NLYANNALY CAPITAL MANAGEMENT IN
CUSIP 035710839 · Yahoo Finance ↗ · Google Finance ↗
Annaly Capital Management In (NLY) has 764 institutional holders in Filings Flow’s 13F database, together reporting 418.62M shares worth $8.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
764
Q1 2026
Reported Value
$8.2B
Ticker
NLY
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SAGE ADVISORS, LLC$151M AUM | 4.75% | $7M | 320.5K | Q4 2025OLDER |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 4.40% | $32M | 1.43M | Q4 2025OLDER |
| Wright Wealth LLC$149M AUM | 4.06% | $6M | 287.0K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 4.04% | $10M | 474.5K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$117M AUM | 2.29% | $3M | 126.0K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 1.74% | $15M | 762.2K | Q3 2025OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.60% | $2M | 105.3K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.43% | $2M | 104.6K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 1.32% | $14M | 670.0K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 1.27% | $4M | 196.6K | Q2 2026 |
| Audent Global Asset Management, LLC$100M AUM | 1.26% | $1M | 58.0K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.23% | $11M | 542.6K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 1.18% | $3M | 132.0K | Q4 2025OLDER |
| Slagle Financial, LLC$303M AUM | 1.17% | $4M | 168.0K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 1.03% | $4M | 193.9K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 0.98% | $2M | 77.5K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.97% | $6M | 274.0K | Q4 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.93% | $3M | 165.0K | Q1 2026OLDER |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 0.79% | $5M | 250.0K | Q3 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.77% | $5M | 216.3K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.72% | $62M | 2.92M | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.67% | $936,274 | 44.3K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.66% | $8M | 375.0K | Q3 2025OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.64% | $920,647 | 41.2K | Q2 2026 |
| Rock Point Advisors, LLC$370M AUM | 0.58% | $2M | 102.2K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 0.57% | $1M | 68.9K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.57% | $3M | 115.8K | Q4 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.57% | $2M | 114.2K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.56% | $896,211 | 40.1K | Q4 2025OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.52% | $1M | 66.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.52% | $3M | 148.5K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.50% | $1M | 65.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.48% | $285M | 13.49M | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 0.45% | $511,514 | 24.2K | Q1 2026OLDER |
| Board of the Pension Protection Fund$109M AUM | 0.45% | $458,767 | 22.7K | Q3 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.44% | $857,992 | 40.6K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.43% | $3M | 146.5K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 0.42% | $805,522 | 38.1K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.42% | $62M | 2.77M | Q4 2025OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.41% | $458,380 | 20.5K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.39% | $3M | 165.3K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 0.39% | $423,000 | 20.0K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.39% | $947,173 | 44.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.38% | $2M | 110.0K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.37% | $1M | 48.2K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.36% | $2M | 82.1K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.35% | $460,232 | 21.8K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.34% | $9M | 444.5K | Q3 2025OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.32% | $1M | 65.2K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.30% | $641,670 | 30.3K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.30% | $4M | 199.6K | Q4 2025OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.28% | $747,103 | 35.3K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.28% | $387,876 | 1.1K | Q2 2026 |
| VPR Management LLC$250M AUM | 0.28% | $606,300 | 30.0K | Q3 2025OLDER |
| KG Capital Management$139M AUM | 0.27% | $1M | 48.6K | Q4 2025OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.27% | $550,954 | 11.5K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.26% | $2M | 103.7K | Q2 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.25% | $526,524 | 24.9K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.24% | $1M | 59.3K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.24% | $261,554 | 12.4K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.24% | $1M | 53.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.23% | $628,065 | 29.7K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.23% | $371,000 | 17.5K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.23% | $901,646 | 42.6K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.22% | $508,192 | 24.0K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.21% | $475,241 | 22.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.21% | $712,269 | 33.7K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.20% | $320,135 | 15.1K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.20% | $504,710 | 23.9K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.19% | $2M | 105.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.19% | $1M | 54.9K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.19% | $1M | 58.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.19% | $526,078 | 24.9K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.19% | $261,477 | 12.4K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.19% | $236,224 | 11.2K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.18% | $253,419 | 12.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.18% | $1M | 53.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.18% | $555,661 | 27.4K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 0.18% | $273,510 | 12.2K | Q4 2025OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 0.18% | $9M | 442.7K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.18% | $58M | 2.76M | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.18% | $714,031 | 33.8K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.17% | $613,963 | 29.0K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 0.17% | $201,602 | 9.5K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.17% | $16M | 750.6K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.17% | $2M | 89.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.16% | $593,725 | 26.6K | Q4 2025OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 0.16% | $2M | 106.8K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.16% | $642,748 | 30.4K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 0.16% | $229,985 | 10.9K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.16% | $1M | 65.7K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.16% | $404,142 | 18.2K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.16% | $1M | 51.2K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.15% | $919,369 | 43.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.15% | $1M | 59.1K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.15% | $694,355 | 32.8K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.14% | $561,639 | 25.1K | Q4 2025OLDER |
| SLT Holdings LLC$148M AUM | 0.14% | $223,600 | 10.0K | Q4 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.14% | $337,871 | 16.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.14% | $9M | 409.5K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.14% | $293,774 | 12.9K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.14% | $378,004 | 16.9K | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.14% | $201,665 | 9.0K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 0.14% | $425,551 | 19.5K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.14% | $2M | 80.0K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $397,114 | 17.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.13% | $2M | 83.2K | Q3 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.13% | $314,797 | 14.9K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.13% | $359,550 | 17.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.13% | $2M | 83.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.12% | $3M | 125.9K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.12% | $534,968 | 25.3K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.12% | $1M | 60.1K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.12% | $310,563 | 14.7K | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.12% | $2M | 99.7K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.12% | $2M | 97.1K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.11% | $228,051 | 10.2K | Q4 2025OLDER |
