LLYVA*LIBERTY MEDIA CO
CUSIP 531229748 · Yahoo Finance ↗ · Google Finance ↗
Liberty Media Co (LLYVA*) has 1 institutional holders in Filings Flow’s 13F database, together reporting 16.2K shares worth $1M as of Q1 2026. The largest reported holders are Berkshire Hathaway Inc, Linonia Partnership LP, and Vanguard Group Inc.
Institutional Holders
1
Q1 2026
Reported Value
$1
Ticker
LLYVA*
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JNE Partners LLP$244M AUM | 14.78% | $35M | 368.1K | Q3 2025OLDER |
| Linonia Partnership LP$5.4B AUM | 6.17% | $236M | 2.50M | Q3 2025OLDER |
| Corvex Management LP$2.5B AUM | 3.14% | $95M | 1.01M | Q3 2025OLDER |
| ValueAct Holdings, L.P.$5.7B AUM | 2.73% | $162M | 1.72M | Q3 2025OLDER |
| BISLETT MANAGEMENT, LLC$130M AUM | 2.73% | $4M | 40.0K | Q3 2025OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 2.04% | $5M | 55.0K | Q3 2025OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 1.71% | $4M | 46.1K | Q3 2025OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 1.46% | $4M | 46.6K | Q4 2025OLDER |
| Sculptor Capital LP$9.6B AUM | 1.22% | $104M | 1.10M | Q3 2025OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.85% | $20M | 208.2K | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.68% | $2M | 24.6K | Q3 2025OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 0.58% | $899,433 | 9.5K | Q3 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.55% | $56M | 594.0K | Q3 2025OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 0.38% | $3M | 32.5K | Q3 2025OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 0.36% | $3M | 34.9K | Q3 2025OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 0.36% | $9M | 94.6K | Q3 2025OLDER |
| Pentwater Capital Management LP$19.3B AUM | 0.31% | $56M | 594.7K | Q3 2025OLDER |
| KKM Financial LLC$563M AUM | 0.21% | $1M | 14.5K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.18% | $4M | 41.8K | Q3 2025OLDER |
| BERKSHIRE HATHAWAY INC$263.1B AUM | 0.18% | $470M | 4.99M | Q3 2025OLDER |
| Bleichroeder LP$579M AUM | 0.11% | $570,231 | 6.0K | Q3 2025OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.10% | $377,200 | 4.0K | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.10% | $22M | 233.6K | Q3 2025OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.08% | $440,004 | 4.7K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.07% | $5M | 55.9K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $88M | 930.1K | Q3 2025OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.05% | $4M | 45.5K | Q3 2025OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.04% | $260,551 | 2.8K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.04% | $4M | 40.8K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $22M | 235.9K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $99M | 1.05M | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $5M | 51.2K | Q3 2025OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.03% | $254,233 | 2.7K | Q3 2025OLDER |
| ING GROEP NV$16.4B AUM | 0.03% | $5M | 49.3K | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $30,459 | 323 | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $760,718 | 8.1K | Q3 2025OLDER |
| Hosking Partners LLP$2.8B AUM | 0.02% | $519,216 | 5.5K | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $36M | 384.5K | Q3 2025OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.02% | $28,196 | 299 | Q3 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $223,963 | 2.4K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 47.3K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.01% | $34M | 388.7K | Q3 2025OLDER |
| Berbice Capital Management LLC$153M AUM | 0.01% | $16,300 | 200 | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $135,465 | 1.4K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $635,393 | 6.7K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $361,358 | 3.8K | Q3 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 13.5K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 23.5K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $904,337 | 9.6K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 19.1K | Q3 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $573,721 | 6.1K | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.01% | $1,857 | 19.7K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $80,155 | 850 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $109M | 1.15M | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $813,620 | 8.6K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.00% | $3M | 29.3K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $9M | 97.9K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $5M | 50.9K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $27M | 334.4K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $847,002 | 9.0K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $30,459 | 323 | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $303,835 | 3.2K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $66M | 702.8K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $267,530 | 2.8K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $47M | 493.2K | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $25,367 | 269 | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 18.4K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $192M | 2.04M | Q3 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $231,884 | 2.5K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $96,469 | 1.0K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $498,658 | 5.3K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 11.8K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 23.5K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $814,846 | 8.6K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $360,509 | 3.8K | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $982,323 | 10.4K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $32M | 338.0K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $736,389 | 7.8K | Q3 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 34.7K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $580,134 | 6.2K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 18.9K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $468,520 | 5.0K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $434,251 | 4.6K | Q3 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $84,398 | 895 | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $114,857 | 1.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 112.9K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2,358 | 25 | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $942,717 | 10.0K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 26.8K | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $4,715 | 50 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $89M | 942.7K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $136,550 | 1.6K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 19.6K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $20,463 | 217 | Q3 2025OLDER |
