OPCHOPTION CARE HEALTH INC
CUSIP 68404L201 · Yahoo Finance ↗ · Google Finance ↗
Option Care Health Inc (OPCH) has 364 institutional holders in Filings Flow’s 13F database, together reporting 166.65M shares worth $4.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wellington Management Group LLP.
Institutional Holders
364
Q1 2026
Reported Value
$4.3B
Ticker
OPCH
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Teca Partners, LP$145M AUM | 12.83% | $19M | 691.1K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 7.73% | $8M | 314.1K | Q1 2026OLDER |
| Durable Capital Partners LP$9.7B AUM | 2.49% | $242M | 8.99M | Q1 2026OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 2.38% | $22M | 801.0K | Q1 2026OLDER |
| Arvin Capital Management LP$819M AUM | 2.30% | $19M | 699.5K | Q1 2026OLDER |
| Praetorian PR LLC$275M AUM | 2.09% | $3M | 125.0K | Q3 2025OLDER |
| Southpoint Capital Advisors LP$4.9B AUM | 1.99% | $97M | 3.60M | Q1 2026OLDER |
| Expect Equity LLC$104M AUM | 1.98% | $2M | 76.7K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 1.70% | $2M | 85.8K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.56% | $6M | 234.5K | Q1 2026OLDER |
| Park West Asset Management LLC$1.2B AUM | 0.97% | $11M | 423.6K | Q1 2026OLDER |
| Phocas Financial Corp.$637M AUM | 0.88% | $6M | 209.0K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.84% | $40M | 1.47M | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.77% | $1M | 48.6K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.71% | $11M | 391.7K | Q3 2025OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.65% | $26M | 984.4K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.65% | $192M | 7.13M | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.63% | $13M | 475.2K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.47% | $2M | 92.7K | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 0.40% | $1M | 45.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.39% | $818,503 | 30.4K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.37% | $4M | 132.5K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.33% | $3M | 117.9K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.31% | $519,956 | 16.3K | Q4 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.28% | $2M | 63.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.28% | $800,154 | 28.8K | Q3 2025OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.26% | $22M | 801.1K | Q1 2026OLDER |
| Dauntless Investment Group, LLC$151M AUM | 0.24% | $383,643 | 13.8K | Q3 2025OLDER |
| Sciencast Management LP$785M AUM | 0.24% | $2M | 53.6K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.24% | $33M | 1.24M | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.23% | $5M | 200.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.22% | $40M | 1.48M | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.21% | $1M | 40.3K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.20% | $6M | 216.8K | Q1 2026OLDER |
| Teton Advisors, LLC$142M AUM | 0.19% | $269,200 | 10.0K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.19% | $1M | 37.4K | Q4 2025OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.18% | $5M | 192.9K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.18% | $23M | 708.7K | Q4 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.18% | $3M | 100.7K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.17% | $3M | 94.9K | Q3 2025OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 0.16% | $4M | 135.8K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.16% | $4M | 132.7K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.16% | $276,552 | 10.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.16% | $984,814 | 36.6K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.16% | $4M | 147.4K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.14% | $2M | 89.2K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.14% | $154,252 | 5.7K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.14% | $48M | 1.78M | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.13% | $32M | 1.18M | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.13% | $9M | 343.4K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.13% | $629,902 | 22.7K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.12% | $2M | 59.7K | Q3 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.12% | $2M | 65.4K | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.12% | $17M | 616.7K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.12% | $202,676 | 7.3K | Q3 2025OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.12% | $246,620 | 8.9K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.12% | $952,251 | 34.3K | Q3 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.11% | $6M | 213.1K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.11% | $729,728 | 26.3K | Q3 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.10% | $218,464 | 6.9K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.10% | $410,389 | 12.9K | Q4 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.09% | $835,328 | 31.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.09% | $785,768 | 29.2K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.08% | $286,233 | 10.3K | Q3 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.08% | $272,403 | 8.6K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.08% | $8M | 303.9K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.08% | $264,354 | 9.8K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.08% | $590,221 | 21.9K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.08% | $4M | 151.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.07% | $977,568 | 35.2K | Q3 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.07% | $406,492 | 15.1K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.07% | $862,947 | 31.1K | Q3 2025OLDER |
| Boston Partners$95.5B AUM | 0.07% | $66M | 2.43M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.06% | $6M | 218.1K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.06% | $114M | 4.24M | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.06% | $38M | 1.39M | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.06% | $320M | 11.90M | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.06% | $9M | 318.1K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 162.2K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.05% | $280,654 | 10.1K | Q3 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $522,631 | 16.4K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 111.4K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.05% | $4M | 130.0K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.05% | $46M | 1.73M | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.05% | $269,757 | 10.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.05% | $70M | 2.61M | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.04% | $60,736 | 1.9K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.04% | $33M | 1.24M | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.04% | $3M | 123.6K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.04% | $4M | 137.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $49M | 1.80M | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $352,571 | 13.1K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 0.04% | $265,774 | 9.6K | Q3 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.04% | $1M | 34.8K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $202,008 | 7.5K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.04% | $277,600 | 10.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $313,833 | 11.7K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.03% | $55,520 | 2.0K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 42.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.03% | $289,994 | 13.8K | Q2 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 0.03% | $79,470 | 3.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $224,513 | 8.3K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.03% | $311,034 | 11.6K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.03% | $2M | 73.4K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $277,653 | 10.3K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $548,226 | 20.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $15M | 558.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 164.2K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.02% | $33M | 1.21M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $30,285 | 1.1K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 46.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $104M | 3.88M | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 46.5K | Q3 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.02% | $376,880 | 14.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $15M | 562.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $120M | 4.45M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $46M | 1.71M | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.02% | $961,340 | 35.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 71.1K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.02% | $2M | 89.1K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $234,905 | 8.7K | Q1 2026OLDER |