| TrustBank$258M AUM | 0.11% | $293,329 | 13.9K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.11% | $257,565 | 12.2K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.11% | $432,117 | 20.4K | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.11% | $253,800 | 12.0K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.11% | $1M | 48.6K | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $694,294 | 34.4K | Q3 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.11% | $412,403 | 19.5K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.11% | $1M | 47.3K | Q4 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.11% | $817,236 | 38.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 93.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.10% | $1M | 60.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.10% | $2M | 85.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.10% | $2M | 89.4K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.10% | $483,019 | 21.6K | Q2 2026 |
| TCFG Investment Advisors, LLC$267M AUM | 0.10% | $260,974 | 12.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.10% | $260,974 | 12.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.10% | $421,317 | 19.9K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.09% | $381,283 | 17.1K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $3M | 127.8K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.09% | $310,515 | 14.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.09% | $20M | 907.2K | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.09% | $3M | 141.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.09% | $368,344 | 18.2K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.09% | $716,985 | 33.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.09% | $3M | 132.3K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.09% | $217,655 | 10.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.08% | $8M | 386.3K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.08% | $722,569 | 34.2K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.08% | $634,500 | 30.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.08% | $132M | 6.25M | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.08% | $81,428 | 3.9K | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 0.08% | $333,954 | 15.8K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.08% | $808,817 | 38.2K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.08% | $565,162 | 26.7K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.08% | $23M | 1.10M | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.08% | $32M | 1.52M | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.08% | $4M | 208.3K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.08% | $127,231 | 6.0K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.08% | $95,175 | 4.5K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.08% | $793,760 | 37.5K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.08% | $260,293 | 12.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $825,485 | 39.0K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.07% | $388,527 | 17.4K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $597,638 | 28.3K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.07% | $228,748 | 10.5K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.07% | $492,520 | 23.3K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.07% | $681,921 | 32.2K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.07% | $296,699 | 14.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $235,305 | 11.6K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.07% | $892,370 | 42.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $4M | 191.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.07% | $130,855 | 6.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.07% | $6M | 275.3K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.07% | $229,973 | 10.3K | Q4 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.06% | $780,268 | 34.9K | Q2 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.06% | $709,996 | 33.6K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $679,033 | 29.5K | Q2 2026 |
| LBP AM SA$7.3B AUM | 0.06% | $5M | 214.8K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.06% | $7M | 350.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.06% | $5M | 241.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 73.9K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.06% | $259,437 | 12.3K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.06% | $3M | 130.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.06% | $834,303 | 39.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $789,067 | 37.3K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.06% | $69,964 | 3.3K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.06% | $677,744 | 32.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.06% | $317,098 | 15.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.05% | $4M | 204.2K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.05% | $10M | 474.6K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.05% | $822,249 | 38.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.05% | $6M | 301.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $164,815 | 7.8K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 0.05% | $277,996 | 13.1K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.05% | $211,500 | 10.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.05% | $462,950 | 21.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.05% | $5M | 251.6K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.05% | $266,133 | 11.9K | Q2 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.05% | $3M | 160.9K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.05% | $702,171 | 31.4K | Q2 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.05% | $6M | 307.6K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $223,180 | 10.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $218,710 | 9.8K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.05% | $740,906 | 35.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.05% | $423,763 | 21.0K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.05% | $1M | 68.8K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.05% | $220,357 | 10.4K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.05% | $338,195 | 15.1K | Q2 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.05% | $61,116 | 2.89M | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.05% | $5M | 260.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.05% | $17M | 781.8K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.05% | $390,411 | 18.46M | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 57.5K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.04% | $1M | 53.0K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $292,156 | 14.5K | Q3 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $228,871 | 10.8K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.04% | $84,640 | 4.2K | Q3 2025OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.04% | $271,417 | 12.8K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.04% | $2M | 82.0K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.04% | $115,670 | 5.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.04% | $3M | 147.3K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.04% | $249,578 | 11.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $242,731 | 10.9K | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $29M | 1.38M | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $290,169 | 13.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.04% | $3M | 118.8K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.04% | $643,438 | 28.4K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $207,355 | 9.8K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.04% | $3M | 123.1K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $7M | 353.2K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.04% | $244,491 | 11.6K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.04% | $206,382 | 9.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 47.6K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.04% | $308,774 | 15.3K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.04% | $34M | 1.63M | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $259,545 | 11.9K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.04% | $2M | 92.