LMNDLEMONADE INC
CUSIP 52567D107 · Yahoo Finance ↗ · Google Finance ↗
Lemonade Inc (LMND) has 343 institutional holders in Filings Flow’s 13F database, together reporting 43.61M shares worth $2.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Jpmorgan Chase & Co.
Institutional Holders
343
Q1 2026
Reported Value
$2.7B
Ticker
LMND
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Halter Ferguson Financial Inc.$455M AUM | 9.40% | $43M | 600.9K | Q2 2026 |
| Privium Fund Management B.V.$480M AUM | 3.33% | $16M | 255.3K | Q1 2026OLDER |
| PhiloSmith Capital Corp$351M AUM | 3.10% | $11M | 173.3K | Q1 2026OLDER |
| TB Alternative Assets Ltd.$481M AUM | 3.07% | $15M | 235.8K | Q1 2026OLDER |
| Ma Investment Partnership, LP$208M AUM | 3.01% | $6M | 100.0K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 2.29% | $3M | 39.5K | Q4 2025OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 1.77% | $4M | 63.6K | Q1 2026OLDER |
| BIT Capital GmbH$2.1B AUM | 1.77% | $37M | 583.8K | Q1 2026OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 1.18% | $4M | 56.6K | Q1 2026OLDER |
| Hidden Lake Asset Management LP$331M AUM | 1.13% | $4M | 63.0K | Q4 2025OLDER |
| Illumine Investment Management, LLC$130M AUM | 1.08% | $1M | 22.4K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 0.96% | $2M | 31.4K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.90% | $7M | 95.7K | Q4 2025OLDER |
| Atika Capital Management LLC$796M AUM | 0.85% | $8M | 113.9K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.84% | $13M | 211.7K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.78% | $1M | 19.1K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.66% | $865,185 | 13.8K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.51% | $5M | 64.1K | Q4 2025OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.50% | $783,500 | 12.5K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.47% | $1M | 22.4K | Q3 2025OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.46% | $609,751 | 9.7K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.46% | $609,187 | 9.7K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.44% | $1M | 23.3K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.43% | $42M | 672.4K | Q1 2026OLDER |
| SOFTBANK GROUP CORP.$11.4B AUM | 0.43% | $66M | 925.5K | Q4 2025OLDER |
| Odyssean, LLC$274M AUM | 0.37% | $508,510 | 7.1K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.33% | $6M | 89.5K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.32% | $1M | 18.3K | Q4 2025OLDER |
| 9823 Capital, L.P.$132M AUM | 0.30% | $441,885 | 6.2K | Q4 2025OLDER |
| NZS Capital, LLC$3.0B AUM | 0.28% | $9M | 130.4K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.27% | $2M | 36.8K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.26% | $671,227 | 9.4K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.26% | $2M | 25.7K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.25% | $3M | 51.5K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.25% | $311,840 | 4.4K | Q4 2025OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.25% | $964,917 | 13.6K | Q4 2025OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.22% | $11M | 200.0K | Q3 2025OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.22% | $1M | 23.2K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.22% | $357,401 | 5.7K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.21% | $500,249 | 8.0K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.19% | $989,720 | 15.8K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 0.19% | $835,712 | 13.3K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.18% | $577,283 | 9.2K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.18% | $173M | 2.77M | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.17% | $786,891 | 14.7K | Q3 2025OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.17% | $12M | 185.6K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.16% | $2M | 24.5K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.16% | $2M | 34.2K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.15% | $7M | 92.3K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.15% | $439,856 | 8.2K | Q3 2025OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.15% | $253,000 | 4.0K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.14% | $5M | 80.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.12% | $17M | 271.0K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.11% | $359,532 | 5.7K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.11% | $227,491 | 3.2K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.11% | $4M | 58.4K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.10% | $689,480 | 11.0K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 0.10% | $229,556 | 3.2K | Q4 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.09% | $711,800 | 10.0K | Q4 2025OLDER |
| Fiduciary Planning LLC$331M AUM | 0.09% | $310,078 | 4.9K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.09% | $4M | 69.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.09% | $1,478 | 20.8K | Q4 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.09% | $440,258 | 6.8K | Q2 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.09% | $20M | 311.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $304,793 | 4.3K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.08% | $35M | 553.6K | Q1 2026OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.08% | $7M | 103.7K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.08% | $742,336 | 10.4K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.08% | $9M | 169.3K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.08% | $19M | 297.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.07% | $559,043 | 8.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.07% | $57M | 905.3K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.07% | $324,468 | 5.0K | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $365,238 | 6.2K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 0.06% | $4M | 59.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $225,071 | 3.2K | Q4 2025OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.06% | $872,838 | 1.8K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.06% | $289,062 | 5.4K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.06% | $353,512 | 6.6K | Q3 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.06% | $2M | 45.3K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.06% | $336,158 | 5.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.05% | $21M | 337.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $60M | 952.6K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.05% | $2M | 36.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 23.6K | Q3 2025OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.05% | $445,780 | 7.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $2M | 38.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.04% | $26M | 365.0K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.04% | $11M | 179.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.04% | $9M | 162.5K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $22M | 353.2K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.04% | $8M | 131.3K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.04% | $3M | 40.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.03% | $299,297 | 4.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.03% | $204,149 | 3.3K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $707,173 | 9.9K | Q4 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.03% | $419,141 | 6.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $270,402 | 4.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $391,813 | 6.3K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $814,276 | 13.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $127,303 | 2.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 23.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $15M | 241.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $3M | 49.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $149M | 2.38M | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $501,440 | 8.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $185M | 2.95M | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 22.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.02% | $131,753 | 2.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $38M | 608.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $321,298 | 5.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $30M | 552.3K | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.02% | $11M | 180.0K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 0.02% | $213,540 | 3.0K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $981,328 | 15.7K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $267,918 | 5.0K | Q3 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $254,732 | 4.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 24.1K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $702,581 | 13.1K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $309M | 5.26M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $177M | 2.83M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 277.8K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $228,155 | 3.6K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.02% | $3M | 48.4K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $33,000 | 532 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $11M | 168.7K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.02% | $1M | 18.