LNCLINCOLN NATL CORP IND
CUSIP 534187109 · Yahoo Finance ↗ · Google Finance ↗
Lincoln Natl Corp Ind (LNC) has 607 institutional holders in Filings Flow’s 13F database, together reporting 156.86M shares worth $5.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Bain Capital Prairie, LLC, and Blackrock, Inc..
Institutional Holders
607
Q1 2026
Reported Value
$5.3B
Ticker
LNC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bain Capital Prairie, LLC$666M AUM | 100.00% | $666M | 18.76M | Q1 2026OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 5.29% | $20M | 570.7K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 3.49% | $48M | 1.36M | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 3.04% | $3M | 71.1K | Q4 2025OLDER |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 2.93% | $10M | 285.0K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.59% | $5M | 135.5K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 2.50% | $14M | 392.9K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 2.23% | $3M | 97.2K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 1.94% | $6M | 132.0K | Q4 2025OLDER |
| Access Investment Management LLC$376M AUM | 1.86% | $7M | 196.5K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.83% | $8M | 219.6K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 1.60% | $4M | 92.2K | Q4 2025OLDER |
| Mork Capital Management, LLC$141M AUM | 1.26% | $2M | 50.0K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.13% | $1M | 35.6K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 1.09% | $2M | 139.8K | Q4 2025OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 1.04% | $2M | 58.8K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.97% | $4M | 118.5K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.94% | $2M | 48.6K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.91% | $10M | 231.2K | Q4 2025OLDER |
| DMC Group, LLC$148M AUM | 0.75% | $1M | 31.3K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.74% | $1M | 35.8K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.71% | $1M | 29.1K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.66% | $3M | 88.0K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.63% | $2M | 48.3K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.61% | $24M | 539.3K | Q4 2025OLDER |
| HFG Advisors, Inc.$142M AUM | 0.58% | $826,583 | 23.3K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.57% | $1M | 30.1K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.55% | $1M | 33.3K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 0.55% | $639,451 | 14.4K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.54% | $10M | 224.4K | Q4 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.49% | $718,911 | 20.3K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.45% | $2M | 42.0K | Q4 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.43% | $1M | 36.2K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.42% | $16M | 448.6K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.39% | $1M | 27.8K | Q3 2025OLDER |
| Symmetry Investments LP$913M AUM | 0.39% | $4M | 100.0K | Q4 2025OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.38% | $733,086 | 20.6K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.38% | $5M | 139.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.36% | $2M | 45.1K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.34% | $64M | 1.80M | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.33% | $1M | 28.9K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.33% | $3M | 71.8K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.32% | $2M | 60.2K | Q1 2026OLDER |
| Boit C F David$225M AUM | 0.31% | $709,645 | 20.0K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.29% | $2M | 44.9K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.26% | $2M | 43.1K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.26% | $991,861 | 22.3K | Q4 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.24% | $3M | 97.8K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.24% | $21M | 585.2K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.23% | $1M | 26.5K | Q4 2025OLDER |
| Numerai GP LLC$997M AUM | 0.22% | $2M | 62.1K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.22% | $447,579 | 12.6K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.21% | $432,532 | 12.2K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.21% | $387,322 | 8.7K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.21% | $660,726 | 18.6K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.21% | $2M | 65.7K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.20% | $637,651 | 18.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.20% | $672,220 | 16.7K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.19% | $3M | 63.9K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.18% | $3M | 68.4K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.17% | $1M | 28.2K | Q3 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.17% | $355,746 | 10.0K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.16% | $2M | 62.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.16% | $951,000 | 23.6K | Q3 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.16% | $8M | 213.7K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.16% | $458,350 | 11.4K | Q3 2025OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.16% | $580,993 | 16.4K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.15% | $418,119 | 11.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.15% | $1M | 38.0K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.15% | $201,678 | 4.5K | Q4 2025OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.15% | $5M | 134.4K | Q3 2025OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.15% | $944,300 | 26.6K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.15% | $4M | 117.4K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.15% | $282,225 | 8.0K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.14% | $293,408 | 8.3K | Q2 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.14% | $778,657 | 21.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.14% | $2M | 66.3K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.14% | $512,157 | 14.4K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.13% | $2M | 49.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.13% | $297,861 | 6.7K | Q4 2025OLDER |
| Holistic Financial Partners$269M AUM | 0.13% | $341,865 | 9.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.13% | $830,016 | 22.4K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.12% | $3M | 67.0K | Q3 2025OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.12% | $234,229 | 6.6K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.12% | $266,743 | 6.6K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.12% | $563,562 | 15.9K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.11% | $240,017 | 5.4K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.11% | $321,275 | 9.1K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.11% | $438,188 | 12.3K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.11% | $206,397 | 4.6K | Q4 2025OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.11% | $878,823 | 24.8K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.11% | $8M | 236.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.11% | $2M | 52.5K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.10% | $1M | 30.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.10% | $936,952 | 26.4K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.10% | $507,082 | 14.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.10% | $8M | 213.7K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.10% | $3M | 80.8K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.10% | $236,898 | 5.9K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.10% | $74M | 2.09M | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.09% | $136M | 3.82M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.09% | $2M | 56.7K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.09% | $3M | 83.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.09% | $3M | 82.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 34.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.08% | $17M | 465.6K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.08% | $2M | 46.1K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.08% | $85,200 | 2.4K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.08% | $323,311 | 9.1K | Q2 2026 |