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.04% | $34M | 1.60M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.04% | $42M | 1.97M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 70.4K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $651M | 30.77M | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.03% | $212,516 | 10.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $594,675 | 28.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $534,401 | 25.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 117.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.03% | $31,846 | 1.6K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $286,669 | 13.6K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $4M | 206.9K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.03% | $30M | 1.43M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.03% | $42,934 | 2.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $708,132 | 33.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 1.40M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $303,383 | 14.3K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.03% | $219,579 | 10.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $34M | 1.59M | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.03% | $5M | 244.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.7B | 81.73M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 235.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $223,957 | 10.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $45M | 2.14M | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $35M | 1.65M | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.03% | $232,583 | 10.4K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $19M | 913.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 51.0K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.03% | $1M | 67.3K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.03% | $80,211 | 3.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $307,394 | 14.5K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.03% | $5M | 238.1K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.03% | $8M | 362.4K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.03% | $4M | 173.3K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.03% | $1M | 61.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $891,833 | 42.2K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $245,960 | 11.0K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $21M | 930.3K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $1M | 55.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.03% | $422M | 19.95M | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.03% | $10M | 435.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.03% | $12M | 567.9K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $399,396 | 17.7K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.03% | $2M | 94.1K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.03% | $1M | 57.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $935,528 | 44.2K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.02% | $2M | 115.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 208.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 155.8K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.02% | $885,762 | 41.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.02% | $42M | 2.00M | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 60.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $94M | 4.45M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $757,361 | 35.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.02% | $6M | 274.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $434,930 | 19.3K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 103.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $113,912 | 5.4K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.02% | $29,539 | 1.5K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $111M | 5.26M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $4M | 185.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 139.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 285.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $442,923 | 20.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $2M | 73.0K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.02% | $5M | 246.5K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.02% | $201,481 | 9.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $143M | 6.75M | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.02% | $5M | 250.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $520,329 | 24.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.02% | $3M | 142.9K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.02% | $205,388 | 9.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $615M | 28.15M | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.02% | $4M | 189.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $208,856 | 9.9K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $4M | 194.1K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $29M | 1.38M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $157M | 7.44M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.02% | $4M | 186.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.4B | 63.61M | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 79.3K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $36,209 | 1.7K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $287,235 | 12.8K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $319,925 | 15.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $257,140 | 11.5K | Q2 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $287,365 | 13.6K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $315,269 | 14.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.02% | $5M | 244.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $7M | 320.3K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.02% | $6M | 335.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $409,195 | 19.3K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $4M | 180.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.02% | $71M | 3.36M | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $105M | 4.96M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 50.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.02% | $29,863 | 1.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $46,632 | 2.2K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $410,458 | 19.4K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.02% | $377,908 | 17.9K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.02% | $280,847 | 13.3K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $2M | 70.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.02% | $5M | 260.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $104,732 | 4.7K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $34M | 1.62M | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $422,577 | 20.0K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $566,445 | 26.0K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.02% | $31,789 | 1.5K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.02% | $11M | 506.4K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $52,727 | 2.5K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.02% | $241,668 | 11.4K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $327,825 | 15.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 88.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.02% | $28,734 | 1.3K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $75M | 3.56M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $267,873 | 12.0K | Q2 2026 |
