PHRPHREESIA INC
CUSIP 71944F106 · Yahoo Finance ↗ · Google Finance ↗
Phreesia Inc (PHR) has 243 institutional holders in Filings Flow’s 13F database, together reporting 57.68M shares worth $453M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Pale Fire Capital SE, and Blackrock, Inc..
Institutional Holders
243
Q1 2026
Reported Value
$453M
Ticker
PHR
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pale Fire Capital SE$1.1B AUM | 6.37% | $72M | 8.65M | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 3.83% | $11M | 484.5K | Q3 2025OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 2.77% | $8M | 953.9K | Q1 2026OLDER |
| Meros Investment Management, LP$231M AUM | 2.24% | $5M | 615.7K | Q1 2026OLDER |
| Prosight Management, LP$610M AUM | 1.51% | $9M | 1.10M | Q1 2026OLDER |
| Greenhouse Funds LLLP$2.2B AUM | 1.51% | $42M | 2.47M | Q4 2025OLDER |
| FORMULA GROWTH LTD$222M AUM | 0.92% | $3M | 109.5K | Q3 2025OLDER |
| Park West Asset Management LLC$1.2B AUM | 0.73% | $9M | 523.0K | Q4 2025OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.56% | $1M | 72.3K | Q4 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.46% | $1M | 130.0K | Q1 2026OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 0.43% | $34M | 2.00M | Q4 2025OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.40% | $8M | 987.6K | Q1 2026OLDER |
| Rock Springs Capital Management LP$1.7B AUM | 0.30% | $5M | 600.4K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.28% | $718,694 | 42.5K | Q4 2025OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.28% | $27M | 1.61M | Q4 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.26% | $2M | 102.4K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.26% | $1M | 67.7K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.25% | $604,721 | 35.7K | Q4 2025OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.24% | $1M | 166.5K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.22% | $7M | 314.2K | Q3 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.17% | $650,590 | 38.5K | Q4 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.15% | $5M | 300.3K | Q4 2025OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.15% | $8M | 459.0K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.13% | $399,145 | 15.6K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.13% | $3M | 322.7K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.12% | $6M | 328.3K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.11% | $2M | 71.9K | Q3 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.07% | $157,035 | 9.3K | Q4 2025OLDER |
| Garner Asset Management Corp$255M AUM | 0.07% | $187,075 | 23.8K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $238,728 | 10.2K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.07% | $721,795 | 86.1K | Q1 2026OLDER |
| Birchview Capital, LP$176M AUM | 0.07% | $119,834 | 14.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.07% | $653,363 | 78.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.06% | $4M | 534.3K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.06% | $1M | 119.2K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.06% | $898,587 | 107.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.06% | $8M | 474.1K | Q4 2025OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.05% | $502,800 | 60.0K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.05% | $2M | 291.9K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.05% | $155,943 | 18.6K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $537,007 | 64.1K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.04% | $104,641 | 12.5K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.04% | $3M | 325.0K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $178,895 | 10.6K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 286.3K | Q4 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.04% | $9M | 1.08M | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $175,613 | 10.4K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $2M | 281.2K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $289,060 | 34.5K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $28M | 1.17M | Q3 2025OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.03% | $2M | 111.3K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 64.5K | Q4 2025OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.03% | $211,680 | 9.0K | Q3 2025OLDER |
| Legacy Advisors, LLC$848M AUM | 0.03% | $244,738 | 29.2K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.03% | $188,986 | 22.6K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 0.03% | $1M | 131.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 174.8K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.03% | $1M | 152.1K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.02% | $659,506 | 78.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.02% | $178,645 | 21.3K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.02% | $144,086 | 17.2K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $18M | 782.1K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $206,994 | 24.7K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.02% | $88,065 | 10.5K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $550,603 | 23.4K | Q3 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.02% | $74,414 | 8.9K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.02% | $138,228 | 16.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $168,748 | 20.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $395,394 | 47.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $546,477 | 65.2K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 447.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $239,685 | 28.6K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.01% | $142,829 | 17.0K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.01% | $559,650 | 66.8K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.01% | $120,328 | 14.4K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $3M | 191.0K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $3M | 395.5K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $9M | 510.9K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $76,596 | 3.3K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 48.5K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $5M | 581.4K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $7M | 781.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $27M | 1.57M | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $3M | 298.8K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.01% | $212,809 | 9.0K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $786,002 | 93.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $118,317 | 14.1K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $456,022 | 54.4K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $5M | 298.0K | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $48M | 2.85M | Q4 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.01% | $606,066 | 23.8K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $16M | 1.85M | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.01% | $325,638 | 38.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $83,800 | 10.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 174.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 430.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $841,131 | 49.7K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $934,370 | 111.5K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $981,868 | 58.0K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $4M | 251.2K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $285,213 | 34.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $405,098 | 48.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 291.1K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $6M | 520.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 234.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 235.6K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $9M | 1.02M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $140,081 | 16.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 466.7K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.00% | $174,748 | 20.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $24,720 | 1.5K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $63,551 | 2.7K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $224,334 | 9.5K | Q3 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $489,216 | 20.8K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $457,288 | 54.6K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $136,259 | 16.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 755.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $83,678 | 7.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 310.4K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $276,913 | 16.4K | Q4 2025OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.00% | $3,092 | 369 | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.00% | $209,064 | 12.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $596,870 | 35.3K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $627,984 | 26.7K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 1.01M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $290,887 | 34.7K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $5,350 | 188 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 137.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $96,111 | 11.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $742,175 | 88.6K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $141,731 | 16.9K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $190,963 | 22.8K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $86,289 | 10.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 736.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $28M | 3.34M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 168.3K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $879,502 | 52.0K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $280,085 | 33.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $97M | 5.74M | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $5,076 | 300 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $36,283 | 3.5K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $290,331 | 12.3K | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $360,340 | 43.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $181,870 | 21.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $101,163 | 12.