PBAPEMBINA PIPELINE CORP
CUSIP 706327103 · Yahoo Finance ↗ · Google Finance ↗
Pembina Pipeline Corp (PBA) has 425 institutional holders in Filings Flow’s 13F database, together reporting 292.89M shares worth $13.2B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Vanguard Group Inc, and Bank Of Montreal /Can/.
Institutional Holders
425
Q1 2026
Reported Value
$13.2B
Ticker
PBA
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PERISCOPE CAPITAL INC.$902M AUM | 7.65% | $69M | 1.54M | Q1 2026 |
| LINCLUDEN MANAGEMENT LTD$939M AUM | 4.84% | $45M | 999.5K | Q1 2026 |
| PJT Investments Corp.$252M AUM | 4.69% | $12M | 264.2K | Q1 2026 |
| ClearBridge Investments Ltd$4.6B AUM | 4.48% | $204M | 5.45M | Q2 2025OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 4.27% | $159M | 3.56M | Q1 2026 |
| Recurrent Investment Advisors LLC$1.7B AUM | 4.04% | $67M | 1.49M | Q1 2026 |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 3.57% | $30M | 664.5K | Q1 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 3.01% | $61M | 1.36M | Q1 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.93% | $6M | 143.9K | Q1 2026 |
| A. D. Beadell Investment Counsel, Inc.$157M AUM | 2.46% | $4M | 86.3K | Q1 2026 |
| BCV Asset Management Inc.$2.9B AUM | 2.44% | $71M | 1.59M | Q1 2026 |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 2.17% | $76M | 1.70M | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 2.15% | $3M | 59.0K | Q1 2026 |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 2.04% | $24M | 530.8K | Q1 2026 |
| MUFG Securities EMEA plc$6.7B AUM | 1.98% | $53M | 1.40M | Q2 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 1.96% | $356M | 8.81M | Q3 2025OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 1.85% | $178M | 3.98M | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.67% | $3M | 56.8K | Q1 2026 |
| Hartree Partners, LP$467M AUM | 1.59% | $6M | 150.0K | Q2 2025OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.41% | $4M | 79.3K | Q1 2026 |
| SIG North Trading, ULC$5.0B AUM | 1.40% | $70M | 1.56M | Q1 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 1.38% | $72M | 1.61M | Q1 2026 |
| Tacita Capital Inc$169M AUM | 1.37% | $2M | 51.8K | Q1 2026 |
| DAVIS-REA LTD.$384M AUM | 1.36% | $5M | 116.6K | Q1 2026 |
| PCJ Investment Counsel Ltd.$352M AUM | 1.27% | $4M | 99.5K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 1.23% | $299M | 6.75M | Q1 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 1.19% | $7M | 162.6K | Q1 2026 |
| ALBERT D MASON INC$154M AUM | 1.16% | $2M | 40.1K | Q1 2026 |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 1.11% | $39M | 861.9K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 1.09% | $26M | 592.5K | Q1 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 1.09% | $6M | 129.5K | Q1 2026 |
| Addenda Capital Inc.$3.7B AUM | 1.06% | $38M | 605.5K | Q1 2026 |
| Guardian Partners Inc.$1.2B AUM | 1.00% | $12M | 266.9K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.90% | $550M | 12.28M | Q1 2026 |
| Credential Securities Inc.$440M AUM | 0.83% | $4M | 105.2K | Q2 2025OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.76% | $13M | 352.6K | Q2 2025OLDER |
| Heronetta Management, L.P.$110M AUM | 0.72% | $792,162 | 17.7K | Q1 2026 |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.69% | $25M | 567.7K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.65% | $32M | 712.8K | Q1 2026 |
| Baskin Financial Services Inc.$1.2B AUM | 0.65% | $8M | 176.5K | Q1 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.64% | $98M | 1.57M | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.62% | $253M | 5.67M | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.61% | $11M | 251.7K | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.58% | $97M | 2.16M | Q1 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.55% | $53M | 859.6K | Q1 2026 |
| Summerhill Capital Management lnc.$115M AUM | 0.53% | $610,326 | 13.7K | Q1 2026 |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.53% | $20M | 445.9K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.48% | $525M | 11.73M | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.48% | $66M | 1.47M | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.44% | $371M | 8.28M | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.41% | $15M | 335.7K | Q1 2026 |
| Cumberland Partners Ltd$1.3B AUM | 0.38% | $5M | 111.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.36% | $967M | 21.59M | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.35% | $4M | 81.6K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.34% | $399M | 8.92M | Q1 2026 |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.34% | $3M | 70.0K | Q3 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.33% | $378M | 8.45M | Q1 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.32% | $20M | 437.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.32% | $1.8B | 40.88M | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.32% | $107M | 2.47M | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.31% | $217M | 4.84M | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.31% | $17M | 370.1K | Q1 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.30% | $4M | 86.1K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.29% | $169M | 3.77M | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.29% | $300,116 | 6.7K | Q1 2026 |
| Broderick Brian C$542M AUM | 0.27% | $1M | 32.8K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.27% | $348M | 7.79M | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 0.27% | $294,342 | 6.6K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.25% | $1M | 24.0K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.24% | $4M | 93.4K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.23% | $10M | 223.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.23% | $256M | 5.75M | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.23% | $283M | 6.33M | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.22% | $333,462 | 7.5K | Q1 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.22% | $338,002 | 7.6K | Q1 2026 |
| Achmea Investment Management B.V.$3.8B AUM | 0.22% | $17M | 429.4K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.22% | $60M | 1.35M | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.21% | $302,000 | 6.8K | Q1 2026 |
| Credential Qtrade Securities Inc.$1.9B AUM | 0.21% | $4M | 109.8K | Q2 2025OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.21% | $313,320 | 7.0K | Q1 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.21% | $442,826 | 9.8K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.20% | $593,072 | 13.3K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.19% | $140M | 3.13M | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.18% | $491,236 | 11.0K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.18% | $491,236 | 11.0K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.18% | $31M | 689.4K | Q1 2026 |
| Claret Asset Management Corp$837M AUM | 0.18% | $2M | 34.0K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.18% | $1M | 31.6K | Q3 2025OLDER |