| Mubadala Investment Co PJSC$20.5B AUM | 0.02% | $3M | 98.5K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $22M | 801.4K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $238,791 | 7.5K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $924,837 | 34.4K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 194.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 108.0K | Q3 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 75.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $1M | 47.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $14M | 519.9K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $1M | 37.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $46M | 1.43M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $14M | 516.3K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $1M | 47.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $957,302 | 35.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 68.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $422,994 | 15.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $7M | 270.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $683,849 | 25.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $510,027 | 18.9K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $314,964 | 11.7K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $3M | 102.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $44M | 1.62M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 92.6K | Q4 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.01% | $202,398 | 7.3K | Q3 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $875,708 | 32.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $217M | 8.06M | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $273,076 | 10.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $13M | 474.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $400,077 | 14.4K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $546,431 | 17.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $67M | 2.49M | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $955,418 | 35.5K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 43.7K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.01% | $825,078 | 25.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $366,543 | 13.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $535M | 19.89M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $201,800 | 6.3K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $173M | 6.43M | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $632,432 | 23.5K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 73.6K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $700,315 | 22.0K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 95.4K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $1M | 50.6K | Q3 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $25M | 916.7K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 0.01% | $19,059 | 708 | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.01% | $1M | 36.7K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 65.1K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $344,418 | 12.4K | Q3 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $374,188 | 13.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 39.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $530M | 16.65M | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $804,263 | 29.0K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $30M | 1.11M | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $585,672 | 21.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $22,997 | 658 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 210.3K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $53,840 | 2.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $14M | 508.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $634,181 | 23.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $22M | 803.9K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $12,744 | 400 | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $228,819 | 7.2K | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $4M | 141.8K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $114M | 4.25M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 115.2K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $200,339 | 7.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $52M | 1.95M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 43.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $843,035 | 26.5K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $4M | 131.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $317,764 | 11.8K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 63.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $664,359 | 24.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $109M | 3.41M | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $211,710 | 6.6K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,683 | 637 | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 56.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 31.6K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $845,207 | 31.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $5M | 203.6K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.01% | $4M | 131.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $158M | 5.87M | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 39.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 38.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $29M | 1.08M | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 68.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 184.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $45,367 | 1.69M | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $19M | 709.6K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $2M | 61.6K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $720,945 | 26.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $230,382 | 8.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 198.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 314.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $8M | 280.5K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $29,612 | 1.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $189M | 7.02M | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $334,131 | 12.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 92.1K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $53,840 | 2.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $398,604 | 14.8K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $22,209 | 825 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $7M | 264.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $612,376 | 22.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $485,992 | 15.3K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 38.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $142,434 | 5.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $14,197 | 677 | Q2 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $287,882 | 10.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $37M | 1.37M | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $10,310 | 383 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 130.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $323,013 | 12.0K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $834,605 | 26.2K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 183.7K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $954,179 | 35.4K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $15,352 | 553 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $52M | 1.95M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 82.6K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $1M | 51.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $960,371 | 35.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 61.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $242,539 | 8.7K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $48,000 | 2.3K | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 88.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 810.5K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.00% | $43,072 | 1.6K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 138.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 40.6K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $203,872 | 6.4K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $271,892 | 10.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $258,390 | 9.3K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $670,709 | 24.2K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 62.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 74.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,341 | 1.6K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $25,106 | 788 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 91.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 150.6K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $344,224 | 12.4K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $298,166 | 11.1K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $5,870 | 204 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 60.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $15M | 557.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 405.5K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $10,609 | 333 | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 121.5K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $6,730 | 250 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 259.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $13,002 | 483 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $4,110 | 129 | Q4 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $2M | 81.6K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $4,523 | 168 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $2,234 | 83 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $339,023 | 10.6K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $206,019 | 7.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,011 | 149 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,473 | 129 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $879,336 | 27.6K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $91,566 | 2.9K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $336,792 | 10.6K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 54.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 140.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,181 | 81 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $7M | 244.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 120.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $887,078 | 27.8K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $252,977 | 9.1K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 51.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $37,620 | 1.8K | Q2 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 223.2K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $2,692 | 100 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 189.