KNFKNIFE RIVER CORP
CUSIP 498894104 · Yahoo Finance ↗ · Google Finance ↗
Knife River Corp (KNF) has 385 institutional holders in Filings Flow’s 13F database, together reporting 54.24M shares worth $3.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
385
Q1 2026
Reported Value
$3.9B
Ticker
KNF
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MIG Capital, LLC$589M AUM | 4.93% | $29M | 413.4K | Q4 2025OLDER |
| Paradice Investment Management LLC$532M AUM | 4.70% | $25M | 306.6K | Q1 2026OLDER |
| 4D Advisors, LLC$158M AUM | 2.59% | $4M | 50.0K | Q1 2026OLDER |
| Voss Capital, LP$1.9B AUM | 2.40% | $50M | 710.0K | Q4 2025OLDER |
| Soapstone Management L.P.$140M AUM | 1.77% | $2M | 34.1K | Q4 2025OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 1.39% | $3M | 34.9K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 1.37% | $5M | 63.6K | Q3 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 1.35% | $5M | 55.5K | Q1 2026OLDER |
| Roubaix Capital, LLC$214M AUM | 1.35% | $3M | 37.8K | Q3 2025OLDER |
| PECAUT & CO.$308M AUM | 1.35% | $4M | 50.8K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 1.25% | $7M | 100.0K | Q4 2025OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 1.19% | $15M | 211.7K | Q4 2025OLDER |
| Future Fund LLC$284M AUM | 1.10% | $3M | 38.4K | Q1 2026OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 1.06% | $3M | 35.0K | Q3 2025OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.98% | $2M | 21.8K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.85% | $1M | 17.7K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.78% | $2M | 25.7K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$557M AUM | 0.59% | $3M | 39.3K | Q2 2026 |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.59% | $4M | 54.4K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.58% | $1M | 13.1K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.56% | $8M | 101.5K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.55% | $167M | 2.05M | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.53% | $73M | 898.4K | Q1 2026OLDER |
| Freemont Management S.A.$661M AUM | 0.45% | $907,066 | 11.8K | Q3 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.44% | $5M | 59.5K | Q1 2026OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.42% | $42M | 510.6K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.41% | $723,256 | 8.9K | Q1 2026OLDER |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.37% | $3M | 44.0K | Q3 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.36% | $1M | 13.1K | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 0.35% | $1M | 12.4K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.34% | $33M | 409.5K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.32% | $2M | 26.2K | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.31% | $43M | 526.7K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.27% | $408,250 | 5.0K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.26% | $3M | 40.0K | Q3 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.25% | $5M | 60.0K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.24% | $2M | 5.5K | Q4 2025OLDER |
| Carlson Capital, L.P.$318M AUM | 0.24% | $675,360 | 9.6K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.23% | $280,141 | 3.4K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.22% | $218M | 2.67M | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.21% | $923,000 | 13.1K | Q4 2025OLDER |
| Ausbil Investment Management Ltd$201M AUM | 0.20% | $366,491 | 5.0K | Q3 2025OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.17% | $425,783 | 5.5K | Q3 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.15% | $355,749 | 4.4K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.15% | $24M | 295.5K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.15% | $417,721 | 5.1K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.14% | $2M | 22.8K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.12% | $1M | 13.3K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.12% | $17M | 206.6K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.12% | $216,617 | 2.7K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 0.12% | $1M | 17.4K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.11% | $11M | 134.4K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.11% | $4M | 51.5K | Q3 2025OLDER |
| Gibbs Wealth Management$762M AUM | 0.11% | $453,229 | 5.7K | Q4 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.11% | $298,758 | 3.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.10% | $1M | 16.1K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.10% | $7M | 83.5K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.09% | $554,077 | 6.8K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.09% | $207,391 | 2.5K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.09% | $349,462 | 4.3K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.09% | $21M | 254.5K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.08% | $497,274 | 6.5K | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.08% | $47M | 577.3K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.08% | $8M | 98.8K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.08% | $4M | 45.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $284,144 | 4.0K | Q4 2025OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.07% | $550,417 | 6.6K | Q2 2026 |
| Shay Capital LLC$1.2B AUM | 0.07% | $721,088 | 10.3K | Q4 2025OLDER |
| Fractal Investments LLC$845M AUM | 0.07% | $515,183 | 6.7K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $93M | 1.13M | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.07% | $10M | 123.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $4M | 50.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.07% | $2M | 29.4K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.06% | $91,997 | 1.13M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $296,716 | 3.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.06% | $608,637 | 7.3K | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $349,935 | 4.4K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.06% | $357,138 | 4.4K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.06% | $51M | 664.3K | Q3 2025OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.06% | $314,691 | 3.8K | Q2 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.06% | $289,285 | 3.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.06% | $42M | 518.1K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.06% | $233,437 | 2.9K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 0.05% | $373,304 | 4.6K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.05% | $218,465 | 2.8K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.05% | $724,605 | 10.3K | Q4 2025OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.05% | $850,770 | 11.5K | Q3 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.05% | $2M | 23.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.05% | $231,522 | 3.3K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 13.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $415,032 | 5.1K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.05% | $7M | 87.7K | Q2 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $38M | 468.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.04% | $327,831 | 4.7K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.04% | $367,205 | 4.50M | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $210,316 | 2.7K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.04% | $33M | 405.3K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.04% | $707,171 | 8.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $1M | 20.6K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 15.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.04% | $2M | 21.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 66.9K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $2M | 29.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $230,610 | 3.0K | Q3 2025OLDER |
| Elgethun Capital Management$605M AUM | 0.03% | $190,816 | 2.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $418,619 | 5.1K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $6M | 79.1K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.03% | $29M | 380.0K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 0.03% | $216M | 2.64M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $191M | 2.34M | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.03% | $96,919 | 1.2K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.03% | $908,615 | 11.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $959,568 | 12.5K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 21.3K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $706,455 | 10.0K | Q4 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.03% | $268,507 | 3.5K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $120M | 1.46M | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.02% | $32M | 421.9K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $5M | 58.3K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $18M | 218.9K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 16.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $453,076 | 5.5K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.02% | $14M | 175.2K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $157,830 | 1.9K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.02% | $144M | 1.76M | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $52,664 | 645 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.02% | $212,944 | 2.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $12M | 152.7K | Q1 2026OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.02% | $2M | 20.7K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 21.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.02% | $6M | 71.1K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $303,248 | 3.7K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $6M | 69.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $20,657 | 253 | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.02% | $20,657 | 253 | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $33,515 | 436 | Q3 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.02% | $40,335 | 494 | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $1M | 16.