PUKPRUDENTIAL PLC
CUSIP 74435K204 · Yahoo Finance ↗ · Google Finance ↗
Prudential PLC (PUK) has 257 institutional holders in Filings Flow’s 13F database, together reporting 35.85M shares worth $1.0B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and FMR LLC.
Institutional Holders
257
Q1 2026
Reported Value
$1.0B
Ticker
PUK
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Credential Securities Inc.$440M AUM | 2.02% | $9M | 195.0K | Q2 2025OLDER |
| Solel Partners LP$468M AUM | 1.62% | $8M | 266.6K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.69% | $7M | 236.4K | Q4 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.48% | $2M | 67.0K | Q3 2025OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.46% | $38M | 1.32M | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.33% | $1M | 40.8K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.29% | $751,771 | 26.4K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.26% | $675,771 | 21.7K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.22% | $567,203 | 20.0K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.19% | $776,537 | 27.3K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.17% | $963,834 | 33.9K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 0.15% | $217,122 | 7.0K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.14% | $928,663 | 33.0K | Q3 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.13% | $234,405 | 8.2K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 0.10% | $260,703 | 9.2K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.08% | $4M | 136.7K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.08% | $418,546 | 14.7K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.08% | $5M | 172.6K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.07% | $288,482 | 9.3K | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.07% | $343,349 | 12.1K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.07% | $529,756 | 18.4K | Q1 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $276,937 | 9.7K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.06% | $491,640 | 17.3K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.06% | $621,291 | 21.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.06% | $3M | 121.2K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.06% | $5M | 192.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.06% | $2M | 62.5K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.05% | $263,575 | 9.3K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $537,100 | 18.9K | Q1 2026 |
| West Family Investments, Inc.$285M AUM | 0.05% | $218,338 | 7.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 72.1K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 56.0K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.04% | $65,673 | 2.3K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 102.2K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.04% | $735,086 | 25.9K | Q1 2026 |
| May Hill Capital, LLC$371M AUM | 0.04% | $303,544 | 9.8K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.04% | $932,191 | 32.8K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.04% | $218,627 | 7.7K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.04% | $68M | 2.40M | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $677,970 | 23.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $944,103 | 33.2K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 49.0K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.03% | $3M | 88.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $18M | 638.5K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $2M | 57.6K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $12M | 430.7K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 61.4K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.03% | $4M | 265.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $223,972 | 7.9K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $248,308 | 8.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 71.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 218.9K | Q1 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.02% | $102,696 | 3.3K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 71.9K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 71.8K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $280,740 | 10.0K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $107,282 | 3.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $701,101 | 24.7K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 42.0K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $933,795 | 32.4K | Q1 2026 |
| Mondrian Investment Partners LTD$6.7B AUM | 0.02% | $1M | 44.3K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.02% | $207,227 | 7.3K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.02% | $271,535 | 9.6K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $285,864 | 10.1K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.02% | $26,411 | 929 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $3M | 119.3K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $80M | 2.83M | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $366,407 | 12.9K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $630,608 | 21.9K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $41,849 | 1.5K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $423,607 | 14.9K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 251.0K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $707,827 | 22.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 48.7K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $850,836 | 29.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $358,785 | 13.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $275,856 | 9.7K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $274,691 | 9.7K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $572,995 | 19.9K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $165,729 | 5.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $207,260 | 6.7K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $917,318 | 32.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $887,326 | 31.2K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $19M | 653.7K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $432,108 | 15.2K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $233,718 | 9.3K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $495,108 | 17.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $127M | 4.47M | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 37.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 58.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $151M | 4.87M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $78M | 2.75M | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 56.0K | Q3 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $499,943 | 17.6K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $469,435 | 15.3K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $715,145 | 25.2K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.01% | $70,477 | 2.5K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $204,383 | 7.3K | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $594,841 | 20.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $268,352 | 9.4K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $356,021 | 11.4K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $352,372 | 11.3K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $10,434 | 367 | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $207,384 | 6.7K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $433,415 | 15.2K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $26,383 | 928 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 253.2K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $12,026 | 423 | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $715,165 | 25.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $115M | 4.06M | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $7,671 | 262 | Q1 2026 |
| ICONIQ Capital, LLC$4.5B AUM | 0.01% | $352,732 | 14.1K | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $19,731 | 694 | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $5,743 | 202 | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $434,155 | 15.3K | Q1 2026 |
| Reflection Asset Management$141M AUM | 0.01% | $7,345 | 228 | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $361,459 | 12.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $7M | 257.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $37M | 1.31M | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $31,072 | 1.1K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $403,564 | 14.2K | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $6,994 | 246 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $941,370 | 33.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $233,726 | 8.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $375,216 | 13.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $544,604 | 19.2K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $34,855 | 1.2K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $36,021 | 1.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 500.3K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $40,337 | 1.4K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $278,450 | 8.9K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 123.6K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $428,802 | 13.8K | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $8,130 | 286 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 41.3K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $12,310 | 433 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $22,574 | 794 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,056 | 213 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 96.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $177,888 | 5.7K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 73.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $552,668 | 19.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $611,934 | 21.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $473,843 | 16.7K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $223,498 | 7.2K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $8,332 | 333 | Q2 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $270,579 | 9.7K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $96,677 | 3.1K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $294,933 | 10.4K | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $21,351 | 751 | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $5,317 | 187 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $83,698 | 2.9K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $3,667 | 131 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $585,040 | 18.8K | Q4 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.00% | $507,902 | 17.9K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $63,598 | 2.