KRGKITE REALTY GROUP TRUST
CUSIP 49803T300 · Yahoo Finance ↗ · Google Finance ↗
Kite Realty Group Trust (KRG) has 370 institutional holders in Filings Flow’s 13F database, together reporting 209.19M shares worth $4.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
370
Q1 2026
Reported Value
$4.4B
Ticker
KRG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TOWN LANE MANAGEMENT LP$106M AUM | 24.60% | $26M | 1.06M | Q1 2026OLDER |
| Argosy-Lionbridge Management, LLC$143M AUM | 3.60% | $6M | 235.0K | Q4 2025OLDER |
| BERNZOTT CAPITAL ADVISORS$209M AUM | 3.23% | $7M | 274.2K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 2.75% | $27M | 1.09M | Q1 2026OLDER |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM | 2.30% | $58M | 2.37M | Q1 2026OLDER |
| HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM | 2.15% | $32M | 1.41M | Q3 2025OLDER |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 2.00% | $194M | 7.90M | Q1 2026OLDER |
| Presima Securities ULC$178M AUM | 0.93% | $2M | 67.9K | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 0.83% | $5M | 215.1K | Q1 2026OLDER |
| Vert Asset Management LLC$365M AUM | 0.79% | $3M | 101.4K | Q2 2026 |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.69% | $9M | 367.6K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.58% | $171M | 6.98M | Q1 2026OLDER |
| AEW CAPITAL MANAGEMENT L P$1.4B AUM | 0.51% | $9M | 407.5K | Q3 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.50% | $22M | 885.8K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.43% | $20M | 832.4K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.33% | $4M | 151.5K | Q1 2026OLDER |
| DigitalBridge Group, Inc.$1.6B AUM | 0.32% | $5M | 207.9K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.30% | $9M | 356.8K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.27% | $9M | 355.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.26% | $153M | 6.24M | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.25% | $19M | 768.3K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.24% | $601,815 | 25.1K | Q4 2025OLDER |
| Anson Funds Management LP$2.3B AUM | 0.20% | $2M | 90.6K | Q4 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.16% | $343,356 | 14.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.16% | $21M | 953.9K | Q3 2025OLDER |
| Vanderbilt University$526M AUM | 0.15% | $858,629 | 35.8K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.14% | $4M | 154.9K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.13% | $604,579 | 21.3K | Q2 2026 |
| APG Asset Management US Inc.$13.0B AUM | 0.13% | $17M | 691.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $518,099 | 21.1K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.11% | $33M | 1.33M | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.10% | $270,980 | 11.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.09% | $8M | 323.1K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.08% | $462,745 | 18.8K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 0.08% | $1M | 46.6K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.07% | $969,725 | 39.5K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.07% | $295,312 | 12.0K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.06% | $73,650 | 3.0K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.06% | $527,653 | 21.5K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.06% | $552,375 | 22.5K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.05% | $229,935 | 9.4K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.05% | $9M | 365.8K | Q4 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $187,660 | 7.6K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.05% | $335,926 | 13.7K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.05% | $31M | 1.25M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.05% | $94,173 | 4.2K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $6M | 236.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $11M | 463.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.04% | $952,368 | 38.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 57.6K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.04% | $243,163 | 10.1K | Q4 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $509,970 | 20.8K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $384,073 | 17.2K | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.04% | $10M | 416.1K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 0.04% | $214,080 | 9.6K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 86.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.04% | $4M | 163.4K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.04% | $1M | 56.9K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.04% | $970,996 | 39.6K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $5M | 183.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 85.7K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.03% | $1M | 56.7K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.03% | $586,475 | 23.9K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $1M | 60.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $36M | 1.48M | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $6M | 225.8K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $536,176 | 22.4K | Q4 2025OLDER |
| Candriam S.C.A.$20.1B AUM | 0.03% | $6M | 244.6K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.03% | $45M | 1.82M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $6M | 228.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 50.6K | Q2 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $895,732 | 36.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 62.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.03% | $25M | 1.02M | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.03% | $20M | 832.7K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $6M | 262.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $464M | 18.91M | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $322,123 | 13.1K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.02% | $239,363 | 9.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $123,579 | 5.0K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.02% | $814,937 | 33.2K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.02% | $42,913 | 1.7K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $777,016 | 27.4K | Q2 2026 |
| DAGCO, INC.$461M AUM | 0.02% | $100,925 | 4.1K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $7M | 265.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $7M | 298.3K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $339,821 | 13.8K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $8M | 334.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $6M | 250.5K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.02% | $39,280 | 1.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $4M | 152.2K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 72.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 63.6K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $392,162 | 16.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 48.5K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $10M | 417.6K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $139,714 | 5.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $79M | 3.20M | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $391,769 | 16.0K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.02% | $78,074 | 2.8K | Q2 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $17M | 709.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 54.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $97M | 3.94M | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $1M | 44.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $5M | 197.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $540,272 | 22.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $802M | 32.65M | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $385,484 | 15.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $18,419 | 649 | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 46.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 58.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $49M | 2.01M | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $52,696 | 1.9K | Q2 2026 |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $2M | 96.2K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 46.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 207.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $146M | 5.95M | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $7M | 305.