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $87,501 | 1.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $4M | 55.0K | Q4 2025OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $26,075 | 416 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.01% | $34,599 | 552 | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.01% | $29,146 | 465 | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $560,780 | 10.5K | Q3 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $83,490 | 1.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $13M | 206.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 20.1K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $270,484 | 3.8K | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 53.8K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 42.6K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.01% | $3M | 46.8K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.01% | $20,002 | 281 | Q4 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.01% | $74,942 | 1.4K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $326,916 | 4.0K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $216,797 | 4.0K | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $3M | 50.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 33.7K | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.01% | $372,946 | 6.0K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $376,080 | 6.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $187M | 2.98M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $320,357 | 5.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $333,834 | 5.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 16.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 62.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 36.5K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $750,280 | 12.0K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $47,010 | 750 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $226,309 | 3.5K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $680,956 | 10.9K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $11M | 167.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $225,783 | 3.2K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 22.8K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $256,890 | 4.8K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $29M | 456.5K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $687,600 | 11.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $180,017 | 2.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $17M | 269.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $28M | 442.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $10M | 152.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $262,629 | 4.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $108M | 1.72M | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $10M | 162.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $68,948 | 1.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $449M | 6.31M | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 24.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 17.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 47.6K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 57.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $401,640 | 6.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $261,375 | 4.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $863,354 | 13.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $98M | 1.38M | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $82,689 | 1.4K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $2M | 32.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $311M | 4.97M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $304,484 | 5.7K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $238,453 | 3.4K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $45M | 725.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $11,784 | 188 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $137,018 | 2.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $38M | 609.5K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $21,938 | 350 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $42,372 | 676 | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $411,753 | 7.7K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $32M | 517.3K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $45,130 | 720 | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 29.1K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $4M | 56.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $5M | 72.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 59.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $189M | 3.02M | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $31,340 | 500 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $400,530 | 5.6K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 123.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $328,130 | 5.2K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $421,813 | 5.9K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $22,988 | 323 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 21.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5M | 75.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $52,024 | 830 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $24,913 | 350 | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $946,468 | 15.1K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $515,167 | 8.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $97M | 1.55M | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $8,391 | 129 | Q2 2026 |
| Hurley Capital, LLC$187M AUM | 0.00% | $6,143 | 98 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 28.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 346.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $9,900 | 315 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $809,136 | 12.9K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $4,826 | 77 | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $3,134 | 50 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 56.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $212,673 | 3.4K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $222,438 | 3.1K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 192.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $976,492 | 15.6K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $8,542 | 120 | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $318,414 | 5.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $369,638 | 5.2K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $359,407 | 5.7K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $243,198 | 3.9K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $8,030 | 150 | Q3 2025OLDER |
| Bank & Trust Co$148M AUM | 0.00% | $3,447 | 55 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1M | 27.1K | Q3 2025OLDER |
| CNB Bank$238M AUM | 0.00% | $5,353 | 100 | Q3 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $620,219 | 9.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $225,460 | 3.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 181.8K | Q2 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $973,671 | 15.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $11M | 181.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $45,126 | 20.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $9M | 139.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $560,664 | 8.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $113,603 | 1.6K | Q4 2025OLDER |
| Towne Trust Company, N.A$311M AUM | 0.00% | $6,268 | 100 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $8,963 | 143 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 35.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $14,293 | 250 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $337,464 | 4.7K | Q4 2025OLDER |
