POWIPOWER INTEGRATIONS INC
CUSIP 739276103 · Yahoo Finance ↗ · Google Finance ↗
Power Integrations Inc (POWI) has 305 institutional holders in Filings Flow’s 13F database, together reporting 63.44M shares worth $3.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
305
Q1 2026
Reported Value
$3.2B
Ticker
POWI
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| S SQUARED TECHNOLOGY, LLC$264M AUM | 2.65% | $7M | 136.9K | Q1 2026 |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 2.09% | $108M | 2.10M | Q1 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM | 2.05% | $100M | 1.96M | Q1 2026 |
| Foresight Group Ltd Liability Partnership$566M AUM | 1.98% | $11M | 219.5K | Q1 2026 |
| SCALAR GAUGE MANAGEMENT, LLC$104M AUM | 1.73% | $2M | 35.0K | Q1 2026 |
| Tributary Capital Management, LLC$1.0B AUM | 1.62% | $17M | 325.4K | Q1 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC$368M AUM | 1.51% | $5M | 120.0K | Q3 2025OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 1.50% | $68M | 1.32M | Q1 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd$718M AUM | 1.25% | $9M | 175.0K | Q1 2026 |
| Granite Investment Partners, LLC$1.6B AUM | 1.02% | $17M | 324.9K | Q1 2026 |
| Robeco Schweiz AG$4.7B AUM | 0.94% | $45M | 870.2K | Q1 2026 |
| SORA INVESTORS LLC$1.1B AUM | 0.57% | $6M | 120.0K | Q1 2026 |
| Neo Ivy Capital Management$379M AUM | 0.56% | $2M | 41.1K | Q1 2026 |
| Stephens Investment Management Group LLC$7.3B AUM | 0.52% | $38M | 745.2K | Q1 2026 |
| EFG Asset Management (North America) Corp.$773M AUM | 0.47% | $3M | 60.0K | Q2 2025OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.42% | $13M | 262.1K | Q1 2026 |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.42% | $17M | 336.1K | Q1 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.40% | $122M | 2.38M | Q1 2026 |
| Van Diest Capital, LLC$127M AUM | 0.37% | $475,640 | 9.3K | Q1 2026 |
| Lepercq De Neuflize Asset Management LLC$138M AUM | 0.37% | $512,000 | 10.0K | Q1 2026 |
| Penbrook Management LLC$132M AUM | 0.36% | $471,040 | 9.2K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.33% | $645,940 | 12.6K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.33% | $45M | 873.0K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.32% | $3M | 75.1K | Q4 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.28% | $3M | 59.0K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.26% | $3M | 62.9K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.25% | $842,394 | 16.5K | Q1 2026 |
| Boston Trust Walden Corp$12.2B AUM | 0.24% | $30M | 577.6K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.22% | $2M | 44.5K | Q3 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.21% | $332,381 | 5.9K | Q2 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.21% | $544,122 | 13.5K | Q3 2025OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.21% | $18M | 344.9K | Q1 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.20% | $12M | 227.9K | Q1 2026 |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.19% | $6M | 116.0K | Q1 2026 |
| Arosa Capital Management LP$660M AUM | 0.18% | $1M | 40.0K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.18% | $51M | 1.00M | Q1 2026 |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.17% | $386,820 | 9.6K | Q3 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.16% | $24M | 593.6K | Q3 2025OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 0.15% | $3M | 67.1K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.15% | $201M | 3.93M | Q1 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.15% | $3M | 61.3K | Q1 2026 |
| ICON ADVISERS INC/CO$433M AUM | 0.14% | $624,640 | 12.2K | Q1 2026 |
| Odyssean, LLC$274M AUM | 0.14% | $388,096 | 7.6K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.13% | $225,498 | 5.6K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.13% | $757,000 | 18.8K | Q3 2025OLDER |
| Scott Marsh Financial, LLC$270M AUM | 0.13% | $338,038 | 6.0K | Q2 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $809,025 | 20.1K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.12% | $3M | 74.1K | Q3 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.11% | $393,216 | 7.7K | Q1 2026 |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.11% | $6M | 110.2K | Q1 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.11% | $1M | 20.8K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.10% | $4M | 99.4K | Q3 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.09% | $1M | 30.2K | Q4 2025OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.09% | $320,154 | 6.3K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.09% | $136,038 | 2.7K | Q1 2026 |
| Old West Investment Management, LLC$923M AUM | 0.09% | $818,790 | 16.0K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.09% | $231,578 | 4.5K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $2M | 48.7K | Q4 2025OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 0.08% | $165,274 | 3.2K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.08% | $1M | 29.3K | Q4 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.08% | $26M | 460.8K | Q2 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.08% | $11M | 206.5K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.07% | $292,357 | 5.2K | Q2 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.07% | $2M | 46.9K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.07% | $280,533 | 5.6K | Q3 2025OLDER |
| First National Advisers, LLC$683M AUM | 0.07% | $461,466 | 9.0K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.07% | $205,737 | 4.1K | Q1 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.07% | $1M | 25.4K | Q1 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.07% | $246,323 | 4.8K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.07% | $5M | 102.9K | Q1 2026 |
| Cannell & Spears LLC$5.1B AUM | 0.06% | $3M | 63.2K | Q1 2026 |
| Legato Capital Management LLC$1.1B AUM | 0.06% | $711,475 | 20.0K | Q4 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.06% | $645,264 | 18.2K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $796,319 | 19.8K | Q3 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.06% | $18M | 449.3K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.06% | $35M | 686.8K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.06% | $235,108 | 5.8K | Q3 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.05% | $247,078 | 4.4K | Q2 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.05% | $618,547 | 12.1K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.05% | $665,234 | 16.5K | Q3 2025OLDER |
| M&G Plc$19.4B AUM | 0.05% | $9M | 153.4K | Q2 2025OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 0.05% | $193,638 | 3.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.04% | $5M | 81.9K | Q2 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.04% | $17M | 325.3K | Q1 2026 |
| State of Wyoming$844M AUM | 0.04% | $398,652 | 11.2K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $294,739 | 7.3K | Q3 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $282,972 | 5.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $33M | 638.2K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.04% | $96,154 | 1.9K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $14M | 282.9K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.03% | $172M | 3.36M | Q1 2026 |
