PHINPHINIA INC
CUSIP 71880K101 · Yahoo Finance ↗ · Google Finance ↗
Phinia Inc (PHIN) has 23 institutional holders in Filings Flow’s 13F database, together reporting 38.13M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
23
Q1 2026
Reported Value
$16M
Ticker
PHIN
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANYAN CAPITAL MANAGEMENT, INC.$232M AUM | 7.54% | $17M | 255.5K | Q1 2026OLDER |
| Prevatt Capital Ltd$371M AUM | 7.01% | $26M | 380.0K | Q1 2026OLDER |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 6.69% | $11M | 163.6K | Q1 2026OLDER |
| Lodge Hill Capital, LLC$518M AUM | 5.12% | $27M | 432.3K | Q4 2025OLDER |
| ION Fund Management Ltd$707M AUM | 4.94% | $35M | 510.0K | Q1 2026OLDER |
| Medina Value Partners, LLC$477M AUM | 3.78% | $18M | 263.4K | Q1 2026OLDER |
| Ion Asset Management Ltd.$911M AUM | 3.37% | $31M | 533.5K | Q3 2025OLDER |
| Voss Capital, LP$1.9B AUM | 3.34% | $63M | 920.0K | Q1 2026OLDER |
| Engine Capital Management, LP$828M AUM | 1.41% | $12M | 170.6K | Q1 2026OLDER |
| Ballast Asset Management, LP$225M AUM | 1.28% | $3M | 42.1K | Q1 2026OLDER |
| ABS Direct Equity Fund LLC$131M AUM | 1.05% | $1M | 20.0K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.90% | $18M | 257.3K | Q1 2026OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.59% | $2M | 23.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.46% | $23M | 333.7K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 0.40% | $1M | 14.8K | Q1 2026OLDER |
| SG Capital Management LLC$1.5B AUM | 0.35% | $4M | 67.8K | Q3 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.31% | $3M | 37.2K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.30% | $643,138 | 10.3K | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.29% | $3M | 41.6K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.26% | $10M | 142.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.25% | $35M | 557.1K | Q4 2025OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.24% | $7M | 95.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.24% | $1M | 22.6K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.21% | $6M | 86.5K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.21% | $821,280 | 12.0K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.20% | $222,224 | 3.2K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.20% | $722,944 | 10.6K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.19% | $3M | 48.5K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.18% | $1M | 17.2K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.18% | $357,667 | 5.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.16% | $2M | 32.3K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.15% | $214,696 | 3.1K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.14% | $2M | 35.7K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.13% | $1M | 15.5K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.13% | $138,933 | 2.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.13% | $727,889 | 11.0K | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 0.12% | $1M | 14.9K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.11% | $712,870 | 10.4K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.11% | $304,046 | 4.8K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $358,010 | 5.2K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.10% | $1M | 14.9K | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.10% | $9M | 132.6K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.10% | $3M | 42.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.10% | $23M | 341.5K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.10% | $374,123 | 4.5K | Q2 2026 |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.09% | $2M | 22.7K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.09% | $532,035 | 9.3K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.08% | $5M | 72.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.08% | $13M | 184.4K | Q2 2026 |
| Perbak Capital Partners LLP$406M AUM | 0.08% | $247,437 | 3.9K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.07% | $2M | 31.9K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.07% | $609,458 | 8.9K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.07% | $3M | 42.7K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 52.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.06% | $114M | 1.66M | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.06% | $1M | 14.8K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.06% | $8M | 133.6K | Q4 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.05% | $394,086 | 5.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $7M | 105.8K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $243,030 | 3.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $1M | 23.4K | Q3 2025OLDER |
| Aristides Capital LLC$462M AUM | 0.05% | $217,639 | 3.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 34.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 63.3K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $13M | 182.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.04% | $4M | 55.5K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $4M | 62.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.04% | $55M | 799.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $160M | 2.34M | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $566,821 | 8.3K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.03% | $69,398 | 1.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $29M | 420.4K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.03% | $246,384 | 3.6K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $300,520 | 4.4K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $9M | 133.9K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.03% | $3M | 40.9K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.03% | $10M | 161.7K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $205,498 | 3.3K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 20.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $748,740 | 10.9K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $8M | 124.3K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $6M | 82.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $5M | 66.3K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $351,371 | 5.1K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $265,555 | 4.2K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 16.8K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 19.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 40.7K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.02% | $955,696 | 14.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 21.9K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $35M | 514.0K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 16.7K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $215,175 | 3.1K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $264,110 | 3.9K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 76.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.02% | $3M | 38.5K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.02% | $1M | 23.7K | Q3 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $833,257 | 12.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $164,804 | 2.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $446,587 | 6.5K | Q2 2026 |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.02% | $24,347 | 355.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $956,038 | 14.0K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.02% | $235,725 | 4.1K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $208,768 | 3.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $9M | 124.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 17.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $462,244 | 6.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $12M | 177.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 16.3K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $3M | 40.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $31,346 | 458 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 181.7K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $691,485 | 10.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $69M | 1.01M | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $246,051 | 3.0K | Q2 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $6M | 93.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $8M | 116.5K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 33.3K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $373,341 | 5.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $486,677 | 7.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $172M | 2.51M | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $294,455 | 4.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 22.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.01% | $82,370 | 1.0K | Q2 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $695,898 | 10.2K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $591,869 | 8.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $14M | 209.