NJRNEW JERSEY RES CORP
CUSIP 646025106 · Yahoo Finance ↗ · Google Finance ↗
New Jersey Res Corp (NJR) has 433 institutional holders in Filings Flow’s 13F database, together reporting 76.01M shares worth $4.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
433
Q1 2026
Reported Value
$4.1B
Ticker
NJR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bragg Financial Advisors, Inc$3.2B AUM | 1.31% | $41M | 753.4K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.25% | $78M | 1.42M | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.23% | $2M | 38.4K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.18% | $10M | 180.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.94% | $6M | 133.4K | Q3 2025OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.85% | $6M | 117.3K | Q1 2026OLDER |
| Sourcerock Group LLC$2.5B AUM | 0.77% | $19M | 349.9K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.68% | $10M | 180.7K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.67% | $5M | 88.3K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.66% | $1M | 21.6K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.60% | $2M | 37.5K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.55% | $665,192 | 13.8K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.44% | $2M | 30.5K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.37% | $1M | 18.8K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.36% | $723,461 | 13.2K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.35% | $876,827 | 16.0K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.34% | $22M | 387.6K | Q2 2026 |
| CHARTIST INC /CA/$139M AUM | 0.33% | $465,722 | 8.5K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.33% | $416,041 | 7.4K | Q2 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.31% | $583,931 | 10.6K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.29% | $6M | 132.9K | Q4 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.29% | $4M | 94.6K | Q4 2025OLDER |
| Randall & Associates Wealth Management$148M AUM | 0.28% | $409,154 | 7.5K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.27% | $1M | 21.0K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.25% | $2M | 19.8K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.25% | $3M | 48.7K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.25% | $3M | 56.6K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.25% | $1M | 19.7K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.25% | $17M | 313.9K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.24% | $5M | 92.2K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.22% | $2M | 35.9K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.21% | $542,496 | 9.9K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.21% | $6M | 106.1K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.20% | $5M | 97.5K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.19% | $530,472 | 9.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.19% | $512,524 | 9.1K | Q2 2026 |
| Aberdeen Wealth Management LLC$219M AUM | 0.16% | $346,077 | 6.3K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.15% | $601,429 | 11.0K | Q1 2026OLDER |
| ZynergyRetirementPlanningLLC$165M AUM | 0.15% | $247,321 | 4.5K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.13% | $639,818 | 11.7K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.12% | $285,694 | 5.2K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.12% | $337,345 | 6.1K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.12% | $990,075 | 17.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.11% | $1M | 20.0K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.11% | $272,435 | 5.0K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.10% | $61M | 1.11M | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.10% | $4M | 73.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.10% | $14M | 259.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.10% | $5M | 90.5K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.10% | $649,646 | 14.1K | Q4 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.10% | $47M | 840.2K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $348,713 | 7.6K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.09% | $219,805 | 4.6K | Q3 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.09% | $249,284 | 4.5K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $241,569 | 5.0K | Q3 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.09% | $2M | 28.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.09% | $11M | 203.3K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.09% | $773,823 | 14.1K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.08% | $507,150 | 9.2K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.08% | $2M | 32.2K | Q3 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.08% | $491,139 | 10.2K | Q3 2025OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.07% | $3M | 70.4K | Q3 2025OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.07% | $234,234 | 4.3K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.07% | $880,220 | 15.7K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.07% | $7M | 128.9K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.07% | $272,788 | 5.0K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.07% | $380,961 | 6.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $13M | 242.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.06% | $944,004 | 17.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.06% | $83M | 1.51M | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 263.5K | Q3 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.06% | $2M | 32.3K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.06% | $360,719 | 6.4K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.06% | $4M | 71.1K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.06% | $90,673 | 1.6K | Q2 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.06% | $4M | 78.3K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.06% | $492,022 | 9.0K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.05% | $37M | 672.9K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $191,616 | 3.5K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.05% | $161,162 | 3.3K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $940,771 | 16.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.05% | $10M | 179.4K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.05% | $285,244 | 5.1K | Q2 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.05% | $517,731 | 9.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.05% | $227M | 4.14M | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.05% | $287,067 | 5.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $1M | 27.0K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.05% | $328,672 | 6.8K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $530,602 | 9.7K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $14M | 256.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 26.4K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $8M | 146.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $233,410 | 4.3K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.04% | $49,581 | 885 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 53.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.04% | $345,996 | 6.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 41.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $407,287 | 7.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $51M | 925.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $8M | 145.7K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.03% | $222,667 | 4.8K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $273,649 | 4.9K | Q2 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.03% | $497,967 | 10.3K | Q3 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.03% | $344,609 | 6.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.03% | $227,314 | 4.1K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.03% | $376,641 | 6.9K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $291,448 | 5.3K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.03% | $284,376 | 5.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $64M | 1.16M | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 29.2K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 70.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.03% | $3M | 75.2K | Q4 2025OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $694,475 | 15.1K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.03% | $2M | 42.0K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.03% | $827,531 | 17.9K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $136M | 2.47M | Q2 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.03% | $1M | 23.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $23M | 414.8K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $213,419 | 3.9K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $2M | 27.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $821,714 | 15.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 38.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $4M | 70.6K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $7M | 123.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $35M | 628.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 48.5K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $323,510 | 6.7K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 20.8K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $323,508 | 5.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $68,145 | 1.2K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $25M | 457.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 29.5K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $200,458 | 3.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 22.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $595,333 | 10.8K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $229,071 | 4.2K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $428,046 | 7.8K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.02% | $17,575 | 320 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $323M | 5.87M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $955M | 17.38M | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $4M | 64.3K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $958,052 | 17.4K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $408,220 | 7.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.02% | $4M | 78.1K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $1M | 27.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $18M | 336.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $546,893 | 10.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $499,223 | 9.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $1M | 21.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 28.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $578,363 | 10.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 20.7K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 62.4K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $378,691 | 8.2K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 171.5K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.01% | $345,284 | 7.2K | Q3 2025OLDER |