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $519,571 | 18.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 140.9K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $248,109 | 8.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $338,197 | 11.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 41.3K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $31,267 | 1.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 52.6K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.00% | $144,908 | 5.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $776,387 | 26.7K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $11,703 | 387 | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $2,427 | 78 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $109,551 | 3.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $150,315 | 5.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $22M | 804.0K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $2,303 | 81 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $116,165 | 4.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 239.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $226,156 | 8.0K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $17,139 | 685 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 140.2K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $914,195 | 32.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 231.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $934,466 | 32.9K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $6,226 | 219 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $224,966 | 7.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $980,297 | 33.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $204,877 | 7.2K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $287,823 | 10.1K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 234.5K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $8,018 | 282 | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $346,116 | 11.1K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $280,604 | 9.9K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $7,689 | 270 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 78.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 92.1K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $54,553 | 1.9K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,919 | 612 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,383 | 119 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $238,784 | 8.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $628,002 | 25.1K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $780,712 | 27.5K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $490,497 | 17.5K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $10,406 | 366 | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.00% | $9,865 | 317 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $460,132 | 15.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 63.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $212,923 | 6.8K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $19,920 | 707 | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $909,760 | 32.0K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $7,960 | 280 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 192.7K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $39M | 1.39M | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,729 | 96 | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $770,834 | 27.1K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $1,479 | 52 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $355,837 | 12.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $854,833 | 30.1K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,350 | 153 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $547,994 | 19.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $140,568 | 4.5K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $4,094 | 144 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $396,290 | 14.7K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,417 | 85 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 83.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $311,065 | 10.9K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $709,855 | 25.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $9,581 | 337 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 39.3K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.00% | $619 | 22 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $805,196 | 28.3K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,576 | 372 | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 63.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 91.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $807,541 | 28.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $308,636 | 10.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 39.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 89.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $292,710 | 10.3K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.00% | $938 | 33 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $910 | 32 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $1,652 | 66 | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $329,263 | 13.2K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $12,999 | 519 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $123,138 | 4.3K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $3,782 | 133 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $9,025 | 290 | Q4 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $3,082 | 107 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $325,948 | 11.5K | Q1 2026 |
| HARRIS ASSOCIATES L P$75.0B AUM | 0.00% | $234,022 | 7.5K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 39.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 67.9K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,792 | 63 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,429 | 121 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,122 | 145 | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $775 | 31 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $59,187 | 2.1K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $11,400 | 401 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $157,638 | 5.5K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $569 | 20 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,417 | 85 | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $1,232 | 44 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $6,198 | 218 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $926,505 | 32.6K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $342 | 12 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $767,867 | 27.0K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $34,315 | 1.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $371,751 | 13.1K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $6,397 | 225 | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $2,264 | 80 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $109,000 | 4.4K | Q2 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $280 | 9 | Q4 2025OLDER |
| Credential Qtrade Securities Inc.$1.9B AUM | 0.00% | $2,678 | 139 | Q2 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $13,596 | 478 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $1,251 | 44 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $280 | 10 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $138,730 | 4.9K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $142 | 5 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,064 | 38 | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,706 | 60 | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,052 | 37 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,975 | 175 | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $809 | 26 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $4,729 | 189 | Q2 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $5,750 | 210 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $15,522 | 546 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $14,135 | 505 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,763 | 62 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $313 | 11 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,815 | 99 | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $700 | 25 | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $36,815 | 1.2K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $2,843 | 100 | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $625 | 22 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $654 | 23 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $3,952 | 139 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $2,799 | 90 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $256 | 9 | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $62 | 2 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $306,501 | 9.8K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $1,535 | 54 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $345 | 12 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,054 | 66 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $311 | 10 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,876 | 66 | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $18,000 | 639 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $11,577 | 372 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $2,687 | 96 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,017 | 282 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $56,235 | 2.0K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $37 | 1 | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $114 | 4 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $4,128 | 141 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $19,389 | 682 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $256 | 9 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $341 | 12 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2,985 | 105 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $436 | 14 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $778 | 25 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $663 | 23 | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $227 | 8 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.