JHXJAMES HARDIE INDS PLC
CUSIP G4253H101 · Yahoo Finance ↗ · Google Finance ↗
James Hardie Inds PLC (JHX) has 292 institutional holders in Filings Flow’s 13F database, together reporting 269.72M shares worth $5.1B as of Q1 2026. The largest reported holders are Wellington Management Group LLP, FMR LLC, and D1 Capital Partners L.P..
Institutional Holders
292
Q1 2026
Reported Value
$5.1B
Ticker
JHX
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.19% | $1.0B | 52.80M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.03% | $592M | 31.25M | Q1 2026 |
| D1 Capital Partners L.P.$11.2B AUM | 4.77% | $536M | 28.30M | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.08% | $237M | 11.61M | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.42% | $147M | 7.78M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $147M | 8.38M | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.15% | $119M | 6.28M | Q1 2026 |
| Hill City Capital, LP$2.8B AUM | 3.80% | $106M | 5.62M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $106M | 5.62M | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.98% | $103M | 5.45M | Q1 2026 |
| Slate Path Capital LP$6.7B AUM | 1.51% | $102M | 5.36M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $96M | 5.06M | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.33% | $78M | 4.13M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.11% | $73M | 3.84M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.11% | $69M | 3.62M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $64M | 3.37M | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.45% | $64M | 3.37M | Q1 2026 |
| RDST Capital LLC$1.0B AUM | 5.91% | $61M | 3.24M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.01% | $59M | 3.11M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.01% | $54M | 2.87M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $52M | 2.74M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $48M | 2.51M | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.11% | $44M | 2.32M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $41M | 2.16M | Q1 2026 |
| Stephens Investment Management Group LLC$7.3B AUM | 0.55% | $40M | 2.12M | Q1 2026 |
| ACK Asset Management LLC$801M AUM | 4.96% | $40M | 2.10M | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $39M | 2.05M | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 0.50% | $38M | 2.00M | Q1 2026 |
| Merewether Investment Management, LP$5.2B AUM | 0.72% | $37M | 1.96M | Q1 2026 |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.62% | $36M | 1.92M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $35M | 1.86M | Q1 2026 |
| Interval Partners, LP$3.8B AUM | 0.59% | $33M | 1.60M | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.05% | $33M | 1.72M | Q1 2026 |
| Kinetic Partners Management, LP$1.8B AUM | 1.81% | $32M | 1.71M | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.04% | $32M | 1.69M | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.12% | $32M | 1.69M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $32M | 1.77M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $31M | 1.66M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $29M | 1.51M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $28M | 1.49M | Q1 2026 |
| Junto Capital Management LP$4.7B AUM | 0.58% | $26M | 1.27M | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.15% | $26M | 1.35M | Q1 2026 |
| BWCP, LP$656M AUM | 3.50% | $23M | 1.21M | Q1 2026 |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.29% | $22M | 1.17M | Q1 2026 |
| Long Pond Capital, LP$1.0B AUM | 2.09% | $22M | 1.16M | Q1 2026 |
| Senator Investment Group LP$2.2B AUM | 0.96% | $21M | 1.11M | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.03% | $20M | 1.08M | Q1 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.27% | $20M | 1.05M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $19M | 1.02M | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.07% | $19M | 993.3K | Q1 2026 |
| Rivermont Capital Management LP$475M AUM | 4.23% | $18M | 857.2K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $17M | 917.9K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.35% | $17M | 916.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $17M | 881.4K | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.00% | $16M | 847.5K | Q1 2026 |
| Clearline Capital LP$1.9B AUM | 0.76% | $15M | 769.5K | Q1 2026 |
| Sea Cliff Partners Management, LP$194M AUM | 7.03% | $14M | 719.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $14M | 718.2K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $13M | 635.3K | Q4 2025OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.13% | $13M | 673.7K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.07% | $12M | 653.2K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.65% | $12M | 569.2K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $11M | 592.8K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.01% | $10M | 521.5K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $9M | 481.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 478.5K | Q1 2026 |
| Invenomic Capital Management LP$2.2B AUM | 0.41% | $9M | 420.7K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.88% | $9M | 448.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $8M | 418.2K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.11% | $8M | 420.2K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.06% | $8M | 405.9K | Q1 2026 |
| CANYON CAPITAL ADVISORS LLC$772M AUM | 0.98% | $8M | 398.7K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.03% | $7M | 386.6K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 366.8K | Q1 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.47% | $7M | 326.7K | Q4 2025OLDER |
| Capula Management Ltd$14.1B AUM | 0.05% | $7M | 349.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $6M | 341.5K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.60% | $6M | 315.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 309.4K | Q1 2026 |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.15% | $6M | 301.0K | Q1 2026 |
| Roubaix Capital, LLC$214M AUM | 2.61% | $6M | 291.3K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.07% | $6M | 291.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 289.0K | Q1 2026 |
| Zimmer Partners, LP$4.1B AUM | 0.11% | $5M | 275.0K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 253.2K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 275.3K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $5M | 239.3K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $5M | 253.4K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.08% | $5M | 245.6K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.14% | $5M | 219.8K | Q4 2025OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.05% | $5M | 240.8K | Q1 2026 |
