PJTPJT PARTNERS INC
CUSIP 69343T107 · Yahoo Finance ↗ · Google Finance ↗
Pjt Partners Inc (PJT) has 399 institutional holders in Filings Flow’s 13F database, together reporting 20.71M shares worth $2.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
399
Q1 2026
Reported Value
$2.9B
Ticker
PJT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Prospect Capital Advisors, LLC$180M AUM | 7.63% | $14M | 98.2K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 1.86% | $40M | 225.4K | Q3 2025OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 1.69% | $7M | 51.7K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 1.62% | $4M | 30.1K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.84% | $6M | 41.5K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.80% | $22M | 155.0K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.79% | $5M | 34.8K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.77% | $115M | 824.5K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.67% | $109M | 723.5K | Q2 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.59% | $4M | 20.2K | Q3 2025OLDER |
| Odyssean, LLC$274M AUM | 0.52% | $718,793 | 4.3K | Q4 2025OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 0.47% | $595,581 | 4.3K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.38% | $4M | 30.5K | Q1 2026OLDER |
| Champlain Investment Partners, LLC$7.9B AUM | 0.38% | $30M | 215.2K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.37% | $544,209 | 3.1K | Q3 2025OLDER |
| Andina Capital Management, LLC$113M AUM | 0.35% | $397,224 | 2.8K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.34% | $2M | 12.0K | Q1 2026OLDER |
| Bridge City Capital, LLC$361M AUM | 0.33% | $1M | 8.6K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.33% | $2M | 16.2K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.32% | $2M | 9.0K | Q4 2025OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.30% | $18M | 125.5K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.28% | $8M | 54.3K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.25% | $1M | 7.3K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.23% | $1M | 8.9K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.21% | $3M | 22.8K | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 0.20% | $237,257 | 1.4K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.20% | $5M | 30.9K | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.18% | $2M | 13.2K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.17% | $1M | 9.2K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.16% | $1M | 7.1K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.15% | $3M | 18.2K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.14% | $344,829 | 2.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.14% | $9M | 67.6K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.14% | $15M | 86.5K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.13% | $11M | 80.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $667,852 | 4.8K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.11% | $827,570 | 5.9K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.11% | $717,267 | 4.8K | Q2 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.11% | $5M | 35.1K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.10% | $9M | 61.1K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $396,516 | 2.2K | Q3 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.10% | $2M | 14.2K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $721,374 | 5.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.09% | $2M | 16.1K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.09% | $1M | 7.7K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.08% | $4M | 27.8K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.08% | $380,458 | 2.7K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.08% | $8M | 56.0K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.08% | $291,456 | 2.1K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.08% | $781,175 | 5.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $341,000 | 2.0K | Q4 2025OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 0.08% | $213,276 | 1.2K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.07% | $217,988 | 1.6K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.07% | $21M | 152.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.06% | $78,118 | 559 | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.06% | $17M | 119.2K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $246,334 | 1.4K | Q3 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.06% | $2M | 15.4K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $236,546 | 1.7K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.06% | $2M | 15.9K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.06% | $41M | 295.6K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.06% | $210,139 | 1.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 23.5K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.05% | $265,468 | 1.9K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.05% | $3M | 16.2K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.05% | $41M | 290.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $2M | 10.6K | Q4 2025OLDER |
| UNITED BANK$781M AUM | 0.05% | $373,751 | 2.7K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $496,051 | 3.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.05% | $53M | 376.7K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.05% | $2M | 11.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 44.4K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.04% | $419,337 | 2.5K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 14.6K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.04% | $2M | 13.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 15.9K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $815,965 | 5.8K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.04% | $452,412 | 3.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.04% | $10M | 61.0K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.04% | $220,379 | 1.5K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.04% | $3M | 20.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $24M | 141.9K | Q4 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.04% | $336,865 | 2.4K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.03% | $9M | 61.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 52.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $16M | 115.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $19M | 135.5K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 14.3K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $28M | 160.3K | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.03% | $2M | 14.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.03% | $28M | 199.5K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.03% | $2M | 10.7K | Q3 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.03% | $416,306 | 3.0K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.03% | $18M | 131.4K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.03% | $977,481 | 7.0K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.03% | $340,145 | 2.4K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.03% | $491,027 | 3.5K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $373,358 | 2.2K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.03% | $252,753 | 1.8K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.03% | $8M | 59.8K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $243,164 | 1.6K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.03% | $623,244 | 4.1K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.03% | $221,808 | 1.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 10.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 10.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $14M | 100.9K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.03% | $266,586 | 1.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 21.2K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 13.3K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $28M | 203.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $874,927 | 6.3K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $9M | 66.1K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.02% | $283,460 | 1.6K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $639,278 | 3.4K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $182,750 | 1.1K | Q4 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.02% | $284,240 | 1.7K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.02% | $2M | 13.4K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 16.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $59M | 423.0K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.02% | $26,084 | 156.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 79.0K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $230,119 | 1.6K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $206,925 | 1.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $453,074 | 3.3K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $449,898 | 3.2K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $809,956 | 5.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $26M | 188.8K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.01% | $22,906 | 137 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $8M | 54.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $12M | 82.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 21.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $8M | 56.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 15.9K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $970,930 | 5.8K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $25M | 182.0K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $3M | 20.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $32M | 230.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $52M | 369.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $903,709 | 6.