NWLNEWELL BRANDS INC
CUSIP 651229106 · Yahoo Finance ↗ · Google Finance ↗
Newell Brands Inc (NWL) has 420 institutional holders in Filings Flow’s 13F database, together reporting 409.54M shares worth $1.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Pzena Investment Management LLC.
Institutional Holders
420
Q1 2026
Reported Value
$1.4B
Ticker
NWL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| QSM Asset Management Ltd$204M AUM | 2.09% | $4M | 1.26M | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 1.19% | $63M | 18.39M | Q1 2026OLDER |
| EVR Research LP$250M AUM | 0.80% | $1M | 400.0K | Q4 2025OLDER |
| CM Management, LLC$120M AUM | 0.57% | $686,000 | 200.0K | Q1 2026OLDER |
| Rubric Capital Management LP$9.4B AUM | 0.55% | $52M | 15.26M | Q1 2026OLDER |
| Paloma Partners Management Co$510M AUM | 0.54% | $3M | 800.0K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.53% | $164M | 47.80M | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.50% | $3M | 146.0K | Q2 2026 |
| Neo Ivy Capital Management$379M AUM | 0.41% | $2M | 318.1K | Q3 2025OLDER |
| Philosophy Capital Management LLC$1.6B AUM | 0.34% | $8M | 1.56M | Q3 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.31% | $2M | 349.1K | Q3 2025OLDER |
| Optimize Financial Inc$203M AUM | 0.26% | $518,403 | 151.1K | Q1 2026OLDER |
| SummerHaven Investment Management, LLC$163M AUM | 0.24% | $384,592 | 112.1K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.17% | $6M | 1.80M | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.17% | $8M | 2.41M | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.16% | $410,378 | 76.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.13% | $2M | 503.8K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.11% | $267,750 | 78.1K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $288,873 | 77.7K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.11% | $2M | 537.8K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.10% | $240,409 | 70.1K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.10% | $6M | 1.70M | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $1M | 308.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.09% | $7M | 2.05M | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $231,545 | 44.2K | Q3 2025OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.09% | $340,777 | 99.4K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.08% | $547,702 | 159.7K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.08% | $489,675 | 131.6K | Q4 2025OLDER |
| Aristides Capital LLC$462M AUM | 0.08% | $538,227 | 102.7K | Q3 2025OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.08% | $2M | 717.5K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.08% | $394,450 | 115.0K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.06% | $145,944 | 27.9K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 589.1K | Q4 2025OLDER |
| Pingora Partners LLC$169M AUM | 0.06% | $104,399 | 30.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.06% | $162,806 | 47.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $358,607 | 104.5K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.06% | $87,581 | 16.7K | Q3 2025OLDER |
| one8zero8, LLC$449M AUM | 0.05% | $230,496 | 67.2K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.05% | $749,087 | 218.4K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.05% | $63,256 | 18.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 803.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.04% | $93M | 27.40M | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $3M | 830.9K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.04% | $502,605 | 135.1K | Q4 2025OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.04% | $120,530 | 35.1K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 330.6K | Q4 2025OLDER |
| Aequim Alternative Investments LP$5.2B AUM | 0.04% | $2M | 540.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.04% | $720,300 | 210.0K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.03% | $87,688 | 23.6K | Q4 2025OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.03% | $43,064 | 12.6K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.03% | $79,027 | 23.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 1.54M | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.03% | $197,669 | 37.7K | Q3 2025OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.03% | $68,600 | 0 | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.03% | $7M | 1.92M | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.03% | $92,572 | 27.0K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.03% | $113,460 | 30.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $25M | 7.36M | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.03% | $469,092 | 126.1K | Q4 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.02% | $68M | 19.96M | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.02% | $43,108 | 12.6K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.02% | $54,736 | 16.0K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.02% | $112,922 | 32.9K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $1M | 367.6K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.02% | $2M | 153.1K | Q2 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.02% | $78,331 | 22.8K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.02% | $54,103 | 10.3K | Q3 2025OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.02% | $26M | 7.53M | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $547,864 | 159.7K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.02% | $87,770 | 23.6K | Q4 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $97,640 | 26.2K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.02% | $112,771 | 27.6K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.02% | $47,876 | 14.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 359.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $16M | 4.71M | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.02% | $37,559 | 10.9K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.02% | $51,278 | 14.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 1.50M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $74,637 | 21.8K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.02% | $159,375 | 30.4K | Q3 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.01% | $77,254 | 22.5K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.01% | $47,248 | 13.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $105,347 | 28.3K | Q4 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.01% | $73,618 | 14.1K | Q3 2025OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.01% | $415,569 | 79.3K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $62M | 18.17M | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.01% | $131,365 | 38.3K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.01% | $14,567 | 4.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $9M | 2.69M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $631,024 | 184.0K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.01% | $36,015 | 10.5K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.01% | $64,955 | 12.4K | Q3 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.01% | $60,245 | 17.6K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $637,637 | 185.9K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.01% | $61,147 | 17.8K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 541.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $96,357 | 25.9K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $346,656 | 101.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $15,165 | 2.9K | Q3 2025OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.01% | $64,751 | 12.4K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.01% | $79,193 | 18.8K | Q4 2025OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.01% | $46,761 | 13.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 947.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $780,188 | 227.5K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $13M | 3.68M | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.01% | $55,460 | 16.2K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $56,851 | 10.8K | Q3 2025OLDER |
| Three Arch Wealth Management LLC$556M AUM | 0.01% | $51,844 | 15.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $275,764 | 74.1K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 621.2K | Q4 2025OLDER |
