LLYVKLIBERTY LIVE HOLDINGS INC
CUSIP 530909308 · Yahoo Finance ↗ · Google Finance ↗
Liberty Live Holdings Inc (LLYVK) has 290 institutional holders in Filings Flow’s 13F database, together reporting 60.68M shares worth $4.6B as of Q1 2026. The largest reported holders are Berkshire Hathaway Inc, Linonia Partnership LP, and Vanguard Group Inc.
Institutional Holders
290
Q1 2026
Reported Value
$4.6B
Ticker
LLYVK
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JNE Partners LLP$244M AUM | 45.17% | $110M | 1.17M | Q1 2026OLDER |
| Advaya LLP$144M AUM | 12.08% | $17M | 184.5K | Q1 2026OLDER |
| Linonia Partnership LP$5.4B AUM | 10.83% | $583M | 6.19M | Q1 2026OLDER |
| ValueAct Holdings, L.P.$5.7B AUM | 5.87% | $335M | 3.56M | Q1 2026OLDER |
| Emmett Investment Management, LP$131M AUM | 3.29% | $4M | 45.4K | Q1 2026OLDER |
| BISLETT MANAGEMENT, LLC$130M AUM | 2.54% | $3M | 35.0K | Q1 2026OLDER |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 2.50% | $22M | 229.9K | Q1 2026OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 2.08% | $5M | 43.0K | Q2 2026 |
| Sculptor Capital LP$9.6B AUM | 0.97% | $93M | 988.5K | Q1 2026OLDER |
| Ardmore Road Asset Management LP$1.5B AUM | 0.93% | $14M | 150.0K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.68% | $994,409 | 10.57M | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.49% | $3M | 35.1K | Q1 2026OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.45% | $1M | 12.9K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.43% | $144M | 1.53M | Q1 2026OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 0.42% | $4M | 48.4K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.41% | $12M | 126.2K | Q1 2026OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 0.41% | $13M | 134.3K | Q1 2026OLDER |
| BERKSHIRE HATHAWAY INC$263.1B AUM | 0.38% | $996M | 10.59M | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 0.35% | $430,930 | 4.6K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.33% | $2M | 29.0K | Q4 2025OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.30% | $771,067 | 7.3K | Q2 2026 |
| Machina Capital S.A.S.$508M AUM | 0.26% | $1M | 14.1K | Q1 2026OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.22% | $7M | 75.9K | Q1 2026OLDER |
| Deltroit Asset Management (UK) LLP$623M AUM | 0.22% | $1M | 14.3K | Q1 2026OLDER |
| Bleichroeder LP$579M AUM | 0.20% | $1M | 13.8K | Q1 2026OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 0.20% | $6M | 67.0K | Q4 2025OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.19% | $15M | 161.4K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.18% | $985,708 | 10.5K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 0.15% | $254,003 | 2.7K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.14% | $941,100 | 10.0K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.14% | $747,139 | 7.9K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.13% | $435,259 | 4.6K | Q1 2026OLDER |
| Congress Park Capital LLC$326M AUM | 0.13% | $411,732 | 4.4K | Q1 2026OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.12% | $1M | 11.4K | Q1 2026OLDER |
| Corvex Management LP$2.5B AUM | 0.12% | $3M | 32.3K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.12% | $17M | 183.1K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.10% | $17M | 176.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.10% | $21M | 196.5K | Q2 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.10% | $59M | 625.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.10% | $180M | 1.91M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.07% | $123M | 1.31M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.07% | $11M | 120.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.07% | $899,167 | 9.6K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.06% | $6M | 64.5K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.06% | $38M | 403.6K | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 0.06% | $484,008 | 5.1K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.06% | $9M | 100.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.06% | $489,654 | 5.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.05% | $158M | 1.68M | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.05% | $2M | 25.0K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.05% | $72,088 | 766 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.04% | $60,701 | 645 | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.04% | $52M | 551.9K | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 0.04% | $320,068 | 3.4K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.04% | $296,164 | 3.1K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $322,245 | 3.9K | Q4 2025OLDER |
| Findlay Park Partners LLP$7.2B AUM | 0.04% | $3M | 27.8K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $209,959 | 2.2K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $346,231 | 3.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 11.1K | Q2 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $9M | 100.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 21.2K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.02% | $133,639 | 1.6K | Q4 2025OLDER |
| Hosking Partners LLP$2.8B AUM | 0.02% | $537,462 | 5.7K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 46.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 159.1K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 20.4K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $48,243 | 708 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $9M | 100.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $81,499 | 866 | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $358,371 | 3.8K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $659,241 | 7.0K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $281,859 | 3.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 20.9K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $7M | 76.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $573,883 | 6.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $862,236 | 9.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $5M | 56.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $222M | 2.36M | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $13M | 134.5K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $751,434 | 9.0K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $98,302 | 1.04M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 14.7K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.01% | $2M | 21.6K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $117,472 | 1.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $171M | 2.06M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $579,247 | 6.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $20M | 215.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $62M | 653.5K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 12.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $689,753 | 7.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 48.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $39M | 412.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 17.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $30M | 321.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $573,130 | 6.1K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $31M | 329.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $340,019 | 3.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $294,564 | 3.1K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.01% | $3M | 36.1K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $97,686 | 1.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 12.3K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $24,845 | 264 | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $417,214 | 5.0K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $235M | 2.49M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $393M | 4.72M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $87M | 923.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $570,119 | 6.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 51.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.01% | $11,764 | 125 | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $241,769 | 2.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 88.3K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $3M | 39.9K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $266,331 | 2.8K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 14.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $423,777 | 4.5K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.00% | $348,440 | 4.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 10.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 56.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 45.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 13.4K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $336,537 | 3.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 45.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 17.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $31,798 | 301 | Q2 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $6,237 | 75 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $181M | 1.93M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $24M | 251.2K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 17.5K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $499,293 | 6.0K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $152,082 | 1.6K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $2M | 18.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 65.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $76M | 811.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 382.1K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $27,386 | 291 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $3,592 | 34 | Q2 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $28,233 | 300 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $69,089 | 654 | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 19.2K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $240,733 | 2.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 11.8K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $327,409 | 3.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 90.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 129.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 153.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $19M | 197.