PBHPRESTIGE CONSMR HEALTHCARE I
CUSIP 74112D101 · Yahoo Finance ↗ · Google Finance ↗
Prestige Consmr Healthcare I (PBH) has 351 institutional holders in Filings Flow’s 13F database, together reporting 51.56M shares worth $3.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Ariel Investments, LLC.
Institutional Holders
351
Q1 2026
Reported Value
$3.1B
Ticker
PBH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC$8.9B AUM | 2.84% | $253M | 4.27M | Q1 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 2.48% | $4M | 70.0K | Q1 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 1.72% | $31M | 521.6K | Q1 2026 |
| Dean Capital Management$241M AUM | 1.66% | $4M | 67.8K | Q1 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.65% | $18M | 222.5K | Q2 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 1.50% | $15M | 260.5K | Q1 2026 |
| Leeward Investments, LLC - MA$2.0B AUM | 1.10% | $22M | 376.8K | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 0.93% | $15M | 253.1K | Q1 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.81% | $6M | 96.6K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.56% | $2M | 36.1K | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.48% | $66M | 1.12M | Q1 2026 |
| Carnegie Lake Advisors LLC$252M AUM | 0.40% | $995,383 | 16.8K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.38% | $131M | 2.20M | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.37% | $1M | 15.9K | Q2 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.36% | $51M | 854.1K | Q1 2026 |
| Pacific Capital Partners Ltd$101M AUM | 0.33% | $308,450 | 5.0K | Q4 2025OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.33% | $854,614 | 14.4K | Q1 2026 |
| Boston Trust Walden Corp$12.2B AUM | 0.31% | $38M | 643.3K | Q1 2026 |
| VIRTUS ADVISERS, LLC$215M AUM | 0.28% | $611,903 | 10.3K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.26% | $471,195 | 5.9K | Q2 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.25% | $3M | 47.3K | Q1 2026 |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.24% | $5M | 79.9K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.24% | $648,063 | 8.1K | Q2 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.23% | $1M | 20.7K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.22% | $693,817 | 8.7K | Q2 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.22% | $5M | 88.7K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.21% | $6M | 108.8K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.21% | $28M | 480.4K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.20% | $2M | 33.3K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.19% | $27M | 450.2K | Q1 2026 |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.18% | $4M | 71.0K | Q4 2025OLDER |
| J. W. Coons Advisors, LLC$442M AUM | 0.18% | $806,485 | 10.1K | Q2 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.18% | $362,436 | 6.1K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.18% | $1M | 16.4K | Q2 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.18% | $9M | 150.9K | Q1 2026 |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.17% | $2M | 30.8K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.17% | $6M | 94.6K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.17% | $844,123 | 14.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.15% | $90M | 1.56M | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $514,464 | 8.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.13% | $13M | 163.2K | Q2 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.12% | $2M | 33.4K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.12% | $251,448 | 4.1K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.12% | $101M | 1.62M | Q3 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.11% | $517,309 | 8.7K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.11% | $63M | 1.07M | Q1 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.10% | $1M | 17.4K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.10% | $432,671 | 7.3K | Q1 2026 |
| Ausbil Investment Management Ltd$201M AUM | 0.10% | $172,716 | 2.2K | Q2 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.09% | $9M | 157.1K | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.08% | $2M | 36.0K | Q4 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.08% | $4M | 61.5K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $315,487 | 4.0K | Q2 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.08% | $3M | 51.0K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.08% | $16M | 251.4K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.08% | $226,644 | 4.0K | Q3 2025OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $568,103 | 9.6K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.07% | $330,786 | 5.6K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.06% | $2M | 34.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.06% | $13M | 212.5K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.06% | $1M | 20.2K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.06% | $16M | 273.9K | Q1 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.06% | $3M | 54.0K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.06% | $770,688 | 13.0K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.06% | $239,550 | 3.0K | Q2 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.06% | $1M | 23.8K | Q3 2025OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.05% | $4M | 69.7K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.05% | $527,649 | 6.6K | Q2 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.05% | $365,281 | 6.2K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 32.6K | Q3 2025OLDER |
| OSSIAM$5.7B AUM | 0.05% | $3M | 43.3K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $260,432 | 4.4K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.04% | $542,202 | 9.1K | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 0.04% | $228,960 | 3.9K | Q1 2026 |
| EULAV Asset Management$3.1B AUM | 0.04% | $2M | 19.4K | Q2 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $211,602 | 2.6K | Q2 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.03% | $4M | 69.6K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $451,651 | 7.2K | Q3 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.03% | $498,640 | 8.1K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $158M | 2.67M | Q1 2026 |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.03% | $35M | 599.4K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 31.6K | Q1 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.03% | $467,285 | 7.9K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $417,893 | 6.7K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $10M | 169.3K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $313,509 | 5.1K | Q4 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $518,790 | 8.8K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 17.6K | Q4 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $251,779 | 4.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 26.4K | Q1 2026 |
| Impax Asset Management Group plc$14.3B AUM | 0.03% | $4M | 65.0K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $390,886 | 6.6K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.03% | $77,051 | 1.3K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.03% | $603,020 | 9.8K | Q4 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $8M | 136.8K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $249,764 | 4.2K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $28M | 473.2K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $5M | 91.1K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 21.0K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $4M | 55.3K | Q2 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $178,343 | 3.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $741,823 | 12.5K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 26.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $6M | 101.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $18M | 289.7K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.02% | $395,212 | 6.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 106.5K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $5M | 81.3K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $1M | 22.7K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $798,545 | 13.5K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $562,176 | 9.5K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.02% | $1M | 17.0K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.02% | $498,994 | 8.4K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $81,911 | 1.4K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $8M | 136.5K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $739,293 | 12.0K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $23M | 381.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $427,122 | 6.6K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $367,000 | 6.2K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $581,439 | 9.8K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $20,093 | 339 | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $35M | 598.0K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.01% | $372,808 | 6.3K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $513,634 | 8.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $373,185 | 7.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $925,560 | 15.6K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $725,761 | 12.2K | Q1 2026 |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $511,144 | 8.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 192.7K | Q1 2026 |