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 47.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $777,262 | 5.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $497,543 | 3.6K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.01% | $52,395 | 375 | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 8.6K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $2M | 14.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $12M | 84.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $177M | 1.27M | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $210,561 | 1.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 36.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $461,508 | 2.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $516M | 3.69M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 12.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 16.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 13.2K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 128.5K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $37,445 | 268 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $260,718 | 1.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $1M | 9.8K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $264,343 | 1.6K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 14.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $13M | 91.8K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.01% | $164,031 | 1.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $881,214 | 6.3K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $658,361 | 4.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $9M | 62.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 26.1K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $8M | 57.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $22M | 132.2K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $309,899 | 2.2K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $697,622 | 5.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $202,976 | 1.2K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $110M | 659.7K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $430,617 | 3.1K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $8,663 | 62 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $105M | 751.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 14.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $68,875 | 492 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $541,336 | 3.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $416M | 2.49M | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $23M | 166.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $430,757 | 3.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $1M | 6.5K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $37M | 262.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $230,538 | 1.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 30.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $886,104 | 6.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $98M | 703.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $39M | 275.8K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.01% | $539,599 | 3.9K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $26M | 186.1K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $13,972 | 100 | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $9,780 | 70 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $400,298 | 2.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $135M | 966.1K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $12,974 | 73 | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $287,846 | 2.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $40M | 288.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $25M | 179.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $273,012 | 2.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $618,807 | 3.7K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $1M | 7.9K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.00% | $28M | 200.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $119,595 | 866 | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $289,779 | 2.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $874,507 | 6.3K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $839,857 | 6.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 18.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 24.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $431,176 | 3.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 27.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $8,943 | 64 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $211,979 | 1.5K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $13,087 | 94 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $210,558 | 1.5K | Q2 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $307,815 | 1.8K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $12M | 64.8K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $142,794 | 1.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 45.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $146M | 1.05M | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $331,872 | 2.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 21.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $232,293 | 1.3K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 33.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 13.0K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 7.4K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $44M | 316.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 53.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $35,320 | 234 | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $5,729 | 41 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $796,541 | 4.8K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 32.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $81,960 | 543 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $19M | 135.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 52.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $14,783 | 105 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $216,287 | 1.5K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $291,597 | 1.7K | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $68,323 | 489 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $712,572 | 5.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $17,556 | 105 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 72.0K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $21,937 | 157 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $3,493 | 25 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $756,165 | 5.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $4M | 28.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 8.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 20.6K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $15,509 | 111 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $13,972 | 100 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $435,616 | 2.5K | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $5,729 | 41 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 9.8K | Q3 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $22,076 | 158 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $424,190 | 3.0K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $2,794 | 20 | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.00% | $9,082 | 65 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $603,311 | 4.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $763,570 | 5.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $73,353 | 525 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $301,935 | 2.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $8,383 | 60 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 79.4K | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $362,569 | 2.0K | Q3 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 10.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 10.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $7,019 | 50 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $212,800 | 1.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 10.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 15.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $12,296 | 88 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $12M | 89.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $7M | 50.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $18,303 | 131 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $25,149 | 180 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 56.7K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $947,441 | 6.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 59.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $375,366 | 2.1K | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,672 | 10 | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $395,687 | 2.8K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $19,282 | 138 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $449,898 | 3.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 8.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $5,925 | 42 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $447,803 | 3.2K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $2M | 11.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 42.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 11.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $288,851 | 1.7K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $216,845 | 1.6K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $354,966 | 2.1K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 20.