ELBIT SYS LTD
CUSIP M3760D101
Elbit Sys Ltd has 393 institutional holders in Filings Flow’s 13F database, together reporting 9.84M shares worth $7.1B as of Q1 2026. The largest reported holders are Bank Of Montreal /Can/, Vanguard Capital Management LLC, and Vanguard Group Inc.
Institutional Holders
393
Q1 2026
Reported Value
$7.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Y.D. More Investments Ltd$2.6B AUM | 17.98% | $459M | 551.0K | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 6.86% | $380M | 456.1K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 6.44% | $12M | 14.7K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 5.19% | $11M | 13.4K | Q1 2026OLDER |
| Heard Capital LLC$1.9B AUM | 4.76% | $92M | 108.4K | Q1 2026OLDER |
| HWG Holdings LP$385M AUM | 4.03% | $16M | 18.3K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 3.65% | $333M | 397.1K | Q1 2026OLDER |
| Eos Management, L.P.$233M AUM | 3.16% | $7M | 8.7K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 2.07% | $25M | 50.0K | Q3 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 2.02% | $213M | 251.1K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 1.82% | $9M | 10.3K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 1.67% | $51M | 100.0K | Q3 2025OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 1.30% | $13M | 14.7K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.22% | $4M | 5.4K | Q2 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 1.19% | $7M | 8.3K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 1.16% | $20M | 40.0K | Q3 2025OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 1.14% | $95M | 111.7K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 1.09% | $2M | 2.9K | Q2 2026 |
| Krane Financial Solutions LLC$147M AUM | 0.98% | $1M | 1.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.74% | $8M | 9.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.68% | $6M | 6.5K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.67% | $5M | 6.1K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.65% | $987,636 | 1.3K | Q2 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.60% | $3M | 5.3K | Q4 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.52% | $15M | 17.1K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.46% | $2M | 2.1K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.45% | $455,126 | 790 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.43% | $316M | 379.0K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.41% | $21M | 35.5K | Q4 2025OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.40% | $51M | 60.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.40% | $527,858 | 621.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.39% | $1.0B | 12.6K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.39% | $3M | 4.0K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.38% | $1M | 2.6K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.38% | $6M | 7.5K | Q1 2026OLDER |
| Senvest Management, LLC$3.0B AUM | 0.36% | $11M | 21.7K | Q3 2025OLDER |
| Dorsey Wright & Associates$807M AUM | 0.36% | $3M | 3.4K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.35% | $731,173 | 1.3K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.31% | $487,010 | 843 | Q4 2025OLDER |
| Cooper Capital Advisors LLC$143M AUM | 0.30% | $433,036 | 510 | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.29% | $3M | 3.1K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.27% | $6M | 12.7K | Q3 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.25% | $1M | 1.6K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.24% | $27M | 32.1K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.24% | $740,407 | 872 | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 0.23% | $529,512 | 624 | Q1 2026OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.22% | $16M | 18.7K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.22% | $603,703 | 711 | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.20% | $204,631 | 241 | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.19% | $1M | 3.4K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.16% | $298M | 354.1K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.16% | $4M | 4.5K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.15% | $438,130 | 516 | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.15% | $633,421 | 746 | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.15% | $1M | 2.7K | Q3 2025OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.15% | $2M | 2.1K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.14% | $294,634 | 347 | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.14% | $326,272 | 640 | Q3 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.14% | $219,914 | 259 | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.13% | $433,036 | 510 | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.13% | $1M | 1.3K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.13% | $75M | 129.4K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.12% | $342,184 | 403 | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.11% | $551,909 | 650 | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.11% | $514,631 | 606 | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.11% | $4M | 4.7K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.11% | $313,314 | 369 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.11% | $9M | 10.6K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.10% | $457,497 | 539 | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.10% | $18M | 21.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.10% | $627,054 | 1.2K | Q3 2025OLDER |
| Gibson Capital, LLC$537M AUM | 0.09% | $509,454 | 600 | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.09% | $2M | 2.0K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.09% | $128M | 150.9K | Q1 2026OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.09% | $793,249 | 1.6K | Q3 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.09% | $721,727 | 850 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.09% | $5M | 6.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $3M | 6.0K | Q4 2025OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.08% | $960,321 | 1.1K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.08% | $424,545 | 500 | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.08% | $630,660 | 755 | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.07% | $3M | 3.1K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.07% | $335,390 | 395 | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.07% | $891,224 | 1.0K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.07% | $1M | 1.3K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.07% | $131,259 | 173 | Q2 2026 |
| DGS Capital Management, LLC$609M AUM | 0.07% | $414,356 | 488 | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.07% | $84M | 164.7K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.07% | $307,342 | 532 | Q2 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.07% | $3M | 3.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.06% | $57M | 68.7K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.06% | $22M | 26.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.06% | $103,589 | 122 | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.06% | $2M | 2.6K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.06% | $101,891 | 120 | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.06% | $473,144 | 934 | Q4 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $338,840 | 399 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.06% | $6M | 7.6K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.05% | $424,617 | 735 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.05% | $331M | 389.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.05% | $2M | 1.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.05% | $194M | 229.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.05% | $86M | 102.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $350,674 | 413 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 1.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $7M | 8.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 2.3K | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.05% | $86,832 | 102 | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.05% | $212,442 | 280 | Q2 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.05% | $239,443 | 282 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.05% | $143,496 | 169 | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.04% | $202,083 | 238 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 5.3K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.04% | $849,090 | 1.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 1.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $477,204 | 629 | Q2 2026 |