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 12.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $602,005 | 7.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $820,909 | 10.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.02% | $46M | 527.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $272,888 | 3.9K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.01% | $217,653 | 2.7K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $226,305 | 2.9K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 15.2K | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $333,377 | 4.1K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $229,085 | 3.7K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $8M | 100.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $91,857 | 1.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $203,472 | 2.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $947,467 | 11.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $45M | 556.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 19.1K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 45.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $224M | 2.74M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 168.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $18M | 224.0K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $353,295 | 4.6K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $18,861 | 231 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $7M | 81.0K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $264,709 | 3.2K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $384,350 | 5.0K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 15.7K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $381,227 | 5.4K | Q4 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $4M | 47.7K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $19,491 | 233 | Q2 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $49,521 | 592 | Q2 2026 |
| Mendota Financial Group, LLC$161M AUM | 0.01% | $14,068 | 183 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $569M | 6.97M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $312,883 | 3.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $987,149 | 12.1K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $41,233 | 505 | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.01% | $2M | 22.6K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 13.4K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $258,341 | 3.2K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $110,228 | 1.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 18.1K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $297,103 | 3.9K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $56M | 681.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $61,238 | 750 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $32M | 394.3K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 25.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $69M | 849.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $259,403 | 3.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $59,586 | 847 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 54.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $57M | 700.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $321,211 | 3.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 15.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $746,036 | 9.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $117M | 1.43M | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $2,603 | 37 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 23.8K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 24.7K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $26,136 | 340 | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $411,670 | 5.0K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.01% | $158,020 | 2.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $201,920 | 2.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,373 | 226 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.01% | $9M | 112.5K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $27,190 | 333 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 22.0K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.01% | $11,186 | 137 | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 14.2K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $400M | 5.69M | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $168M | 2.06M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 15.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 66.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 17.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $11M | 129.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $656,467 | 8.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $30M | 367.6K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.01% | $41,315 | 506 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $9M | 112.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $7M | 89.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $208M | 2.55M | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.01% | $8,119 | 90 | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $241,765 | 3.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $6,042 | 74 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $213,515 | 2.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $84M | 1.19M | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $2M | 19.7K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $14,207 | 174 | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $30,129 | 369 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 194.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $467,120 | 5.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $659,487 | 8.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $17,310 | 212 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 131.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $29M | 356.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $300,063 | 3.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $6,450 | 79 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $16,167 | 198 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $375,739 | 5.3K | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $34,046 | 417 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $136,927 | 1.7K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 21.2K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $776,083 | 9.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $846,057 | 10.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $46,258 | 553 | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1M | 13.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 45.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $982,315 | 12.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $12,901 | 158 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $699,415 | 8.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $769,634 | 9.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 52.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $363,518 | 4.7K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $101,528 | 1.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 19.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 51.8K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $50,786 | 622 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 69.7K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $49,939 | 597 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 23.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $521,009 | 6.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $41,886 | 513 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $928,409 | 13.2K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 23.4K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $659,313 | 8.6K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $257,688 | 3.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $3,256 | 42.4K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 151.6K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $376,663 | 4.9K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $337,786 | 4.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $349,625 | 4.3K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $121,169 | 1.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 14.4K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $12,530 | 163 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 111.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 16.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $64,996 | 777 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 392.5K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $293,490 | 3.8K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 136.8K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $235,532 | 3.3K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $61,973 | 759 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 22.4K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7M | 81.1K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $16,228 | 194 | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 15.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 18.2K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $6,124 | 75 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 26.7K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $934,861 | 11.4K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $6,859 | 84 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 24.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $61,232 | 732 | Q2 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 25.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 33.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 16.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 13.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 16.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $124,163 | 1.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 37.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $30M | 363.