OTTROTTER TAIL CORP
CUSIP 689648103 · Yahoo Finance ↗ · Google Finance ↗
Otter Tail Corp (OTTR) has 343 institutional holders in Filings Flow’s 13F database, together reporting 29.13M shares worth $2.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
343
Q1 2026
Reported Value
$2.4B
Ticker
OTTR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bank & Trust Co$148M AUM | 7.05% | $10M | 119.2K | Q1 2026OLDER |
| Palisades Investment Partners, LLC$255M AUM | 1.53% | $4M | 44.4K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 1.37% | $8M | 86.4K | Q2 2026 |
| Phocas Financial Corp.$637M AUM | 1.05% | $7M | 76.5K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.88% | $8M | 89.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.75% | $6M | 72.9K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.40% | $456,492 | 5.2K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.30% | $2M | 25.4K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 0.29% | $590,429 | 6.7K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.28% | $601,576 | 6.9K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.28% | $41M | 467.2K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 0.26% | $274,632 | 3.1K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.23% | $23M | 264.8K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.22% | $880,544 | 9.8K | Q2 2026 |
| Bravera Wealth$222M AUM | 0.21% | $473,870 | 5.4K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 0.21% | $371,969 | 4.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.20% | $516,411 | 6.3K | Q3 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.19% | $2M | 22.7K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 0.19% | $530,306 | 6.0K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.18% | $418,561 | 4.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.14% | $483,174 | 5.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 25.0K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.12% | $787,736 | 9.7K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.12% | $422,788 | 4.8K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.11% | $2M | 20.6K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.10% | $933,083 | 10.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.10% | $1M | 12.8K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.10% | $9M | 99.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.10% | $466,655 | 5.7K | Q3 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.09% | $226,973 | 2.6K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.09% | $364,419 | 4.0K | Q2 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.09% | $4M | 48.9K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.09% | $3M | 39.7K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $961,082 | 10.9K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.08% | $314,120 | 3.5K | Q2 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $356,000 | 4.4K | Q4 2025OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.08% | $304,913 | 3.5K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.08% | $50M | 569.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.08% | $1M | 14.2K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.07% | $277,704 | 3.2K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.07% | $2M | 28.9K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 43.8K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.07% | $913,861 | 10.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 18.1K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.06% | $438,850 | 5.0K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.06% | $654,677 | 7.5K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.05% | $17M | 198.7K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.05% | $488,703 | 5.6K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.05% | $343,119 | 4.2K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $469,345 | 5.8K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $58M | 662.9K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.05% | $30M | 342.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $1M | 16.4K | Q2 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 14.6K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $210,736 | 2.4K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.04% | $7M | 82.7K | Q4 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 24.8K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.04% | $4M | 41.1K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.04% | $43,885 | 500 | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.04% | $596,309 | 6.8K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.04% | $4M | 44.0K | Q4 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.04% | $792,388 | 9.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $248,205 | 3.0K | Q3 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.04% | $243,913 | 2.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $53M | 606.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.04% | $229,516 | 2.8K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 39.2K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.03% | $919,830 | 10.5K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.03% | $236,894 | 2.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $8M | 90.4K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.03% | $43,885 | 500 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 21.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $5M | 63.0K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $530,679 | 6.6K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 18.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $787,736 | 9.7K | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.03% | $101,374 | 1.2K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.03% | $2M | 26.2K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.03% | $3M | 31.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $24M | 267.9K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.02% | $37,792 | 420 | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $875,415 | 9.7K | Q2 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 17.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $15M | 167.6K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 21.0K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $49,239 | 561 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.02% | $100,983 | 1.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $418,870 | 4.8K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $7M | 80.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $460,441 | 5.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $35M | 399.4K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $386,842 | 4.4K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.02% | $87,770 | 1.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.02% | $54,267 | 618 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $177,471 | 2.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $41,213 | 510 | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 23.9K | Q4 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $792,914 | 9.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 26.0K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $895,792 | 10.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $849,701 | 10.4K | Q3 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.02% | $193,944 | 2.4K | Q4 2025OLDER |
| Bell Bank$2.4B AUM | 0.02% | $358,628 | 4.1K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.02% | $58,543 | 667 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $72M | 815.2K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $201,702 | 2.5K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $22M | 252.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 85.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $95,845 | 1.1K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.01% | $235,487 | 2.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $259M | 2.95M | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $396,545 | 4.5K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $71,094 | 810 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 12.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $733,040 | 8.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $331,126 | 3.7K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $150,526 | 1.7K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $29,646 | 338 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $401,636 | 4.6K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.01% | $253,041 | 2.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $10M | 110.8K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $59,420 | 677 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $721,880 | 8.2K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $7M | 82.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $977,319 | 11.1K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $7M | 75.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $841,890 | 9.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $536,275 | 6.1K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $20M | 231.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $555,760 | 6.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $335,106 | 3.8K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $26,592 | 303 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $564M | 6.42M | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 20.5K | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $145,699 | 1.7K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 74.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 21.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $246,546 | 2.8K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 45.4K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $17,316 | 197 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 11.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 55.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $290,916 | 3.6K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 26.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $282,795 | 3.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $358,291 | 4.4K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $72,235 | 823 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $2M | 20.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $328,874 | 3.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $866,729 | 9.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $6M | 69.3K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $39,848 | 454 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 95.2K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $3M | 33.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $933,522 | 10.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 12.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $456,804 | 5.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $441,043 | 5.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $6M | 69.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 98.9K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $338,002 | 3.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $46M | 524.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 16.5K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $210,648 | 2.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $525,135 | 6.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 61.6K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.01% | $8,072 | 95 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $404,701 | 4.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $89,558 | 1.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $24M | 272.4K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $1M | 15.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $409M | 5.06M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $93M | 1.05M | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $3M | 31.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $31M | 350.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $369,161 | 4.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $1M | 14.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 17.0K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $909,209 | 10.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 16.3K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 11.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $106,427 | 1.3K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $38M | 432.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 485.