JBTMJBT MAREL CORPORATION
CUSIP 477839104 · Yahoo Finance ↗ · Google Finance ↗
Jbt Marel Corporation (JBTM) has 404 institutional holders in Filings Flow’s 13F database, together reporting 48.95M shares worth $5.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
404
Q1 2026
Reported Value
$5.5B
Ticker
JBTM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gildi - lifeyrissjodur$197M AUM | 67.38% | $133M | 1.07M | Q1 2026 |
| P2 Capital Partners, LLC$210M AUM | 13.73% | $29M | 225.5K | Q1 2026 |
| ACK Asset Management LLC$801M AUM | 6.16% | $49M | 350.5K | Q3 2025OLDER |
| Sea Cliff Partners Management, LP$194M AUM | 4.10% | $12M | 100.0K | Q2 2025OLDER |
| Bastion Asset Management Inc.$328M AUM | 2.61% | $9M | 67.1K | Q1 2026 |
| 140 Summer Partners LP$1.6B AUM | 2.46% | $40M | 315.2K | Q1 2026 |
| ADVISORY RESEARCH INC$813M AUM | 2.21% | $18M | 140.7K | Q1 2026 |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 2.11% | $5M | 36.7K | Q1 2026 |
| SMA Capital LLC$232M AUM | 2.04% | $5M | 37.0K | Q1 2026 |
| Thematics Asset Management$2.2B AUM | 1.33% | $29M | 208.6K | Q3 2025OLDER |
| Roubaix Capital, LLC$214M AUM | 1.10% | $2M | 18.5K | Q1 2026 |
| MIROVA$2.5B AUM | 1.01% | $25M | 194.4K | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 1.00% | $101M | 790.1K | Q1 2026 |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.89% | $34M | 262.1K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.86% | $27M | 213.3K | Q1 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.85% | $85M | 664.5K | Q1 2026 |
| Sheets Smith Investment Management$154M AUM | 0.83% | $1M | 9.1K | Q3 2025OLDER |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 0.81% | $29M | 241.4K | Q2 2025OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 0.77% | $45M | 351.6K | Q1 2026 |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.58% | $34M | 266.6K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.52% | $22M | 181.3K | Q2 2025OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 0.52% | $2M | 16.1K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.51% | $41M | 339.5K | Q2 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.51% | $71M | 557.4K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.50% | $40M | 330.3K | Q2 2025OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.50% | $25M | 194.4K | Q1 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP$361M AUM | 0.48% | $2M | 13.5K | Q1 2026 |
| Regents Gate Capital LLP$469M AUM | 0.45% | $2M | 16.6K | Q1 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.41% | $11M | 87.5K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.40% | $137M | 1.07M | Q1 2026 |
| Granahan Investment Management, LLC$2.1B AUM | 0.39% | $8M | 63.2K | Q1 2026 |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.34% | $9M | 69.7K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.32% | $44M | 343.0K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.29% | $1M | 8.8K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.28% | $1M | 7.9K | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.26% | $9M | 58.5K | Q4 2025OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.25% | $84M | 660.0K | Q1 2026 |
| Champlain Investment Partners, LLC$7.9B AUM | 0.25% | $19M | 151.6K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.23% | $6M | 47.0K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.22% | $1M | 10.2K | Q1 2026 |
| Nicholas Investment Partners, LP$1.4B AUM | 0.22% | $3M | 23.7K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.21% | $574,723 | 4.8K | Q2 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.21% | $10M | 75.3K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.20% | $538,625 | 3.8K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.20% | $14M | 117.2K | Q2 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.19% | $11M | 86.3K | Q1 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.18% | $25M | 195.8K | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.18% | $266M | 2.08M | Q1 2026 |
| Granite Investment Partners, LLC$1.6B AUM | 0.18% | $3M | 22.3K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.17% | $2M | 17.4K | Q1 2026 |
| Channing Capital Management, LLC$3.9B AUM | 0.15% | $6M | 45.9K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.15% | $3M | 20.3K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.15% | $43M | 339.0K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.14% | $580,402 | 4.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.14% | $19M | 151.8K | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.13% | $9M | 62.4K | Q3 2025OLDER |
| Lincoln Capital LLC$562M AUM | 0.13% | $678,988 | 5.6K | Q2 2025OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.13% | $85M | 564.7K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.12% | $741,646 | 5.8K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.12% | $24M | 184.5K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.11% | $858,776 | 6.7K | Q1 2026 |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.11% | $10M | 77.0K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.11% | $7M | 55.1K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.11% | $71M | 553.4K | Q1 2026 |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.11% | $4M | 30.9K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.10% | $1M | 7.9K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.10% | $457,950 | 3.8K | Q2 2025OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.10% | $1M | 8.5K | Q1 2026 |
| Impax Asset Management Group plc$14.3B AUM | 0.09% | $14M | 105.9K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.09% | $34M | 242.4K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.09% | $8M | 65.8K | Q2 2025OLDER |
| AXA S.A.$256M AUM | 0.09% | $31M | 260.2K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.09% | $13M | 99.3K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.09% | $2M | 13.1K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.09% | $33M | 255.4K | Q1 2026 |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.08% | $226,005 | 1.5K | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.08% | $1M | 10.1K | Q1 2026 |
| Willis Investment Counsel$1.8B AUM | 0.08% | $2M | 11.8K | Q1 2026 |
| DF DENT & CO INC$5.2B AUM | 0.08% | $6M | 37.9K | Q4 2025OLDER |
| LINDEN ADVISORS LP$17.9B AUM | 0.08% | $12M | 86.5K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.08% | $2M | 18.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.08% | $92,731 | 615 | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.08% | $57M | 448.2K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.08% | $2M | 13.8K | Q4 2025OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.08% | $8M | 59.1K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.08% | $447,545 | 3.5K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $24M | 185.9K | Q1 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.07% | $275,048 | 2.2K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $233,184 | 1.9K | Q2 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.07% | $21M | 168.1K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.07% | $7M | 54.8K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $4M | 34.3K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 17.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.06% | $7M | 54.9K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.06% | $4M | 28.5K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.06% | $466,984 | 3.7K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.06% | $535,255 | 3.8K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 14.3K | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 0.06% | $603,547 | 4.7K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.06% | $236,518 | 1.7K | Q3 2025OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.06% | $202,108 | 1.4K | Q3 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.05% | $508,155 | 4.0K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $288,081 | 1.9K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.05% | $3M | 23.0K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $366,680 | 2.9K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.05% | $813,637 | 6.4K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.05% | $395,118 | 3.1K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.05% | $4M | 28.