NICENICE LTD
CUSIP 653656108 · Yahoo Finance ↗ · Google Finance ↗
Nice Ltd (NICE) has 347 institutional holders in Filings Flow’s 13F database, together reporting 32.81M shares worth $3.3B as of Q1 2026. The largest reported holders are Principal Financial Group Inc, Harding Loevner LP, and Brandes Investment Partners, LP.
Institutional Holders
347
Q1 2026
Reported Value
$3.3B
Ticker
NICE
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RPD Fund Management LLC$306M AUM | 24.26% | $74M | 673.0K | Q1 2026 |
| Kopion Asset Management, LLC$158M AUM | 9.87% | $13M | 115.0K | Q1 2026 |
| Blue Door Asset Management, LLC$159M AUM | 6.67% | $11M | 96.0K | Q1 2026 |
| HMI Capital Management, L.P.$754M AUM | 6.44% | $112M | 770.4K | Q3 2025OLDER |
| Martin Investment Management, LLC$334M AUM | 4.57% | $18M | 124.2K | Q3 2025OLDER |
| PB INVESTMENT PARTNERS, L.P.$127M AUM | 3.78% | $5M | 43.6K | Q1 2026 |
| BRUNI J V & CO /CO$958M AUM | 3.22% | $31M | 279.9K | Q1 2026 |
| Black Creek Investment Management Inc.$1.9B AUM | 3.14% | $59M | 530.9K | Q1 2026 |
| HARDING LOEVNER LP$9.7B AUM | 2.87% | $279M | 2.53M | Q1 2026 |
| Haven Capital Group, Inc.$108M AUM | 2.73% | $3M | 26.6K | Q1 2026 |
| INTREPID FAMILY OFFICE LLC$124M AUM | 2.42% | $3M | 20.0K | Q3 2025OLDER |
| Broyhill Asset Management, LLC$108M AUM | 2.18% | $2M | 17.2K | Q3 2025OLDER |
| Sphera Management Technology Funds Ltd$178M AUM | 2.12% | $6M | 55.0K | Q4 2025OLDER |
| Kopernik Global Investors, LLC$1.4B AUM | 1.93% | $28M | 250.9K | Q1 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.74% | $246M | 2.23M | Q1 2026 |
| Vulcan Value Partners, LLC$3.8B AUM | 1.67% | $63M | 572.3K | Q1 2026 |
| Guardian Wealth Management, Inc.$183M AUM | 1.54% | $3M | 25.6K | Q1 2026 |
| Corecam Pte. Ltd.$231M AUM | 1.53% | $4M | 32.0K | Q1 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 1.52% | $32M | 287.4K | Q1 2026 |
| Corecam AG$117M AUM | 1.50% | $2M | 16.0K | Q1 2026 |
| Collaborative Fund Advisors, LLC$162M AUM | 1.31% | $2M | 19.2K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 1.27% | $4M | 37.2K | Q1 2026 |
| HARVEY CAPITAL MANAGEMENT INC$439M AUM | 1.21% | $6M | 39.2K | Q3 2025OLDER |
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 1.19% | $19M | 171.0K | Q1 2026 |
| Taylor Frigon Capital Management LLC$176M AUM | 1.13% | $2M | 18.0K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 1.13% | $3M | 25.8K | Q4 2025OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.01% | $4M | 28.0K | Q3 2025OLDER |
| AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM | 0.93% | $17M | 157.6K | Q1 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 0.92% | $7M | 66.1K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.88% | $102M | 921.3K | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.87% | $30M | 273.0K | Q1 2026 |
| Lakewood Asset Management LLC$156M AUM | 0.86% | $1M | 12.2K | Q1 2026 |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.83% | $5M | 48.5K | Q4 2025OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.78% | $165M | 1.49M | Q1 2026 |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.61% | $3M | 26.4K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.54% | $5M | 46.9K | Q1 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.52% | $2M | 18.5K | Q4 2025OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.51% | $30M | 272.3K | Q1 2026 |
| Perpetual Ltd$7.0B AUM | 0.46% | $37M | 256.6K | Q3 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.45% | $9M | 77.8K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.45% | $6M | 53.6K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.43% | $56M | 383.9K | Q3 2025OLDER |
| Aurora Investment Counsel$180M AUM | 0.40% | $725,180 | 6.6K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.40% | $1M | 8.0K | Q3 2025OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.35% | $410,787 | 3.6K | Q4 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.34% | $55M | 376.8K | Q3 2025OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.30% | $847,899 | 7.7K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.30% | $2M | 16.7K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.30% | $604,445 | 5.5K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.30% | $31M | 283.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.27% | $505M | 4.58M | Q1 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.25% | $535,395 | 3.7K | Q3 2025OLDER |
| Balefire, LLC$613M AUM | 0.25% | $1M | 8.6K | Q3 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.25% | $93M | 550.7K | Q2 2025OLDER |
| TT International Asset Management LTD$783M AUM | 0.25% | $2M | 20.5K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.24% | $841,172 | 5.8K | Q3 2025OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.23% | $832,463 | 7.5K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.23% | $14M | 96.7K | Q3 2025OLDER |
| Level Wealth Management LLC$213M AUM | 0.22% | $415,084 | 2.9K | Q3 2025OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.21% | $128M | 1.16M | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.20% | $527,734 | 3.1K | Q2 2025OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.19% | $244,823 | 1.7K | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.19% | $5M | 35.8K | Q3 2025OLDER |
| Bronte Capital Management Pty Ltd.$1.0B AUM | 0.19% | $2M | 17.1K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.18% | $2M | 14.2K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.18% | $227M | 2.06M | Q1 2026 |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.18% | $60M | 544.4K | Q1 2026 |
| MATAURO, LLC$692M AUM | 0.16% | $1M | 7.0K | Q3 2025OLDER |
| TLWM$615M AUM | 0.16% | $870,390 | 7.9K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.15% | $7M | 60.7K | Q1 2026 |
| MILFORD FUNDS LTD$4.8B AUM | 0.15% | $8M | 66.8K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.15% | $202,692 | 1.4K | Q3 2025OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.14% | $4M | 27.7K | Q3 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.14% | $219,076 | 1.3K | Q2 2025OLDER |
| Suncoast Equity Management$833M AUM | 0.13% | $1M | 8.9K | Q3 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.13% | $724,188 | 6.6K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.12% | $75M | 681.8K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 0.12% | $231,436 | 2.1K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.12% | $2M | 16.7K | Q3 2025OLDER |
| Plan A Wealth LLC$209M AUM | 0.11% | $221,953 | 2.0K | Q1 2026 |