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $288,324 | 3.3K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $29,930 | 341 | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $420,945 | 4.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 130.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $138M | 1.57M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $203,761 | 2.3K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $909,561 | 10.4K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $30,054 | 334 | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.00% | $20,144 | 230 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $17M | 189.2K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $10,445 | 119 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 44.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $482,209 | 5.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $164M | 1.87M | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $332,534 | 4.1K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $371,794 | 4.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $508,978 | 5.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 74.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $593,940 | 6.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $242,684 | 2.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 20.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $43,885 | 500 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 26.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $679,254 | 7.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $35,082 | 396 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $73,052 | 904 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $20M | 225.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $789,990 | 9.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 14.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $57,051 | 650 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 63.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 15.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 17.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $832,938 | 9.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $75,133 | 835 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 178.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $45M | 562.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 26.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 62.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $889,900 | 10.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 19.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $501,830 | 6.2K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $10M | 112.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $240,314 | 2.7K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $8,865 | 101 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $21,065 | 240 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $316,586 | 3.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $344,761 | 3.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 29.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 14.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 336.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 18.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 156.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $16,162 | 200 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 95.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $737,897 | 8.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 94.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $29M | 339.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $324,837 | 3.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $131,555 | 1.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $355,995 | 4.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $627,979 | 7.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $98,070 | 1.2K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 94.6K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $977,846 | 11.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 17.9K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $413,748 | 4.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $404,768 | 4.9K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 15.3K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $306,405 | 3.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $65,150 | 742 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $97,864 | 1.1K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $102,867 | 1.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,881 | 67 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $475,389 | 5.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $265,815 | 3.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $1,967 | 24 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 58.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 17.9K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $11,628 | 132.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 117.4K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $431,302 | 4.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $8,163 | 93 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $17,554 | 200 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $37,391 | 426 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 34.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $25,265 | 286 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $241,746 | 2.8K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $4,827 | 55 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 42.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 38.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $229,783 | 2.6K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $661,385 | 7.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 41.7K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $437,182 | 5.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $34,493 | 393 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $930,582 | 10.6K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $206,146 | 2.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $34,758 | 396 | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $8,777 | 100 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $246,174 | 3.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $886,773 | 10.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $99,104 | 1.1K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 43.3K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $14,077 | 160 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $580,160 | 6.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $969,590 | 11.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 22.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $699,286 | 8.5K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $800,726 | 9.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 48.5K | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 56.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 16.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $56,963 | 649 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $11,741 | 159 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $520,915 | 5.9K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $268,225 | 3.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $621,412 | 7.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 15.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $4,544 | 53 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $245,405 | 2.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $321,853 | 3.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $371,113 | 4.2K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $8,708 | 106 | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,370 | 27 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,282 | 26 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $3M | 35.0K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,464 | 80 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $114,454 | 1.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $616,275 | 7.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $3,152 | 39 | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $1,535 | 19 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $2,194 | 25 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10,631 | 124 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,599 | 41 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2,019 | 23 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $4,049 | 45 | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $93,651 | 1.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,676 | 190 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $180,806 | 2.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $608,189 | 7.4K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $299,736 | 3.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,934 | 79 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $213,723 | 2.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $770,621 | 8.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,953 | 102 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $5,442 | 62 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 28.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $352 | 4 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $70,216 | 800 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $577,615 | 6.7K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $694 | 9 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $472,906 | 5.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,053 | 12 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,898 | 33 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $119,948 | 1.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $229,958 | 2.6K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,317 | 15 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $721,206 | 8.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $58,279 | 664 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $351 | 4 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $105,861 | 1.3K | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $150 | 1.9K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $215,837 | 2.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,014 | 12 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $10,411 | 127 | Q3 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $526 | 6 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,731 | 94 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,195 | 25 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $458,713 | 5.2K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $656 | 8 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,059 | 34 | Q2 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $3,335 | 38 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,458 | 28 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $176 | 2 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,394 | 17 | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $264 | 3 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $527 | 6 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $82,186 | 936 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $19,309 | 220 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $699,065 | 8.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $246 | 3 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $264 | 3 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $88 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,442 | 62 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $410 | 5 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $176 | 2 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $82 | 1 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,106 | 24 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $878 | 10 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $72 | 1 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,869 | 35 | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $128 | 1 | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,317 | 15 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $492 | 6 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,580 | 18 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,505 | 40 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $246 | 3 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,316 | 15 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.