PAYPAYMENTUS HOLDINGS INC
CUSIP 70439P108 · Yahoo Finance ↗ · Google Finance ↗
Paymentus Holdings Inc (PAY) has 186 institutional holders in Filings Flow’s 13F database, together reporting 54.42M shares worth $1.4B as of Q1 2026. The largest reported holders are Wasatch Advisors LP, Capital International Investors, and Vanguard Group Inc.
Institutional Holders
186
Q1 2026
Reported Value
$1.4B
Ticker
PAY
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$262M AUM | 7.10% | $19M | 733.5K | Q1 2026OLDER |
| CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM | 5.02% | $21M | 839.6K | Q1 2026OLDER |
| Palisades Investment Partners, LLC$255M AUM | 4.27% | $11M | 429.1K | Q1 2026OLDER |
| ADAMS STREET PARTNERS LLC$260M AUM | 2.68% | $7M | 223.5K | Q4 2025OLDER |
| NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM | 2.13% | $29M | 1.16M | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 1.33% | $201M | 7.90M | Q1 2026OLDER |
| North Reef Capital Management LP$2.9B AUM | 0.64% | $19M | 734.6K | Q1 2026OLDER |
| G2 Investment Partners Management LLC$406M AUM | 0.64% | $3M | 85.1K | Q4 2025OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.48% | $2M | 63.0K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.48% | $71M | 2.24M | Q4 2025OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.46% | $3M | 102.8K | Q4 2025OLDER |
| FCG Investment Co$228M AUM | 0.44% | $946,978 | 30.9K | Q3 2025OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.43% | $7M | 274.8K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 0.43% | $4M | 141.7K | Q4 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.38% | $2M | 94.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.37% | $1M | 49.7K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.34% | $2M | 89.7K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.29% | $55M | 2.15M | Q1 2026OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.28% | $17M | 660.0K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.26% | $998,042 | 39.3K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.23% | $790,448 | 31.1K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.23% | $274,320 | 10.8K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.23% | $7M | 270.8K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.20% | $754,609 | 29.7K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 0.18% | $254,931 | 8.1K | Q4 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.17% | $50M | 1.95M | Q1 2026OLDER |
| HAMILTON LANE ADVISORS LLC$140M AUM | 0.16% | $293,882 | 9.3K | Q4 2025OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.14% | $663,571 | 22.3K | Q3 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.13% | $2M | 83.9K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.12% | $475,945 | 18.7K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.12% | $16M | 641.2K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.11% | $1M | 43.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $723,935 | 23.7K | Q3 2025OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 0.11% | $455,844 | 14.4K | Q4 2025OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.10% | $5M | 158.0K | Q3 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.09% | $4M | 167.3K | Q1 2026OLDER |
| Orange County Employees Retirement System$239M AUM | 0.08% | $150,400 | 4.8K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $248,550 | 7.9K | Q4 2025OLDER |
| StepStone Group LP$207M AUM | 0.07% | $127,276 | 36.5K | Q4 2025OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.06% | $178,232 | 7.0K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.06% | $2M | 59.3K | Q4 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $401,601 | 15.4K | Q4 2025OLDER |
| LVZ, Inc.$984M AUM | 0.05% | $526,978 | 21.8K | Q2 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.05% | $14M | 537.8K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $462,813 | 18.2K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.04% | $175M | 6.87M | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 223.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $234,086 | 9.2K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.04% | $951,660 | 31.1K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.04% | $297,764 | 11.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 42.2K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $26M | 1.00M | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.03% | $563,245 | 22.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.03% | $818 | 26.7K | Q3 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.03% | $360,705 | 14.2K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $2M | 89.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $5M | 175.0K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $120,650 | 4.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $19M | 737.3K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.02% | $2M | 71.1K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $880,491 | 34.7K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $260,705 | 10.3K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $457,378 | 18.0K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $341,681 | 13.5K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $13M | 506.8K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $9M | 342.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $60M | 2.37M | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.01% | $107M | 4.21M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $494,343 | 16.2K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 53.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $391,922 | 15.4K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 136.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $829,793 | 32.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 134.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $694,475 | 22.0K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $7M | 291.2K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 57.1K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $233,705 | 9.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 45.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $10M | 396.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $22M | 856.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $636,949 | 20.2K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $842,410 | 26.7K | Q4 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.01% | $9,550 | 376 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 371.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $7M | 274.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $274,371 | 10.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $616,790 | 24.3K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $1M | 49.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $4M | 171.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 50.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 40.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $411,175 | 13.0K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $21M | 835.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $581,203 | 22.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $25M | 1.00M | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.00% | $470,016 | 15.4K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $8,592 | 272 | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $980,186 | 38.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 83.1K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 73.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 166.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $5M | 156.8K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $54M | 2.12M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $24M | 941.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $444,219 | 14.1K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 58.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 622.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $340,055 | 13.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $634,580 | 20.1K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $15,827 | 501 | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $145,059 | 5.7K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $34,601 | 1.1K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 67.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 45.8K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $325,120 | 12.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 316.2K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $349,250 | 13.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $139M | 4.39M | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 41.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 50.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 545.5K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 64.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 143.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 53.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $62M | 2.43M | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $34,748 | 1.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $97,155 | 3.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 98.9K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $377,880 | 12.0K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 92.9K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $4,264 | 135 | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1,549 | 61 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 335.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $8M | 307.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 702.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $279,400 | 11.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 354.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $38,964 | 1.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $345,999 | 13.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 80.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $2M | 59.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $274,517 | 8.7K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $7,830 | 308.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 112.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 259.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $411,207 | 13.0K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $583,336 | 23.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $111,735 | 4.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $246,971 | 7.8K | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $849,808 | 33.5K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $9,608 | 314 | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $428,076 | 13.6K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $23,875 | 940 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $12M | 489.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $128,397 | 5.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 350.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $282,702 | 11.1K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $151,409 | 6.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $812,605 | 26.2K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $215,976 | 8.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 125.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 51.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $336,600 | 11.0K | Q3 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $152,572 | 5.0K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $30,175 | 1.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $26M | 1.03M | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $5,080 | 200 | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $8,898 | 291 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 216.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $76,200 | 3.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $685,724 | 27.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $7,139 | 226 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $291,973 | 11.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $10M | 379.9K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $3,810 | 150 | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $2,667 | 100 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $506,578 | 19.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,664 | 223 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $1M | 43.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,328 | 131 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $533,234 | 21.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 40.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 45.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,304 | 760 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $208,966 | 8.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $252,552 | 9.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 43.3K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $6,426 | 210 | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $151,592 | 5.0K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $585 | 23 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $713,966 | 22.5K | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $225,552 | 8.9K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $915 | 36 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $508 | 20 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $328 | 10 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 78.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $621,030 | 24.4K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $425,704 | 16.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,624 | 150 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,150 | 124 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $52,680 | 2.1K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $534 | 21 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $309,448 | 12.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $483 | 19 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $76 | 3 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,652 | 67 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,997 | 118 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,362 | 93 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $889 | 35 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $279 | 11 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,135 | 399 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $381 | 15 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $104,242 | 4.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $965 | 38 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,143 | 45 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $204 | 8 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,709 | 146 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $51 | 2 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $32,855 | 1.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $203 | 8 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $51 | 2 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $845 | 34 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $32 | 1 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $26 | 1 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $127 | 5 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,465 | 173 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1,600 | 63 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $229 | 9 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,651 | 65 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $4,115 | 162 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $838 | 33 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $61 | 2 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.