| Wernau Asset Management Inc.$143M AUM | 0.17% | $249,403 | 5.6K | Q1 2026 |
| Generali Asset Management SPA SGR$4.8B AUM | 0.17% | $8M | 132.8K | Q1 2026 |
| Sciencast Management LP$785M AUM | 0.17% | $1M | 29.9K | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.17% | $43M | 952.9K | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.17% | $100M | 2.19M | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.16% | $657,033 | 14.7K | Q1 2026 |
| Granite Group Advisors, LLC$165M AUM | 0.16% | $269,842 | 6.0K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.16% | $4M | 88.9K | Q1 2026 |
| Stanich Group LLC$131M AUM | 0.16% | $209,477 | 4.7K | Q1 2026 |
| Thrive Wealth Management, LLC$787M AUM | 0.16% | $1M | 23.4K | Q1 2026 |
| Old North State Trust, LLC$168M AUM | 0.15% | $259,000 | 5.8K | Q1 2026 |
| Gold Investment Management Ltd.$323M AUM | 0.15% | $493,867 | 11.0K | Q1 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.15% | $10M | 224.4K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.15% | $15M | 381.3K | Q4 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.14% | $42M | 930.7K | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.14% | $27M | 607.9K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.14% | $223,845 | 5.0K | Q1 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.14% | $4M | 84.8K | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.13% | $781,733 | 17.5K | Q1 2026 |
| Zimmer Partners, LP$4.1B AUM | 0.13% | $6M | 162.5K | Q2 2025OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.13% | $241,704 | 5.4K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.12% | $2M | 49.3K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.11% | $331,008 | 7.4K | Q1 2026 |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.11% | $6M | 150.1K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.10% | $183M | 4.08M | Q1 2026 |
| Investment Management Corp of Ontario$7.8B AUM | 0.09% | $7M | 156.4K | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.09% | $894,000 | 22.1K | Q3 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $307,815 | 6.9K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.09% | $55M | 1.22M | Q1 2026 |
| JCIC Asset Management Inc.$326M AUM | 0.09% | $282,424 | 6.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.08% | $256M | 5.73M | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.08% | $2M | 51.3K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.08% | $223,800 | 5.0K | Q1 2026 |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.08% | $13M | 309.8K | Q3 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.08% | $3M | 72.3K | Q1 2026 |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 0.08% | $534,000 | 11.9K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.07% | $131,550 | 2.9K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.07% | $1M | 26.3K | Q1 2026 |
| BAXTER BROS INC$810M AUM | 0.07% | $590,832 | 13.2K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.07% | $25M | 564.1K | Q1 2026 |
| Canoe Financial LP$7.3B AUM | 0.07% | $5M | 135.0K | Q2 2025OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.07% | $119,089 | 3.0K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.07% | $8M | 186.3K | Q1 2026 |
| CIGNA INVESTMENTS INC /NEW$650M AUM | 0.07% | $460,000 | 10.3K | Q1 2026 |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.07% | $6M | 129.2K | Q1 2026 |
| Beutel, Goodman & Co Ltd.$14.8B AUM | 0.07% | $10M | 223.2K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.07% | $111,900 | 2.5K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.07% | $1M | 24.5K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.06% | $5M | 141.8K | Q2 2025OLDER |
| Partners Group Holding AG$1.4B AUM | 0.06% | $805,003 | 9.3K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.06% | $13M | 292.5K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $228,231 | 5.1K | Q1 2026 |
| Fulcrum Asset Management LLP$662M AUM | 0.06% | $386,926 | 8.6K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.06% | $229M | 5.12M | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.06% | $2M | 35.4K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $245,000 | 6.4K | Q4 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.05% | $29M | 661.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.05% | $95M | 2.36M | Q3 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.05% | $285,081 | 7.0K | Q3 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.05% | $301,980 | 6.7K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.05% | $87M | 1.96M | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 84.8K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.05% | $223,800 | 5.0K | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 0.05% | $569,000 | 12.8K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $367,972 | 8.2K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.05% | $14M | 313.5K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $78M | 1.75M | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $229,440 | 5.1K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.05% | $198M | 4.44M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.04% | $58M | 1.30M | Q1 2026 |
| Gulf International Bank (UK) Ltd$4.5B AUM | 0.04% | $2M | 44.1K | Q1 2026 |
| Cromwell Holdings LLC$223M AUM | 0.04% | $77,838 | 1.7K | Q1 2026 |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.04% | $934,069 | 24.5K | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.04% | $49M | 1.09M | Q1 2026 |
| Amundi$367.1B AUM | 0.04% | $151M | 3.38M | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $353,783 | 7.9K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $335,348 | 7.5K | Q1 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.04% | $2M | 46.7K | Q4 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.04% | $314,916 | 7.8K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.04% | $375,984 | 8.4K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $753,624 | 16.8K | Q1 2026 |
| AVIVA PLC$59.6B AUM | 0.04% | $22M | 487.5K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.04% | $56M | 1.26M | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.03% | $2M | 37.1K | Q1 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC$2.8B AUM | 0.03% | $985,000 | 22.0K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $723,747 | 16.2K | Q1 2026 |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.03% | $880,626 | 19.7K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.03% | $1M | 29.6K | Q1 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.03% | $6M | 135.9K | Q1 2026 |
