PEGAPEGASYSTEMS INC
CUSIP 705573103 · Yahoo Finance ↗ · Google Finance ↗
Pegasystems Inc (PEGA) has 476 institutional holders in Filings Flow’s 13F database, together reporting 92.34M shares worth $3.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
476
Q1 2026
Reported Value
$3.8B
Ticker
PEGA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bares Capital Management, Inc.$1.1B AUM | 17.93% | $194M | 3.38M | Q3 2025OLDER |
| North Peak Capital Management, LLC$601M AUM | 12.18% | $143M | 2.40M | Q4 2025OLDER |
| Shannon River Fund Management LLC$524M AUM | 9.73% | $62M | 1.04M | Q4 2025OLDER |
| HERALD INVESTMENT MANAGEMENT Ltd$718M AUM | 4.07% | $29M | 686.6K | Q1 2026OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 3.24% | $45M | 1.05M | Q1 2026OLDER |
| HARBER ASSET MANAGEMENT LLC$156M AUM | 2.82% | $4M | 103.6K | Q1 2026OLDER |
| Capital Impact Advisors, LLC$247M AUM | 2.16% | $5M | 125.8K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 1.92% | $11M | 180.0K | Q4 2025OLDER |
| G2 Investment Partners Management LLC$406M AUM | 1.78% | $8M | 125.6K | Q4 2025OLDER |
| 1492 Capital Management LLC$263M AUM | 1.60% | $4M | 98.6K | Q1 2026OLDER |
| Summit Creek Advisors LLC$487M AUM | 1.50% | $7M | 171.8K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 1.39% | $3M | 78.4K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 1.06% | $48M | 1.12M | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 0.96% | $7M | 125.8K | Q3 2025OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.90% | $22M | 507.4K | Q1 2026OLDER |
| SG Capital Management LLC$1.5B AUM | 0.90% | $9M | 157.3K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 0.84% | $3M | 56.4K | Q4 2025OLDER |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM | 0.81% | $3M | 67.4K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 0.75% | $1M | 26.6K | Q1 2026OLDER |
| Luxor Capital Group, LP$1.4B AUM | 0.73% | $10M | 246.0K | Q1 2026OLDER |
| CADIAN CAPITAL MANAGEMENT, LP$821M AUM | 0.62% | $5M | 119.7K | Q1 2026OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.57% | $19M | 455.3K | Q1 2026OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.50% | $3M | 74.4K | Q1 2026OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.49% | $808,640 | 19.0K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.48% | $1M | 34.8K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.46% | $2M | 54.0K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.42% | $25M | 580.2K | Q1 2026OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.42% | $42M | 975.6K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.41% | $2M | 41.5K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 0.40% | $5M | 84.9K | Q4 2025OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.40% | $4M | 72.1K | Q4 2025OLDER |
| Informed Momentum Co LLC$866M AUM | 0.40% | $3M | 61.5K | Q3 2025OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.35% | $2M | 50.1K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.29% | $2M | 35.9K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.29% | $980,412 | 23.0K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 0.28% | $2M | 45.2K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.26% | $63M | 1.48M | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.26% | $739,300 | 24.7K | Q2 2026 |
| Strategic Global Advisors, LLC$625M AUM | 0.26% | $2M | 38.0K | Q1 2026OLDER |
| NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM | 0.25% | $3M | 82.1K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.25% | $693,090 | 16.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.25% | $620,438 | 11.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.25% | $59M | 1.40M | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.24% | $1M | 32.8K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.23% | $8M | 133.2K | Q4 2025OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.22% | $358,320 | 6.0K | Q4 2025OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.22% | $2M | 44.1K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.20% | $5M | 126.8K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.20% | $935,215 | 15.7K | Q4 2025OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.20% | $525,894 | 8.8K | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.19% | $5M | 112.2K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.19% | $408,151 | 9.6K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.18% | $612,580 | 10.3K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.18% | $429,430 | 10.1K | Q1 2026OLDER |
| Lisanti Capital Growth, LLC$397M AUM | 0.18% | $698,622 | 16.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.17% | $1M | 18.8K | Q4 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.17% | $369,607 | 6.2K | Q4 2025OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.17% | $427,053 | 7.4K | Q3 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.17% | $49M | 1.15M | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.16% | $2M | 31.2K | Q4 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.16% | $9M | 210.4K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.16% | $21M | 504.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.16% | $6M | 92.5K | Q4 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.15% | $46M | 1.07M | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.15% | $617,748 | 14.5K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.15% | $308,143 | 5.4K | Q4 2025OLDER |
| Paralel Advisors LLC$2.4B AUM | 0.14% | $3M | 77.0K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.13% | $862,673 | 15.0K | Q3 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.13% | $252,436 | 4.2K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.13% | $6M | 211.3K | Q2 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.12% | $2M | 42.5K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.12% | $17M | 404.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.12% | $30M | 700.6K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.11% | $433,846 | 14.5K | Q2 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $365,505 | 8.6K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.11% | $6M | 145.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.10% | $14M | 333.5K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.10% | $221,531 | 5.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.10% | $7M | 157.8K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.09% | $244,449 | 4.1K | Q4 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.09% | $850,604 | 20.0K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.09% | $289,195 | 6.8K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.09% | $340,480 | 8.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.09% | $191M | 4.54M | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.09% | $4M | 95.2K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.09% | $4M | 68.0K | Q4 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.08% | $434,010 | 7.5K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.08% | $25M | 585.3K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.08% | $1M | 25.3K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.07% | $202,153 | 3.4K | Q4 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.07% | $2M | 33.3K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.07% | $579,981 | 13.6K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.07% | $889,080 | 20.5K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.07% | $254,253 | 6.0K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.07% | $213,396 | 5.0K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.06% | $62M | 1.46M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $540,895 | 12.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 117.5K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $308,573 | 5.2K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.06% | $87M | 2.05M | Q1 2026OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 0.06% | $1M | 27.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.06% | $34M | 814.1K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.06% | $3M | 80.1K | Q1 2026OLDER |
