NHINATIONAL HEALTH INVS INC
CUSIP 63633D104 · Yahoo Finance ↗ · Google Finance ↗
National Health Invs Inc (NHI) has 316 institutional holders in Filings Flow’s 13F database, together reporting 34.33M shares worth $2.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
316
Q1 2026
Reported Value
$2.7B
Ticker
NHI
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Land & Buildings Investment Management, LLC$591M AUM | 8.03% | $47M | 587.2K | Q1 2026 |
| Jefferson Bridge Capital, LLC$101M AUM | 3.68% | $4M | 45.8K | Q1 2026 |
| Clayton Partners LLC$138M AUM | 3.27% | $5M | 55.7K | Q1 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM | 1.58% | $39M | 552.5K | Q2 2025OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 1.51% | $2M | 24.8K | Q1 2026 |
| Nepsis Inc.$299M AUM | 1.12% | $3M | 41.5K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 1.02% | $21M | 257.7K | Q1 2026 |
| Sophron Capital Management L.P.$339M AUM | 0.84% | $3M | 35.4K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.80% | $3M | 34.0K | Q1 2026 |
| Ausbil Investment Management Ltd$201M AUM | 0.60% | $1M | 14.8K | Q1 2026 |
| Morgan Stanley Institutional Investment Advisors LLC$1.0B AUM | 0.60% | $6M | 76.9K | Q1 2026 |
| Militia Capital Partners, LP$263M AUM | 0.58% | $2M | 20.1K | Q4 2025OLDER |
| Militia Capital Management LLC$454M AUM | 0.56% | $2M | 30.4K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.52% | $8M | 104.1K | Q1 2026 |
| BOWEN HANES & CO INC$4.1B AUM | 0.51% | $21M | 260.0K | Q1 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 0.39% | $37M | 463.5K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 0.35% | $380,527 | 4.7K | Q1 2026 |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.32% | $373,250 | 4.6K | Q1 2026 |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.32% | $5M | 62.5K | Q4 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.26% | $4M | 51.2K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.24% | $1M | 14.6K | Q1 2026 |
| Benchmark Investment Advisors LLC$172M AUM | 0.24% | $404,300 | 5.0K | Q1 2026 |
| ALBERT D MASON INC$154M AUM | 0.23% | $362,981 | 4.5K | Q1 2026 |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.23% | $3M | 42.7K | Q3 2025OLDER |
| Family Legacy, Inc.$333M AUM | 0.23% | $755,232 | 9.3K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.19% | $1M | 16.5K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.17% | $603,507 | 7.1K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.15% | $21M | 258.0K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.14% | $2M | 19.2K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.12% | $73M | 897.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.12% | $2M | 25.3K | Q1 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.11% | $719,883 | 8.9K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.11% | $418,936 | 5.2K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.11% | $92M | 1.14M | Q1 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC$570M AUM | 0.11% | $641,796 | 9.2K | Q2 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $453,786 | 5.7K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.10% | $2M | 30.2K | Q1 2026 |
| CHELSEA COUNSEL CO$225M AUM | 0.10% | $231,870 | 3.0K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.10% | $4M | 45.2K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.10% | $4M | 50.3K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $492,400 | 6.0K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.08% | $203,832 | 2.7K | Q4 2025OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.08% | $250,666 | 3.1K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.07% | $2M | 28.1K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.07% | $138M | 1.70M | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $307,000 | 4.0K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 0.07% | $251,520 | 3.6K | Q2 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 64.0K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.05% | $203,929 | 2.5K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $1M | 17.7K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $398,155 | 4.9K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $1M | 17.4K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $35M | 429.5K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.04% | $13M | 156.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 83.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $5M | 57.6K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $617,204 | 7.6K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.03% | $202,150 | 2.5K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 0.03% | $41,319 | 511 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.03% | $222,600 | 2.8K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 48.5K | Q1 2026 |
| Trust Co$1.1B AUM | 0.03% | $320,933 | 4.0K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $510,227 | 6.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $34M | 420.1K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.03% | $57,491 | 711 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $62M | 762.0K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $1M | 12.5K | Q1 2026 |
| State of Wyoming$844M AUM | 0.02% | $208,861 | 2.6K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.02% | $6M | 76.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $264,735 | 3.3K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $4M | 49.6K | Q1 2026 |
| Field & Main Bank$344M AUM | 0.02% | $80,860 | 1.0K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $4M | 49.8K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $7M | 92.4K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $5M | 66.8K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $1M | 18.0K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 22.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $2M | 19.6K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.02% | $169,887 | 2.1K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $6M | 76.6K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $15M | 186.0K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 19.0K | Q2 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.02% | $13M | 160.0K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $411,863 | 5.4K | Q4 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $777,712 | 9.6K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $32,686 | 428 | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $335M | 4.14M | Q1 2026 |
| CapWealth Advisors, LLC$1.3B AUM | 0.02% | $221,637 | 2.7K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $249,619 | 3.1K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $966,439 | 12.0K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.02% | $23,449 | 290 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $75,678 | 925 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $6M | 73.3K | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $733,175 | 10.5K | Q2 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $638,794 | 7.9K | Q1 2026 |