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $731M | 30.50M | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $297M | 12.09M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $159M | 6.51M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $77M | 3.14M | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $18,616 | 758 | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $306,801 | 12.5K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $27,374 | 1.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $17,185 | 700 | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $1M | 49.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $209,597 | 8.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 115.2K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $826,427 | 33.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $18M | 715.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $150M | 6.09M | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $10M | 418.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $38M | 1.57M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $34M | 1.39M | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $249,576 | 10.2K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 59.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 92.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $52M | 2.12M | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $93,030 | 3.3K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $359,255 | 14.6K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.01% | $662,533 | 29.7K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $217,561 | 7.7K | Q2 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $29M | 1.18M | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $438,168 | 17.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 78.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $41M | 1.67M | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $32M | 1.32M | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $12M | 493.6K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $1M | 45.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $631,603 | 28.3K | Q3 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.01% | $867,008 | 35.3K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $31,670 | 1.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 263.9K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $207,568 | 9.3K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 52.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $32M | 1.32M | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $18,264 | 819 | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $206,669 | 8.6K | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $38,593 | 1.6K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.01% | $281,292 | 12.6K | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $2M | 85.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $11M | 428.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $370,983 | 16.6K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $24M | 987.7K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $443,267 | 15.6K | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $229M | 9.35M | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $122,750 | 5.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $377,873 | 15.4K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $783,415 | 31.9K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $10M | 427.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $970,953 | 39.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 117.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $341,795 | 13.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $237,374 | 9.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $1M | 54.6K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $576,139 | 23.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $410,427 | 16.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $646,770 | 26.3K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $15,437 | 644 | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $9M | 352.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $297,669 | 12.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 170.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $294,453 | 12.0K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $837,081 | 34.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $259,081 | 10.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $449,854 | 18.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 207.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 98.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $6,779 | 304 | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $5M | 204.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $37M | 1.52M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 166.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $10M | 398.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $206,485 | 8.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 277.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $968,031 | 39.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $17,139 | 715 | Q2 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $425,438 | 17.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 105.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $11M | 464.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 102.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $982,098 | 40.0K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.00% | $265,516 | 11.1K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $22M | 888.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $618,402 | 25.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $270,688 | 11.0K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $2M | 80.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 77.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 54.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $169,338 | 6.9K | Q2 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $210,380 | 8.8K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $550,632 | 22.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 169.0K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $4M | 178.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $95,893 | 3.9K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 62.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $717,720 | 29.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 56.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,830 | 156 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 279.3K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $224,976 | 9.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $9M | 346.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 72.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $491,123 | 20.0K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 0.00% | $235,508 | 9.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $547,408 | 20.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $30,417 | 1.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $690,197 | 28.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $465,838 | 19.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 61.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 322.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 653.9K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.00% | $416,287 | 17.4K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 118.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $639,233 | 26.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,253 | 461 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $38M | 1.60M | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 200.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $65,463 | 2.7K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 64.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $66,874 | 2.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $31,522 | 1.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $37M | 1.49M | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $2,038 | 83 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $374,608 | 15.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,390 | 301 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 281.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 149.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 49.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $4,788 | 195 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $343,455 | 14.0K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $39,893 | 1.6K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $345,192 | 14.4K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $397,890 | 16.2K | Q1 2026OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.00% | $50,892 | 2.1K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $14,780 | 602 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $82,869 | 3.5K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $987,745 | 40.