| Calydon Capital$613M AUM | 0.04% | $261,520 | 308 | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $206,820 | 358 | Q4 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.04% | $6M | 7.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $37M | 43.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.04% | $662,290 | 780 | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $13M | 15.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.04% | $254,727 | 300 | Q1 2026OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.04% | $157,931 | 186 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 2.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.04% | $33M | 40.1K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.04% | $169,818 | 200 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $23M | 26.5K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $190,196 | 224 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $2M | 1.8K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.03% | $606,596 | 1.1K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.03% | $513,699 | 605 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $217,797 | 245 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $205M | 241.9K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $397,594 | 468 | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $324,732 | 428 | Q2 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $54M | 63.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $15M | 18.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 1.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.03% | $11M | 13.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $3M | 3.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 1.6K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $200,383 | 236 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 1.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.03% | $33M | 39.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $220,763 | 260 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $66M | 77.7K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.03% | $8M | 9.7K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.03% | $13M | 15.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 2.6K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $407,840 | 800 | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $369,605 | 725 | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 1.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.03% | $21M | 25.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $167M | 196.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.02% | $102M | 120.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $15M | 17.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $2M | 1.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.02% | $100M | 120.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.02% | $70M | 82.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $42,510 | 50 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $452,565 | 533 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 2.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 3.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 6.6K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $352,937 | 416 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $26,322 | 31 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $169M | 198.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $141M | 166.5K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $304,675 | 391 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.02% | $84,909 | 100 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 2.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $469,526 | 921 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $156M | 184.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 1.5K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $254,727 | 300 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $7M | 8.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $62M | 73.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $652,950 | 769 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $155,383 | 183 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 8.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $412,658 | 486 | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.02% | $777,766 | 916 | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.02% | $509,454 | 600 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.02% | $602M | 713.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $35M | 41.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $18M | 21.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $7M | 8.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 6.0K | Q3 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $593,287 | 711 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $14M | 16.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $442,376 | 521 | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $24,624 | 29 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $750,306 | 883 | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $243,064 | 286 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 4.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 3.7K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $2M | 2.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 3.8K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $524,738 | 618 | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 6.1K | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $18M | 21.1K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $229,254 | 270 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $154M | 181.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 2.6K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $215,669 | 254 | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $17M | 19.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 8.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $501,813 | 591 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $409,019 | 708 | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $28,870 | 34 | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $326,051 | 384 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 2.1K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $208,099 | 410 | Q3 2025OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.01% | $169,818 | 200 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $256,429 | 503 | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $331,281 | 390 | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.01% | $209,690 | 364 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 2.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $686,065 | 808 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $450,062 | 530 | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $215,669 | 254 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $233,887 | 280 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $787,956 | 928 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 3.6K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 9.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $280,199 | 330 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $67,928 | 80 | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $10M | 12.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $573M | 998.3K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $887,664 | 1.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $563,051 | 673 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $44M | 51.6K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.01% | $686,914 | 809 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 6.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $9M | 10.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $261,520 | 308 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $123M | 212.3K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $7M | 8.2K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.01% | $36,970 | 64 | Q4 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.01% | $532,379 | 627 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $301,427 | 355 | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $282,984 | 555 | Q3 2025OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.01% | $472,943 | 557 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $509,800 | 1.0K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 5.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $7M | 7.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $455,251 | 893 | Q3 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 3.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 17.5K | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.01% | $9M | 11.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 9.7K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 1.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $442,376 | 521 | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $214,718 | 283 | Q2 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $936,505 | 1.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $9M | 10.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $164,988 | 202 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $5M | 5.4K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.01% | $22,925 | 27 | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $815,680 | 1.6K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $468,590 | 552 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $159,537 | 187 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $7,587 | 10 | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $30,071 | 36 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 5.4K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.01% | $33,964 | 40 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $112,080 | 132 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $19M | 22.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $230,788 | 399 | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $20,228 | 45 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $263,237 | 310 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $3M | 4.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $685,216 | 807 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $293,166 | 327 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $5,095 | 6 | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.00% | $26,000 | 51 | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $284,450 | 335 | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $6M | 11.4K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $8M | 16.3K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 2.8K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $284,445 | 335 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $331,145 | 390 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $637,044 | 750 | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $395,676 | 466 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $60M | 73.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $136,903 | 162 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 1.