| Jain Global LLC$24.2B AUM | 0.08% | $19M | 548.8K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $332,400 | 8.2K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.08% | $1M | 39.6K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.08% | $3M | 73.1K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.08% | $424,990 | 12.0K | Q2 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.08% | $322,944 | 9.1K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.08% | $5M | 145.1K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.08% | $176,526 | 4.0K | Q4 2025OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.08% | $273,350 | 7.7K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.08% | $1M | 28.9K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.08% | $485,911 | 10.9K | Q4 2025OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.07% | $669,566 | 18.9K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.07% | $452,825 | 11.2K | Q3 2025OLDER |
| Sentry LLC$314M AUM | 0.07% | $223,650 | 6.3K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.07% | $346,921 | 9.8K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.07% | $210M | 5.88M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.07% | $3M | 70.5K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.07% | $10M | 275.6K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $21M | 604.8K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.06% | $337,499 | 9.5K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.06% | $23M | 641.8K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.06% | $9M | 253.6K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.06% | $1M | 30.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.06% | $26M | 729.7K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.06% | $738,400 | 20.8K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.06% | $17M | 487.2K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $410,918 | 11.4K | Q4 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.06% | $6M | 212.3K | Q2 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.06% | $452,967 | 11.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $275M | 7.76M | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.06% | $815,165 | 23.1K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.06% | $1M | 28.2K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $290,355 | 8.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.05% | $76M | 2.13M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $227,682 | 5.1K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.05% | $434,307 | 12.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.05% | $142,325 | 3.5K | Q3 2025OLDER |
| Security Financial Services, INC.$632M AUM | 0.05% | $320,168 | 9.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $2M | 49.2K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.05% | $175,974 | 5.0K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.05% | $249,870 | 5.6K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.05% | $3M | 75.0K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.05% | $271,858 | 4.0K | Q2 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.05% | $213,337 | 6.0K | Q2 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $269,516 | 7.6K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $568,935 | 14.1K | Q3 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.04% | $605,706 | 17.1K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $434,719 | 12.3K | Q2 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.04% | $207,318 | 5.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $81M | 2.28M | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.04% | $5M | 132.4K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.04% | $177,500 | 5.0K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.04% | $578,890 | 13.0K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $782,304 | 22.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 222.8K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.04% | $226,925 | 5.1K | Q4 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $693,209 | 19.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 57.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.04% | $825,588 | 23.3K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.04% | $8M | 197.3K | Q3 2025OLDER |
| Vest Financial, LLC$8.3B AUM | 0.04% | $3M | 88.0K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $4M | 125.5K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $814,666 | 20.2K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $668,998 | 18.8K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.04% | $8M | 225.3K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.04% | $236,798 | 5.9K | Q3 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.03% | $381,448 | 10.7K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.03% | $213,744 | 4.8K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $21M | 583.3K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $2M | 42.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $52M | 1.47M | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $161,619 | 4.6K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.03% | $206,130 | 4.6K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $19M | 542.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $853,101 | 24.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $149,100 | 4.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $567,604 | 16.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $305,868 | 8.6K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.03% | $96,808 | 2.2K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $456,885 | 12.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $739,359 | 20.8K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.03% | $19M | 530.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.03% | $280,095 | 7.9K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.03% | $205,616 | 5.8K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $9M | 261.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.03% | $24M | 533.8K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.03% | $530,583 | 14.9K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.03% | $1M | 28.3K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.03% | $2M | 45.1K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.03% | $15M | 431.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $53M | 1.50M | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.03% | $1M | 39.5K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.03% | $222,033 | 5.5K | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $5M | 151.3K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.03% | $736,199 | 20.7K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.03% | $394,780 | 9.8K | Q3 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.03% | $15M | 428.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $284,432 | 8.0K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $53,179 | 1.5K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.02% | $306,811 | 6.9K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $1M | 33.9K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $981,955 | 24.3K | Q3 2025OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.02% | $61,238 | 1.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $237,224 | 6.7K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $233,865 | 6.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $8M | 207.0K | Q3 2025OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.02% | $291,881 | 8.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $425,925 | 10.6K | Q3 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.02% | $204,259 | 4.6K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $4M | 82.6K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 0.02% | $42,955 | 1.2K | Q1 2026OLDER |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 0.02% | $1M | 36.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.02% | $250,704 | 5.6K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 31.0K | Q2 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.02% | $101,246 | 2.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 49.7K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.02% | $222,420 | 5.5K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 70.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $344,563 | 9.7K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $202,478 | 4.5K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $370M | 10.41M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $47M | 1.32M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $643,681 | 14.5K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.02% | $7M | 201.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $690,333 | 19.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $32M | 898.