| Ninety One UK Ltd$43.1B AUM | 0.01% | $4M | 1.14M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $9M | 2.51M | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.01% | $26,401 | 7.7K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $777,207 | 148.3K | Q3 2025OLDER |
| 111 Capital$406M AUM | 0.01% | $35,768 | 10.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $226,479 | 66.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $110,009 | 21.0K | Q3 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.01% | $76,342 | 14.6K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $144,605 | 42.2K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.01% | $38,837 | 11.3K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.01% | $53,134 | 10.1K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $244,813 | 57.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.01% | $45,955 | 13.4K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.01% | $8,617 | 2.5K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 387.4K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $112,282 | 32.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $5M | 1.46M | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $9M | 1.75M | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $391,093 | 114.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $125,703 | 36.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $6M | 1.06M | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $56,770 | 16.6K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.01% | $329,586 | 36.5K | Q3 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $306,007 | 89.2K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.01% | $38,670 | 11.3K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.01% | $47,094 | 13.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $405,644 | 109.0K | Q4 2025OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.01% | $171,500 | 50.0K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.01% | $56,287 | 15.1K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $288,443 | 84.1K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.01% | $744,000 | 200.0K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $579,183 | 168.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.01% | $82,972 | 24.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $652,808 | 190.3K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.01% | $37,768 | 11.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $9M | 2.64M | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $234,269 | 68.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $12,190 | 3.3K | Q4 2025OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.01% | $82,543 | 24.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $450,139 | 131.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $189,912 | 86.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $216,447 | 63.1K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.01% | $57,837 | 14.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $57,260 | 16.7K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.01% | $52,430 | 14.1K | Q4 2025OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 0.00% | $91,060 | 26.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $205,960 | 39.3K | Q3 2025OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.00% | $57,692 | 11.0K | Q3 2025OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.00% | $68,909 | 20.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $219,668 | 64.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.00% | $57,153 | 10.9K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $489,499 | 142.7K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.00% | $68,250 | 19.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $989,318 | 288.4K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $510,278 | 148.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 497.3K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $328,721 | 95.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $27,588 | 7.4K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $164,582 | 48.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $6M | 1.73M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 8.25M | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $16,659 | 4.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $10M | 2.93M | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $41,585 | 12.1K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.00% | $9,672 | 2.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $78M | 22.84M | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 1.03M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $88,571 | 25.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $2M | 487.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 510.8K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.00% | $127,756 | 37.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $519,034 | 151.3K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $29,689 | 8.0K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.00% | $48,294 | 14.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $259,397 | 75.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $234,091 | 68.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $7M | 2.03M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $181,389 | 52.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $12,801 | 3.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $11,192 | 3.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $158,284 | 38.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.00% | $59,529 | 16.0K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $656,079 | 125.2K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 714.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 1.06M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $191M | 55.55M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.00% | $96,813 | 15.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $797,626 | 232.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $105,794 | 30.8K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.00% | $52,016 | 15.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.00% | $113,737 | 18.5K | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $21M | 6.04M | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.00% | $114,204 | 30.7K | Q4 2025OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.00% | $44,603 | 12.0K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $28,884 | 8.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,584 | 684 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 689.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $673,759 | 181.1K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $70,045 | 11.4K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $7,540 | 2.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 4.53M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 401.3K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $1M | 360.5K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $170M | 45.83M | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 376.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 822.0K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.00% | $74,456 | 19.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $122,151 | 32.8K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $394,944 | 115.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $9M | 2.60M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $222,191 | 64.9K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $848,000 | 200.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $70,758 | 20.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $205,128 | 55.1K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $281,369 | 82.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $5,831 | 1.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 3.85M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34M | 9.04M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.00% | $46,596 | 13.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $114,154 | 33.3K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $53,381 | 15.6K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 298.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $308,700 | 90.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $136,174 | 39.7K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $164,547 | 48.0K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $9,687 | 2.6K | Q4 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $4,387 | 1.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 500.