors, LLC$160M AUM | 0.13% | $205,683 | 8.5K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.13% | $1M | 71.2K | Q2 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.12% | $516,357 | 21.3K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.12% | $964,393 | 36.7K | Q4 2025OLDER |
| ANB BANK$247M AUM | 0.12% | $299,350 | 12.3K | Q1 2026 |
| Invst, LLC$886M AUM | 0.12% | $1M | 41.6K | Q4 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.12% | $2M | 66.4K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.11% | $275,035 | 11.1K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 0.11% | $349,522 | 13.3K | Q4 2025OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.11% | $874,149 | 36.0K | Q1 2026 |
| Ruffer LLP$2.4B AUM | 0.11% | $3M | 112.2K | Q1 2026 |
| waypoint wealth counsel$193M AUM | 0.11% | $212,757 | 8.8K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.11% | $519M | 21.36M | Q1 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.11% | $3M | 126.2K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.11% | $435,136 | 16.6K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.10% | $22M | 914.4K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.10% | $7M | 276.6K | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.10% | $542,870 | 20.7K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.10% | $295,051 | 12.1K | Q1 2026 |
| Kentucky Retirement Systems$1.4B AUM | 0.10% | $1M | 36.6K | Q1 2026 |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.10% | $485,800 | 20.0K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.09% | $201,470 | 8.8K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.09% | $2M | 73.4K | Q1 2026 |
| Kendall Capital Management$488M AUM | 0.09% | $459,688 | 18.9K | Q1 2026 |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.09% | $1M | 70.1K | Q2 2025OLDER |
| Odyssean, LLC$274M AUM | 0.09% | $252,397 | 10.4K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.09% | $395,951 | 16.3K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $393,000 | 14.9K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.09% | $202,647 | 7.7K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.09% | $22M | 906.7K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.09% | $855,834 | 35.2K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.08% | $325,851 | 13.4K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.08% | $236,190 | 10.3K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.08% | $333,078 | 21.1K | Q2 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.08% | $28M | 1.17M | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.08% | $15M | 584.6K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.08% | $1M | 60.1K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.08% | $81,614 | 3.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.07% | $36M | 1.52M | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.07% | $582,764 | 24.0K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.07% | $338,577 | 13.9K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.07% | $322,377 | 13.3K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.07% | $63M | 2.59M | Q1 2026 |
| EWA, LLC$548M AUM | 0.07% | $303,372 | 12.5K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.07% | $418,271 | 17.2K | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.07% | $228,969 | 8.7K | Q4 2025OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.07% | $487,621 | 20.1K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.07% | $8M | 343.9K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.07% | $357,272 | 13.6K | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.07% | $1M | 55.9K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.06% | $740,383 | 30.5K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.06% | $5M | 197.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.06% | $38M | 1.57M | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.06% | $4M | 139.6K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.06% | $322,377 | 13.3K | Q1 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.06% | $655,648 | 27.0K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $290,888 | 11.1K | Q4 2025OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.06% | $434,005 | 16.5K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 147.9K | Q4 2025OLDER |
| AXA S.A.$256M AUM | 0.06% | $19M | 1.24M | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.05% | $8M | 317.4K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.05% | $368,601 | 15.2K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.05% | $6M | 243.2K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $1M | 52.2K | Q1 2026 |
| Frec Markets, Inc.$587M AUM | 0.05% | $303,795 | 12.5K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $2M | 57.6K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.05% | $490,051 | 20.2K | Q1 2026 |
| BNP PARIBAS$3.1B AUM | 0.05% | $2M | 66.6K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.05% | $40M | 1.64M | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.05% | $765,815 | 31.5K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $325,748 | 14.2K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.05% | $443,306 | 16.9K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.05% | $2M | 75.0K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $533,943 | 22.0K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $10M | 407.7K | Q1 2026 |
| 111 Capital$406M AUM | 0.04% | $232,199 | 10.1K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $769,410 | 31.7K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 95.1K | Q1 2026 |
| Quarry LP$558M AUM | 0.04% | $243,459 | 10.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $72M | 2.97M | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.04% | $314,391 | 19.9K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $919,547 | 37.9K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.04% | $5M | 348.3K | Q2 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $243,078 | 10.4K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.04% | $534,380 | 22.0K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.04% | $16M | 649.3K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $126M | 4.82M | Q1 2026 |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.04% | $240,252 | 9.9K | Q1 2026 |
| ARGA Investment Management, LP$3.0B AUM | 0.04% | $1M | 50.3K | Q1 2026 |
| Optas, LLC$661M AUM | 0.04% | $264,178 | 10.9K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 0.04% | $258,681 | 10.7K | Q1 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.04% | $210,716 | 8.7K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.04% | $225,095 | 9.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.04% | $256M | 10.56M | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 0.04% | $719,834 | 29.6K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.04% | $577,911 | 25.2K | Q3 2025OLDER |
| Quantitative Investment Management, LLC$963M AUM | 0.04% | $353,000 | 14.5K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.04% | $974,078 | 40.1K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.04% | $248,692 | 10.2K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.04% | $5M | 215.0K | Q1 2026 |
| Prana Capital Management, LP$3.3B AUM | 0.03% | $1M | 47.2K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.03% | $294M | 12.12M | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.03% | $3M | 134.6K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 158.7K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $36M | 1.40M | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $401,635 | 16.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $427,334 | 16.3K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $323,421 | 13.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $44M | 1.82M | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $588,474 | 24.2K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.03% | $348,028 | 22.1K | Q2 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.03% | $2M | 64.6K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $264M | 10.87M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 204.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.03% | $29M | 1.18M | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.03% | $519,806 | 21.4K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $11M | 468.6K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.03% | $49,543 | 2.0K | Q1 2026 |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.03% | $553,054 | 35.1K | Q2 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.03% | $258,834 | 10.7K | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 0.03% | $1M | 58.9K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $537,805 | 22.1K | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.03% | $298,547 | 12.7K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $270,372 | 11.1K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $206,222 | 8.5K | Q1 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $8M | 313.0K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $468M | 19.26M | Q1 2026 |
