NNINELNET INC
CUSIP 64031N108 · Yahoo Finance ↗ · Google Finance ↗
Nelnet Inc (NNI) has 215 institutional holders in Filings Flow’s 13F database, together reporting 11.65M shares worth $1.5B as of Q1 2026. The largest reported holders are Dimensional Fund Advisors LP, Magnolia Group, LLC, and Vanguard Group Inc.
Institutional Holders
215
Q1 2026
Reported Value
$1.5B
Ticker
NNI
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.05% | $238M | 1.85M | Q1 2026 |
| MAGNOLIA GROUP, LLC$538M AUM | 40.04% | $215M | 1.67M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $175M | 1.32M | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 4.21% | $153M | 1.18M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $126M | 978.0K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $88M | 679.4K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $75M | 577.9K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $45M | 346.7K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $43M | 335.7K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $41M | 315.0K | Q1 2026 |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 1.98% | $30M | 234.0K | Q1 2026 |
| QVT Financial LP$1.4B AUM | 2.19% | $30M | 231.4K | Q1 2026 |
| Empyrean Capital Partners, LP$3.1B AUM | 0.97% | $30M | 231.0K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.93% | $29M | 226.8K | Q1 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY$577M AUM | 2.40% | $24M | 197.2K | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $22M | 173.4K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $21M | 162.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 133.9K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $14M | 108.8K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.82% | $14M | 108.7K | Q1 2026 |
| Sycale Advisors (NY) LLC$201M AUM | 6.46% | $13M | 100.5K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $11M | 88.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 82.5K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $11M | 81.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $10M | 77.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $9M | 69.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 67.4K | Q1 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 2.50% | $9M | 66.5K | Q1 2026 |
| Guardian Wealth Management, Inc.$183M AUM | 3.61% | $7M | 51.4K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.21% | $7M | 50.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 48.9K | Q1 2026 |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 0.67% | $6M | 46.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 48.0K | Q1 2026 |
| Bandera Partners LLC$221M AUM | 2.75% | $6M | 47.2K | Q1 2026 |
| Crawford Fund Management, LLC$520M AUM | 1.17% | $6M | 47.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 44.4K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $5M | 41.7K | Q1 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.59% | $5M | 41.2K | Q1 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.03% | $5M | 38.9K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 38.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 37.6K | Q1 2026 |
| Western Standard LLC$190M AUM | 2.45% | $4M | 36.3K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 34.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $4M | 32.0K | Q4 2025OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 0.24% | $4M | 31.5K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 28.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 28.1K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 27.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 27.2K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 24.3K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.05% | $3M | 23.4K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 24.0K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 23.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 23.1K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 23.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 21.6K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 21.3K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.30% | $3M | 20.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 20.4K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $3M | 20.3K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $2M | 19.2K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.06% | $2M | 18.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 18.3K | Q1 2026 |
| Militia Capital Management LLC$897M AUM | 0.26% | $2M | 18.0K | Q1 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.22% | $2M | 17.2K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $2M | 17.2K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 16.5K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.61% | $2M | 16.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 16.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 14.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 14.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 14.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 14.2K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.16% | $2M | 14.2K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.05% | $2M | 13.8K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 13.5K | Q1 2026 |
| AlphaQuest LLC$0 AUM | 0.10% | $2M | 13.0K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $2M | 13.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 11.8K | Q4 2025OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.63% | $2M | 12.0K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 11.8K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 11.7K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 11.7K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 11.6K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 11.0K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 10.4K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 9.4K | Q1 2026 |
| Militia Capital Partners, LP$263M AUM | 0.45% | $1M | 9.0K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 9.8K | Q2 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.02% | $1M | 8.9K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 8.6K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.04% | $1M | 8.1K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 7.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $991,702 | 7.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $976,053 | 7.5K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $961,010 | 7.5K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $908,394 | 7.0K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $851,832 | 6.8K | Q3 2025OLDER |
| Asset Value Investors Ltd$100M AUM | 0.82% | $821,475 | 6.4K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $799,552 | 6.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $776,984 | 6.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $774,362 | 6.0K | Q1 2026 |
| Dauntless Investment Group, LLC$151M AUM | 0.48% | $767,953 | 6.1K | Q3 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.14% | $759,961 | 5.9K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $746,043 | 5.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $739,972 | 5.7K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $738,554 | 5.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $737,522 | 5.7K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $736,773 | 6.1K | Q2 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $719,984 | 5.6K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $719,447 | 5.4K | Q4 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $715,000 | 5.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $711,837 | 5.5K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $705,887 | 5.8K | Q2 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $688,000 | 5.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $678,460 | 5.3K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $664,000 | 5.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $621,874 | 4.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $614,752 | 4.8K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $609,850 | 4.7K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $598,890 | 4.6K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $598,320 | 4.5K | Q4 2025OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 0.04% | $593,732 | 4.6K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.03% | $572,582 | 4.4K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $570,664 | 4.3K | Q4 2025OLDER |