| TIG Advisors, LLC$2.2B AUM | 0.05% | $1M | 27.8K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.05% | $5M | 106.4K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.05% | $217,832 | 3.8K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.05% | $494,477 | 11.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.05% | $445,347 | 10.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $202,451 | 3.4K | Q4 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.05% | $4M | 91.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.05% | $46M | 1.07M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $2M | 39.1K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.05% | $179,263 | 4.2K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.05% | $273,700 | 4.8K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.05% | $1M | 34.3K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.04% | $249,657 | 5.9K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.04% | $3M | 59.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 123.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $904,911 | 21.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.04% | $45M | 1.05M | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.04% | $1M | 34.7K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.04% | $1M | 25.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.04% | $4M | 103.9K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.04% | $224,010 | 3.8K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 0.04% | $232,072 | 3.9K | Q4 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.04% | $285,365 | 6.7K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.03% | $2M | 54.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.03% | $101M | 2.38M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $7M | 176.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $20M | 473.9K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.03% | $8M | 176.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $3M | 59.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $24M | 570.3K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $21M | 500.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.03% | $355,759 | 8.4K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.03% | $208,544 | 4.9K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $823,536 | 19.4K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.03% | $169,815 | 4.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 88.4K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $252,377 | 4.2K | Q4 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.03% | $1M | 32.5K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $206,161 | 4.8K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.03% | $55,664 | 932 | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $623,477 | 10.4K | Q4 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.03% | $2M | 35.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $52M | 1.21M | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.03% | $45,922 | 1.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.03% | $73,172 | 1.7K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $1M | 18.2K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $14M | 334.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $107M | 2.52M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $714,880 | 16.8K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $899,323 | 15.6K | Q3 2025OLDER |
| American Trust$1.1B AUM | 0.02% | $244,039 | 5.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $230,937 | 3.9K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $114M | 2.69M | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $39,538 | 929 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 41.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 34.1K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.02% | $107M | 1.80M | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 26.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $936,022 | 22.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $9M | 201.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $4M | 63.4K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $682,346 | 16.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 169.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $695,899 | 16.4K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.02% | $28M | 667.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $361,007 | 6.0K | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $1M | 35.0K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.02% | $305,900 | 5.3K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $205,967 | 3.6K | Q3 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.02% | $46,403 | 807 | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $13M | 302.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $308,603 | 7.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $8M | 181.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $678,718 | 11.4K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $47M | 1.11M | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $5M | 111.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.02% | $11M | 266.5K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.02% | $43,241 | 1.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 206.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $2M | 56.4K | Q2 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $3M | 42.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 26.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 75.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 40.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $393,348 | 9.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $271M | 6.36M | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $26M | 618.8K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.01% | $215,439 | 5.1K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $332,224 | 7.8K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.01% | $248,380 | 5.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $909,975 | 21.4K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.01% | $1M | 19.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $4M | 58.8K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $310,350 | 7.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 32.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 26.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $983,588 | 16.5K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $11M | 259.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $870,395 | 20.5K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $15,885 | 266 | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.01% | $4M | 85.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $425,260 | 10.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $728,953 | 19.9K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $3M | 78.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $44,986 | 1.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $456,159 | 10.7K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $284,258 | 6.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $513,104 | 12.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 64.4K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $32,883 | 473 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $988,401 | 23.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $125,219 | 2.9K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 36.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $795,872 | 18.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 173.4K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $1M | 18.5K | Q4 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $298,048 | 7.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 46.3K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 128.9K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 25.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $301,012 | 7.0K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.01% | $1M | 22.4K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $655M | 10.96M | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 95.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $124,153 | 2.9K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $571,453 | 13.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $858,520 | 20.2K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $483,651 | 11.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $8M | 134.9K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $10M | 237.4K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 57.