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 38.2K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $254,311 | 1.5K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $18,662 | 105 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 8.1K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,052 | 29 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $4,052 | 29 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $823,670 | 5.9K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $226,207 | 1.6K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $4,331 | 31 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $465,268 | 3.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $12,016 | 86 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $49,881 | 357 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 14.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $382,512 | 2.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $213,888 | 1.5K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 22.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $206,087 | 1.5K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.00% | $5,016 | 30 | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $2,795 | 20 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $1,537 | 11 | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $204,690 | 1.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 41.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 11.9K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $6,187 | 37 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,030 | 36 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $50,858 | 364 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $733,796 | 5.3K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $19,561 | 140 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,934 | 21 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,751 | 34 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $501,875 | 3.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,700 | 76 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 9.8K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $439,140 | 3.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,457 | 82 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $39,295 | 235 | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $5,350 | 32 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $191,835 | 1.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,427 | 46 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $40,700 | 229 | Q3 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $5,170 | 37 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $86,108 | 515 | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,816 | 13 | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.00% | $1,816 | 13 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,655 | 19 | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $979 | 7 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $1,338 | 8 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $104,371 | 747 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $530,657 | 3.8K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.00% | $558 | 4 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,986 | 50 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 14.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $376,709 | 2.1K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $294,251 | 2.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $3,493 | 25 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $16,069 | 115 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $4,331 | 31 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $332,665 | 2.4K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $699 | 5 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,523 | 61 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $838 | 6 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,777 | 27.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $409,889 | 2.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $4,799 | 27 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $80,119 | 451 | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $559 | 4 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 26.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,477 | 45 | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $20,818 | 149 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,338 | 8 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $352,048 | 2.5K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $8,943 | 64 | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $1,677 | 12 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,170 | 7 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,575 | 90 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $239,815 | 1.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $10,479 | 75 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $178,842 | 1.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 35.3K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,750 | 34 | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $3,493 | 25 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,493 | 25 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,479 | 75 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $242,504 | 1.4K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $312,831 | 1.9K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $11,019 | 73 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,148 | 44 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,257 | 9 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $561,971 | 4.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $65,197 | 390 | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $335 | 2 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,052 | 29 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $11,178 | 80 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $701 | 5 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,537 | 11 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,661 | 11 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $14,950 | 107 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $2,235 | 16 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $889 | 5 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 7.3K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $105,908 | 758 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $222,305 | 1.6K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $452 | 3 | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $664,928 | 4.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $39,377 | 282 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $220,268 | 1.2K | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $699 | 5 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $280 | 2 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $258,517 | 1.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $121,696 | 871 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $3,074 | 22 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $3,493 | 25 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $49,181 | 352 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $9,531 | 57 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,341 | 14 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,309 | 38 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $419 | 3 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,954 | 21 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,758 | 77 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $419 | 3 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $275,389 | 2.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $699 | 5 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $8,268 | 59 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $279 | 2 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $420 | 3 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $1,258 | 9 | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $4,266 | 24 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,553 | 97 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $165 | 1 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,840 | 11 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $356 | 2 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,515 | 18 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $447,104 | 3.2K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $1,057 | 7 | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $4,192 | 30 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $838 | 6 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $279 | 2 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,816 | 13 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,660 | 11 | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $186 | 1 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $16,720 | 100 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $699 | 5 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,003 | 14 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $559 | 4 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $15,082 | 90 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $280 | 2 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $699 | 5 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $559 | 4 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $279 | 2 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $86 | 1 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $152 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,663 | 62 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $22,635 | 162 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $140 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $22,356 | 160 | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $838 | 6 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $167 | 1 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $703 | 5 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,849 | 29 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $454 | 3 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.