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 96.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $270,950 | 10.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $323,632 | 12.0K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $257,840 | 9.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19M | 690.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $794,813 | 29.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 183.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $4,220 | 152 | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $279,968 | 10.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $632,808 | 23.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,415 | 123 | Q3 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $428,997 | 15.9K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $1,238 | 46 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 64.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $3,661 | 136 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $747,999 | 27.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $748,322 | 27.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 69.2K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $235,523 | 8.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $54,486 | 2.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $27,350 | 1.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 125.6K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $40,098 | 1.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $4,333 | 136 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 65.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $205,535 | 7.4K | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $429,003 | 15.5K | Q3 2025OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $202,152 | 6.3K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $56,774 | 2.1K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $1,427 | 53 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $723,812 | 26.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $506,701 | 15.9K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21,087 | 781 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $232,149 | 7.3K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $596,555 | 28.4K | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 38.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $204,732 | 6.4K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $693,190 | 25.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $338,627 | 12.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $478,933 | 17.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $372,871 | 13.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,052 | 522 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $3,607 | 172 | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,659 | 209 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $372,977 | 13.9K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $338,384 | 12.6K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $309,122 | 11.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,557 | 95 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $866,824 | 32.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $605,512 | 22.5K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $164 | 5.9K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 182.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $105,661 | 3.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $808 | 30 | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $997 | 37 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,073 | 77 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $138,934 | 5.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $245,802 | 8.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 92.3K | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,773 | 103 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $245,995 | 9.1K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $498,020 | 18.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 59.1K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $458 | 17 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $133,793 | 4.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $2,261 | 84 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,401 | 795 | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $320,618 | 10.1K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $266,621 | 26.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,710 | 435 | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $396 | 20 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $27,592 | 1.0K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $146,601 | 5.3K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $620 | 23 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $229,116 | 8.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $3,166 | 151 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $5,411 | 201 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 80.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $29,404 | 1.1K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $10,548 | 503 | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $11,306 | 420 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $466,149 | 16.8K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,583 | 238 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $62,993 | 2.3K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $573 | 18 | Q4 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $4,549 | 169 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,600 | 326 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $65,631 | 2.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $356,312 | 13.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $98,096 | 3.6K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $55 | 2.0K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $2,861 | 108 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,731 | 321 | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,211 | 45 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $700 | 26 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $70,100 | 2.6K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $324,685 | 10.2K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $455 | 14 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,096 | 115 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $6,245 | 232 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $942,000 | 35.0K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $619 | 23 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $206,745 | 7.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $419,790 | 15.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $321,404 | 11.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $42,049 | 1.6K | Q2 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $206,550 | 7.5K | Q3 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $3,632 | 114 | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $359,126 | 11.3K | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $485 | 18 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $861 | 32 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $95,028 | 3.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $74,903 | 2.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $485 | 18 | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.00% | $700 | 26 | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.00% | $108 | 4 | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $4,779 | 150 | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $215 | 8 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $1,992 | 74 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $781 | 29 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $673 | 25 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $127 | 4 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $19,329 | 718 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $861 | 31 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $539 | 20 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $28,535 | 1.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $673 | 25 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $188 | 7 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $58,847 | 2.2K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,023 | 38 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $647 | 24 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,211 | 38 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,611 | 97 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $297 | 11 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $2,832 | 102 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $299 | 14 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $185 | 7 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $403 | 15 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $8,103 | 301 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,871 | 181 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $43,395 | 1.6K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $191 | 6 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $79 | 2 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,989 | 111 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $24,524 | 911 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $188 | 7 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $108 | 4 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,264 | 228 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $431 | 16 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $576 | 18 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $28 | 1 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $54 | 2 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,430 | 276 | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $28 | 1 | Q3 2025OLDER |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.