LOBLIVE OAK BANCSHARES INC
CUSIP 53803X105 · Yahoo Finance ↗ · Google Finance ↗
Live Oak Bancshares Inc (LOB) has 227 institutional holders in Filings Flow’s 13F database, together reporting 32.69M shares worth $850M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Barrow Hanley Mewhinney & Strauss LLC.
Institutional Holders
227
Q1 2026
Reported Value
$850M
Ticker
LOB
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM | 4.95% | $34M | 1.03M | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.68% | $3M | 78.5K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 0.96% | $7M | 167.5K | Q2 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 0.78% | $7M | 209.6K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.51% | $2M | 50.0K | Q4 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.49% | $2M | 71.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.49% | $43M | 1.26M | Q4 2025OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.47% | $39M | 1.19M | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.27% | $5M | 145.6K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.25% | $2M | 52.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.23% | $4M | 131.5K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.19% | $19M | 573.9K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.18% | $54M | 1.62M | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.16% | $2M | 48.3K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.15% | $693,974 | 21.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.15% | $2M | 50.6K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.15% | $214,628 | 6.49M | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.12% | $317,307 | 9.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $633,000 | 18.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.10% | $5M | 154.4K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $415,702 | 11.8K | Q3 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 32.5K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.09% | $3M | 98.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.09% | $8M | 226.0K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.08% | $4M | 117.1K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.08% | $2M | 55.9K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.08% | $24M | 722.9K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.08% | $1M | 39.7K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 0.06% | $364,527 | 10.3K | Q3 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.06% | $2M | 59.4K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.06% | $2M | 48.8K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.06% | $479,268 | 14.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $234,542 | 6.8K | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $532,064 | 13.0K | Q2 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.05% | $222,707 | 6.3K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $622,476 | 18.8K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $510,336 | 15.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 69.9K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $284,595 | 8.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.04% | $1M | 38.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.04% | $4M | 125.0K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.04% | $6M | 169.6K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.04% | $10M | 314.8K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $24M | 728.1K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.03% | $1M | 34.1K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 50.2K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $2M | 67.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $677,505 | 20.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $834,229 | 25.2K | Q1 2026OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.03% | $511,606 | 14.5K | Q3 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $8M | 249.7K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $348,591 | 10.5K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.02% | $486,857 | 14.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $481,169 | 14.6K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $640,696 | 18.7K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $838,159 | 25.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 89.2K | Q2 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $4M | 132.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 48.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $255,466 | 7.7K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $293,140 | 8.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 67.2K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $296,109 | 9.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $984,395 | 29.8K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $4M | 109.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.01% | $221,206 | 6.7K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $90,007 | 2.6K | Q3 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 32.8K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $97,898 | 2.9K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $4M | 113.7K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $14M | 434.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $5M | 152.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $883,068 | 26.7K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.01% | $5M | 153.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $53M | 1.59M | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 62.1K | Q3 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $17,277 | 503 | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $388,124 | 11.0K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $838,976 | 23.8K | Q3 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.01% | $271,174 | 8.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 60.9K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $9M | 285.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $263,668 | 8.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $54,960 | 1.6K | Q4 2025OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.01% | $8,117 | 245 | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $1M | 41.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $540,952 | 16.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $9M | 263.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $397,998 | 12.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 85.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3,191 | 90.6K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $153,742 | 4.6K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $283,344 | 8.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $42,719 | 1.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $240,759 | 7.0K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 100.6K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $305,897 | 9.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 53.1K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $636,002 | 19.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $239,063 | 7.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 181.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $97,722 | 3.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $322,862 | 9.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $278,516 | 8.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 262.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $943,358 | 28.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $810,964 | 24.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $272,001 | 8.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 37.1K | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 39.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 239.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $449,022 | 13.1K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $114M | 3.43M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 234.2K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 73.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $331,957 | 10.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $354,785 | 10.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 135.6K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $1M | 32.2K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $28M | 854.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $16,535 | 500 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $48M | 1.44M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $981,882 | 29.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $30M | 908.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $425,809 | 12.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 100.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $12,335 | 373 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $324,218 | 9.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $270,987 | 7.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $46,546 | 1.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $10M | 290.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $11M | 324.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $968,267 | 29.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 72.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 34.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $93M | 2.70M | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 47.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $15,199 | 459 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $51M | 1.53M | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 41.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $6,945 | 210 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $232,769 | 6.6K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 319.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $67,013 | 2.0K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 33.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $843,984 | 23.3K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $2,150 | 65 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $28,956 | 709 | Q2 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $271,174 | 8.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 33.9K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 28.7K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,531 | 137 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $339,298 | 10.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 89.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 41.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 43.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,265 | 76 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 114.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $418,046 | 12.5K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $972,060 | 29.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $70,180 | 2.1K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $247,397 | 7.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $612,754 | 18.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $187,200 | 5.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 34.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $548,995 | 16.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $327,360 | 9.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 142.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $585,032 | 17.7K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.00% | $1,168 | 34 | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 73.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 45.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 100.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $317,604 | 9.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $558,445 | 16.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 90.9K | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $402,925 | 12.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 273.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $13,228 | 400 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 103.1K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,083 | 63 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $196,270 | 5.9K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $17,593 | 532 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $25,365 | 767 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $1,338 | 38 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,601 | 382 | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $444,829 | 12.6K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 75.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 174.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 37.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $222,140 | 6.5K | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $8,268 | 250 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $256,167 | 7.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $773,607 | 23.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 51.2K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,878 | 87 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 65.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $1,635 | 40 | Q2 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $633 | 19 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 84.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $9,590 | 290 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 30.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $465,824 | 14.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,153 | 65 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $18,355 | 500 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,861 | 147 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $465,630 | 14.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 106.6K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $212,309 | 6.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $929,127 | 28.1K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $888,691 | 26.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,532 | 171 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,918 | 58 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 43.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $271,042 | 8.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,623 | 170 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $427 | 13 | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $529 | 16 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $598,897 | 18.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,778 | 84 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $926 | 28 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $463 | 14 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,096 | 33.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $221,478 | 6.4K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,233 | 128 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $63,423 | 1.9K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $430 | 13 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $983,132 | 29.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $72,886 | 2.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,042 | 151 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $6,779 | 205 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,976 | 90 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,153 | 307 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $529 | 15 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,869 | 117 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,614 | 200 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,620 | 49 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $68,118 | 2.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $17,461 | 528 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $7,375 | 223 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $22,421 | 678 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $66 | 2 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,853 | 81 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $34 | 1 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $3,522 | 100 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $10,649 | 322 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $137 | 4 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,588 | 48 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $67 | 2 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $100 | 3 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $423 | 12 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $33 | 1 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $165 | 5 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $34 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,976 | 90 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $992 | 30 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $33 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.