MVSTMICROVAST HOLDINGS INC
CUSIP 59516C106 · Yahoo Finance ↗ · Google Finance ↗
Microvast Holdings Inc (MVST) has 170 institutional holders in Filings Flow’s 13F database, together reporting 75.82M shares worth $114M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
170
Q1 2026
Reported Value
$114M
Ticker
MVST
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $34M | 12.12M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $23M | 15.40M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $13M | 8.64M | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.03% | $9M | 2.26M | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $8M | 5.38M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $8M | 5.00M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 3.34M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 3.30M | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $5M | 1.35M | Q2 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $4M | 1.13M | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 2.48M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $4M | 2.36M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3M | 2.07M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 2.01M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $3M | 1.98M | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.41% | $3M | 748.9K | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 1.64M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 1.64M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 763.8K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 1.38M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 1.38M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 1.31M | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 1.18M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 1.10M | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 413.3K | Q3 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $2M | 546.3K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 458.6K | Q4 2025OLDER |
| ALGERT GLOBAL LLC$6.6B AUM | 0.02% | $1M | 700.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 692.1K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $1M | 671.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $964,662 | 643.1K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.04% | $937,902 | 258.4K | Q2 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $904,639 | 222.3K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $895,137 | 596.8K | Q1 2026 |
| CANNELL CAPITAL LLC$163M AUM | 0.42% | $860,160 | 3.1K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $778,755 | 519.2K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $739,441 | 493.0K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $736,446 | 491.0K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $719,808 | 187.0K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $712,043 | 474.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $681,006 | 454.0K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $633,000 | 422.0K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $610,168 | 217.9K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $591,997 | 394.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $571,915 | 381.3K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $562,425 | 374.9K | Q1 2026 |
| Soviero Asset Management, LP$200M AUM | 0.27% | $560,000 | 200.0K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $544,982 | 363.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $531,537 | 354.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $515,000 | 343.5K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $510,260 | 132.5K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.05% | $505,672 | 337.1K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $478,806 | 171.0K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $465,716 | 310.5K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $463,368 | 308.9K | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.04% | $441,356 | 157.6K | Q4 2025OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $435,628 | 113.2K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.03% | $392,834 | 140.3K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $382,322 | 254.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $373,584 | 249.1K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $349,889 | 233.3K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $334,017 | 222.7K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $333,000 | 221.9K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $327,426 | 90.2K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $298,458 | 199.0K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $293,000 | 81.2K | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $289,025 | 192.7K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $280,208 | 186.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $274,430 | 183.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $273,750 | 182.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $252,840 | 90.3K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $251,736 | 167.8K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $248,061 | 165.4K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $245,304 | 163.5K | Q1 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.01% | $241,671 | 161.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $226,260 | 80.8K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $223,850 | 149.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $222,734 | 148.5K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $221,000 | 147.4K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $214,206 | 142.8K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $204,171 | 136.1K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.00% | $202,500 | 135.0K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $198,573 | 70.9K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $197,969 | 132.0K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.03% | $188,240 | 125.5K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.05% | $183,732 | 122.5K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $175,903 | 48.5K | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $174,207 | 116.1K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $162,954 | 108.6K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $153,333 | 102.2K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $152,279 | 101.5K | Q1 2026 |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $147,033 | 40.5K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $146,409 | 97.6K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $145,622 | 97.1K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $138,176 | 91.8K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $131,568 | 47.0K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $131,131 | 87.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $128,852 | 85.9K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $124,800 | 83.2K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $122,479 | 81.7K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $120,752 | 31.4K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $117,348 | 78.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $116,000 | 77.3K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $115,736 | 77.2K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.00% | $112,000 | 39.9K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $110,373 | 73.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $109,979 | 73.3K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $103,226 | 68.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $98,841 | 65.9K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $98,370 | 65.6K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $93,122 | 62.2K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $91,268 | 60.8K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $89,571 | 59.7K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $87,890 | 58.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $87,084 | 58.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $85,671 | 57.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $83,949 | 56.0K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $82,853 | 55.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $82,275 | 54.9K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $78,927 | 54.1K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.01% | $78,403 | 28.0K | Q4 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.00% | $78,000 | 52.2K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $75,852 | 50.6K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $69,750 | 46.5K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $69,020 | 24.6K | Q4 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $69,000 | 45.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $66,083 | 44.1K | Q1 2026 |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.04% | $65,970 | 44.0K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.03% | $65,774 | 36.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $63,891 | 16.6K | Q3 2025OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.00% | $61,417 | 39.1K | Q1 2026 |