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 13.6K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $12,166 | 149 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 75.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $266,424 | 3.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $648,930 | 8.8K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $266,996 | 3.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 32.6K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $266,345 | 3.8K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 83.0K | Q2 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $862,632 | 10.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $227,477 | 2.8K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $12,248 | 150 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 65.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $310,270 | 3.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 55.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $4,291 | 61 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $5,471 | 67 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $24,482 | 348 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 12.9K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $22,372 | 274 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $75,527 | 925 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 29.7K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $1,922 | 25 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 33.8K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.00% | $203,382 | 2.9K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 22.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $708,723 | 8.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $628,705 | 7.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $11,023 | 135 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $9,390 | 115 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 24.7K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $5,612 | 73 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 70.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $240,704 | 2.9K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $241,766 | 3.0K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $9,638 | 137 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $798,047 | 9.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $803,436 | 9.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,206 | 74 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $17,391 | 213 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $7,380 | 96 | Q3 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $39,764 | 487 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $817 | 10 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $193,837 | 2.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $240,786 | 2.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $277,773 | 3.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $231,478 | 2.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $459,140 | 5.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $269,229 | 3.8K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,202 | 39 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $606,660 | 7.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $353,545 | 4.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $45,071 | 552 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $367,752 | 4.5K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $8,030 | 96 | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $32,742 | 401 | Q2 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,613 | 32 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 113.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,061 | 13 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,618 | 23 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 16.0K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $1,552 | 19 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 25.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $401,310 | 4.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $221,321 | 3.1K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $368,898 | 4.5K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,960 | 24 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $1,225 | 15 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $30,594 | 398 | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,960 | 24 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $653 | 8 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $13,718 | 168 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,491 | 55 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,900 | 109 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $246,583 | 3.0K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $456,015 | 5.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $615 | 8 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 47.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,004 | 245 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,531 | 31 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $1,225 | 15 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $5,144 | 63 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $896 | 11 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,368 | 29 | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $844 | 12 | Q4 2025OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $49,398 | 605 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $20,683 | 294 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,820 | 157 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $629,790 | 7.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $256,217 | 3.6K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $608,959 | 7.6K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $461 | 6 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 18.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,633 | 20 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,859 | 133 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $142,177 | 2.0K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $4,083 | 50 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $23,648 | 288 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $384,735 | 4.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $18,861 | 231 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $10,400 | 139 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $10,778 | 132 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $245 | 3 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,225 | 15 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11,186 | 137 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $653 | 8 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $817 | 10 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $735 | 9 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $8,165 | 100 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $630,175 | 7.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,982 | 159 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $572 | 7 | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $154 | 2 | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $323,171 | 4.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $27,598 | 338 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,838 | 47 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,878 | 23 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $245 | 3 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $245 | 3 | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $718 | 9 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,124 | 75 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $245 | 3 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $36,334 | 445 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $721,786 | 8.8K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $22,699 | 278 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $310,597 | 3.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,286 | 28 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $735 | 9 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $14,044 | 172 | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $141 | 2 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $422 | 6 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,844 | 34 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $11,921 | 146 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $490 | 6 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $33,395 | 409 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $9,762 | 127 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $654 | 8 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $735 | 9 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $163 | 2 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $141 | 2 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,768 | 23 | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $164 | 2 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $489 | 6 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $12,323 | 150 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $769 | 10 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $846 | 11 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,167 | 198 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $46,786 | 573 | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $84 | 1 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,960 | 24 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $77 | 1 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $97 | 1 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $70 | 1 | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $163 | 2 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $408 | 5 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $77 | 1 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $980 | 12 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $10,941 | 134 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $17,718 | 217 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $82 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2 | 39 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.