IXORIX CORP
CUSIP 686330101 · Yahoo Finance ↗ · Google Finance ↗
Orix Corp (IX) has 277 institutional holders in Filings Flow’s 13F database, together reporting 34.15M shares worth $958M as of Q1 2026. The largest reported holders are FMR LLC, Morgan Stanley, and Bank Of America Corp /De/.
Institutional Holders
277
Q1 2026
Reported Value
$958M
Ticker
IX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ativo Capital Management LLC$115M AUM | 1.33% | $2M | 51.1K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.08% | $55M | 1.84M | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.04% | $8M | 199.4K | Q2 2026 |
| Henry James International Management Inc.$334M AUM | 1.00% | $3M | 88.2K | Q2 2026 |
| JMN Financial LLC$102M AUM | 0.50% | $504,282 | 16.8K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.47% | $2M | 66.4K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.36% | $10M | 335.4K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.36% | $755,748 | 25.2K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.33% | $32M | 1.08M | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.32% | $2M | 64.9K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.31% | $5M | 176.4K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.30% | $744,472 | 24.8K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.26% | $277,294 | 9.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.25% | $755,448 | 25.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.25% | $2M | 65.4K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.21% | $3M | 93.3K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.17% | $5M | 163.3K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.17% | $432,370 | 14.4K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.16% | $984,511 | 32.8K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.11% | $2M | 52.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.09% | $249,577 | 8.3K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.09% | $6M | 165.2K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 0.08% | $326,522 | 8.6K | Q2 2026 |
| Basecamp Wealth Advisors LLC$469M AUM | 0.08% | $369,545 | 12.6K | Q2 2026 |
| Abel Hall, LLC$469M AUM | 0.07% | $343,296 | 11.4K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.07% | $351,604 | 12.0K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.07% | $3M | 104.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.07% | $332,332 | 11.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.07% | $767,457 | 20.2K | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.07% | $2M | 73.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.06% | $4M | 144.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.06% | $264,722 | 8.8K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.06% | $487,290 | 16.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 42.2K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 0.06% | $384,802 | 12.8K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.06% | $1M | 34.0K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.05% | $5M | 160.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.05% | $890,853 | 29.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.05% | $3M | 104.1K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.05% | $91,470 | 3.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.05% | $2M | 74.3K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.05% | $209,437 | 7.0K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.05% | $5M | 153.3K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.05% | $483,558 | 16.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.05% | $28M | 924.4K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $234,072 | 7.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.04% | $9M | 291.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.04% | $2M | 66.2K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $857,384 | 28.6K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.04% | $213,404 | 5.6K | Q2 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.04% | $56,680 | 1.5K | Q2 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $4M | 134.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 67.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.04% | $939,328 | 36.0K | Q3 2025OLDER |
| Frec Markets, Inc.$587M AUM | 0.04% | $216,498 | 7.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $317,924 | 10.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $276,717 | 9.2K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.03% | $242,590 | 8.1K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $429,907 | 14.3K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $46,335 | 1.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $1M | 27.6K | Q2 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $214,099 | 7.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 56.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.03% | $31M | 1.05M | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $608,049 | 20.3K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.03% | $744,051 | 24.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.03% | $383,692 | 12.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 96.5K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $966,928 | 32.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $233,502 | 7.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $27,141 | 905 | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 0.02% | $52,782 | 1.8K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.02% | $54,672 | 1.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $238,632 | 8.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.02% | $471,465 | 16.1K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $694,572 | 23.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $616,556 | 20.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $689,751 | 23.0K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.02% | $354,482 | 11.8K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.02% | $5M | 163.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $298,041 | 9.9K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $17,694 | 590 | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $528,124 | 17.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $29M | 962.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $397,100 | 10.4K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $4M | 123.4K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $39,107 | 1.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $797,584 | 26.6K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.01% | $2M | 64.9K | Q3 2025OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $232,708 | 8.0K | Q4 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $216,903 | 5.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $569,810 | 19.0K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $838,520 | 28.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $330,324 | 11.0K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $18,963 | 726 | Q3 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 37.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $14,995 | 500 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $612,443 | 20.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $598,573 | 20.5K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $291,017 | 10.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $46,095 | 1.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 68.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $775,476 | 25.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $178M | 5.94M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $35,988 | 1.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $150M | 5.12M | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $28,940 | 965 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $780,494 | 26.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 606.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $538,362 | 18.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $564,232 | 18.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $458,698 | 15.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $498,102 | 16.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 165.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 51.4K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $804,249 | 26.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $22,977 | 604 | Q2 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $7,108 | 237 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $87M | 2.89M | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $253,631 | 8.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $63,213 | 2.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $308,070 | 10.3K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 66.4K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $3M | 114.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $368,787 | 12.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 123.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $39M | 1.31M | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 109.6K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.01% | $48,494 | 1.6K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $18,324 | 611 | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $9,597 | 320 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 70.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 57.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $147,510 | 4.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 159.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $493,409 | 16.9K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $779,365 | 26.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $366,628 | 12.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $502,243 | 16.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $15M | 511.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $699,867 | 23.3K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $9,168 | 241 | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $41,446 | 1.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $23,693 | 790 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 140.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,148 | 205 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $5,821 | 153 | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $148,271 | 4.