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 15.2K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $376,215 | 5.5K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $13,757 | 201 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 21.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 138.7K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $138M | 2.02M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $47M | 686.6K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.01% | $14,509 | 212 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $414,404 | 6.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $393M | 5.74M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $60M | 871.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 123.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $220,377 | 3.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $8M | 115.5K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $3M | 53.7K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $707,519 | 11.3K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $598,782 | 8.7K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $864,441 | 15.0K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $121,002 | 1.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $623,078 | 9.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $617,192 | 9.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $699,183 | 10.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $26,142 | 417 | Q2 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $4M | 67.3K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $7M | 105.7K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $260,790 | 4.2K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $6M | 92.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $134,510 | 1.6K | Q2 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $80M | 1.17M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $190,195 | 2.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $26M | 383.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $422,206 | 6.2K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.00% | $5M | 66.8K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $1M | 16.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $30M | 440.5K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $927,157 | 13.5K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $6,023 | 88 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $798,284 | 11.7K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $21,216 | 310 | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $626,900 | 10.0K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $17M | 245.1K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $723,000 | 10.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,505 | 24 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $31M | 453.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $283M | 4.51M | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 16.6K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 15.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $1M | 14.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $6,707 | 98 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $20M | 294.5K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $14M | 200.7K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $268,228 | 3.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.00% | $3,323 | 53 | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $493,658 | 7.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $104M | 1.52M | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 33.3K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $38,549 | 468 | Q2 2026 |
| Quarry LP$558M AUM | 0.00% | $15,750 | 274 | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 46.8K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $296,961 | 4.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 25.0K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $641,693 | 9.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 25.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $720,224 | 12.5K | Q3 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $18,533 | 225 | Q2 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $7,990 | 97 | Q2 2026 |
| Investors Research Corp$523M AUM | 0.00% | $16,926 | 270 | Q4 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $1M | 17.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 76.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 18.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 25.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $110M | 1.61M | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $266,220 | 3.9K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $16,631 | 243 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $790,209 | 11.5K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $12,761 | 222 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 670.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 52.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 16.4K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $912,374 | 13.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $77,474 | 1.1K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $2,669 | 39 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $575,230 | 9.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 142.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 71.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $9M | 132.0K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $3,559 | 52 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 112.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $285,866 | 4.6K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $530,410 | 7.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,871 | 115 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 33.5K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $5,748 | 100 | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $623,352 | 9.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $246,042 | 3.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $910,457 | 13.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 41.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $430,488 | 6.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $10,540 | 154 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 17.9K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $16,639 | 202 | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $267,121 | 3.9K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 24.7K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $288,680 | 4.2K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $837,706 | 12.2K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $4,107 | 60 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $306,543 | 4.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $876,000 | 12.8K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $585,710 | 8.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,059 | 25 | Q2 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $1,583 | 20 | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $1,574 | 23 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 130.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $361,451 | 5.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 90.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 16.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $79,115 | 1.3K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 15.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $53,129 | 645 | Q2 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $4,996 | 73 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $358,077 | 5.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $262,522 | 3.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 33.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $13,719 | 242 | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $868,983 | 12.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $657,664 | 9.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 72.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 234.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $532,805 | 7.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 262.9K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $9,610 | 140.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $919,355 | 13.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 52.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 74.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $876,325 | 12.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 17.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $470,018 | 6.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $45,786 | 669 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $28,942 | 423 | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $3,644 | 53 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $8,213 | 120 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 98.3K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $736,000 | 12.8K | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $1,643 | 24 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $468,931 | 6.