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $5M | 114.5K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 50.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $55M | 1.28M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $5M | 117.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $709,146 | 16.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $929,712 | 21.8K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $197,016 | 3.3K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $955,439 | 22.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 31.9K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $665,509 | 15.6K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 101.3K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.01% | $476,076 | 11.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $410M | 9.64M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 539.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $45M | 1.05M | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $217,447 | 5.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $107M | 2.52M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $375,805 | 8.8K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $286,429 | 6.7K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $7M | 165.8K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 25.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $260,450 | 4.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 643.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $3M | 78.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $24M | 573.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $276,677 | 7.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 74.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $33M | 765.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 28.3K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $257,360 | 6.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $44M | 1.03M | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $74,779 | 1.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $769,534 | 18.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $37M | 872.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $9M | 205.2K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $2M | 33.2K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $694,452 | 16.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $547,534 | 12.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $2M | 53.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $13M | 302.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 26.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $954,493 | 22.4K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $29,068 | 683 | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $252,377 | 4.2K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $263,007 | 4.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $15M | 363.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $19M | 446.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $398,915 | 9.4K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $973,432 | 22.9K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $936,320 | 22.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $5M | 108.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $42M | 987.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 28.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $409,896 | 9.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $656,573 | 15.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $9M | 204.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $213,865 | 5.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $40,014 | 940.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $87,801 | 2.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 184.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $177M | 4.16M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 32.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $9M | 212.2K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $10,513 | 247 | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $595,585 | 14.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $72M | 1.20M | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 53.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $277,340 | 4.6K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $138,490 | 3.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $122M | 2.86M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $415,613 | 9.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.00% | $477,268 | 11.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $222,512 | 5.2K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $229,803 | 5.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 41.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $16M | 369.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $147,768 | 3.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $399,979 | 9.5K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $8,215 | 193 | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $3M | 59.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 68.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $170,240 | 4.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 29.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $493,907 | 11.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $6,384 | 150 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $234,633 | 5.5K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $52,030 | 867 | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 174.3K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.00% | $2M | 32.6K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $3M | 88.2K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $268,043 | 6.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 83.4K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $439,389 | 10.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 86.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $936,831 | 22.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $236,969 | 4.0K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $489,738 | 11.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $814,797 | 19.1K | Q2 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $998,543 | 23.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $32,188 | 1.1K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 381.8K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $472,863 | 7.9K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $222,090 | 5.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $95,686 | 2.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 146.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 90.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $208,684 | 4.9K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $2,753 | 65 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $463,610 | 10.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 32.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 52.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 68.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12M | 275.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38M | 913.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 39.8K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.00% | $282,386 | 6.6K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $3,167 | 74.4K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $233,910 | 5.5K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $3M | 67.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $18,035 | 302 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 26.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $16,786 | 455 | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $413,470 | 9.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 48.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $443,348 | 10.4K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $441,645 | 10.4K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $5,192 | 122 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $219,090 | 3.7K | Q4 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $208,629 | 4.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 28.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $411,896 | 9.