| Robbins Farley$226M AUM | 0.01% | $22,887 | 371 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $33M | 556.5K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $499,566 | 8.1K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $397,168 | 6.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $853,192 | 14.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 19.6K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $731,747 | 12.3K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $770,747 | 13.0K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $214,913 | 3.6K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $166M | 2.80M | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $238,955 | 4.1K | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $204,126 | 3.4K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $643,613 | 10.9K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $16M | 266.7K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $12M | 207.1K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 26.1K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $407,303 | 6.9K | Q1 2026 |
| Capital Research Global Investors$644.6B AUM | 0.01% | $53M | 894.7K | Q1 2026 |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $227,597 | 3.8K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $77,822 | 1.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $170,105 | 2.9K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 26.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $438M | 7.39M | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 17.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 86.4K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 21.0K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 145.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $34,537 | 430 | Q2 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $239,748 | 4.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $232,990 | 3.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $894,148 | 15.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $15M | 250.2K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $533,395 | 8.5K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $704,305 | 11.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 28.0K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $44M | 742.1K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $777,682 | 13.1K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $303,167 | 5.1K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $762,153 | 12.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 258.3K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.01% | $413,171 | 7.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $44M | 750.3K | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $7M | 113.1K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $43,653 | 783 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $10,846 | 183 | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 25.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 24.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $213,491 | 3.6K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 53.1K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $35M | 596.0K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $15,571 | 195 | Q2 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $87M | 1.46M | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $732,814 | 12.4K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $15M | 251.2K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $711,773 | 12.0K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $327,348 | 5.5K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.00% | $21,338 | 360 | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $332M | 5.39M | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5M | 72.1K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $18M | 310.5K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $782,720 | 13.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $17M | 282.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $74M | 1.20M | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $4M | 60.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $402,207 | 6.8K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $16M | 269.4K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $485,456 | 6.1K | Q2 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $848,806 | 14.3K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $117M | 1.97M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 70.9K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 30.8K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $973,984 | 16.4K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $32M | 546.2K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $22,937 | 387 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 37.0K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $320,947 | 5.4K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $2M | 35.3K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.00% | $268,315 | 4.5K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 26.8K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 57.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 20.6K | Q2 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $45,674 | 572 | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $693,578 | 11.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 43.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23M | 392.2K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $17,840 | 301 | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $4,979 | 84 | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $212,802 | 2.7K | Q2 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $18M | 311.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 300.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 55.3K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 95.2K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $4,386 | 74 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 29.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $27M | 457.6K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 101.9K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $28,153 | 475 | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $124M | 2.09M | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $224,336 | 3.8K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $29,102 | 491 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $7,925 | 127 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $496,268 | 8.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90,743 | 1.5K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $10,432 | 176 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $9,542 | 161 | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $848,450 | 14.3K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 30.3K | Q4 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $541,195 | 8.7K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $19,324 | 242 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 39.6K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 63.5K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $10,780 | 135 | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 547.4K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $602,597 | 9.7K | Q3 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $671,115 | 11.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $126,465 | 2.0K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $222,796 | 3.8K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 42.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $419,039 | 7.1K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $2,905 | 49 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 25.1K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $722,146 | 12.2K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $938,955 | 15.8K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $4,742 | 80 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $372,808 | 6.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $200,304 | 3.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $396,042 | 6.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $21,989 | 371 | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $270,568 | 4.6K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 22.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $329,222 | 5.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 113.7K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $2,475 | 31 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 183.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $203,777 | 2.6K | Q2 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $348,033 | 5.9K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $448,792 | 7.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $250,708 | 4.1K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 37.4K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 114.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 53.7K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $370,318 | 6.2K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $80,489 | 1.4K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $804,412 | 13.6K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $236,013 | 4.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $239,471 | 3.0K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 107.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $554,767 | 9.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 55.0K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $931,724 | 15.7K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 64.8K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $370,674 | 6.