| Covestor Ltd$144M AUM | 0.03% | $46,000 | 897 | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $10M | 198.6K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $866,509 | 16.9K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $517,977 | 10.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 33.2K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $860,601 | 24.2K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 67.8K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $3M | 82.8K | Q4 2025OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.03% | $108,499 | 1.9K | Q2 2025OLDER |
| Handelsbanken Fonder AB$30.0B AUM | 0.03% | $8M | 148.0K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.02% | $1M | 22.6K | Q1 2026 |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 24.6K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.02% | $13M | 262.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 44.1K | Q2 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.02% | $15M | 284.0K | Q1 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM | 0.02% | $648,000 | 11.6K | Q2 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $719,934 | 20.3K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.02% | $207,277 | 3.7K | Q2 2025OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 28.7K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $18M | 360.2K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $646,452 | 12.6K | Q1 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.02% | $8M | 156.9K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.02% | $2M | 30.2K | Q1 2026 |
| Premier Fund Managers Ltd$1.4B AUM | 0.02% | $229,000 | 4.8K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $12M | 233.6K | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $55,510 | 993 | Q2 2025OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.02% | $2M | 43.0K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $4M | 90.9K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $496,333 | 9.7K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $2M | 37.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $54M | 1.05M | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $656,794 | 12.8K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $455,933 | 8.7K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.01% | $57M | 1.11M | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $255M | 4.98M | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.01% | $822,000 | 23.1K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $401,061 | 7.8K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $398,176 | 7.1K | Q2 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $660,123 | 11.8K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 71.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 206.1K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $54M | 1.06M | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $590,438 | 11.5K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $5M | 87.9K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $334,506 | 6.0K | Q2 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 218.4K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $708,018 | 17.6K | Q3 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $2M | 39.5K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $10M | 236.7K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $359,475 | 7.0K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 41.5K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $568,218 | 11.1K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $757,248 | 14.8K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $6M | 108.3K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $650,240 | 12.7K | Q1 2026 |
| BAHL & GAYNOR INC$19.8B AUM | 0.01% | $2M | 30.0K | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $416,614 | 8.1K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.01% | $72M | 1.40M | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 30.3K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 44.9K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $436M | 8.52M | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $2M | 59.8K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $14M | 271.4K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $240,819 | 6.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.01% | $502,746 | 12.5K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $329,933 | 6.4K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $231,373 | 4.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $10M | 193.9K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 47.2K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $8M | 158.8K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 0.01% | $21,000 | 412 | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $760,422 | 14.9K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $817,254 | 16.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $6M | 114.9K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $819,000 | 16.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $39M | 758.0K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $602,266 | 11.8K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $315,746 | 8.0K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $43M | 841.6K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.01% | $2M | 31.7K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $158M | 3.08M | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $208,282 | 4.1K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $86M | 1.67M | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $9,574 | 187 | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $2M | 50.6K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $20M | 385.2K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $8,283 | 206 | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $489,933 | 9.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $32M | 624.5K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $236,113 | 5.9K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5M | 112.8K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $424,632 | 11.9K | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.00% | $6,465 | 126 | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $778,240 | 15.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 65.7K | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.00% | $167,073 | 4.2K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 61.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $348,160 | 6.8K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $2M | 47.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $23M | 455.1K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 23.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $534,698 | 13.3K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $12M | 243.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $15M | 293.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $62M | 1.29M | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $984,371 | 19.2K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $269M | 7.56M | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $10,736 | 267 | Q3 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 106.8K | Q2 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $329,319 | 6.4K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $436,326 | 8.5K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $325,222 | 6.4K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $22,989 | 449 | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 37.0K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 57.3K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $702,771 | 13.7K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 65.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $74,291 | 1.5K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $209,905 | 3.8K | Q2 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.00% | $1M | 19.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $911,668 | 16.3K | Q2 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $4,096 | 80 | Q1 2026 |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $64,154 | 1.3K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $24,389 | 317 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 24.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 109.5K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $209,000 | 4.1K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $128M | 2.51M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $53M | 1.48M | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $39,969 | 715 | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 137.4K | Q1 2026 |