| FORMULA GROWTH LTD$222M AUM | 2.02% | $4M | 236.8K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $4M | 224.7K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.01% | $4M | 215.8K | Q3 2025OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.05% | $4M | 208.8K | Q1 2026 |
| Heights Point Management, LP$108M AUM | 3.59% | $4M | 204.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 196.8K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $4M | 196.7K | Q1 2026 |
| Clean Energy Transition LLP$1.5B AUM | 0.27% | $4M | 191.3K | Q3 2025OLDER |
| Cercano Management LLC$2.3B AUM | 0.16% | $4M | 190.7K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.01% | $4M | 188.6K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.05% | $4M | 171.9K | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $4M | 185.4K | Q3 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.01% | $3M | 172.1K | Q1 2026 |
| ING GROEP NV$16.4B AUM | 0.02% | $3M | 170.7K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $3M | 169.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 159.1K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $3M | 159.1K | Q1 2026 |
| Caledonia (Private) Investments Pty Ltd$3.4B AUM | 0.09% | $3M | 157.3K | Q1 2026 |
| BEACONLIGHT CAPITAL, LLC$190M AUM | 1.54% | $3M | 153.9K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 153.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 151.8K | Q1 2026 |
| CastleKnight Management LP$6.0B AUM | 0.05% | $3M | 151.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 147.0K | Q1 2026 |
| STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM | 0.09% | $3M | 144.8K | Q1 2026 |
| Monaco Asset Management SAM$542M AUM | 0.47% | $3M | 130.0K | Q4 2025OLDER |
| LM Asset Management Inc.$192M AUM | 2.03% | $3M | 140.0K | Q3 2025OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.39% | $3M | 141.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 135.2K | Q1 2026 |
| Game Creek Capital, LP$301M AUM | 0.85% | $3M | 135.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 134.4K | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $2M | 131.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 114.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 114.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 112.4K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.02% | $2M | 111.1K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.03% | $2M | 111.0K | Q1 2026 |
| Ionic Capital Management LLC$1.4B AUM | 0.15% | $2M | 106.1K | Q1 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.16% | $2M | 101.6K | Q3 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.15% | $2M | 101.4K | Q1 2026 |
| ArchPoint Investors$420M AUM | 0.45% | $2M | 100.0K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.10% | $2M | 90.3K | Q4 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.04% | $2M | 97.2K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.12% | $2M | 97.1K | Q1 2026 |
| Resolute Capital Asset Partners LLC$190M AUM | 0.90% | $2M | 90.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 81.5K | Q1 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.49% | $2M | 79.8K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 78.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 76.1K | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $1M | 77.2K | Q1 2026 |
| One Madison Group LLC$866M AUM | 0.17% | $1M | 76.3K | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.05% | $1M | 75.0K | Q1 2026 |
| ELWOOD CAPITAL PARTNERS LP$197M AUM | 0.72% | $1M | 75.0K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.17% | $1M | 67.5K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 70.9K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 64.0K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.17% | $1M | 69.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 66.3K | Q1 2026 |
| HighVista Strategies LLC$362M AUM | 0.34% | $1M | 65.6K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 65.3K | Q1 2026 |
| Treasurer of the State of North Carolina$31.8B AUM | 0.00% | $1M | 63.9K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.22% | $1M | 60.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 59.3K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 58.1K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.22% | $1M | 56.5K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 56.6K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 55.9K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.02% | $1M | 55.3K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $961,922 | 50.1K | Q3 2025OLDER |
| Diameter Capital Partners LP$1.1B AUM | 0.09% | $947,000 | 50.0K | Q1 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.28% | $947,000 | 50.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $920,758 | 48.6K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.02% | $897,000 | 47.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $878,039 | 46.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $869,002 | 45.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $863,602 | 46.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $855,689 | 45.2K | Q1 2026 |
| Union Square Park Capital Management, LLC$176M AUM | 0.48% | $852,300 | 45.0K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $846,845 | 44.7K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $823,057 | 43.5K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $784,968 | 41.4K | Q1 2026 |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.05% | $768,400 | 40.0K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $740,175 | 39.1K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $734,872 | 38.8K | Q1 2026 |
| Machina Capital S.A.S.$508M AUM | 0.14% | $730,061 | 38.5K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 0.27% | $727,099 | 37.9K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $678,469 | 35.8K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.04% | $676,132 | 35.2K | Q3 2025OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $672,957 | 35.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $655,286 | 34.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $646,013 | 33.6K | Q3 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $624,325 | 32.5K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $602,160 | 31.8K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $591,723 | 31.2K | Q1 2026 |
| First Eagle Investment Management, LLC$59.0B AUM | 0.00% | $590,473 | 31.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $581,474 | 30.7K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $564,260 | 29.8K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $543,976 | 28.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $538,000 | 25.9K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $536,154 | 28.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $533,469 | 25.7K | Q4 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.07% | $522,498 | 27.6K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $507,592 | 26.8K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $489,334 | 25.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $486,891 | 25.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $479,744 | 23.1K | Q4 2025OLDER |