| MBB PUBLIC MARKETS I LLC$839M AUM | 0.02% | $258,644 | 16.4K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $17M | 702.5K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $247,159 | 10.2K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $20M | 827.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.02% | $154,073 | 6.7K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $958,936 | 41.8K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.02% | $738,370 | 30.6K | Q1 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM | 0.02% | $370,000 | 15.2K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $4M | 167.8K | Q4 2025OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.02% | $96,966 | 4.0K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $3M | 112.3K | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.02% | $3M | 123.8K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.02% | $6M | 260.7K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.02% | $3M | 127.2K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 61.6K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $647,718 | 27.0K | Q1 2026 |
| Curat Global, LLC$102M AUM | 0.02% | $18,652 | 710 | Q4 2025OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $60,725 | 2.5K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.4B | 52.97M | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $592,975 | 24.4K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $632,560 | 26.0K | Q1 2026 |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.02% | $126,477 | 5.5K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $311M | 12.84M | Q1 2026 |
| Czech National Bank$18.3B AUM | 0.02% | $3M | 120.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $146M | 6.01M | Q1 2026 |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.02% | $298,427 | 12.3K | Q1 2026 |
| CYBER HORNET ETFs LLC$155M AUM | 0.02% | $29,766 | 1.2K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.02% | $465,154 | 19.1K | Q1 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 0.02% | $602,781 | 24.8K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.02% | $68,571 | 2.8K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.02% | $78,941 | 3.0K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 296.7K | Q1 2026 |
| Mubadala Investment Co PJSC$20.5B AUM | 0.02% | $4M | 156.0K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 130.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $10M | 396.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $494,374 | 20.4K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $198,626 | 12.6K | Q2 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 74.2K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $911,852 | 37.5K | Q1 2026 |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $207,850 | 8.6K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.02% | $547,384 | 22.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $41M | 1.70M | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.02% | $9M | 356.2K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $721,607 | 29.7K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.02% | $250,187 | 10.3K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.02% | $8M | 344.8K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 170.2K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $234,270 | 8.9K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 71.9K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.02% | $301,293 | 12.4K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $31M | 1.29M | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $9M | 369.7K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.02% | $679M | 27.97M | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 55.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $108M | 4.45M | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $211,117 | 9.2K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $941M | 38.75M | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.02% | $5M | 200.2K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.02% | $248,948 | 10.2K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 50.8K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.02% | $2M | 87.3K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 51.6K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.02% | $48M | 1.99M | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $7M | 271.5K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.02% | $288,035 | 12.6K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $720,612 | 29.7K | Q1 2026 |
| Guinness Asset Management LTD$5.8B AUM | 0.02% | $899,532 | 37.0K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $18M | 745.7K | Q1 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM | 0.02% | $503,000 | 20.7K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $2M | 85.8K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.02% | $61,052 | 2.5K | Q1 2026 |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.02% | $651,992 | 26.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $687,813 | 26.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $83M | 3.43M | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.02% | $5M | 218.7K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $60M | 2.47M | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.01% | $17,950 | 739 | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $3M | 116.0K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.01% | $1M | 57.3K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 51.4K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $36,704 | 1.6K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $6M | 259.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $468,043 | 19.3K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $15M | 581.4K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $904,824 | 37.3K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $406M | 16.71M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.01% | $58M | 2.40M | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 97.8K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $442,899 | 18.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $28M | 1.09M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $9M | 356.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $512,300 | 21.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $529,158 | 21.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 43.9K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.01% | $218,041 | 8.3K | Q4 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.01% | $211,007 | 8.7K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $1M | 47.2K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.01% | $84,457 | 3.5K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $47M | 1.95M | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $112,098 | 4.6K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $3M | 103.4K | Q1 2026 |
| Quilter Plc$5.7B AUM | 0.01% | $728,700 | 30.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 102.4K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $5M | 211.7K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.01% | $221,768 | 9.1K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.01% | $24M | 972.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 50.1K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $100,148 | 4.1K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 59.8K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $35M | 1.46M | Q1 2026 |
| CX Institutional$3.5B AUM | 0.01% | $392,000 | 16.1K | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $4M | 155.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $215,938 | 8.9K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $3M | 120.0K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.01% | $1M | 58.6K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $1M | 44.4K | Q3 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $4M | 166.0K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $233,185 | 9.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $194M | 7.97M | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $1M | 44.2K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 652.3K | Q2 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $291,529 | 12.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $371,945 | 15.3K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $258,421 | 10.6K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $373,556 | 15.4K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $681,328 | 43.2K | Q2 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $660,834 | 27.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $417,719 | 15.9K | Q4 2025OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $2M | 67.7K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $10M | 417.5K | Q1 2026 |