| PineStone Asset Management Inc.$16.2B AUM | 0.00% | $435,200 | 8.5K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 34.4K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $886,426 | 17.3K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $28,570 | 558 | Q1 2026 |
| Plato Investment Management Ltd$1.5B AUM | 0.00% | $39,209 | 704 | Q2 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $834,254 | 16.3K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $6,988 | 125 | Q2 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 23.5K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $105,288 | 1.9K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 61.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 57.0K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $21,402 | 418 | Q1 2026 |
| Vest Financial, LLC$8.3B AUM | 0.00% | $217,498 | 4.2K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $29,065 | 555 | Q1 2026 |
| Bollard Group LLC$3.4B AUM | 0.00% | $88,000 | 1.7K | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.00% | $535,517 | 13.3K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $629,533 | 17.7K | Q4 2025OLDER |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $1M | 23.9K | Q1 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $390,741 | 7.0K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 26.1K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $3,328 | 65 | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $614,400 | 12.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $207,261 | 5.2K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $31M | 601.5K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 50.8K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 30.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 280.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $397,647 | 7.1K | Q2 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $751,667 | 14.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 62.2K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 32.3K | Q2 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $562,381 | 11.0K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $936,294 | 18.3K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $3M | 85.5K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $316,416 | 6.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 335.7K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $9,830 | 192 | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $269,926 | 5.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $252,243 | 4.9K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $460,186 | 9.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,132 | 60 | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 25.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 87.2K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $18,944 | 370 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $296,886 | 5.8K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 106.6K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,684 | 111 | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $833,485 | 16.3K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 130.7K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,099 | 41 | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.00% | $14,000 | 339 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 131.7K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $37,155 | 776 | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $802,714 | 15.7K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $243,150 | 6.0K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $317,440 | 6.2K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $377,293 | 10.6K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,021 | 87 | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $41,677 | 814 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 153.0K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $13,993 | 348 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $241,715 | 4.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $698,665 | 13.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $546,611 | 10.7K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $2,202 | 43 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 93.6K | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.00% | $638,000 | 8.6K | Q4 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $3,578 | 64 | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $746,838 | 13.4K | Q2 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,683 | 48 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 179.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $204,785 | 4.0K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $1M | 25.6K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $913,000 | 17.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 59.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 22.8K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $60,866 | 1.2K | Q2 2025OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $1,843 | 36 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $31,356 | 612 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $811,176 | 15.8K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $119,910 | 2.3K | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $8,192 | 160 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $9,062 | 177 | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 66.9K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $211,251 | 4.1K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 22.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 82.6K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,711 | 92 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $295,000 | 5.8K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $7,373 | 144 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $184,000 | 3.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 30.3K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,961 | 98 | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $389,580 | 7.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $254,457 | 5.0K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $1M | 26.6K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,901 | 34 | Q2 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $271,974 | 5.3K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 26.1K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 22.9K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,304 | 45 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $109,773 | 2.1K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $839 | 15 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 62.4K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $2,404 | 43 | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $289,637 | 14.