| RMR Capital Management, LLC$138M AUM | 0.41% | $563,942 | 4.4K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $556,562 | 4.4K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $554,657 | 4.3K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $545,630 | 4.2K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $519,451 | 4.0K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $513,777 | 4.0K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $513,648 | 4.0K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $493,272 | 3.8K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $482,982 | 3.7K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $463,869 | 3.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $460,258 | 3.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $456,718 | 3.4K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.06% | $453,036 | 3.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $438,929 | 3.4K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $416,541 | 3.2K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $406,095 | 3.1K | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.05% | $364,480 | 2.9K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $363,280 | 2.8K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.08% | $360,056 | 2.7K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $354,515 | 2.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $353,009 | 2.7K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $342,517 | 2.7K | Q1 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.07% | $340,707 | 2.6K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $339,620 | 2.8K | Q2 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $332,353 | 2.7K | Q2 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $330,414 | 2.6K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $323,432 | 2.5K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.02% | $313,000 | 2.4K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $310,278 | 2.4K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $299,961 | 2.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $297,000 | 2.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $296,289 | 2.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $293,522 | 2.2K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $285,598 | 2.1K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $282,039 | 2.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $279,843 | 2.2K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $277,753 | 2.1K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $277,591 | 2.2K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $271,332 | 2.1K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $271,074 | 2.1K | Q1 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.16% | $270,816 | 2.1K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $269,111 | 2.2K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $259,081 | 2.0K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $251,294 | 1.9K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $241,284 | 1.9K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $225,933 | 1.8K | Q1 2026 |
| CFC Planning Co LLC$140M AUM | 0.18% | $223,929 | 1.8K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $219,103 | 1.7K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $212,736 | 1.6K | Q4 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $209,302 | 1.6K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $207,479 | 1.7K | Q2 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $206,354 | 1.6K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $203,961 | 1.5K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $203,499 | 1.6K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.05% | $201,966 | 1.5K | Q4 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $196,000 | 1.5K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.01% | $164,038 | 1.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $148,691 | 1.2K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $143,000 | 1.1K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $136,311 | 1.1K | Q1 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $133,000 | 1.0K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.00% | $127,000 | 987 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $124,704 | 967 | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $121,995 | 973 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $108,959 | 797 | Q4 2025OLDER |
| KBC Group NV$39.9B AUM | 0.00% | $96,000 | 747 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $91,820 | 691 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $87,448 | 722 | Q2 2025OLDER |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.01% | $72,000 | 572 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $64,868 | 503 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $59,064 | 458 | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $59,000 | 459 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $57,645 | 447 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $57,387 | 445 | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $48,360 | 375 | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $47,000 | 352 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $44,886 | 358 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $44,685 | 353 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $39,462 | 306 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $38,931 | 302 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $32,240 | 250 | Q1 2026 |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.00% | $32,000 | 259 | Q3 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $31,976 | 264 | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $31,246 | 235 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $31,208 | 242 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $29,069 | 240 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $26,463 | 205 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $26,143 | 204 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $25,792 | 200 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $24,889 | 193 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $24,244 | 188 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $23,471 | 182 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $22,181 | 172 | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 0.01% | $21,802 | 180 | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $19,946 | 154 | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $18,652 | 154 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,524 | 144 | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.00% | $18,000 | 149 | Q3 2025OLDER |
| OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM | 0.00% | $17,000 | 139 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $15,768 | 112 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $13,541 | 105 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $13,296 | 100 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,534 | 90 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.00% | $9,000 | 67 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $9,000 | 65 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,898 | 69 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $8,898 | 69 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $8,769 | 68 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,382 | 65 | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $7,093 | 55 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,706 | 52 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,190 | 48 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $5,584 | 43 | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $5,417 | 42 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,158 | 40 | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.00% | $4,724 | 39 | Q2 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,256 | 33 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $3,998 | 31 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,353 | 26 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,224 | 25 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,192 | 24 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $3,135 | 25 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,096 | 24 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $3,095 | 24 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,095 | 24 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,095 | 24 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,981 | 23 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $2,967 | 23 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,579 | 20 | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $2,451 | 19 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,451 | 19 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $2,450 | 19 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,548 | 12 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,548 | 12 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,161 | 9 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,128 | 9 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,064 | 8 | Q4 2025OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,064 | 8 | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $903 | 7 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $774 | 6 | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $773 | 6 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $645 | 5 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $516 | 4 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $502 | 4 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $387 | 3 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $387 | 3 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $387 | 3 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $258 | 2 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $258 | 2 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $258 | 2 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $251 | 2 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $242 | 2 | Q2 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $133 | 1 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $129 | 1 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $129 | 1 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $129 | 1 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $121 | 1 | Q2 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $121 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.