| Finley Financial, LLC$248M AUM | 0.00% | $3,018 | 32 | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $339,480 | 3.6K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $23,952 | 254 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $82,324 | 873 | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 10.6K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $50,733 | 538 | Q3 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $14,145 | 150 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 99.1K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $1,792 | 19 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $31M | 327.8K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 40.4K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 91.4K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $751,665 | 8.0K | Q3 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $2,452 | 26 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 44.9K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $49,790 | 528 | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $641,240 | 6.8K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 11.1K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $22,821 | 242 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12,808 | 136 | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 13.1K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 45.4K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 49.5K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $21,501 | 228 | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $560,048 | 5.9K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 56.7K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $414,683 | 4.7K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 28.3K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $6,412 | 68 | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $138,338 | 1.5K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $344,245 | 4.2K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $3,112 | 33 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $18,200 | 193 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $69,499 | 737 | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $2,452 | 26 | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $972,799 | 10.3K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 21.8K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $245,321 | 2.6K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 26.8K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $118 | 1.3K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $313,491 | 3.3K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $688,025 | 7.3K | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,132 | 12 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $241,069 | 2.6K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $49,572 | 526 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,263 | 24 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6M | 59.9K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $1,320 | 14 | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $542,036 | 5.7K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $1,980 | 21 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $23,258 | 247 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $315,639 | 3.3K | Q3 2025OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $283 | 3 | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $754 | 8 | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $41,020 | 435 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $31,402 | 333 | Q3 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $1,886 | 20 | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $472 | 5 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $566 | 6 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $45,735 | 485 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $85,153 | 903 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $138,528 | 1.5K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $1,980 | 21 | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $44,415 | 471 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $92,508 | 981 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,978 | 74 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,471 | 15.6K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $30,930 | 328 | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $849 | 9 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $431,423 | 4.6K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $189 | 2 | Q3 2025OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $15,388 | 172 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $300,817 | 3.2K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $875,387 | 9.3K | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $34 | 356 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $64,407 | 683 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $350,136 | 3.7K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $355,768 | 3.8K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $19,238 | 204 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $661 | 7 | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $849 | 9 | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,886 | 20 | Q3 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $754 | 8 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $53,775 | 569 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $123,062 | 1.3K | Q3 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $1,509 | 16 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $849 | 9 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,293 | 46 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $183 | 2 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,489 | 37 | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $94 | 1 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,320 | 14 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $15,937 | 169 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $15 | 159 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $661 | 7 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $151,352 | 1.6K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,358 | 25 | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $48 | 506 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $472 | 5 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $943 | 10 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $189 | 2 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $125,176 | 1.3K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $566 | 6 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $377 | 4 | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $29,799 | 316 | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $6,035 | 64 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $92 | 1 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $189 | 2 | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $94 | 1 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $95 | 1 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,697 | 18 | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $189 | 2 | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $377 | 4 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,784 | 231 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $189 | 2 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,735 | 29 | Q3 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $95 | 1 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5,253 | 56 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,604 | 17 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $94 | 1 | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $275 | 3 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.