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $355,574 | 103.7K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.00% | $41,808 | 12.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.00% | $38,519 | 10.4K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $67,492 | 19.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $48,263 | 13.0K | Q4 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.00% | $41,537 | 12.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $5,145 | 1.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $50M | 14.54M | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $377,269 | 110.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $47,334 | 13.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 391.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $299,651 | 87.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $31,563 | 9.2K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 826.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $26M | 7.61M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $65M | 18.90M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 2.04M | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $470,460 | 137.2K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $64,655 | 18.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $200,631 | 58.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,601 | 2.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $81,912 | 23.9K | Q2 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $2,905 | 847 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $123,868 | 36.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $61,191 | 17.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 3.06M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $174,882 | 51.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $7,718 | 2.3K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $416,172 | 121.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 2.11M | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,457 | 714 | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $2,437 | 465 | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $37,191 | 10.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $105,034 | 30.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $818,148 | 238.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 3.31M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $849,261 | 247.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 666.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $16,060 | 4.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $308,014 | 89.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $546,430 | 159.3K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $53,460 | 15.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $631,745 | 184.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 652.1K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $63,558 | 18.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 1.38M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 374.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $36,650 | 10.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $71,079 | 20.7K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $319,296 | 93.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $189,643 | 55.3K | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 0.00% | $68,909 | 20.1K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $6M | 1.11M | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 1.08M | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 1.41M | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $77,593 | 22.6K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $79,621 | 23.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $40,789 | 11.0K | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $124,224 | 33.4K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $329,726 | 96.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $42,523 | 11.4K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 256.5K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $48,071 | 14.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 391.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $71,873 | 21.0K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 1.09M | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $6,998 | 2.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $84,045 | 24.5K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $114,308 | 33.3K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $4,454 | 850 | Q3 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $2,573 | 750 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 1.80M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $27,976 | 8.2K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $2,943 | 858 | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $76,602 | 22.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 1.30M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 530.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $431,187 | 125.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 1.90M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $284,008 | 54.2K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $120,650 | 35.2K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $396,521 | 75.7K | Q3 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $53,899 | 10.3K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $106,244 | 31.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $8,038 | 2.4K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $858 | 250 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $9,551 | 2.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $24,250 | 7.1K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.00% | $744 | 200 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $132,113 | 38.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $134,877 | 25.7K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $460,680 | 134.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $130,233 | 38.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $98,263 | 28.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $166,850 | 48.6K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $45,277 | 13.2K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $2,131 | 621 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,131 | 621 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $6,551 | 1.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 345.4K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $3,430 | 1.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $270,335 | 78.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,154 | 628 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $60,379 | 17.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $26,332 | 7.7K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $2,610 | 498 | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $132,315 | 38.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $93,077 | 27.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,077 | 897 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $535 | 156 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,338 | 3.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $60,475 | 11.5K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $5,188 | 845 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $11,268 | 3.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,156 | 1.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $48,183 | 13.7K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $2,206 | 643 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $59,778 | 17.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,812 | 1.3K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $258,628 | 75.4K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $87,808 | 25.6K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $267,245 | 51.0K | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $176,254 | 51.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $597 | 174 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $103,802 | 30.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $100,163 | 29.2K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $316,963 | 92.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $84,217 | 24.6K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.00% | $442 | 129 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $136,428 | 39.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $299,542 | 87.