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.04% | $214M | 1.68M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $137M | 907.2K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.04% | $254,074 | 1.8K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.04% | $661,472 | 5.2K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.04% | $352M | 2.75M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.04% | $9M | 62.6K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $320,570 | 2.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $32M | 250.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $28M | 218.7K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $766,910 | 5.1K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.04% | $56M | 434.7K | Q1 2026 |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.03% | $1M | 10.4K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $337,810 | 2.8K | Q2 2025OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.03% | $601,756 | 4.7K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.03% | $387,190 | 3.0K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.03% | $152,805 | 1.2K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.03% | $409,568 | 3.2K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $301,737 | 2.4K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $772,334 | 5.1K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $116,745 | 913 | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.03% | $486,162 | 3.8K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.03% | $1M | 8.0K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 29.3K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $219,809 | 1.7K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $22M | 174.8K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $823,099 | 6.4K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.02% | $59,515 | 395 | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $6M | 50.6K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $520,227 | 3.7K | Q3 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.02% | $467,621 | 3.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 8.1K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $945,409 | 7.4K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 14.2K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $221,033 | 1.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $21M | 163.3K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $20M | 156.1K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.02% | $370,882 | 3.1K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $88M | 686.8K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 11.9K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $205,488 | 1.6K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $969,255 | 7.6K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $248,597 | 1.8K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $347,568 | 2.9K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $57,678 | 472 | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $360M | 2.81M | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 34.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $102M | 799.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $33M | 254.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.02% | $981M | 7.67M | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $551,887 | 4.3K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.02% | $10M | 77.2K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $866,319 | 6.8K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $981,147 | 7.7K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.02% | $45,139 | 353 | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $215,307 | 1.4K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $18M | 143.9K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 14.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $331,951 | 2.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $4M | 30.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $17M | 130.5K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $481,175 | 3.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $560,198 | 4.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $8M | 61.5K | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $37,360 | 266 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $93M | 727.6K | Q1 2026 |
| First Eagle Investment Management, LLC$59.0B AUM | 0.01% | $8M | 63.0K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $643,698 | 5.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 68.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 8.5K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $45M | 349.8K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $116,617 | 912 | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $826M | 5.48M | Q4 2025OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.01% | $30,306 | 248 | Q2 2025OLDER |
| PineStone Asset Management Inc.$16.2B AUM | 0.01% | $2M | 12.9K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $10M | 70.7K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $45M | 348.9K | Q1 2026 |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 0.01% | $927,058 | 7.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $29M | 227.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $44M | 345.4K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 14.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 8.3K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $283,360 | 2.2K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $6M | 37.1K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $164M | 1.28M | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $16,574 | 110 | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $726,045 | 5.7K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $519,791 | 4.1K | Q1 2026 |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 0.01% | $40,280 | 315 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $51,404 | 402 | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 11.0K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 13.6K | Q1 2026 |
| Kimelman & Baird, LLC$1.2B AUM | 0.01% | $115,083 | 900 | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $228,793 | 1.6K | Q3 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $268,527 | 2.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $70M | 548.2K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 18.6K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 57.3K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $25,574 | 200 | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $255M | 2.00M | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $12M | 96.1K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $760,571 | 5.9K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 12.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $811,520 | 5.8K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 41.5K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $8M | 60.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $30M | 238.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $228,248 | 1.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $217,246 | 1.7K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $244,487 | 1.9K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 18.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $43M | 339.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $17M | 134.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $16M | 124.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $332,472 | 2.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.01% | $13M | 102.8K | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $322,473 | 2.3K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 14.8K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $298M | 2.33M | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $39M | 304.5K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $204,592 | 1.