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 32.7K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 116.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 39.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $34,554 | 973 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.02% | $305,832 | 8.6K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $157,193 | 4.43M | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 38.7K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 30.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $983,741 | 22.1K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 34.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $5M | 136.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 57.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $19M | 522.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $13M | 369.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 46.4K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 46.6K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.02% | $177,500 | 5.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $308,034 | 8.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $894,168 | 24.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $335,655 | 7.5K | Q4 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $4M | 96.7K | Q3 2025OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 28.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $5M | 140.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.02% | $4M | 115.0K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $44,127 | 1.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $32M | 927.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 53.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $386,382 | 10.9K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $42,600 | 1.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $6M | 125.3K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $13M | 366.8K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $117,150 | 3.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $158,474 | 4.5K | Q2 2026 |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.01% | $232,986 | 5.8K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $554,794 | 15.6K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 51.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $24M | 683.0K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.01% | $269,800 | 7.6K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $402,961 | 11.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 36.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $409,589 | 11.5K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $879M | 19.74M | Q4 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.01% | $99,400 | 2.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $14M | 408.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $136,924 | 3.9K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $405,126 | 11.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $231,354 | 6.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.01% | $35,500 | 1.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $273,878 | 6.2K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $250,404 | 5.6K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 38.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $63M | 1.78M | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.01% | $2M | 46.8K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $3M | 86.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $76M | 2.14M | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $309,631 | 8.8K | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $657M | 18.50M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 30.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $690,727 | 19.5K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $884,163 | 24.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $181M | 4.06M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 89.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $281,231 | 7.9K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.01% | $18,709 | 527 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $6M | 177.6K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $251,862 | 5.7K | Q4 2025OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $208,332 | 5.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 40.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $6M | 167.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $20M | 557.6K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $997,835 | 28.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $208,400 | 4.7K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.01% | $26,629 | 598 | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $413,828 | 9.3K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 59.9K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $650,976 | 18.3K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $267,670 | 6.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $896,617 | 25.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 47.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $800,277 | 22.5K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $231,851 | 6.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $38M | 1.07M | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $279,456 | 7.9K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $235,003 | 5.8K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 143.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 182.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 190.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 53.5K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.01% | $9,408 | 265 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 285.2K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $356,449 | 10.3K | Q3 2025OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $30,175 | 850 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 48.7K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $582,275 | 16.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $849,160 | 23.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $202,818 | 5.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $659,981 | 18.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $413,717 | 11.7K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $61,699 | 1.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $54M | 1.53M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $59M | 1.65M | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $202,211 | 4.5K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $66M | 1.85M | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $7M | 208.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 63.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $55M | 1.54M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $270,164 | 7.6K | Q2 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $11M | 283.0K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.01% | $383,294 | 10.8K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.01% | $882,672 | 25.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 46.0K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $222,656 | 6.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 186.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 29.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $840,593 | 23.9K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $200,385 | 4.5K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $6M | 156.1K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.01% | $686,783 | 19.3K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 56.1K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $261,458 | 7.4K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 56.6K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $348,752 | 9.8K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $228,127 | 5.1K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 41.8K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $240,016 | 6.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 30.9K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $7M | 200.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $7M | 198.3K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $51,830 | 1.5K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $3M | 84.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 49.