| Candriam S.C.A.$20.1B AUM | 0.02% | $3M | 155.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 193.8K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 356.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $254,928 | 11.0K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.02% | $677M | 32.01M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $111M | 5.24M | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $296,756 | 14.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $382,807 | 18.1K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $7M | 362.6K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $542,194 | 25.6K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.02% | $8M | 378.6K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.02% | $3M | 158.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $284,870 | 13.5K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.02% | $2M | 89.9K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.02% | $1M | 49.4K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.02% | $244,710 | 10.9K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.02% | $146,083 | 6.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $742,320 | 35.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.02% | $14M | 647.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $301M | 14.25M | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $5M | 254.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $15M | 711.4K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $8M | 396.9K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $463,904 | 21.9K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.02% | $25M | 1.20M | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.02% | $6M | 299.4K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $4M | 188.7K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $356,061 | 15.9K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $94M | 4.43M | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $360,015 | 17.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.02% | $23M | 1.10M | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $1M | 48.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $536,646 | 25.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 448.2K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $724,091 | 34.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 64.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $10M | 488.9K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.01% | $242,783 | 10.9K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $214,691 | 9.6K | Q2 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $837,488 | 39.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 205.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $57M | 2.70M | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $853,842 | 40.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $33M | 1.58M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $8M | 380.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $217,031 | 10.3K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $37,076 | 1.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $763,892 | 34.2K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $713,051 | 33.7K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $2M | 77.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $737,803 | 34.9K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $571,470 | 27.0K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $34,898 | 1.6K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.01% | $480,463 | 22.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 112.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 128.7K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $20,210 | 1.0K | Q3 2025OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $328,043 | 14.7K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 93.0K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $491,253 | 23.2K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $760,025 | 35.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $567,238 | 26.0K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $5M | 224.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $590,508 | 27.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $989,414 | 46.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $874,594 | 41.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $36M | 1.72M | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $602,649 | 26.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $107,865 | 5.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 400.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $316,908 | 14.2K | Q2 2026 |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.01% | $903,380 | 42.7K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.01% | $2M | 94.2K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.01% | $2M | 109.9K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $159,315 | 7.1K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 372.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $7M | 323.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $101M | 4.79M | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $659,724 | 31.2K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.01% | $533,213 | 25.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $289,008 | 13.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 107.4K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $511,703 | 24.2K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.01% | $318,371 | 15.1K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.01% | $422,471 | 20.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $399,735 | 18.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 89.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $145,172 | 6.9K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.01% | $2M | 103.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 52.2K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $3M | 146.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $139,633 | 6.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $457,547 | 21.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $306,206 | 14.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $823,524 | 37.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $45M | 2.13M | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.01% | $211,500 | 10.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $33,540 | 1.5K | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $19,543 | 967 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $6M | 265.7K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.01% | $27,950 | 1.3K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $690,716 | 32.7K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $276,328 | 13.1K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $276,452 | 13.1K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.01% | $15M | 707.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $260,527 | 12.9K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $5M | 253.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $6M | 269.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $291,270 | 13.8K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.01% | $30,456 | 1.4K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $2M | 87.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 59.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 249.9K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.01% | $530,040 | 25.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $156M | 6.98M | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.01% | $3M | 140.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 54.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $28,130 | 1.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $584,053 | 27.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 77.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $28M | 1.24M | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $19M | 917.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $551,432 | 26.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $365,075 | 16.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $345,763 | 17.1K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $97,109 | 4.3K | Q2 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.01% | $948,198 | 42.4K | Q2 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $27,284 | 1.3K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $256,317 | 12.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $8M | 374.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 56.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 137.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $774,124 | 38.3K | Q3 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.01% | $8,385 | 375 | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $445,389 | 19.9K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $201,948 | 9.5K | Q2 2026 |
| Rise Advisors, LLC$284M AUM | 0.01% | $21,342 | 1.1K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $28M | 1.34M | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $554,760 | 26.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 1.35M | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $316,412 | 15.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $115M | 5.43M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $27M | 1.30M | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $10M | 451.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $300,460 | 14.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $301,641 | 14.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $8M | 392.1K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $9M | 415.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 214.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $82,698 | 3.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $207,120 | 8.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $47M | 2.21M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.