| FCA CORP /TX$354M AUM | 0.13% | $473,500 | 25.0K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $468,302 | 24.4K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $454,239 | 24.0K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $446,321 | 23.6K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $442,723 | 23.4K | Q1 2026 |
| Shay Capital LLC$1.2B AUM | 0.05% | $438,489 | 21.1K | Q4 2025OLDER |
| Wolf Hill Capital Management, LP$1.0B AUM | 0.05% | $428,737 | 20.7K | Q4 2025OLDER |
| Paladin Wealth, LLC$172M AUM | 0.30% | $417,472 | 21.7K | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $416,491 | 22.0K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $408,577 | 23.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $384,804 | 20.3K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $381,489 | 20.1K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $381,489 | 20.1K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.03% | $367,947 | 19.4K | Q1 2026 |
| Green Alpha Advisors, LLC$102M AUM | 0.36% | $366,863 | 20.9K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $366,072 | 19.3K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $363,357 | 18.9K | Q3 2025OLDER |
| ClearAlpha Technologies LP$49M AUM | 0.95% | $347,298 | 18.1K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $345,592 | 18.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $341,261 | 18.0K | Q1 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.08% | $314,252 | 16.6K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $309,000 | 16.3K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $306,544 | 16.2K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $305,377 | 14.7K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.07% | $301,124 | 14.5K | Q4 2025OLDER |
| Quantessence Capital LLC$21M AUM | 0.10% | $301,117 | 15.7K | Q3 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $300,377 | 14.5K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $293,876 | 32.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $293,381 | 15.5K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $284,100 | 15.0K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.02% | $279,213 | 14.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $274,204 | 14.3K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $273,929 | 14.5K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $264,232 | 14.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $263,619 | 13.8K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $256,467 | 13.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $254,440 | 13.4K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $251,034 | 12.1K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $250,879 | 13.2K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $250,507 | 9.3K | Q2 2025OLDER |
| Scientech Research LLC$120M AUM | 0.20% | $242,697 | 12.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $232,969 | 12.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $230,450 | 11.1K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $229,514 | 12.1K | Q1 2026 |
| Radnor Capital Management, LLC$676M AUM | 0.03% | $228,008 | 12.5K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $222,814 | 11.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $222,451 | 11.7K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $221,722 | 11.5K | Q3 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.02% | $215,385 | 10.4K | Q4 2025OLDER |
| NORGES BANK$0 AUM | 0.00% | $213,372 | 10.3K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $213,289 | 11.1K | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $208,025 | 10.8K | Q3 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.01% | $207,500 | 10.0K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $206,426 | 8.9K | Q4 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.02% | $205,797 | 10.7K | Q3 2025OLDER |
| OSSIAM$5.7B AUM | 0.00% | $203,965 | 10.8K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $200,964 | 9.7K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $200,881 | 9.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $197,790 | 10.4K | Q1 2026 |
| State of Wyoming$844M AUM | 0.02% | $193,453 | 10.2K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $192,542 | 10.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.03% | $191,635 | 10.1K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $191,000 | 10.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $186,882 | 9.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $183,510 | 9.7K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $183,320 | 9.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $176,047 | 9.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $167,159 | 8.8K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.01% | $164,485 | 7.9K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $154,702 | 8.2K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.01% | $152,896 | 8.0K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $130,497 | 6.9K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $127,883 | 6.8K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $127,712 | 6.7K | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $100,640 | 4.8K | Q4 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.06% | $90,912 | 4.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $85,838 | 4.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $77,777 | 4.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $63,449 | 3.4K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $60,153 | 3.2K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $47,028 | 2.5K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $45,532 | 2.4K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $45,115 | 2.4K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.03% | $37,047 | 2.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $35,214 | 1.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $32,972 | 1.6K | Q4 2025OLDER |
| Modus Advisors, LLC$363M AUM | 0.01% | $31,125 | 1.5K | Q4 2025OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $28,031 | 1.5K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21,518 | 1.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $21,081 | 1.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $20,240 | 1.1K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $19,584 | 1.0K | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $19,565 | 1.0K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $19,210 | 1.0K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,205 | 1.0K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $19,182 | 999 | Q3 2025OLDER |