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $344,233 | 4.3K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $47,829 | 599 | Q2 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $13,907 | 265 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $262,803 | 4.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $6M | 99.3K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $292,219 | 4.7K | Q3 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,260 | 55 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $664,772 | 11.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $796,904 | 13.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $45,994 | 576 | Q2 2025OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $6,169 | 100 | Q4 2025OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.00% | $90,623 | 1.5K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $10,358 | 166 | Q3 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $5,927 | 100 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $56,129 | 947 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $946,601 | 16.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 36.8K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $201,973 | 3.3K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $20,593 | 334 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $843,471 | 14.2K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 45.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $287,637 | 4.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14M | 232.4K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.00% | $2,074 | 35 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $19,737 | 333 | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $235,039 | 3.8K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $392,236 | 14.6K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $3,022 | 51 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $139,462 | 2.4K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 20.1K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $8,832 | 149 | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $208,513 | 3.4K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $435,871 | 7.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $9,010 | 152 | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 20.2K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $414,475 | 7.0K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $8,891 | 150 | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $269,204 | 4.5K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $442,510 | 7.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $232,338 | 3.9K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $1,217 | 15 | Q2 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $342,877 | 5.8K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 19.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $520,273 | 8.4K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $19,026 | 321 | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $900,674 | 14.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 57.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $145,033 | 2.4K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $35,880 | 575 | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $652 | 11 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $363,918 | 6.1K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $495,379 | 8.4K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $495,675 | 8.4K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,480 | 43 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $35,739 | 603 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,491 | 177 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,134 | 36 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 62.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $347,619 | 5.9K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,016 | 34 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 30.0K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $15,292 | 258 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $73,199 | 1.2K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $686 | 11 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $220,485 | 3.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $321,362 | 5.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,513 | 253 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,431 | 41 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,048 | 17 | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $449,280 | 7.2K | Q3 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $829 | 14 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,383 | 128 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $711 | 12 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,304 | 22 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $447,845 | 7.6K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,719 | 29 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $415 | 7 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $403,036 | 6.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 45.0K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,319 | 56 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $1,851 | 30 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5M | 91.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $238,570 | 3.8K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $458,751 | 7.7K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $226,095 | 3.7K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $1M | 20.5K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,015 | 34 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $830 | 14 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $50,557 | 853 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $704,839 | 11.9K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $878 | 11 | Q2 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,600 | 27 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,936 | 80 | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $533 | 9 | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $415 | 7 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $13,751 | 232 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $16,554 | 287 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,409 | 125 | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $548,366 | 9.3K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $533 | 9 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $346,256 | 5.8K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,621 | 42 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,239 | 139 | Q1 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $37,577 | 634 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $296 | 5 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,075 | 35 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $160 | 2 | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,956 | 33 | Q1 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $37,014 | 600 | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $2,184 | 35 | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,126 | 19 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $534 | 9 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $923 | 16 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $593 | 10 | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $16,062 | 271 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $178 | 3 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $96,491 | 1.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,396 | 226 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $312 | 5 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $29,858 | 484 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,719 | 29 | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $12,338 | 200 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $17,781 | 300 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $874 | 14 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $34,436 | 581 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $652 | 11 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $237 | 4 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,134 | 36 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,799 | 94 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $925 | 15 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,866 | 94 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $119 | 2 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $63 | 1 | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $1,278 | 16 | Q2 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $80 | 1 | Q2 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $64 | 1 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $21,040 | 355 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $123 | 2 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $399 | 5 | Q2 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $125 | 2 | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $59 | 1 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $12,921 | 218 | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $1,837 | 23 | Q2 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $63 | 1 | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $889 | 15 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $59 | 1 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5,182 | 84 | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $4,000 | 62 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $62 | 1 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $59 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.