| Davis Capital Management$169M AUM | 0.10% | $150,456 | 1.3K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.10% | $892,444 | 8.1K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.10% | $408,734 | 3.7K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.10% | $1M | 13.3K | Q1 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.10% | $618,669 | 5.6K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.10% | $205,507 | 1.8K | Q4 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.10% | $3M | 17.3K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $531,233 | 4.9K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.09% | $284,493 | 2.0K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.09% | $115M | 1.04M | Q1 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.08% | $239,611 | 1.7K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.08% | $32M | 220.0K | Q3 2025OLDER |
| FCA CORP /TX$354M AUM | 0.08% | $297,702 | 2.7K | Q1 2026 |
| Veracity Capital LLC$280M AUM | 0.08% | $261,183 | 1.8K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.08% | $2M | 17.4K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $506,629 | 3.8K | Q3 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.08% | $19M | 171.7K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.08% | $466,620 | 4.2K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.07% | $898,103 | 7.9K | Q4 2025OLDER |
| Heron Bay Capital Management$1.1B AUM | 0.07% | $386,258 | 3.4K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.07% | $561,223 | 5.1K | Q1 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.07% | $530,792 | 4.8K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.06% | $23M | 211.1K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.05% | $51M | 464.5K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $361,805 | 2.5K | Q3 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.05% | $351,177 | 2.5K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.05% | $268,042 | 2.4K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.05% | $154M | 914.4K | Q2 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.05% | $315,785 | 2.9K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.05% | $4M | 34.6K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.05% | $141,133 | 1.3K | Q1 2026 |
| Mediolanum International Funds Ltd$9.4B AUM | 0.05% | $4M | 40.3K | Q1 2026 |
| SATURNA CAPITAL CORP$7.1B AUM | 0.05% | $3M | 29.6K | Q1 2026 |
| Summit Creek Advisors LLC$487M AUM | 0.05% | $221,402 | 2.0K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.05% | $557,272 | 5.1K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.05% | $4M | 23.7K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 15.1K | Q4 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $392,877 | 3.6K | Q1 2026 |
| Altshuler Shaham Ltd$5.5B AUM | 0.04% | $2M | 22.6K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.04% | $554,974 | 3.3K | Q2 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.04% | $26M | 237.2K | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.04% | $41M | 375.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.04% | $1M | 12.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $921,573 | 5.5K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $559,687 | 5.1K | Q1 2026 |
| Strategic Global Advisors, LLC$625M AUM | 0.04% | $231,238 | 1.4K | Q2 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 15.0K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $3M | 28.8K | Q1 2026 |
| Aureus Asset Management, LLC$1.5B AUM | 0.04% | $530,020 | 4.8K | Q1 2026 |
| M&G Plc$19.4B AUM | 0.03% | $7M | 61.3K | Q1 2026 |
| FORA Capital, LLC$1.4B AUM | 0.03% | $458,545 | 4.2K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $284,030 | 2.6K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.03% | $72M | 498.6K | Q3 2025OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.03% | $2M | 2.00M | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 26.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $416,231 | 3.8K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $952,980 | 8.6K | Q1 2026 |
| CastleKnight Management LP$6.0B AUM | 0.03% | $1M | 10.0K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $317,769 | 2.9K | Q1 2026 |
| May Hill Capital, LLC$371M AUM | 0.03% | $208,898 | 1.8K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $13M | 118.0K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $352,832 | 3.2K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $257,755 | 1.8K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $80M | 705.2K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.03% | $264,955 | 2.4K | Q1 2026 |
| Clear Street Group Inc.$24.6B AUM | 0.03% | $6M | 57.0K | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.02% | $42,781 | 388 | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $262,529 | 2.4K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.02% | $412,593 | 3.7K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $32M | 221.6K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $557,916 | 5.1K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.02% | $96,593 | 576 | Q2 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $232,539 | 2.1K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.02% | $1M | 12.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.02% | $832,387 | 4.9K | Q2 2025OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.02% | $235,268 | 1.6K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $159,839 | 1.4K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $14M | 122.3K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $380,397 | 3.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 96.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 194.7K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.02% | $70,035 | 635 | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $7M | 59.1K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $287,007 | 2.6K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.02% | $5M | 29.8K | Q2 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.02% | $2M | 14.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $8M | 69.8K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 15.2K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.02% | $5M | 41.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $564,311 | 5.1K | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 0.02% | $1M | 11.5K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.02% | $286,459 | 2.6K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.02% | $833,788 | 5.8K | Q3 2025OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.02% | $2M | 19.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $981,269 | 6.8K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 14.8K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 0.02% | $449,972 | 4.1K | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $984,239 | 5.8K | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $71M | 644.6K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $678,541 | 6.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 17.2K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $118,237 | 700 | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $758,920 | 6.9K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $304,539 | 2.8K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $334,298 | 2.3K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $10M | 88.0K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 9.8K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $2M | 13.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $225,593 | 2.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 23.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $7M | 66.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $153,482 | 1.4K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 7.1K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 10.1K | Q2 2025OLDER |