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $1,273 | 243 | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $651,620 | 189.7K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $864,384 | 252.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,460 | 2.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $181,684 | 53.0K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $957 | 279 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $368 | 107 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,081 | 315 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 1.12M | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,705 | 497 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $1,425 | 272 | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $532 | 143 | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $116,524 | 34.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $295,584 | 86.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $784,760 | 211.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $2,744 | 800 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $87,096 | 25.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $43,727 | 12.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,354 | 2.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $173,901 | 50.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $956 | 279 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $57,572 | 11.0K | Q3 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $200,693 | 58.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $14,770 | 4.3K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $539 | 157 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $44,695 | 12.0K | Q4 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $367 | 70 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $446 | 130 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $617,586 | 180.1K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.00% | $506 | 100 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $207,485 | 60.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,226 | 1.0K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $35,936 | 10.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $51,411 | 13.8K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $940 | 274 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $768 | 125 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $119,737 | 34.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $116,948 | 34.1K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $98,671 | 28.8K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $430 | 70 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 770.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $67,070 | 19.6K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $38,759 | 11.3K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,029 | 300 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $60,711 | 17.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $227,515 | 66.3K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $263 | 77 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,310 | 2.7K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $121,820 | 35.5K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $85,040 | 24.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $181,969 | 53.1K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $34,197 | 10.0K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $919 | 156 | Q2 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $39,826 | 10.7K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,073 | 312.7K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $10,480 | 2.0K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $65,074 | 19.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $734 | 140 | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $23,437 | 6.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $226,443 | 66.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $62,642 | 18.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $343 | 100 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $104,646 | 30.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $593 | 173 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $130,340 | 38.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $86,355 | 25.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,210 | 353 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $93,515 | 27.3K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $755 | 220 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $17,291 | 5.0K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $954 | 278 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $51,561 | 15.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $310,522 | 90.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $207,054 | 60.4K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $183 | 35 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,258 | 240 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $128,507 | 34.5K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,077 | 314 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $121,664 | 35.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,933 | 855 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $723 | 138 | Q3 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $538 | 157 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $288 | 84 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $915 | 149 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,782 | 1.4K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $172 | 50 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $184,644 | 53.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $313,178 | 91.3K | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 318.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $15,439 | 4.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $524 | 100 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $10,290 | 3.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,048 | 200 | Q3 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $1,202 | 351 | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $54 | 14 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $42,004 | 12.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $292 | 85 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $128,951 | 37.6K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $66 | 18 | Q4 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $467 | 76 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,305 | 249 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $15,717 | 4.6K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $7,042 | 2.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,277 | 1.0K | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $105 | 20 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $8,302 | 2.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $47,277 | 13.9K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $216 | 58 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $772 | 225 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $90 | 26 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $378 | 107 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $295 | 86 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $518 | 151 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $69 | 20 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $1,022 | 195 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $173 | 50 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6,715 | 1.8K | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,201 | 350 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $138 | 40 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $584 | 111 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $511 | 149 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $324 | 87 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $7,224 | 2.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $251 | 73 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $17 | 5 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $69 | 20 | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $175 | 51 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $34 | 10 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $157 | 34 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,957 | 862 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $141 | 41 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.