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 34.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,566 | 169 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $489,875 | 7.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $12,075 | 176 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18,524 | 281 | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $1,066 | 17 | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $263,220 | 3.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,107 | 60 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $56,704 | 829 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $7,049 | 103 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $39,832 | 582 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $405,370 | 5.9K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.00% | $1,779 | 26 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $753 | 11 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 18.0K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $12,320 | 180 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $7,050 | 103 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $10,061 | 147 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $6,844 | 100 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,080 | 45 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $27,239 | 398 | Q2 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $2,464 | 36 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $456,426 | 6.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $334,678 | 4.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $958,913 | 14.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $1,301 | 19 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $442,122 | 6.5K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $250,422 | 3.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $335,454 | 5.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $375,680 | 5.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $234,022 | 3.7K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $71,563 | 1.2K | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $1,163 | 17 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $63,650 | 930 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $192,043 | 2.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $250,201 | 3.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $252,132 | 3.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 26.9K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $84,049 | 1.3K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $1,897 | 33 | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $821 | 12 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $444,518 | 6.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $18,958 | 277 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,080 | 45 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $23,422 | 342 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $1,839 | 32 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $21,353 | 312 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $696,719 | 10.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $201,560 | 2.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $90,751 | 1.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,337 | 34 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $13,885 | 203 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $231,593 | 4.0K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $28,037 | 403 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $97,361 | 1.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,095 | 16 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $46,197 | 675 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $763,324 | 11.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,395 | 35 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,643 | 24 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,164 | 17 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $405,958 | 6.0K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $210,248 | 3.1K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $418 | 6 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $307,980 | 4.5K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $684 | 10 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $112,215 | 1.8K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $9,856 | 144 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,483 | 18 | Q2 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $822 | 12 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $449,103 | 6.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $62,622 | 900 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $317,905 | 4.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $11,094 | 193 | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $2,142 | 26 | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,128 | 18 | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $274 | 4 | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.00% | $376 | 6 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $835 | 12 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $2,437 | 35 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $3,833 | 56 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $355 | 4 | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $1,574 | 23 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $274 | 4 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $863 | 15 | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $548 | 8 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $381,814 | 5.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $959 | 14 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $684 | 10 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $67,413 | 985 | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $296 | 4 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,867 | 52 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,814 | 158 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $4,859 | 71 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $39,011 | 570 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,131 | 34 | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $1,566 | 19 | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $343 | 5 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $356,619 | 5.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,944 | 335 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $411 | 6 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $411 | 6 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,827 | 26 | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $172 | 3 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $352 | 5 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $1,027 | 15 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,643 | 24 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $429,000 | 6.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $274 | 4 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $2,738 | 40 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $752 | 11 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $274 | 4 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $127,509 | 1.9K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $690 | 11 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $218,247 | 3.2K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $50,098 | 732 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $26,349 | 385 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,441 | 50 | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $172 | 3 | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $287 | 5 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,369 | 20 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $57 | 1 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $274 | 4 | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $8,623 | 126 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $411 | 6 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $342 | 5 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,738 | 40 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,121 | 31 | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $137 | 2 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,643 | 82 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $4,927 | 72 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $577 | 7 | Q2 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $137 | 2 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $230 | 4 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,300 | 19 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $68 | 1 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $137 | 2 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $68 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $6,206 | 99 | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $548 | 8 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,559 | 52 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $63 | 1 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,506 | 22 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.