| Onex Canada Asset Management Inc.$601M AUM | 0.03% | $258,869 | 6.9K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $44M | 982.9K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $20M | 445.8K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $13M | 300.0K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $149M | 3.33M | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.03% | $521,000 | 12.9K | Q3 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.03% | $3M | 63.6K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $625,476 | 14.0K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.03% | $16M | 352.2K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 42.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 27.4K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $900,930 | 20.1K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $277,825 | 6.2K | Q1 2026 |
| Korea Investment CORP$48.3B AUM | 0.03% | $13M | 287.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $231M | 5.15M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.03% | $24M | 536.8K | Q1 2026 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.03% | $8M | 175.5K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $345,010 | 7.7K | Q1 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA$367M AUM | 0.02% | $90,000 | 2.0K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.02% | $518,097 | 11.6K | Q1 2026 |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.02% | $780,836 | 20.8K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $281,138 | 6.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $813,423 | 18.2K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.02% | $23,559 | 619 | Q4 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.02% | $4M | 93.3K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $622,207 | 13.9K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.02% | $1M | 27.8K | Q1 2026 |
| USS Investment Management Ltd$25.6B AUM | 0.02% | $5M | 110.6K | Q1 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.02% | $1M | 26.6K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.02% | $70M | 1.58M | Q1 2026 |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.02% | $249,313 | 5.6K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 183.3K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.02% | $740M | 16.53M | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $569,795 | 12.7K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $11M | 241.2K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $573,222 | 15.1K | Q4 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.02% | $58,384 | 1.5K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.02% | $5M | 109.2K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $267M | 5.87M | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.02% | $7M | 167.6K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.02% | $465,000 | 12.4K | Q2 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 24.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.02% | $9M | 249.3K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $7M | 150.0K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.02% | $102M | 2.28M | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $207,654 | 4.6K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.02% | $46M | 744.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 67.0K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $339,997 | 7.6K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.0B | 27.23M | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 34.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $11M | 248.0K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.01% | $220,891 | 4.9K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $285,255 | 6.4K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $58,422 | 1.5K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $58M | 1.31M | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $2M | 39.9K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $398,633 | 8.9K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $23M | 622.1K | Q2 2025OLDER |
| NATIXIS$28.0B AUM | 0.01% | $4M | 84.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $458,656 | 10.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $592,220 | 13.2K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.01% | $2M | 44.7K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $20M | 503.7K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $104,053 | 2.8K | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $81M | 1.83M | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $37,510 | 1.0K | Q2 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $4M | 79.7K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.01% | $16M | 358.0K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 38.1K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.01% | $15,666 | 350 | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $3M | 69.0K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $11M | 252.3K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.01% | $370,165 | 8.3K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $746,328 | 16.7K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $13M | 285.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $7M | 147.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $7M | 193.4K | Q2 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $449,915 | 11.1K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $937,991 | 21.0K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $678,964 | 15.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $385,831 | 8.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $175M | 3.92M | Q1 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $31,268 | 700 | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $254,818 | 6.3K | Q3 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $470,502 | 12.4K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.01% | $168,611 | 3.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $158M | 3.50M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $853,573 | 19.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $130M | 2.91M | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $950,325 | 21.3K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $507,578 | 11.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $26,856 | 600 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $7M | 164.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $268,000 | 6.0K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $224,553 | 5.5K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $16M | 361.7K | Q1 2026 |
| Mediolanum International Funds Ltd$9.4B AUM | 0.01% | $760,621 | 16.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $636,309 | 14.2K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $73,317 | 1.6K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $3M | 56.0K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $19M | 415.1K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 23.0K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $75,689 | 1.7K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $13,311 | 350 | Q4 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $19,963 | 446 | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 25.5K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $30,213 | 675 | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $57,615 | 1.5K | Q2 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $248,105 | 5.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $220,540 | 4.9K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $20,142 | 450 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 26.3K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $313,120 | 8.2K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $219,881 | 5.9K | Q2 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $245,552 | 6.1K | Q3 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.01% | $477,216 | 10.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 37.8K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $1M | 30.3K | Q1 2026 |