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $2,352 | 100 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $40,073 | 4.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $254,645 | 10.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 849.5K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $114,060 | 13.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $131,105 | 15.6K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $1M | 123.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 137.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 196.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $209,610 | 8.9K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $728,506 | 86.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $100,912 | 12.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 1.03M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $585,586 | 69.9K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $5,120 | 611 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $9,050 | 1.1K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $2,823 | 167 | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $753,261 | 89.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $750,439 | 89.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $50M | 5.92M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 404.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $4M | 484.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $27,395 | 3.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $891,314 | 106.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $138,882 | 16.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,844 | 700 | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $216,661 | 12.8K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $8,469 | 823 | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,058 | 200 | Q2 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 165.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $358,546 | 42.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $200,710 | 24.0K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $97,158 | 11.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 1.37M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $86,272 | 10.3K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $8,961 | 381 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $26,213 | 3.1K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $134,163 | 16.0K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $132,655 | 15.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $4M | 483.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 1.00M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $407,628 | 48.6K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $220,074 | 13.0K | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $1,676 | 200 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $990,516 | 118.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 513.3K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $408,609 | 48.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 120.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $798,002 | 95.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $57,296 | 6.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $21M | 2.48M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $602,962 | 72.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 507.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $461,897 | 55.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,693 | 202 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 429.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $459,449 | 54.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $436,179 | 52.0K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $838 | 100 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 1.47M | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $7,827 | 934 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $103,912 | 12.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $133,854 | 16.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $537,670 | 22.8K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $170,743 | 20.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 62.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $100,041 | 11.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $225,231 | 26.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 255.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $176,950 | 10.5K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $111,826 | 6.6K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $593,661 | 73.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $171,866 | 20.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 184.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,931 | 1.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $308,275 | 36.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $300,004 | 35.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $124,644 | 14.9K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $123,429 | 14.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $623,349 | 36.8K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 289.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $902,920 | 107.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $376,413 | 44.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $138,664 | 16.5K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $2,761 | 97 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $901,655 | 107.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,824 | 1.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,291 | 154 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $5,942 | 709 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $28,769 | 3.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,057 | 85 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 355.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,257 | 150 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $131,474 | 15.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $439,322 | 52.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 151.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $712,451 | 85.0K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,352 | 100 | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $853,059 | 101.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $268 | 32 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $7,576 | 904 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $132,471 | 15.8K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $401,058 | 47.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $26,381 | 3.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,765 | 688 | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $427,373 | 51.0K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $152,516 | 18.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $205,447 | 24.5K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $412,228 | 49.2K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $259,990 | 11.1K | Q3 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $87,303 | 10.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $344 | 41 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $753 | 89.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,201 | 71 | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,240 | 148 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $264,104 | 15.6K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $45,302 | 5.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $269,995 | 32.2K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $38,473 | 4.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $311 | 37 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $997 | 119 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $87,713 | 10.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $3,151 | 376 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $96,714 | 11.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $396 | 41 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $4,116 | 175 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $61,919 | 7.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $131,675 | 15.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,497 | 298 | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $111,596 | 13.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $63,805 | 7.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,215 | 1.9K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $369 | 44 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $17,665 | 2.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $654 | 78 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,132 | 110 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $18,987 | 2.3K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,123 | 850 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $51,474 | 4.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $57,495 | 6.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $92 | 11 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $5,206 | 308 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $629 | 75 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $168 | 20 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $20 | 2.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,934 | 1.4K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $635 | 27 | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $3,017 | 360 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $7,969 | 951 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3,384 | 200 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,089 | 130 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $474 | 28 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $25 | 3 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $15 | 1 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,732 | 207 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $277 | 33 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $15,000 | 1.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $92 | 11 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,303 | 268 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,176 | 50 | Q3 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $321 | 19 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8 | 1 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.