| S&T BANK/PA$268M AUM | 0.01% | $38,409 | 475 | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $411,622 | 5.6K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 54.0K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $10M | 131.8K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $657,717 | 8.1K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $55M | 686.2K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $607,259 | 7.5K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 14.2K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $252,785 | 3.3K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $241,529 | 3.0K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 27.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $11M | 134.1K | Q1 2026 |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.01% | $256,003 | 3.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $67M | 826.0K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 54.3K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $3M | 42.5K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $312,443 | 3.9K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $2M | 22.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $728,203 | 9.0K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $321,365 | 4.2K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 12.8K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 21.2K | Q1 2026 |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $2M | 21.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $5M | 63.9K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $218,466 | 2.7K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $320,367 | 4.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 58.1K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 25.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $42M | 514.7K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $778,385 | 9.8K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $496M | 6.50M | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $877,412 | 10.9K | Q1 2026 |
| Reflection Asset Management$141M AUM | 0.01% | $9,859 | 130 | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 50.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $389M | 4.81M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $106M | 1.31M | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $503,192 | 6.2K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $25M | 311.7K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 13.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $46M | 562.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $246,296 | 3.2K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $80M | 992.8K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $662,243 | 8.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 15.2K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 15.1K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 17.0K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $92,989 | 1.1K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $161M | 1.97M | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $644,977 | 8.0K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $2M | 30.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $148,514 | 1.8K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 41.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $81M | 986.6K | Q1 2026 |
| IFM Investors Pty Ltd$12.0B AUM | 0.01% | $616,962 | 7.6K | Q1 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $784,342 | 9.7K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $7M | 88.3K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $30,889 | 382 | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.00% | $3M | 38.0K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $217,852 | 2.8K | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.00% | $420,720 | 6.0K | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $481,602 | 6.0K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5M | 67.4K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $113,204 | 1.4K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $51,184 | 633 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $14M | 170.7K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 0.00% | $5,661 | 70 | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 51.9K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 94.3K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $617,849 | 7.6K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $19M | 231.7K | Q1 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $7,770 | 95 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $280,827 | 3.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 35.2K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $169M | 2.08M | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $6,704 | 83 | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $557,883 | 7.3K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19M | 236.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 36.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 26.2K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 45.3K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $317,376 | 3.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 84.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $31M | 383.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $315,439 | 3.9K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $857,241 | 10.5K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $241,367 | 3.0K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $17,789 | 220 | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $606,207 | 7.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $315,286 | 3.9K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $710,841 | 8.8K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 41.1K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 29.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $779,121 | 10.2K | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $9,068 | 112 | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $4M | 51.4K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $359,504 | 4.4K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 113.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $929,560 | 11.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 25.8K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 18.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $432,230 | 6.2K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $605,649 | 7.5K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.00% | $19,003 | 271 | Q2 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $4,929 | 62 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $446,105 | 5.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $391,935 | 4.9K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 62.0K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $26,684 | 330 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $3M | 39.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 202.8K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $803,021 | 9.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $29,248 | 358 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $18M | 216.7K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $42,775 | 529 | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $409,556 | 5.1K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $103,501 | 1.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 141.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 47.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $353,277 | 4.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $201,450 | 2.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $209,510 | 2.6K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $454,838 | 5.6K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $873,288 | 10.8K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,779 | 22 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 21.7K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,044 | 25 | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 23.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $929,734 | 11.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 127.6K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $50,618 | 626 | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $13,989 | 173 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 21.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $284,951 | 3.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 56.2K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $28,004 | 352 | Q3 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $18,482 | 242 | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $368,884 | 4.