| Westerkirk Capital Inc.$929M AUM | 0.01% | $64,836 | 1.7K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 93.9K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 40.5K | Q1 2026 |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 0.01% | $167,783 | 3.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $250,027 | 5.6K | Q1 2026 |
| APG Asset Management N.V.$31.6B AUM | 0.01% | $2M | 47.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $41,180 | 920 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 22.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 120.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $185,935 | 4.2K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $41,823 | 1.1K | Q2 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $36,052 | 808 | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $22,380 | 500 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $21,709 | 485 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $12M | 263.8K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $22,380 | 500 | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $11M | 243.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $33M | 746.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $44,760 | 1.0K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $9,016 | 238 | Q2 2025OLDER |
| TOBAM$384M AUM | 0.00% | $18,000 | 295 | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $480,535 | 12.0K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $908,315 | 20.3K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $366,361 | 8.2K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $21,843 | 488 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $4,745 | 106 | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $3M | 65.4K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 104.9K | Q3 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $428,845 | 9.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $26M | 576.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $22M | 494.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $77M | 1.72M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 322.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $223,401 | 5.5K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $138,756 | 3.1K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $36,390 | 813 | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $205,416 | 4.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $420,565 | 9.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 53.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 119.5K | Q1 2026 |
| ICONIQ Capital, LLC$4.5B AUM | 0.00% | $210,656 | 5.6K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 98.1K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $393,963 | 8.8K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $795,161 | 17.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $241,926 | 5.4K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $1M | 30.2K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $11,504 | 257 | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $8,578 | 212 | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $273,300 | 6.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $106,977 | 2.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 26.9K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $4,566 | 102 | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $974,470 | 21.8K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $455,128 | 10.2K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 46.5K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 268.3K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $262,037 | 6.8K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $21M | 473.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 42.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,108 | 695 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 52.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 23.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 43.0K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $210,506 | 4.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $599,605 | 13.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $523,928 | 11.9K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $350,958 | 8.7K | Q3 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $3,563 | 95 | Q2 2025OLDER |
| AXA S.A.$256M AUM | 0.00% | $878,409 | 23.4K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 49.4K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $19,695 | 440 | Q1 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.00% | $1M | 25.4K | Q1 2026 |
| Lavaca Capital LLC$564M AUM | 0.00% | $13,428 | 300 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $72,780 | 1.6K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 49.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $426,205 | 9.5K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $30,437 | 680 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $15,801 | 353 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $239,636 | 5.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 37.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 260.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $725,744 | 19.1K | Q4 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $1M | 28.1K | Q2 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $331,358 | 7.4K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $296,449 | 7.8K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $53,264 | 1.2K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $134,000 | 3.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $377,103 | 8.4K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $1M | 23.7K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $266,546 | 6.0K | Q1 2026 |