| REAVES W H & CO INC$6.0B AUM | 0.01% | $802,656 | 14.6K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $246,042 | 4.5K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 27.6K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $281,041 | 5.1K | Q2 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $36M | 655.4K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.01% | $48,342 | 1.0K | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $4M | 72.4K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.01% | $542,602 | 11.3K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $245,384 | 4.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $669,413 | 12.2K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $684,308 | 14.2K | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $43,167 | 786 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $32,952 | 600 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $58M | 1.06M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $6M | 110.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $66M | 1.20M | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $281M | 5.08M | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 52.6K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 44.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 189.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $356,673 | 6.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $254,085 | 4.5K | Q2 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $71M | 1.30M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $9M | 161.8K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $15M | 275.6K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $263,616 | 4.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $36M | 654.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $451,278 | 8.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.01% | $494,280 | 9.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 42.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 89.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $143M | 2.60M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 27.7K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $200,111 | 4.2K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 30.6K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $367,964 | 6.7K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $22,534 | 468 | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $454,024 | 8.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $223,124 | 4.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $49,318 | 898 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.01% | $150,188 | 2.7K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 29.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $299,826 | 6.5K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $393,496 | 8.5K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $16,476 | 300 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 64.5K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $200,019 | 3.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $503M | 10.91M | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $10,449 | 217 | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 92.8K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $44,211 | 805 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $374,170 | 6.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $575,486 | 12.5K | Q4 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 24.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $701,987 | 12.8K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.01% | $21,956 | 456 | Q3 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $34,216 | 623 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 53.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 226.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 112.5K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $467,150 | 8.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $502,140 | 9.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $61,401 | 1.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $11M | 199.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 52.6K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $330,237 | 6.0K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,472 | 363 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $504,515 | 9.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $247M | 4.50M | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.01% | $11,208 | 200 | Q2 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 93.3K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $41,080 | 748 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $379,607 | 6.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $85,344 | 1.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $828,468 | 15.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $4M | 66.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $11M | 206.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $488,872 | 10.6K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $210,399 | 3.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $35,204 | 641 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $298,820 | 5.4K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.01% | $8,490 | 155 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 30.0K | Q4 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.01% | $9,281 | 169 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 68.4K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $2M | 39.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $477,895 | 10.4K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $768,880 | 14.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $348,207 | 6.3K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $3M | 60.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $701,601 | 12.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $617,238 | 11.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 24.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $299,002 | 5.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 59.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $884,452 | 16.1K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $986,692 | 18.0K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.00% | $19,324 | 419 | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $17M | 316.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 92.2K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 28.4K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $5M | 95.3K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $97,096 | 2.0K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $4M | 64.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $28M | 508.5K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $424,258 | 9.2K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 69.3K | Q4 2025OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $58,854 | 1.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25M | 462.1K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.00% | $720,876 | 13.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 79.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $306,069 | 5.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $16M | 291.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $31M | 571.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $255,652 | 4.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $59M | 1.28M | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $3M | 47.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $705,502 | 12.8K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $4,723 | 86 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $747,998 | 13.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $17M | 303.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 57.7K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 35.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $390,811 | 7.1K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $392,678 | 7.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $36,146 | 645 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $753,715 | 13.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $644,239 | 11.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $9M | 201.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $167,508 | 3.6K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $16M | 286.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 28.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 217.5K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $53,217 | 969 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $201,122 | 4.2K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 43.1K | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $6,646 | 121 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 45.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $497,076 | 9.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 41.8K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $24,165 | 440 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $520,141 | 11.3K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 32.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 146.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7M | 135.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $513,327 | 10.7K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $66,306 | 1.2K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $49,428 | 900 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $76,394 | 1.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $44M | 798.