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $6M | 45.6K | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $249,347 | 1.9K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.01% | $28M | 221.6K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $774,253 | 6.1K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $40,663 | 318 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,823 | 69 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 55.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 18.3K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 29.4K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $192,707 | 1.3K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $295,508 | 2.3K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 13.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $14,960 | 117 | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $10M | 77.1K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $608,917 | 4.8K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.01% | $14,449 | 113 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 12.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $39M | 305.4K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $266,855 | 1.9K | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 11.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $460,460 | 3.6K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $747,536 | 6.2K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 20.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $367,243 | 2.9K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $6M | 47.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $86M | 569.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $216,100 | 1.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $31M | 240.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 338.8K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $9,643 | 64 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 203.5K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $2M | 13.3K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $215,845 | 1.7K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $685,767 | 5.4K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $317,629 | 2.5K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $13,008 | 93 | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $294,281 | 2.3K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $2M | 13.8K | Q2 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $626,052 | 4.9K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $618,349 | 4.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $60M | 466.7K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $420,082 | 3.3K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $239,114 | 1.6K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.00% | $305,993 | 2.4K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $15M | 118.8K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $5,883 | 46 | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $3M | 23.0K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $632,317 | 4.9K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $337,080 | 2.4K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $45,054 | 360 | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.00% | $19,181 | 150 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 21.0K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 13.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $70M | 550.9K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $5M | 35.3K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $364,685 | 2.9K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 19.9K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $272,107 | 2.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $117,385 | 918 | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 45.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 52.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 19.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $613,904 | 4.8K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $11,636 | 91 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $619,846 | 4.8K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.00% | $4,006 | 31 | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $319,453 | 2.5K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $20M | 152.8K | Q1 2026 |
| Candriam S.C.A.$20.1B AUM | 0.00% | $590,350 | 3.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $44M | 362.3K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $33,408 | 261 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $985,669 | 7.7K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $10,742 | 84 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 25.3K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $19,437 | 152 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 50.8K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $677,711 | 5.3K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $301,517 | 2.4K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $22,249 | 174 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 64.2K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $521,017 | 3.5K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $291,288 | 2.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $261,274 | 2.0K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $238,222 | 1.9K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $219,523 | 1.6K | Q3 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $3,197 | 25 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $22,249 | 174 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $19M | 152.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $711,385 | 5.6K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9M | 69.6K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $8,184 | 64 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $424,656 | 3.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $6M | 49.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 9.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 23.7K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $10M | 77.0K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 8.4K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,092 | 32 | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $895,090 | 7.0K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $3,836 | 30 | Q1 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.00% | $797,398 | 6.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $422,833 | 2.8K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $312,770 | 2.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 28.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 98.3K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $881,408 | 6.9K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $3,617 | 24 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $43,959 | 358 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $18,542 | 145 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $46,742 | 310 | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $1M | 8.1K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $19,888 | 132 | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $647,150 | 5.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $407,713 | 2.7K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 21.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $392,947 | 2.6K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $3M | 23.3K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $125,070 | 1.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $465,459 | 3.1K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $378,367 | 3.0K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $332,206 | 2.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $247,053 | 2.1K | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $765,253 | 5.1K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $242,983 | 1.