JACKJACK IN THE BOX INC
CUSIP 466367109 · Yahoo Finance ↗ · Google Finance ↗
Jack In The Box Inc (JACK) has 139 institutional holders in Filings Flow’s 13F database, together reporting 17.22M shares worth $165M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Callodine Capital Management, LP, and Biglari Capital Corp..
Institutional Holders
139
Q1 2026
Reported Value
$165M
Ticker
JACK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BIGLARI CAPITAL CORP.$929M AUM | 1.75% | $16M | 1.68M | Q1 2026OLDER |
| Windward Management LP$130M AUM | 1.36% | $2M | 182.4K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 1.19% | $17M | 1.76M | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.89% | $5M | 536.3K | Q1 2026OLDER |
| Bridge City Capital, LLC$361M AUM | 0.59% | $2M | 111.0K | Q3 2025OLDER |
| Nantahala Capital Management, LLC$2.7B AUM | 0.55% | $15M | 1.54M | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.31% | $2M | 165.0K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.20% | $691,353 | 36.5K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.17% | $4M | 225.2K | Q4 2025OLDER |
| Ruffer LLP$2.4B AUM | 0.15% | $3M | 169.8K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.12% | $2M | 193.7K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.10% | $649,642 | 32.9K | Q3 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.10% | $263,336 | 13.3K | Q3 2025OLDER |
| Access Investment Management LLC$376M AUM | 0.08% | $319,110 | 33.0K | Q1 2026OLDER |
| GOBI CAPITAL LLC$1.8B AUM | 0.07% | $1M | 77.4K | Q4 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.07% | $964,559 | 48.8K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.06% | $887,667 | 91.8K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.06% | $547,609 | 27.7K | Q3 2025OLDER |
| Invenomic Capital Management LP$2.2B AUM | 0.06% | $1M | 125.9K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $400,077 | 41.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.05% | $4M | 376.3K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $340,384 | 35.2K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.04% | $445,207 | 46.0K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.03% | $169,689 | 17.5K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $376,856 | 19.1K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $3M | 136.2K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 190.8K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $857,845 | 31.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.03% | $156,345 | 16.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 190.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.02% | $126,522 | 13.5K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $192,288 | 10.1K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $501,588 | 26.5K | Q4 2025OLDER |
| CastleKnight Management LP$6.0B AUM | 0.01% | $721,605 | 36.5K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 150.5K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $331,884 | 34.3K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.01% | $3M | 313.9K | Q1 2026OLDER |
| Clearline Capital LP$1.9B AUM | 0.01% | $243,053 | 12.8K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $4M | 197.9K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $96,552 | 6.1K | Q2 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $325,918 | 33.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $438,225 | 45.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $123,747 | 12.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $7M | 350.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.01% | $316,209 | 32.7K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $717,437 | 74.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $359,589 | 37.2K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $5M | 506.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $5M | 525.8K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.00% | $65,495 | 6.8K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $18,924 | 2.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $261,225 | 27.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 115.4K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 85.3K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $616,804 | 32.5K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 107.8K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $5M | 246.8K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $1M | 51.2K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $668,935 | 35.3K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $616,105 | 63.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $242,993 | 12.3K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $222,511 | 11.3K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 141.0K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $3,835 | 194 | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $7,374 | 373 | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $20,636 | 2.1K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $235,948 | 24.4K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 98.1K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $780,164 | 80.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 59.8K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $733,141 | 75.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $4,226 | 437 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 288.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $970 | 51.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 241.4K | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $613,078 | 63.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 696.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $38,709 | 4.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 167.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $2M | 82.2K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $430,886 | 44.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 169.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 184.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $343,507 | 18.1K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,440 | 666 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $691,180 | 71.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $117,471 | 12.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 479.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $15,143 | 1.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $53,204 | 5.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $555,039 | 57.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 622.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 281.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 385.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $92,426 | 9.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $100,254 | 5.1K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $201,812 | 10.2K | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $3,868 | 400 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $61,965 | 6.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 121.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $1M | 126.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $21M | 1.12M | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $7,858 | 497 | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $242,007 | 25.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $4M | 420.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $25,655 | 2.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 155.0K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $341,100 | 18.0K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $259,829 | 26.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12M | 1.28M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 357.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 113.7K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,993 | 369 | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $8M | 816.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 149.9K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $96,777 | 10.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $980,649 | 101.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $653 | 33 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $10,814 | 547 | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $101,888 | 10.5K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $85,154 | 8.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $5,155 | 533 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,418 | 250 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $870 | 44 | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,741 | 180 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $609 | 63 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $304 | 16 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $515 | 26 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $4M | 390.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $473,772 | 49.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $380,251 | 20.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $760,004 | 78.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $80,870 | 8.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $950,483 | 98.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $457,282 | 24.1K | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $258,295 | 13.1K | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $179 | 9 | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $2M | 169.8K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $493 | 26 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $23,721 | 2.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,593 | 164 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $28,314 | 2.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $218,906 | 11.1K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $194,238 | 10.3K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $98,616 | 10.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $474 | 25 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,740 | 180 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $977 | 101 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $594 | 30 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $138,668 | 14.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $350,054 | 36.2K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $569 | 30 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,862 | 296 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $281 | 29 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $9,740 | 514 | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $331 | 34.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $66,655 | 6.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $1,818 | 188 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $174 | 18 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,364 | 72 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $26,775 | 2.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $8,641 | 456 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $928 | 96 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $43 | 4 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $44,559 | 4.6K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $227 | 12 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $10,128 | 1.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,147 | 58 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,488 | 1.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $9,341 | 966 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $8,466 | 875 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $126 | 13 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $638 | 66 | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $9,206 | 952 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $114 | 6 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $155 | 16 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $38,805 | 4.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,526 | 77 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $45,000 | 4.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $13,181 | 1.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $534 | 55 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2,186 | 226 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $145 | 15 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $77 | 8 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $14,283 | 1.5K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $38 | 4 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $77 | 8 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $203 | 21 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $50,026 | 5.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,699 | 383 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $57 | 3 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,397 | 144 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $165 | 17 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $989 | 50 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,567 | 162 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2,418 | 250 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $76 | 4 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $19 | 2 | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.