| LGT Group Foundation$8.2B AUM | 0.01% | $944,156 | 8.6K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $524,617 | 4.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $977,144 | 5.8K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $73M | 662.5K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $890,266 | 8.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $396,715 | 3.6K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $368,820 | 3.3K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $55,792 | 506 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 67.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $912,181 | 8.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $835,440 | 7.6K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $200,122 | 1.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 16.5K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $203,271 | 1.4K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $7M | 62.7K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $915,511 | 8.1K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $249,220 | 1.7K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $211,258 | 1.9K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $606,650 | 5.5K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.01% | $142,787 | 1.3K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $16M | 143.5K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.01% | $10,859 | 75 | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 47.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $72M | 654.1K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $329,703 | 3.0K | Q1 2026 |
| Parvin Asset Management, LLC$139M AUM | 0.01% | $11,026 | 100 | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 15.6K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $9,800 | 89 | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $11M | 95.8K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $218,205 | 2.0K | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $61,746 | 560 | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $1M | 10.0K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $9,411 | 0 | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 67.3K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $26,182 | 155 | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $64,943 | 589 | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $402,449 | 3.6K | Q1 2026 |
| Sculptor Capital LP$9.6B AUM | 0.01% | $506,730 | 3.5K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $596,617 | 5.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 39.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 12.6K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $45,317 | 411 | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $113,040 | 1.0K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 182.8K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $15,964 | 94 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $4M | 39.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $33M | 297.5K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $443,576 | 4.0K | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.01% | $76,067 | 431 | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $315,344 | 2.9K | Q1 2026 |
| Accent Capital Management, LLC$206M AUM | 0.01% | $11,486 | 68 | Q2 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $339,943 | 2.3K | Q3 2025OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 0.01% | $202,692 | 1.4K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $48,514 | 440 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $6,836 | 62 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5M | 41.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $423,828 | 3.8K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 10.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $101,770 | 923 | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $41,127 | 373 | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $1M | 11.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $786,306 | 7.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $495,949 | 4.5K | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $39,914 | 362 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $230,717 | 2.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $201,776 | 1.8K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $11,137 | 101 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64M | 562.8K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $242,647 | 2.2K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $178,952 | 1.6K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $230,149 | 2.0K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $7,057 | 64 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2M | 19.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $623,516 | 5.7K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $8,821 | 80 | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $28,376 | 196 | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $738,632 | 6.7K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $93,651 | 861 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 45.2K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $6,251 | 50 | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.00% | $5,878 | 52 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $907,881 | 8.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 16.2K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $6,616 | 60 | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $219,528 | 2.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 50.4K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $654,550 | 4.5K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $8,446 | 50 | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 30.4K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $10,254 | 93 | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $107,613 | 976 | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $395,723 | 3.6K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $699,432 | 4.8K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 22.2K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $323,944 | 2.9K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.00% | $3,378 | 20 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 143.