OCFCOCEANFIRST FINL CORP
CUSIP 675234108 · Yahoo Finance ↗ · Google Finance ↗
Oceanfirst Finl Corp (OCFC) has 205 institutional holders in Filings Flow’s 13F database, together reporting 50.12M shares worth $821M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc.
Institutional Holders
205
Q1 2026
Reported Value
$821M
Ticker
OCFC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC$186M AUM | 6.08% | $11M | 627.3K | Q1 2026OLDER |
| ENDEAVOUR CAPITAL ADVISORS INC$441M AUM | 4.62% | $20M | 1.13M | Q1 2026OLDER |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 2.00% | $3,537 | 197.1K | Q4 2025OLDER |
| CANYON CAPITAL ADVISORS LLC$772M AUM | 1.43% | $11M | 613.2K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 1.36% | $14M | 798.9K | Q1 2026OLDER |
| THIRD AVENUE MANAGEMENT LLC$616M AUM | 0.72% | $4M | 246.7K | Q1 2026OLDER |
| Glendon Capital Management LP$805M AUM | 0.62% | $5M | 275.5K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.57% | $25M | 1.38M | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.53% | $3M | 165.2K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.48% | $214,825 | 12.0K | Q4 2025OLDER |
| Nierenberg Investment Management Company, LLC$201M AUM | 0.35% | $713,572 | 39.6K | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.28% | $863,016 | 47.8K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.20% | $519,127 | 26.6K | Q2 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.20% | $368,922 | 18.9K | Q2 2026 |
| MQS Management LLC$148M AUM | 0.19% | $278,664 | 15.4K | Q1 2026OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 0.18% | $525,631 | 29.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.16% | $616,337 | 34.2K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.15% | $460,399 | 25.5K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.14% | $360,800 | 20.0K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.13% | $4M | 195.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.12% | $6M | 322.8K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.11% | $311,551 | 17.7K | Q3 2025OLDER |
| Fourthstone LLC$590M AUM | 0.11% | $596,080 | 33.9K | Q3 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.10% | $180,262 | 9.2K | Q2 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.09% | $9M | 484.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.07% | $13M | 718.0K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.06% | $219,402 | 12.2K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.06% | $456,412 | 25.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $12M | 675.5K | Q3 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.05% | $485,781 | 26.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $10M | 567.9K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.05% | $416,409 | 23.7K | Q3 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 128.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 109.4K | Q2 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $12M | 691.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.04% | $93,970 | 5.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $570,136 | 31.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $217,745 | 12.4K | Q3 2025OLDER |
| Numerai GP LLC$997M AUM | 0.03% | $299,789 | 16.6K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.03% | $3M | 159.0K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.03% | $39,266 | 2.18M | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 210.1K | Q2 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $2M | 99.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $28M | 1.57M | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.02% | $209,628 | 11.9K | Q3 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.02% | $3M | 183.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $615,136 | 31.5K | Q2 2026 |
| Curi Capital, LLC$5.6B AUM | 0.02% | $920,265 | 52.4K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 110.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 142.2K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $471,511 | 26.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $61M | 3.41M | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $346,368 | 19.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $22M | 1.23M | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $77,121 | 4.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 67.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $361,053 | 20.0K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 62.7K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 235.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $815,661 | 45.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $47M | 2.60M | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 307.4K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $225,500 | 12.5K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $970,552 | 53.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $384,211 | 21.3K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $272,963 | 15.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 94.3K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 83.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $36M | 2.00M | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $86,484 | 4.8K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $1M | 69.9K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $757,680 | 42.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $3M | 150.8K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $20,692 | 1.1K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.00% | $682,172 | 38.0K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $369,640 | 20.5K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $369,770 | 20.6K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2M | 128.3K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $91,788 | 5.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 275.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 402.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 168.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $36,306 | 1.9K | Q2 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $11M | 622.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $699,952 | 38.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $86,195 | 4.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 115.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $285,772 | 15.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $243,486 | 13.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $199,035 | 11.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 846.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 549.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $577,280 | 32.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $543,167 | 30.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $121M | 6.73M | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $87,850 | 5.0K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $368,177 | 21.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 82.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $677,400 | 37.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $502,267 | 28.0K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $52M | 2.88M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 107.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $99,595 | 5.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $67,217 | 3.7K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $21,648 | 1.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $182,548 | 10.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $7M | 367.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 71.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $284,365 | 15.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $25M | 1.41M | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 470.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 534.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $316,241 | 17.5K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $3,861 | 214 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $13M | 698.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $37,459 | 1.9K | Q2 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 82.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 120.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $250,215 | 13.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 501.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 113.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $997,017 | 55.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 94.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $44M | 2.43M | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 73.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $964,166 | 53.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 65.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $184,135 | 10.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 99.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $332,044 | 18.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $500,456 | 27.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $533,392 | 29.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $61M | 3.41M | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $333,127 | 18.5K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,166 | 123 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $689,833 | 39.3K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $529,803 | 29.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 638.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 88.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $605,379 | 33.7K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 493.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $475,967 | 26.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $33,609 | 1.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $692,971 | 38.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $4,319 | 245 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,247 | 180 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 132.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $300,150 | 16.6K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $3,067 | 170 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $10M | 570.7K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $315,032 | 17.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $236,901 | 13.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 66.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $247,756 | 13.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $13,927 | 772 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $215,524 | 11.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 68.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $278,610 | 15.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 103.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $215,559 | 11.9K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $356,890 | 19.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,877 | 270 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 80.9K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $667 | 37 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 127.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 100.2K | Q2 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $243,937 | 13.5K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $184,418 | 10.3K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $191,903 | 10.7K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $949,282 | 52.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $16,236 | 900 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 287.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $241,675 | 13.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $188,680 | 15.4K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $440,645 | 24.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $271,051 | 15.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $476,435 | 26.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,533 | 85 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4M | 225.0K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $874,525 | 48.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $194,003 | 10.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $341,642 | 18.9K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11,329 | 628 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,475 | 81.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,392 | 188 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $885,000 | 49.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $304,479 | 16.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,255 | 125 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 67.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $505,710 | 28.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,276 | 400 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,755 | 319 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $427,496 | 23.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,247 | 180 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $274,743 | 15.3K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,618 | 256 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,860 | 325 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $415 | 23 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $36,513 | 2.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $21,919 | 1.2K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $259,415 | 14.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $506,311 | 28.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $121,470 | 7.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,444 | 196 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $181 | 10 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $433 | 24 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,690 | 210 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $73 | 4 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $25,166 | 1.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $6,747 | 374 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $451 | 25 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,722 | 98 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $9,926 | 553 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $4,817 | 267 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $458 | 26 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $5,026 | 280 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,014 | 1.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $1,804 | 100 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,383 | 243 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,286 | 293 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $18,148 | 1.0K | Q2 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $9,236 | 512 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $18 | 1 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $98 | 5 | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $757 | 42 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $18 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $36 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.