PRGSPROGRESS SOFTWARE CORP
CUSIP 743312100 · Yahoo Finance ↗ · Google Finance ↗
Progress Software Corp (PRGS) has 289 institutional holders in Filings Flow’s 13F database, together reporting 43.95M shares worth $1.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
289
Q1 2026
Reported Value
$1.1B
Ticker
PRGS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heron Bay Capital Management$1.1B AUM | 2.17% | $23M | 915.7K | Q1 2026OLDER |
| OAKTOP CAPITAL MANAGEMENT II, L.P.$1.3B AUM | 0.97% | $13M | 508.6K | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.65% | $12M | 452.7K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.52% | $7M | 165.0K | Q4 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.52% | $23M | 884.8K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.39% | $1M | 49.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.38% | $2M | 91.1K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.36% | $44M | 1.72M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.21% | $651,911 | 12.7K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.21% | $15M | 570.1K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.20% | $7M | 258.1K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.18% | $379,620 | 14.8K | Q1 2026OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.17% | $300,720 | 7.0K | Q4 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.17% | $8M | 304.9K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.16% | $941,108 | 33.3K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 0.16% | $959,618 | 37.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.16% | $368,539 | 14.4K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.14% | $1M | 52.3K | Q1 2026OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.13% | $502,740 | 19.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.12% | $1M | 54.5K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.12% | $4M | 81.5K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $470,710 | 10.7K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.11% | $296,396 | 6.7K | Q3 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.11% | $3M | 116.0K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.11% | $21M | 495.3K | Q4 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.10% | $4M | 142.6K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $373,065 | 8.7K | Q4 2025OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.09% | $5M | 219.4K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.09% | $2M | 52.7K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.08% | $1M | 44.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.08% | $2M | 75.9K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.08% | $947,963 | 28.2K | Q2 2026 |
| Legato Capital Management LLC$1.1B AUM | 0.08% | $910,795 | 21.2K | Q4 2025OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.08% | $296,252 | 6.9K | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.07% | $280,200 | 10.9K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.07% | $2M | 79.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 295.4K | Q3 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.06% | $12M | 268.0K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $313,956 | 12.2K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.06% | $389,367 | 15.2K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.06% | $274,840 | 10.7K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.05% | $16M | 635.2K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.05% | $425,713 | 16.6K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.05% | $324,601 | 12.7K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.05% | $600,210 | 23.4K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.05% | $592,322 | 23.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $7M | 253.5K | Q1 2026OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 0.04% | $1M | 45.3K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.04% | $2M | 60.7K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.04% | $38M | 862.1K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $319,365 | 7.4K | Q4 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.04% | $203,328 | 7.9K | Q2 2026 |
| CenterBook Partners LP$1.9B AUM | 0.04% | $771,270 | 30.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.04% | $8M | 312.3K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.04% | $851,965 | 33.2K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.04% | $412,760 | 16.1K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.03% | $2M | 61.9K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.03% | $2M | 65.4K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.03% | $359,100 | 14.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $519,361 | 20.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.03% | $17M | 648.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 62.8K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 0.02% | $305,875 | 7.1K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $27M | 1.07M | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.02% | $200,763 | 7.8K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.02% | $6M | 221.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.02% | $101,786 | 2.3K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $1M | 53.1K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 165.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $1M | 54.0K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.02% | $865,421 | 19.7K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $31M | 1.22M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $311,202 | 7.2K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $852,663 | 25.4K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $210,719 | 4.9K | Q4 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 198.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $24M | 947.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $635,581 | 24.8K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $4M | 155.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $453,339 | 17.7K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $1M | 51.7K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $407,219 | 15.9K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $5M | 185.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $7M | 287.9K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $732,410 | 28.6K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $308,331 | 9.2K | Q2 2026 |
| Swedbank AB$95.1B AUM | 0.01% | $11M | 433.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 327.8K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $60M | 1.39M | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $86,235 | 3.4K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $1M | 57.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 41.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $18M | 707.8K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 44.9K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $479,655 | 18.7K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $643,328 | 25.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $580,639 | 22.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $88,819 | 2.6K | Q2 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $818,235 | 31.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $32M | 1.23M | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,875 | 346 | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $192,804 | 4.5K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 24.2K | Q4 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.01% | $497,680 | 12.1K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 56.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $773,495 | 18.0K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $269,316 | 6.3K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $749,160 | 29.2K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $717,432 | 16.7K | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.00% | $31M | 722.1K | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $13,179 | 300 | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $88M | 3.43M | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $10M | 389.7K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $1,317 | 30.0K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $2M | 37.1K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $353,919 | 13.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $3M | 97.5K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $596,465 | 23.3K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $334,220 | 13.0K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 93.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 136.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $8,347 | 190 | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $564,300 | 22.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $297,001 | 11.6K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $11,543 | 450 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $244M | 5.69M | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $289,717 | 11.3K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 57.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 90.7K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $18,468 | 720 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 57.0K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 84.8K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $248,087 | 9.7K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $317,213 | 12.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $13M | 518.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $617,344 | 24.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $179M | 6.97M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 61.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $734,616 | 17.1K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $841,962 | 32.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $91,827 | 3.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $5M | 205.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $288,992 | 6.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $242,339 | 5.6K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 121.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $71,391 | 2.1K | Q2 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $265,580 | 10.4K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $253,055 | 9.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $305,697 | 11.9K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $846,553 | 33.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 54.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 59.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $92,135 | 3.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 100.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 597.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 72.3K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $210,676 | 4.9K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,412 | 415 | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $13,158 | 513 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $19M | 723.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 99.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $265,805 | 6.1K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 66.7K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $254,666 | 5.9K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $509,754 | 11.9K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 210.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $505,305 | 19.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 294.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 651.0K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $5M | 204.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5M | 211.9K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $1M | 58.