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $23,981 | 429 | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $434,483 | 8.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $32,154 | 628 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $386,890 | 7.6K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $563 | 14 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $487,526 | 9.5K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $5,735 | 112 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,021 | 59 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 35.6K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $5,478 | 107 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $33,894 | 662 | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $447,232 | 8.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $425,035 | 8.3K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $681,077 | 16.9K | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $111,800 | 2.0K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $826,010 | 16.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $12,544 | 245 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $5,069 | 99 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $7,373 | 144 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $204,874 | 3.7K | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $924 | 26 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $25,630 | 501 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $796,364 | 15.6K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $4,528 | 81 | Q2 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $410 | 8 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,236 | 40 | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,939 | 116 | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $255,996 | 7.1K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $240,793 | 4.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,888 | 420 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,520 | 32 | Q2 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $138,342 | 2.7K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $101,000 | 2.0K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $3,840 | 75 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $922 | 18 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $23,859 | 466 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $87,757 | 1.7K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,659 | 91 | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $131,000 | 3.7K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $13,824 | 270 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $1,000 | 27 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,373 | 320 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $2,896 | 55 | Q1 2026 |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $63,657 | 1.3K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.00% | $70,014 | 2.0K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $2,458 | 48 | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $4,000 | 70 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $615 | 11 | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $694,169 | 13.6K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $5,939 | 116 | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $588,032 | 11.5K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $717 | 14 | Q1 2026 |
| TrinityBridge Ltd$3.7B AUM | 0.00% | $7,000 | 200 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $35,874 | 1.0K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $996 | 19 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $231,929 | 4.5K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $250,061 | 4.9K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $280 | 5 | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $331,161 | 6.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $78,979 | 1.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $27,444 | 536 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,472 | 185 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,788 | 206 | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $512 | 10 | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $2,714 | 53 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $395,059 | 7.7K | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $11,000 | 301 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $569 | 16 | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $1,075 | 21 | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $2,304 | 45 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $605 | 17 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $322 | 6 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,714 | 53 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $3,379 | 66 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $966 | 24 | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $14,336 | 280 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $399,360 | 7.8K | Q1 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $15,104 | 295 | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $447 | 8 | Q2 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $205 | 4 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $717 | 14 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $24,475 | 478 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $6,400 | 125 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $724 | 18 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,638 | 32 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,229 | 24 | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $2,765 | 54 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $1,000 | 17 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $565,162 | 11.0K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $559 | 10 | Q2 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $1,280 | 25 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $16,100 | 453 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,197 | 31 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,665 | 116 | Q3 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $31 | 1 | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $102 | 2 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $28,518 | 557 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,332 | 58 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $205 | 4 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,412 | 96 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $563 | 14 | Q3 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $107 | 3 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $16,793 | 328 | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $103 | 2 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $3,533 | 69 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $973 | 19 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,203 | 62 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $320 | 9 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $9,933 | 194 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,841 | 36 | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $2,253 | 44 | Q1 2026 |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.