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $294M | 8.27M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $63M | 1.79M | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $12M | 332.1K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $343,425 | 9.7K | Q2 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $209M | 5.89M | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $149,299 | 4.2K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $211,722 | 6.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 51.1K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $19,916 | 561 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $79,875 | 2.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $284,249 | 8.0K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $103,723 | 3.3K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $112M | 3.16M | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $83,283 | 2.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $192,279 | 5.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $12M | 338.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 103.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $248,500 | 7.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $76,568 | 2.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 136.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $72,969 | 2.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $24M | 683.1K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $52,008 | 1.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 101.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 43.7K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 53.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $55M | 1.55M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 213.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $57,901 | 1.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $218,642 | 4.9K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $527,463 | 14.9K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $25,596 | 721 | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $206,735 | 6.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $391,778 | 11.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $7,810 | 220 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $886,886 | 25.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $300,188 | 8.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $285,225 | 6.4K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $232,845 | 6.6K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.01% | $7,902 | 223 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $426,071 | 12.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $221,414 | 6.2K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.01% | $20,165 | 500 | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $4M | 124.1K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.01% | $61,628 | 1.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $2M | 65.6K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $37,940 | 852 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $925,530 | 26.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $4M | 100.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $220,501 | 6.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $393,594 | 11.1K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $245,182 | 5.5K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $4M | 100.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25M | 708.8K | Q2 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $308,143 | 7.6K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $421,292 | 11.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 152.3K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $11,325 | 319 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $224,075 | 5.0K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $350,095 | 7.9K | Q4 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $267,528 | 7.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $17,786 | 501 | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $264,652 | 7.5K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $38,979 | 1.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $286,427 | 8.1K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $284,000 | 8.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $19M | 535.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $2M | 42.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $233,696 | 6.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $34M | 949.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $225,634 | 5.1K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $710,777 | 20.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $215,202 | 5.3K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $335,263 | 9.4K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $436,216 | 9.8K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $5,325 | 150 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $344,563 | 9.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 362.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $755,112 | 21.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $697,842 | 19.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $12M | 262.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $18M | 506.2K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $32,412 | 913 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $51M | 1.43M | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $201,251 | 5.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $25,631 | 722 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $682,380 | 19.2K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $251,780 | 6.2K | Q3 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $366,467 | 10.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $16M | 437.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 235.9K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $299,731 | 6.7K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 35.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $107,869 | 3.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $422,734 | 11.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 41.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $340,410 | 9.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $464,766 | 13.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $203,126 | 5.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 86.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $12M | 341.3K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $319,536 | 9.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $528,791 | 14.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $28,933 | 815 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $869,636 | 24.5K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $150,804 | 4.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 69.0K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $640,952 | 18.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,153 | 430 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $10,323 | 292 | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 44.9K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $833,759 | 23.5K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $11,893 | 335 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $245,093 | 6.9K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $10,776 | 242 | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $16,933 | 479 | Q2 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $208,136 | 5.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $162,134 | 3.6K | Q4 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $3,053 | 86 | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.00% | $258,689 | 7.3K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $39,907 | 1.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $5,029 | 113 | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $27,573 | 780 | Q2 2026 |
| S&T BANK/PA$268M AUM | 0.00% | $9,921 | 246 | Q3 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.00% | $214,775 | 6.0K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $1M | 30.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 54.3K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.00% | $37,933 | 23.9K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5M | 129.9K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $54,221 | 1.3K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $5,000 | 152 | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $24,957 | 703 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $546,229 | 13.5K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $16,881 | 484 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.