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $302,285 | 11.8K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $370,386 | 14.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $28M | 1.09M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 57.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,565 | 100 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $3,023 | 90 | Q2 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,250 | 67 | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $43,605 | 1.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $7,561 | 176 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $200,838 | 4.7K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $45M | 1.76M | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $16,320 | 486 | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $2,792 | 65 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $11M | 446.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $25M | 589.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $13,595 | 530 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $369,309 | 14.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $792,085 | 30.9K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $345,891 | 13.5K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 53.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $235,980 | 9.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 78.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $651,188 | 15.2K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $267,145 | 10.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $38,035 | 886 | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 84.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 264.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $49M | 1.93M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $13,102 | 322 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 41.1K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $512,615 | 20.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $200,672 | 4.6K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $10,440 | 407 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $913,473 | 35.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $213,023 | 8.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 213.4K | Q2 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $402,192 | 9.4K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 258.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 76.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $548,388 | 21.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 486.7K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,777 | 41 | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 40.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 48.4K | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $467,327 | 10.6K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $29,652 | 1.2K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $335,317 | 7.6K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $16M | 611.1K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $18,842 | 438 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 135.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 238.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $244,185 | 5.7K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $841 | 32 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $107,448 | 4.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $705,876 | 16.4K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $256,987 | 10.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $452,907 | 17.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 188.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $16,196 | 377 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $33,114 | 1.3K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $504,638 | 19.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $677,186 | 26.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 48.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 47.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $21,161 | 825 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 92.5K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $357,984 | 8.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $442,514 | 17.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $232,980 | 9.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 77.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $254,858 | 9.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $25,650 | 1.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $317,444 | 12.4K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 48.0K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 0.00% | $6,897 | 157 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 139.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 95.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 51.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,155 | 123 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $426,483 | 16.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 100.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,548 | 1.1K | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $358,382 | 14.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $955,264 | 36.6K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $47,970 | 1.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $23,260 | 819 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $318,265 | 12.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 258.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $657,766 | 25.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $209,740 | 8.2K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,636 | 60 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $209,554 | 8.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $21,672 | 504 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $9,313 | 212 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $7,156 | 279 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $787 | 18 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $331,866 | 7.7K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $12,559 | 374 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 45.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $187,014 | 7.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $278,889 | 6.5K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,489 | 253 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $235,292 | 5.5K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $256,042 | 6.0K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $462 | 18 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,969 | 69 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $968,519 | 37.8K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $14,108 | 550 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,362 | 31 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,925 | 114 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $516 | 12 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,212 | 749 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $473 | 11 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $104,062 | 4.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $315,495 | 12.3K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $96,034 | 3.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $328 | 7.5K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $202,900 | 4.7K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,298 | 50.6K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $180 | 7 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $518,335 | 20.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $6,977 | 272 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $70,279 | 2.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,468 | 170 | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $154 | 6 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $197,197 | 7.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $791 | 18 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $410 | 16 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,122 | 403 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $8,435 | 297 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $846 | 33 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $23,829 | 929 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $182,345 | 6.6K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $359 | 14 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $64,741 | 2.5K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $571 | 17 | Q2 2026 |
| Elequin Capital, LP$1.2B AUM | 0.00% | $872 | 34 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,129 | 44 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,030 | 469 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,670 | 182 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $219,292 | 5.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $328,000 | 12.8K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $9,967 | 232 | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $1,770 | 69 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $16,134 | 629 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,898 | 74 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $30,545 | 711 | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $30,960 | 1.2K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $68,973 | 2.7K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $50,563 | 1.2K | Q3 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $64,440 | 1.5K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,187 | 42 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,257 | 49 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $154 | 6 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $28,778 | 1.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $257 | 10 | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $67 | 2 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,898 | 74 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,260 | 322 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $2,385 | 93 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,130 | 200 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $76 | 3 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $616 | 24 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $308 | 12 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $667 | 26 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $44 | 1 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $308 | 12 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $19,132 | 449 | Q3 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $129 | 5 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $52 | 2 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $51 | 2 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $39 | 1 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $77 | 3 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $51 | 2 | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $2,078 | 81 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $436 | 17 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,558 | 61 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $20 | 1 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,411 | 55 | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1,630 | 65 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $275 | 10 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $770 | 30 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,547 | 36 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $215 | 5 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,566 | 83 | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $3 | 48 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $923 | 21 | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.