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $321,613 | 10.7K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $210,800 | 7.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $592,632 | 19.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $448,337 | 14.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $232,873 | 7.8K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $9,837 | 328 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $9,837 | 328 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 76.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 76.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $554,126 | 18.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $237,608 | 7.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 460.0K | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $9,173 | 314 | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $633,779 | 21.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 172.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $445,711 | 17.1K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $13,676 | 456 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $696,793 | 23.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 63.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 35.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 209.6K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $3,097 | 106 | Q4 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $11,996 | 400 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 42.6K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $272,339 | 9.1K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $4,349 | 145 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $246,308 | 8.2K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $18,373 | 483 | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $271,745 | 9.1K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $6,470 | 216 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $11M | 352.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 58.5K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $5,248 | 175 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $905,674 | 29.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $372,087 | 12.7K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 66.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $8,698 | 290 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 34.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,386 | 413 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $109,723 | 3.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $924,892 | 30.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $229,725 | 8.8K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $31,969 | 1.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $202,685 | 6.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $11,156 | 372 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 37.6K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $256,575 | 8.6K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $14,246 | 475 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $81,573 | 2.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,479 | 116 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $828,183 | 27.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 154.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $404,153 | 13.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 46.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,565 | 544 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $571,699 | 19.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $818,862 | 27.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $983,311 | 32.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $1,709 | 57 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 48.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $121,790 | 4.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $973,178 | 32.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $39,337 | 1.5K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 167.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $369,752 | 12.3K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $8,356 | 278 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $344,167 | 11.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 97.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $21,413 | 714 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 314.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 44.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $7,348 | 245 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,400 | 80 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $6,808 | 233 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,038 | 168 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 66.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $690 | 23 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $28M | 939.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $570 | 19 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $14,464 | 495 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $238,210 | 7.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 88.5K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $3,784 | 103 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $36,648 | 1.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,997 | 300 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,613 | 654 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $693,826 | 26.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 49.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $251,496 | 8.4K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $15,055 | 502 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $576,258 | 19.2K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $3,690 | 97 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $22,193 | 740 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,798 | 160 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 66.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $779,950 | 26.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $20,806 | 694 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $3,269 | 109 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $2,099 | 70 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $1,050 | 35 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $757 | 29 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $836 | 32 | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $598,091 | 19.9K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,549 | 85 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,049 | 135 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $162,214 | 5.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,327 | 513 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $2,650 | 101 | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $3,749 | 125 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,710 | 57 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $810 | 31 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $50,481 | 1.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $976,371 | 32.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 57.2K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,009 | 67 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,279 | 76 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $1,712 | 45 | Q2 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $390 | 13 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $35,017 | 1.2K | Q4 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,440 | 48 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $600 | 20 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $997 | 30 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $183 | 7 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $22,034 | 735 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $1,045 | 40 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,086 | 403 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $482,630 | 16.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,050 | 35 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $638,787 | 21.3K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $117 | 4 | Q4 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $5,803 | 199 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $390 | 13 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $914 | 35 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $52,872 | 1.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $522 | 20 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,316 | 344 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $1,124 | 43 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,099 | 70 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $3,779 | 115 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $7,348 | 245 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $392 | 15 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $9,597 | 320 | Q2 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $877 | 30 | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $963,729 | 32.1K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $514 | 14 | Q2 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,789 | 93 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,616 | 215 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $989 | 26 | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $600 | 20 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $68,797 | 2.3K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $150 | 5 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $259 | 9 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20,813 | 694 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2,309 | 77 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,200 | 40 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $300 | 10 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $1,050 | 35 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $146 | 5 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $52 | 2 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $409 | 14 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $180 | 6 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.