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $284,721 | 11.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $228,168 | 9.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $216,678 | 8.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 44.2K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $81,580 | 3.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $7,537 | 307 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,473 | 60 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $955,278 | 38.9K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $353,596 | 14.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $18,721 | 781 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 56.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $255,566 | 10.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $36,554 | 1.5K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $105,492 | 4.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 44.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $649,249 | 26.4K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 99.2K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $204,268 | 9.2K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 91.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 86.4K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,510 | 61.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $693,661 | 28.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $945,704 | 39.5K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $754,517 | 30.7K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $310,901 | 12.7K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $5,475 | 223 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $112,142 | 4.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $870,764 | 35.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,833 | 482 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 152.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 108.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,816 | 522 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $396,016 | 16.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,785 | 765 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 57.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $912,082 | 37.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $881,787 | 35.9K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $29,373 | 1.0K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $4,959 | 202 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $821,834 | 33.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $59,362 | 2.4K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $3M | 123.1K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $5,254 | 214 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $1,856 | 76 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $681,827 | 27.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $26,966 | 1.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 167.3K | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $32,111 | 1.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $567,646 | 23.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $325,533 | 13.3K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $5,572 | 211 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $23,618 | 962 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $6,075 | 247.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,596 | 65 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,755 | 601 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $378,365 | 15.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18,142 | 742 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $12,496 | 509 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 194.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $256,719 | 10.7K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,954 | 324 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $545,954 | 22.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $5,573 | 227 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $7,561 | 308 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $34,935 | 1.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $368,079 | 15.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $806,050 | 32.8K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $275,034 | 11.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $565 | 23 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $628,715 | 25.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $261,537 | 10.9K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $362,454 | 15.1K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $21,482 | 875 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,958 | 326 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $2,733 | 114 | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $5,131 | 209 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,151 | 48 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $227,170 | 9.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $304,420 | 12.4K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,178 | 48 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $110,638 | 4.5K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $516 | 21 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $208,430 | 8.5K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $6,376 | 266 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 94.6K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,547 | 63 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $15,142 | 679 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $44,239 | 1.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $63,855 | 2.6K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,596 | 65 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $191,073 | 7.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $383,374 | 15.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,458 | 426 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 46.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,578 | 105 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $109,096 | 4.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $7,209 | 254 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $4,518 | 184 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,833 | 127 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $4,665 | 190 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $786 | 32 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $27,668 | 1.1K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $272 | 12 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,510 | 63 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $7,500 | 338 | Q3 2025OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $101,833 | 4.1K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $1,522 | 62 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $3,412 | 139 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $288 | 11 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $201 | 9 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $11,708 | 525 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $10,679 | 435 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $15 | 686 | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $90 | 4 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $85,056 | 3.5K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $109,419 | 4.5K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,333 | 95 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $540 | 22 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $172 | 7 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $290 | 13 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $24,848 | 1.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,080 | 44 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,473 | 60 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $4,910 | 200 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,149 | 169 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,098 | 463 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $14,288 | 582 | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $25 | 1 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $24 | 1 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $74 | 3 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $12 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.