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 641.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $8,678 | 158 | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $545,411 | 9.9K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $311,396 | 5.7K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.00% | $11,643 | 212 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $542,336 | 9.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $136,140 | 2.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $368,380 | 6.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $9,172 | 167 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $25,812 | 470 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $27,021 | 492 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 141.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $367,415 | 6.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $19,222 | 350 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $292,339 | 5.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $444,852 | 8.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $125,876 | 2.3K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $12,796 | 233 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 63.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 114.5K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $3,900 | 71 | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $19,277 | 351 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,194 | 40.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $425,959 | 7.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $171,860 | 3.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 56.5K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $231,109 | 4.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 27.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $213,146 | 3.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $2M | 31.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 377.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $4,885 | 106 | Q4 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $38,444 | 700 | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $308,497 | 6.7K | Q4 2025OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $20,201 | 438 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $70,572 | 1.3K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 32.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $370,297 | 8.0K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $201,117 | 3.7K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $2M | 50.9K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $221,932 | 4.0K | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $18,179 | 331 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $936,780 | 17.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 94.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 42.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $28,888 | 526 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $755,534 | 13.8K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $16,476 | 300 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $228,303 | 4.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 95.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $504,495 | 9.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 41.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $322,491 | 5.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $220,669 | 4.0K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $320,184 | 5.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 43.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $248,743 | 5.2K | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,689 | 60 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $998,665 | 18.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 44.6K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $1,262 | 23 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $953,686 | 17.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $54,141 | 985 | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,458 | 75 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,931 | 108 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 25.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 131.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $242,408 | 4.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $10,984 | 200 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,822 | 33 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 27.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $44,925 | 818 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $5,602 | 102 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $534,097 | 9.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 41.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $227,204 | 4.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $477,698 | 8.7K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $7,524 | 137 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $229,346 | 4.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,071 | 43 | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $10,764 | 196 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $203,300 | 3.7K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $6,106 | 111.2K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $4,888 | 89 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $228,702 | 4.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 28.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $113,959 | 2.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,192 | 40 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $2,192 | 40 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 69.0K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $11,069 | 240 | Q4 2025OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $989 | 18 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $147,680 | 2.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,770 | 50 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $2,376 | 43 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $21,407 | 382 | Q2 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $206,901 | 4.3K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $241,857 | 5.0K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $357,364 | 6.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,675 | 304 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $416,003 | 7.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,978 | 36 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 69.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $8,128 | 148 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,021 | 55 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $9,270 | 201 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $692 | 15 | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $226,161 | 4.1K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $626 | 13 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $205,759 | 3.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,259 | 132 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $292,865 | 6.3K | Q4 2025OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $2,362 | 43 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $9,501 | 206 | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $456,588 | 9.9K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,044 | 19 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $1,098 | 20 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $323 | 7 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $85,346 | 1.6K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $507 | 11 | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $995 | 18 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $934 | 17 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $847,869 | 15.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $824 | 15 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $769 | 14 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $55 | 1.1K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $1,593 | 29 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $165,968 | 3.0K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $494 | 9 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,257 | 59 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $149,053 | 2.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,657 | 103 | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.00% | $439 | 8 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $323 | 7 | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $692 | 15 | Q2 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $6,810 | 124 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $219,296 | 4.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,537 | 28 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $330 | 6 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $4,668 | 85 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $952 | 17 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $46,133 | 840 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,099 | 20 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $879 | 16 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,953 | 126 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $275 | 5 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,313 | 27 | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $45,199 | 823 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $144,544 | 2.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $33,114 | 718 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $3,643 | 66 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,271 | 151 | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $110 | 2 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $10,530 | 189 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,993 | 273 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,602 | 102 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $165 | 3 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $110 | 2 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,373 | 25 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $22,298 | 406 | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $275 | 5 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $275 | 5 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $4,119 | 75 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.