| CNB Bank$238M AUM | 0.01% | $25,480 | 1.0K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $20M | 824.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 110.5K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $1M | 43.2K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 113.7K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $717,235 | 29.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $70M | 2.88M | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.01% | $381,000 | 15.7K | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $17M | 698.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 367.4K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $311,981 | 12.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $44M | 1.80M | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $17M | 703.5K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $6M | 233.6K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $283,285 | 18.7K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $94,027 | 3.9K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $476,764 | 19.6K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $548,954 | 22.6K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 100.7K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $3M | 126.7K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 50.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 442.6K | Q2 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $51,119 | 2.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 1.22M | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $320,040 | 12.6K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $506,641 | 20.9K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 114.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 49.4K | Q1 2026 |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $6M | 256.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $667,354 | 27.5K | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.01% | $15,643 | 644 | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $135,797 | 8.6K | Q2 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $13M | 538.8K | Q1 2026 |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.01% | $594,280 | 22.6K | Q4 2025OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.01% | $414,655 | 17.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $252,139 | 9.6K | Q4 2025OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.01% | $2M | 69.7K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $16M | 674.0K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $259,635 | 11.3K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $609,970 | 25.1K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $365,370 | 15.0K | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.01% | $82,000 | 3.6K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $6M | 242.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $506,228 | 20.8K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $19,262 | 793 | Q1 2026 |
| Norinchukin Bank, The$8.6B AUM | 0.01% | $672,906 | 27.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 227.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $979,649 | 40.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $223,614 | 9.2K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 296.0K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.01% | $2M | 94.3K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $6M | 255.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 63.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 387.1K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $422,112 | 17.4K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.01% | $84,286 | 3.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $283,034 | 10.0K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 225.2K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 43.3K | Q1 2026 |
| Vinva Investment Management Ltd$8.1B AUM | 0.01% | $597,710 | 15.1K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 42.6K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.01% | $2M | 91.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 56.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $20M | 806.1K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $505,159 | 20.8K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $11M | 460.8K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 65.9K | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $5M | 205.4K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 135.0K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.01% | $9,619 | 396 | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 0.01% | $552,000 | 21.0K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $145,507 | 6.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 194.9K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $440,961 | 18.2K | Q1 2026 |
| Amundi$367.1B AUM | 0.01% | $25M | 1.04M | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.01% | $2M | 67.7K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 41.5K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 67.7K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $8M | 328.4K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $346,301 | 13.2K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $420,284 | 18.3K | Q3 2025OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.01% | $444,580 | 18.3K | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $399,886 | 16.5K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $502,939 | 19.1K | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $45,374 | 1.9K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 90.1K | Q1 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.01% | $43,406 | 1.8K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $2M | 100.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 63.3K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.01% | $142,134 | 5.9K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $425,075 | 17.5K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $3M | 136.9K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $215,072 | 8.2K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $241,395 | 9.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $66,919 | 2.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $7M | 285.9K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $16,736 | 689 | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 180.2K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $221,865 | 9.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 67.5K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $2M | 99.5K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.01% | $1M | 46.5K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $2M | 80.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 48.7K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $20,607 | 784 | Q4 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $3M | 129.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $6M | 256.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $344,314 | 14.2K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $8,000 | 338 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $979,886 | 40.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $579,964 | 23.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 241.5K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $329,518 | 13.6K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $4M | 161.8K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $12,083 | 497 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $19,068 | 785 | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $3M | 143.0K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $1M | 56.8K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $340,380 | 13.0K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $24M | 1.01M | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.00% | $203,453 | 8.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 82.7K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $20M | 820.4K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 114.0K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $275,810 | 11.4K | Q1 2026 |
| Utah Retirement Systems$9.8B AUM | 0.00% | $467,267 | 19.2K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $23,076 | 950 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $64M | 2.65M | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $211,237 | 8.0K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 104.2K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $32,184 | 1.3K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 87.4K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 116.5K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $222,323 | 8.5K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $40,079 | 1.6K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $168,135 | 6.9K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.00% | $10,833 | 446 | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $412,384 | 17.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $288,060 | 11.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $810,655 | 33.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $242,420 | 9.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $33M | 1.36M | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $43,622 | 1.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 96.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $867,168 | 35.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $358,763 | 14.8K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $22,881 | 942 | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $359,131 | 14.8K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $620,099 | 25.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 241.4K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $31,787 | 1.2K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $3M | 135.6K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.00% | $171,388 | 10.9K | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.