| CX Institutional$3.5B AUM | 0.00% | $19,000 | 986 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $18,940 | 1.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $18,485 | 976 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $18,069 | 954 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $17,439 | 921 | Q1 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 0.01% | $15,910 | 840 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $14,000 | 685 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $12,709 | 671 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $11,269 | 595 | Q1 2026 |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $10,728 | 517 | Q4 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $10,000 | 532 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $9,317 | 485 | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $8,819 | 425 | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.00% | $8,523 | 450 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,781 | 375 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $7,538 | 398 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,263 | 350 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $7,160 | 378 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $6,989 | 369 | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $6,908 | 360 | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.00% | $6,412 | 309 | Q4 2025OLDER |
| Covestor Ltd$144M AUM | 0.00% | $6,000 | 325 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,871 | 310 | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $5,682 | 300 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,682 | 300 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $5,395 | 260 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,379 | 280 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $5,227 | 276 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,037 | 266 | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $4,925 | 260 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $4,924 | 260 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.00% | $4,636 | 250 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $4,000 | 198 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $3,939 | 208 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,902 | 188 | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,845 | 203 | Q1 2026 |
| Pandora Wealth, Inc.$165M AUM | 0.00% | $3,714 | 179 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $3,580 | 189 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $3,428 | 181 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,803 | 148 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $2,709 | 143 | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $2,689 | 142 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,636 | 127 | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,538 | 134 | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $2,330 | 123 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,273 | 120 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,159 | 114 | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $2,000 | 105 | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $2,000 | 112 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,667 | 88 | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,515 | 80 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,270 | 67 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,193 | 63 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,174 | 62 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,055 | 55 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,004 | 53 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $1,000 | 39 | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $884 | 46 | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $834 | 44 | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.00% | $833 | 44 | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $777 | 41 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $758 | 40 | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $758 | 40 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $682 | 36 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $673 | 35 | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $602 | 29 | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $573 | 30 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $569 | 30 | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.00% | $530 | 28 | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $530 | 28 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $492 | 26 | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 0.00% | $480 | 25 | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $477 | 23 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $474 | 25 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $474 | 25 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $469 | 23 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $424 | 21 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $398 | 21 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $395 | 19 | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $385 | 20 | Q3 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $384 | 20 | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $341 | 18 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $341 | 18 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $332 | 16 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $250 | 13 | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $228 | 12 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $220 | 11 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $208 | 11 | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $208 | 11 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $193 | 10 | Q3 2025OLDER |
| First Pacific Financial$777M AUM | 0.00% | $193 | 10 | Q3 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $168 | 9 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $154 | 8 | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $154 | 8 | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $133 | 7 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $132 | 7 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $125 | 6 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $97 | 5 | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $95 | 5 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $83 | 4 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $76 | 4 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $62 | 3 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $62 | 3 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $38 | 2 | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $21 | 1 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $3 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.