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10M | 104.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 55.3K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 11.6K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $834,760 | 10.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $10M | 109.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $9,600 | 102 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $4,966 | 47 | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $47,715 | 507 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,953 | 42 | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $360,249 | 4.3K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $347,831 | 3.7K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $3,388 | 36 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 76.7K | Q2 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $2,747 | 26 | Q2 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $252,497 | 2.7K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $8,474 | 79 | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 23.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $629,784 | 6.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $4M | 44.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $253,815 | 2.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $729,825 | 7.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $29,366 | 312 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $242,334 | 2.6K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $203,372 | 2.2K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $350,654 | 3.7K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $175,139 | 1.9K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $30,437 | 366 | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $524,099 | 5.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 41.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14M | 150.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $1,788 | 19 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 19.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $33,033 | 351 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $599,767 | 6.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $20,457 | 246 | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $236,122 | 2.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $22,690 | 252 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $4,894 | 52 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,867 | 287 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $43,493 | 523 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $677,968 | 7.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $26,621 | 252 | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $602,235 | 6.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 20.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $529,463 | 5.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $18,351 | 195 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $898,092 | 9.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $142,810 | 1.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 33.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 21.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 23.7K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $2,324 | 22 | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $369,571 | 3.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $565 | 6 | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $188,607 | 2.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $429,614 | 4.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 17.6K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $619,952 | 6.6K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,012 | 32 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,118 | 65 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $971,510 | 11.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $655,975 | 7.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $108,415 | 1.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,141 | 44 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $629,854 | 7.6K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $344,254 | 3.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $41,192 | 438 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $3,859 | 41 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,412 | 15 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $1,830 | 22 | Q2 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $38,366 | 392 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $74,253 | 789 | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.00% | $659 | 7 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $316,643 | 3.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $64,279 | 683 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $330,514 | 3.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $129,684 | 1.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $22,022 | 234 | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $565 | 6 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $181,453 | 1.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $307,457 | 3.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,412 | 15 | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.00% | $471 | 5 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $172,474 | 2.1K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $217,735 | 2.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $616,797 | 6.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,035 | 11 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $565 | 6 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $282,612 | 3.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $260,607 | 2.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $195,183 | 2.1K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $74 | 887 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4M | 41.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,293 | 120 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $322,139 | 3.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11,858 | 126 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $1,694 | 18 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,294 | 35 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $7,623 | 81 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $300,776 | 3.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $13,389 | 161 | Q4 2025OLDER |
| Cromwell Holdings LLC$223M AUM | 0.00% | $317 | 3 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $72,653 | 772 | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.00% | $1,506 | 16 | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $188 | 2 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,129 | 12 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,469 | 121 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $188 | 2 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $5,082 | 54 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,070 | 22 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $79,994 | 850 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $22,398 | 238 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $778,384 | 8.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $3,576 | 38 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $634 | 6 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $297,845 | 3.2K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $188 | 2 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $379 | 4 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,730 | 29 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $471 | 5 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $162 | 2 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,517 | 133 | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $84 | 1 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $376 | 4 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $38,199 | 406 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,130 | 12 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $1,223 | 13 | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $94 | 1 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $205,630 | 2.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $94 | 1 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $471 | 5 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $377 | 4 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $1,506 | 16 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $31,997 | 340 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $659 | 7 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $528 | 5 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $12,973 | 156 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $9,693 | 103 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,475 | 26 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $283 | 3 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $166 | 2 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,335 | 78 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $471 | 5 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $218,523 | 2.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $111 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $10,634 | 113 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $471 | 5 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $1,501 | 18 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,881 | 275 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $2,165 | 23 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $423 | 4 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $847 | 9 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $565 | 6 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $84 | 1 | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $2,917 | 31 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $376 | 4 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,882 | 20 | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $283 | 3 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $94 | 1 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $83 | 1 | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $582 | 7 | Q4 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.00% | $94 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.