| SHERBROOKE PARK ADVISERS LLC$39M AUM | 0.15% | $59,374 | 21.2K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.05% | $58,038 | 38.7K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.00% | $56,000 | 20.0K | Q4 2025OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.02% | $56,000 | 20.0K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $52,595 | 35.1K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.01% | $49,994 | 33.3K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.00% | $49,381 | 17.6K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $47,864 | 31.9K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $46,950 | 31.3K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.00% | $44,009 | 29.3K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $43,350 | 28.9K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $43,268 | 28.8K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.00% | $38,500 | 10.0K | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $38,297 | 10.6K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $37,885 | 9.8K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $36,862 | 13.2K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $35,140 | 12.5K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $34,985 | 23.3K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.00% | $34,641 | 23.1K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $33,575 | 22.4K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.00% | $33,043 | 11.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $32,436 | 8.4K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $31,175 | 11.1K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.01% | $31,097 | 11.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $29,814 | 19.9K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $29,450 | 19.6K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.00% | $28,211 | 14.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $27,921 | 18.6K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $27,180 | 18.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $26,412 | 17.6K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $24,938 | 16.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $24,900 | 16.6K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.00% | $22,500 | 15.0K | Q1 2026 |
| State of Wyoming$844M AUM | 0.00% | $21,699 | 14.5K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $21,444 | 14.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $20,890 | 13.9K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $20,000 | 13.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $19,194 | 12.8K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $19,133 | 12.8K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $19,000 | 6.8K | Q4 2025OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.00% | $18,741 | 10.9K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $18,603 | 12.4K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $18,000 | 6.3K | Q4 2025OLDER |
| Ground Swell Capital, LLC$51M AUM | 0.03% | $16,971 | 11.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16,871 | 11.2K | Q1 2026 |
| Sandro Wealth Management LLC$125M AUM | 0.01% | $16,500 | 11.0K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.00% | $15,600 | 10.4K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $15,039 | 10.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.00% | $15,000 | 10.0K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $14,000 | 9.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,250 | 7.5K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $10,583 | 7.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $10,520 | 7.0K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $10,500 | 7.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,421 | 6.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $10,178 | 6.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,870 | 7.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7,508 | 5.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,500 | 5.0K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $7,500 | 5.0K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $7,174 | 4.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $6,150 | 4.1K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $5,494 | 2.0K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $5,363 | 3.6K | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.00% | $5,285 | 1.5K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,988 | 3.3K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $4,845 | 3.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,275 | 2.9K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,137 | 2.8K | Q1 2026 |
| TrinityBridge Ltd$3.7B AUM | 0.00% | $3,000 | 2.1K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,733 | 1.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,411 | 626 | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,100 | 750 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 1.0K | Q1 2026 |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.00% | $1,815 | 500 | Q2 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,665 | 1.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,635 | 1.1K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $1,400 | 500 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,253 | 835 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,133 | 755 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,124 | 749 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $1,000 | 1.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $876 | 600 | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $846 | 564 | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $824 | 214 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $766 | 199 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $498 | 178 | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $366 | 244 | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.00% | $363 | 100 | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $291 | 104 | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $263 | 175 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $219 | 146 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $173 | 115 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $150 | 100 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $137 | 91 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $103 | 37 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $41 | 27 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $22 | 8 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $17 | 6 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $15 | 10 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $8 | 2 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $7 | 5 | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $3 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.