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 9.8K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,777 | 53 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $263,924 | 2.1K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.00% | $2,430 | 19 | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 0.00% | $17,799 | 148 | Q2 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.00% | $302,539 | 2.4K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $353,944 | 2.8K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,987 | 39 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $253,565 | 2.0K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $51,148 | 400 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $217,417 | 1.4K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 35.0K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $238,483 | 1.7K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $10,244 | 80 | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 8.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $656,281 | 5.1K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $306,504 | 2.4K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,565 | 20 | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $233,363 | 1.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $72,118 | 564 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $17,518 | 137 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $4,987 | 39 | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $4,348 | 34 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,243 | 41 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $207,512 | 1.5K | Q3 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,279 | 10 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $18,924 | 148 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $559,948 | 4.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $733,285 | 5.7K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $406,627 | 3.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $432,152 | 3.4K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $439,233 | 3.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $266,482 | 2.1K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $1M | 10.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $552,015 | 4.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $13,664 | 106 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $24,051 | 200 | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $582,448 | 4.6K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $899,821 | 7.0K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $501,397 | 3.3K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 10.8K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,662 | 13 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $18,413 | 144 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $98,460 | 770 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $6,010 | 47 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,090 | 22 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,515 | 223 | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $222,332 | 1.6K | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $204,848 | 1.6K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,472 | 121 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $407,291 | 2.7K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $33,630 | 263 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $345,633 | 2.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $569,661 | 4.5K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,657 | 11 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $214,034 | 1.7K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $144,944 | 1.0K | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $768 | 6 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $512 | 4 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $5,244 | 41 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,932 | 15 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $257,797 | 2.0K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,411 | 11 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,849 | 72 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $59,226 | 463 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $898,287 | 7.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $502,316 | 3.9K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $23,784 | 186 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $342,820 | 2.7K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $896 | 7 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $601 | 5 | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $345,249 | 2.7K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $365,872 | 2.6K | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $90,402 | 600 | Q4 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $5,115 | 40 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $1,055 | 7 | Q4 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $1,790 | 14 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $5,498 | 43 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $86,485 | 574 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $25,318 | 198 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $41,174 | 322 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,580 | 28 | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $512 | 4 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,302 | 18 | Q1 2026 |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $40,103 | 325 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,613 | 83 | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $29,000 | 203 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,452 | 27 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $50,911 | 398 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $120 | 1 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $16,011 | 114 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $6,329 | 42 | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $384 | 3 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $5,589 | 48 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $17,469 | 137 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $895 | 7 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $24,295 | 190 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $384 | 3 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $256 | 2 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,171 | 21 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $562 | 4 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $2,813 | 22 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,174 | 17 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $384 | 3 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $248 | 2 | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,751 | 14 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $754 | 5 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $55,623 | 435 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $256 | 2 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $129 | 1 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $121 | 1 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $12,787 | 100 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $13,108 | 87 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $301 | 2 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $128 | 1 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $3,197 | 25 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $384 | 3 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $640 | 5 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $128 | 1 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $511 | 4 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $511 | 4 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $128 | 1 | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $197 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.