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 132.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $19,737 | 179 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 14.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 16.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $527,815 | 4.8K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $316,760 | 2.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $91,646 | 633 | Q3 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $24,809 | 225 | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 13.6K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $4,392 | 26 | Q2 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,826 | 25 | Q4 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.00% | $5,936 | 41 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 20.2K | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $5,357 | 37 | Q3 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $362,314 | 3.3K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $2M | 13.6K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $553,395 | 5.0K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $17,252 | 138 | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 16.1K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 49.5K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $2M | 13.4K | Q3 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $3M | 27.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $20M | 177.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $392,873 | 3.6K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $6M | 57.4K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.00% | $187,442 | 1.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $729,579 | 6.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $415,571 | 3.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $38,481 | 349 | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $322,841 | 2.9K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $3M | 30.6K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $374,954 | 3.3K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $5,575 | 33 | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $264,513 | 1.8K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 9.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 34.4K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $21,717 | 150 | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $147,796 | 875 | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 11.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $98,571 | 872 | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $234,964 | 2.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $13M | 117.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $50,279 | 456 | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $2,365 | 14 | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 11.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 114.4K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $2,751 | 19 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $44,104 | 400 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $278,702 | 1.6K | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $28,888 | 262 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 173.9K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $2,426 | 22 | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $2,206 | 20 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $33,078 | 300 | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $4,069 | 36 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $301,842 | 1.8K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 31.8K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,182 | 47 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $42,120 | 382 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $2M | 17.3K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 9.8K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $402,196 | 3.6K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $829,854 | 7.5K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $16,318 | 148 | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $756,548 | 4.5K | Q2 2025OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $3,307 | 30 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $212,150 | 1.3K | Q2 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,985 | 18 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,749 | 34 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 15.9K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,103 | 10 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $48,625 | 441 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $670,136 | 6.7K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,757 | 25 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,923 | 21 | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $5M | 40.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $623,859 | 5.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $17M | 155.9K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,798 | 107 | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $3,970 | 36 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $553,946 | 5.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $61,525 | 558 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $48M | 436.9K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 21.2K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $8,931 | 81 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,304 | 100 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $39,142 | 355 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $213,420 | 1.9K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 25.1K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $8,150 | 72 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 15.1K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 41.3K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $3,088 | 28 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $252,207 | 1.7K | Q3 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $252,385 | 2.3K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,130 | 10 | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,308 | 30 | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $201,244 | 1.4K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $4,521 | 41 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $66,303 | 602 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $34,458 | 204 | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $577,276 | 5.