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $134,156 | 158 | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $231,449 | 454 | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $204,631 | 241 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $11,554 | 20 | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $303,974 | 358 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 3.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $444,081 | 523 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $540,870 | 637 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $262,281 | 454 | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $481,433 | 567 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $6M | 7.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 12.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $315,012 | 371 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 4.0K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $306,187 | 530 | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $400,039 | 479 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $84,914 | 100 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $334,748 | 394 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $287,842 | 339 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 12.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $106,980 | 141 | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $916,190 | 1.0K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $239,750 | 415 | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 4.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $49,247 | 58 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $146M | 172.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $578,623 | 1.1K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 1.8K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $12,735 | 15 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $5,944 | 7 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $169,818 | 200 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 2.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $26,669 | 30 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $73,871 | 87 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $647,895 | 763 | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $7,588 | 10 | Q2 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.00% | $1M | 1.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $14,443 | 25 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 1.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 4.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $141,405 | 166 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $33M | 39.2K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $9,189 | 11 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $2M | 2.0K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.00% | $5,078 | 10 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $755,021 | 889 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $73,871 | 87 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $556,243 | 657 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $18,968 | 25 | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $373,599 | 440 | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 2.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $10,397 | 18 | Q4 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $6,355 | 11 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $658,589 | 1.1K | Q4 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $824,347 | 1.6K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $52M | 61.1K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $21,228 | 25 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $11,039 | 13 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $32M | 37.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $242,840 | 286 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $288,691 | 340 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $551,059 | 649 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $325,203 | 383 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $163,999 | 183 | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $9,989 | 20 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $31,414 | 35 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $130,344 | 154 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $18,679 | 22 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 6.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 3.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,095 | 6 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $16,133 | 19 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 2.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 10.7K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.00% | $49,458 | 58 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $612,235 | 721 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $8,491 | 10 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $338,787 | 399 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $16,982 | 20 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $333,367 | 654 | Q3 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $382,091 | 450 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $25,473 | 30 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $580,419 | 691 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $631,294 | 743 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 4.9K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $729,706 | 962 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $25,997 | 45 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 6.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $2,276 | 3 | Q2 2026 |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $1,699 | 2 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,396 | 4 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 5.4K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 4.3K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $516,247 | 608 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $6,793 | 8 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $12,736 | 15 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $8,491 | 10 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $723,030 | 851 | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $21,244 | 28 | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 6.0K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $274,818 | 329 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $994,618 | 1.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,353 | 10 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $829,245 | 978 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,155 | 2 | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $773 | 1 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $5,095 | 6 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $731,470 | 861 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $11,888 | 14 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $3M | 4.0K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $371,122 | 445 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $424,505 | 500 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $296,915 | 514 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $121,802 | 143 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,406 | 4 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $2,042 | 4 | Q3 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $28,786 | 50 | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $104,438 | 123 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $16,982 | 20 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $189,347 | 223 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,094 | 6 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $3,396 | 4 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $7,510 | 13 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,982 | 20 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $850 | 1 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $4,044 | 7 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $4,246 | 5 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $201,234 | 237 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $3,035 | 4 | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $850 | 1 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $599,458 | 706 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $939,456 | 2.1K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $985,793 | 1.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $4M | 4.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,547 | 3 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $5,095 | 6 | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $4,245 | 5 | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $10,964 | 13 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $578 | 1 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,933 | 12 | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $45,372 | 89 | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $834 | 1 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $114,964 | 199 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $147,742 | 174 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,698 | 2 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,311 | 4 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $851 | 1 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $850 | 1 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $30,567 | 36 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,506 | 3 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $3,396 | 4 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $11,887 | 14 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $6,793 | 8 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,039 | 4 | Q3 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $578 | 1 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,079 | 8 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $45,851 | 54 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $849 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.