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 254.8K | Q2 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $17,705 | 416 | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $15,960 | 375 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $9,650 | 322 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 628.1K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $211,767 | 3.5K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 29.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $332,947 | 7.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $97,420 | 2.3K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $6,211 | 104 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,619 | 179 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $6M | 149.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $420,100 | 9.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $256,467 | 6.0K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $10,640 | 250 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $10,428 | 245 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 220.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $10,988 | 258 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $71,714 | 1.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 43.2K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $234,879 | 3.9K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $39,351 | 1.3K | Q2 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $448,040 | 7.8K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $992,330 | 23.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $19,538 | 462 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $394,744 | 9.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $284,769 | 6.7K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $316,987 | 7.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 128.9K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $4,426 | 104 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $5,520 | 96 | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 118.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $32,065 | 773 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $74,608 | 1.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $274,087 | 4.6K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $4,061 | 68 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $62,467 | 1.0K | Q4 2025OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.00% | $2,389 | 40 | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 25.8K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $94,823 | 2.2K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $298,048 | 7.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $4,957 | 83 | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,404 | 57 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $769,996 | 18.1K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,107 | 26 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $68,862 | 1.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $800,979 | 18.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $184,202 | 4.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $798,232 | 18.7K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $201,734 | 4.7K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $8,214 | 193 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $1,971 | 33 | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 37.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $148,875 | 3.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $573,053 | 13.5K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $234,165 | 5.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 40.6K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,065 | 72 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $999,309 | 23.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $210,113 | 4.9K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $260,042 | 6.1K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,086 | 49 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $4,180 | 70 | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $1,490 | 35 | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $427,345 | 10.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $670,448 | 15.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $24,812 | 583 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $31,644 | 530 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $6,658 | 156 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,706 | 40 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $224,972 | 5.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,874 | 279 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 47.3K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $4,196 | 140 | Q2 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $1,235 | 29 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $4,256 | 100 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $390,445 | 9.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,900 | 120 | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $272,024 | 4.6K | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $9,916 | 233 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $11,151 | 262 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $690 | 12 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 82.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $219,471 | 3.7K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $304,980 | 5.3K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $54,392 | 1.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $203,048 | 3.4K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $93,972 | 2.2K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,022 | 71 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,447 | 34 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $363,931 | 8.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $553 | 13 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $63,541 | 1.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $297,834 | 7.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $706,869 | 17.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $320,059 | 7.5K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $172,328 | 3.0K | Q3 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $95,003 | 2.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $4,706 | 157 | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $98,354 | 2.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,788 | 42 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $548,181 | 12.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,277 | 30 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,512 | 200 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,991 | 300 | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,469 | 105 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $66,309 | 1.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $221,393 | 5.2K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $93,725 | 1.6K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $25,110 | 590 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $2,300 | 40 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,745 | 41 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $387,296 | 9.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $893 | 21 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,447 | 34 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,362 | 32 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $766 | 18 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $766 | 18 | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $358 | 6 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $128,458 | 2.2K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,283 | 243 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 38.7K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $17,839 | 419 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $469 | 11 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $511 | 12 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $336,268 | 7.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $936 | 22 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $8,963 | 211 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $426 | 10 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,213 | 52 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.