| Field & Main Bank$344M AUM | 0.00% | $6,268 | 100 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $384,229 | 6.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $947,283 | 15.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 61.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $26,444 | 494 | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $833,656 | 13.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,993 | 28 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 18.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $23M | 360.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,268 | 100 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $409,129 | 7.6K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $431,364 | 6.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 96.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $944,964 | 15.1K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $3,761 | 60 | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $206,208 | 2.9K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $402,406 | 6.4K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 62.7K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $102,466 | 1.7K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $285,289 | 4.0K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $598,469 | 9.5K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $5,694 | 80 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $319,480 | 5.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $79,917 | 1.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $58,794 | 938 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 58.6K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $6,707 | 107 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $6M | 92.6K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,605 | 25.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $243,073 | 3.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 122.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 26.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 19.0K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $1,567 | 25 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $404,537 | 6.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $210,291 | 3.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $730,030 | 11.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $327,315 | 5.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $21,140 | 297 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $27,225 | 463 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $103,697 | 1.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $438,259 | 7.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 26.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,567 | 25 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $2,462 | 46 | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 29.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $9,627 | 148 | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $231,415 | 3.7K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $2,883 | 46 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $561,236 | 9.0K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $1,880 | 30 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $232,292 | 3.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $668,286 | 10.7K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,567 | 25 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $296,030 | 4.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $194,308 | 3.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 39.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $585,306 | 9.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $608,623 | 9.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $245,378 | 4.0K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 49.9K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $2,507 | 40 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,507 | 40 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $656,009 | 10.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $636,578 | 10.2K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $17,174 | 274 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,281 | 18 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $469,725 | 7.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $269,211 | 4.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $590,649 | 9.4K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $752 | 12 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,351 | 213 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $203,789 | 3.8K | Q3 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $3,134 | 50 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $328,110 | 5.2K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $4,283 | 80 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $384,649 | 6.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $303,998 | 4.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,468 | 167 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $491,136 | 7.8K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,375 | 69.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $25,072 | 400 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $942,428 | 15.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $27,078 | 432 | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $1,780 | 25 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $305,565 | 4.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $85,245 | 1.4K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $3,761 | 60 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,832 | 109 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $389,110 | 6.2K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $27,775 | 600 | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $390,938 | 6.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 31.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $253,970 | 3.6K | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $627 | 10 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $184,342 | 2.9K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $200,656 | 2.8K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $492,790 | 7.9K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,191 | 19 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $565 | 9 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $10,029 | 160 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $249,874 | 3.5K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,107 | 100 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $3,134 | 50 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $16,046 | 256 | Q2 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,325 | 69 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $63,421 | 891 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $204,399 | 3.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $20,371 | 325 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,105 | 150 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $1M | 19.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $210,291 | 3.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,066 | 17 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,009 | 48 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,390 | 86 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,445 | 39 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,945 | 733 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $443,461 | 7.1K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $2,821 | 45 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,390 | 86 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,567 | 25 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $32,118 | 600 | Q3 2025OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $627 | 10 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 50.8K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $457,501 | 7.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $2,602 | 40 | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $2,194 | 35 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $2,006 | 32 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $279,114 | 4.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $26,138 | 417 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $940 | 15 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $15,733 | 251 | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $45,756 | 730 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $4,451 | 71 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $501 | 8 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,488 | 49 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $233,684 | 3.3K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $641 | 9 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $1,254 | 20 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $64,184 | 1.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $439 | 7 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $76,759 | 1.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $16,870 | 237 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $244,765 | 3.9K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,567 | 25 | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $214 | 4 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,881 | 30 | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.00% | $63 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $77,348 | 1.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $65,124 | 1.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $63 | 1 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $428 | 8 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $14,236 | 200 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,236 | 19 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,927 | 36 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $18,222 | 256 | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $54 | 1 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,692 | 27 | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $189 | 3 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $66 | 1 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $161 | 3 | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $689 | 11 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $627 | 10 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,880 | 30 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $126 | 2 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $12,348 | 197 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,442 | 23 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,322 | 53 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.