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $297,541 | 14.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $989,444 | 6.8K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $8,821 | 80 | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $997,853 | 9.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $342,357 | 3.1K | Q1 2026 |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $1,213 | 11 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $14,444 | 131 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $11,026 | 100 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $251,393 | 2.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $93,831 | 851 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 17.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $14,760 | 134 | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $542,900 | 4.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $209,724 | 1.2K | Q2 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $285,941 | 2.0K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $678 | 6 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $3,185 | 22 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 13.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,370 | 44 | Q3 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $9,233 | 84 | Q1 2026 |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.00% | $11,727 | 81 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $97,554 | 863 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,646 | 39 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,852 | 96 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 13.5K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $9,043 | 80 | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,159 | 8 | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $662 | 6 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $557,806 | 5.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $654,326 | 6.0K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,851 | 44 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $77,096 | 699 | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $772 | 7 | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $5M | 44.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,418 | 31 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,849 | 171 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $662 | 6 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $13,791 | 122 | Q4 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $452 | 4 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $20,145 | 183 | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $399,913 | 3.6K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,544 | 14 | Q1 2026 |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $1,985 | 18 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $485,992 | 4.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $900,548 | 8.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $101,880 | 924 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 9.7K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $15,600 | 138 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 28.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $74,536 | 676 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $308,728 | 2.8K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,426 | 22 | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $2,867 | 26 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $992 | 9 | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $522,347 | 4.7K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $1,764 | 16 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $1,182 | 7 | Q2 2025OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $211,138 | 1.3K | Q2 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $57,424 | 508 | Q4 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $1,912 | 17 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,654 | 15 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $48,898 | 445 | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $531,966 | 4.7K | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $993 | 9 | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.00% | $308 | 2 | Q2 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $507 | 3 | Q2 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $226 | 2 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $768,182 | 7.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,859 | 35 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $452 | 4 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $992 | 9 | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $993 | 9 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $1,102 | 10 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $992 | 9 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $1,013 | 6 | Q2 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,014 | 6 | Q2 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $3,916 | 36 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $507 | 3 | Q2 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $676 | 4 | Q2 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $221 | 2 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $552 | 5 | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $339 | 3 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,954 | 54 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $676 | 4 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $20,121 | 178 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $8,591 | 76 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $33,271 | 302 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $4,962 | 45 | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $697,284 | 6.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $992 | 9 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $290 | 2 | Q3 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $5,652 | 50 | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $88 | 1 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $51 | 0 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $442 | 4 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $55,725 | 385 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $792 | 7 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $221 | 2 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $110 | 1 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $434 | 3 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $111 | 1 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $339 | 3 | Q4 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $3 | 0 | Q2 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $24 | 0 | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $110 | 1 | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.