| Candriam S.C.A.$19.3B AUM | 0.00% | $377,132 | 8.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $29,319 | 725 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $17M | 374.6K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $338,699 | 7.6K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $4,127 | 102 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $45,297 | 1.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $68,717 | 1.8K | Q2 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $4,476 | 100 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 92.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $473,644 | 10.6K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 71.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 294.6K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.00% | $13,000 | 342 | Q3 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $24,059 | 453 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $71,662 | 1.9K | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $404,416 | 9.0K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $12,000 | 283 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $623,000 | 13.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $284,365 | 6.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $64,633 | 1.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $82,985 | 1.9K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $30,296 | 692 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $370,013 | 9.1K | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $818,481 | 18.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $255,938 | 5.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $783,920 | 17.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $652,990 | 14.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 96.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $937,950 | 21.0K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $473,695 | 10.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $827,792 | 18.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $256,812 | 5.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 29.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 25.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 100.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $45,744 | 1.0K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $236,154 | 5.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $208,613 | 5.6K | Q2 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $8,518 | 184 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 22.8K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $6M | 130.7K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $21M | 464.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $29,541 | 654 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $4,566 | 102 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $78,308 | 1.8K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $546,000 | 12.2K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $681,317 | 15.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $66,469 | 1.5K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $8,952 | 200 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,312 | 141 | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $23,171 | 518 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $45,431 | 1.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 71.0K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $588,000 | 13.2K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $5,147 | 115 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $53,113 | 1.3K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $24,932 | 557 | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $8,952 | 200 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $194,676 | 4.3K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $648,886 | 14.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $104,022 | 2.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 28.0K | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $289,964 | 6.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $39,130 | 1.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 31.4K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 55.3K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $1,417 | 35 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $36M | 800.0K | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $9,489 | 212 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $339,415 | 7.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16,184 | 400 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $214,988 | 4.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $231,260 | 6.1K | Q4 2025OLDER |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.00% | $13,000 | 292 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $287,538 | 6.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $11,549 | 303 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $40,194 | 898 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $23,052 | 515 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $373,165 | 8.3K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $2,855 | 75 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $3,805 | 85 | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $307,604 | 8.2K | Q2 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,760 | 84 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $75,080 | 2.0K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $612,484 | 13.7K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $36,569 | 817 | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $1,433 | 32 | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.00% | $2M | 50.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $634,428 | 14.2K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,984 | 89 | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $91,381 | 2.0K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $376,000 | 9.4K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,483 | 61 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $985 | 22 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $48,026 | 1.2K | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $18,628 | 400 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,190 | 250 | Q1 2026 |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.00% | $170,708 | 4.6K | Q2 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $6,622 | 174 | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $224 | 5 | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $47,535 | 1.1K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4,342 | 97 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,223 | 72 | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $896 | 20 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,760 | 84 | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $186,780 | 4.2K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 0.00% | $179 | 4 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $5,000 | 124 | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $7,612 | 200 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,655 | 104 | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $93,933 | 2.3K | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $283 | 7 | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $28,960 | 647 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.