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $892,290 | 11.0K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 94.8K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $237,587 | 3.1K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 13.0K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $294,403 | 3.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 237.6K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $1,473 | 21 | Q2 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,779 | 22 | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 18.8K | Q1 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $58,057 | 718 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 62.8K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 22.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 22.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $66,629 | 824 | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 22.4K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $1M | 16.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $788,851 | 9.8K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 19.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 32.9K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $551,142 | 6.8K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,074 | 13.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 14.7K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $7,950 | 100 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $10,108 | 125 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $1,778 | 23 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 38.5K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $7,358 | 91 | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $210,155 | 2.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $78,398 | 959 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $360,499 | 4.3K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $47,537 | 588 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $240,413 | 3.1K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $448,773 | 5.5K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $660,141 | 8.2K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $208,847 | 2.6K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 30.5K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $6,469 | 80 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $4,048 | 53 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $592,785 | 7.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 33.3K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $20,782 | 257 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,341 | 41 | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $310,209 | 3.9K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $307,430 | 3.8K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $2M | 24.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $323,440 | 4.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $847,655 | 10.5K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $241,610 | 3.0K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,267 | 52.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,226 | 77 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 23.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $295,382 | 3.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $74,368 | 920 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,962 | 49 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,409 | 104 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $226,938 | 2.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $314,123 | 4.1K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $1,034 | 13 | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $332,421 | 4.1K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $361,284 | 5.1K | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,941 | 24 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,967 | 226 | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $244,980 | 3.2K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $312,945 | 3.9K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $14,232 | 176 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,051 | 13 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $15,579 | 204 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $971,680 | 12.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,860 | 23 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,536 | 19 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $493,649 | 6.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $109,646 | 1.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $24,258 | 300 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,989 | 173 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $171,261 | 2.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,282 | 560 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $237,841 | 2.9K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $43,907 | 543 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $294,330 | 3.6K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,154 | 39 | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $23,207 | 287 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $820,000 | 10.1K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $162 | 2 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,367 | 54 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69,136 | 855 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,720 | 46 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,469 | 80 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $243 | 3 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $268,132 | 3.3K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $567 | 7 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $16,010 | 198 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,345 | 29 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $130 | 1.9K | Q2 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $5,256 | 65 | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $94,040 | 1.2K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $4,261 | 59 | Q2 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $5,230 | 63 | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $81 | 1 | Q1 2026 |
| MOTCO$1.1B AUM | 0.00% | $566 | 7 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $7,982 | 100 | Q3 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $1,034 | 13 | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $572 | 7 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $201 | 2 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,558 | 44 | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $28,867 | 357 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $773 | 10 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $79,243 | 980 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $162 | 2 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $561 | 8 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $439,735 | 5.4K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $81 | 1 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $243 | 3 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,102 | 26 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $81 | 1 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $809 | 10 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $114 | 2 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8,095 | 106 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,941 | 24 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $71 | 1 | Q2 2025OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $81 | 1 | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,051 | 13 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $80 | 1 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $162 | 2 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8,086 | 100 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $10,512 | 130 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $491 | 7 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.