RELXRELX PLC
CUSIP 759530108 · Yahoo Finance ↗ · Google Finance ↗
Relx PLC (RELX) has 445 institutional holders in Filings Flow’s 13F database, together reporting 85.24M shares worth $2.8B as of Q1 2026. The largest reported holders are Capital International Investors, Morgan Stanley, and Arrowstreet Capital, Limited Partnership.
Institutional Holders
445
Q1 2026
Reported Value
$2.8B
Ticker
RELX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Aviso Financial Inc.$2.8B AUM | 2.12% | $60M | 1.80M | Q1 2026OLDER |
| Ativo Capital Management LLC$115M AUM | 1.73% | $2M | 42.8K | Q3 2025OLDER |
| Summerhill Capital Management lnc.$115M AUM | 1.64% | $2M | 56.7K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 1.29% | $5M | 157.6K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.11% | $3M | 94.7K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.11% | $5M | 137.8K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.94% | $76M | 2.31M | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.91% | $4M | 134.9K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.80% | $5M | 156.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.72% | $3M | 73.0K | Q3 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 0.41% | $6M | 168.9K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 0.41% | $1M | 43.3K | Q2 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 0.38% | $3M | 101.7K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.37% | $4M | 96.7K | Q4 2025OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.36% | $599,671 | 14.8K | Q4 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.35% | $1M | 45.0K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.35% | $421,864 | 10.4K | Q4 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.30% | $54M | 1.13M | Q3 2025OLDER |
| Broad Run Investment Management, LLC$568M AUM | 0.27% | $2M | 47.0K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.27% | $358,584 | 10.8K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.27% | $724,707 | 22.9K | Q2 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.24% | $933,326 | 19.5K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.23% | $2M | 49.0K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.23% | $416,043 | 10.3K | Q4 2025OLDER |
| DKRT Investments Corp.$395M AUM | 0.21% | $828,750 | 25.0K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.20% | $9M | 263.6K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.20% | $590,070 | 17.8K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.19% | $393,689 | 11.9K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.19% | $3M | 76.0K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.18% | $4M | 126.4K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.18% | $443,404 | 9.3K | Q3 2025OLDER |
| Demars Financial Group, LLC$304M AUM | 0.18% | $551,948 | 16.6K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.18% | $327,820 | 9.9K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.18% | $275,311 | 8.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.17% | $447,922 | 13.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.17% | $6M | 178.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.17% | $101M | 3.04M | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.16% | $401,480 | 12.1K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.16% | $374,725 | 7.8K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.16% | $529,051 | 16.0K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.16% | $836,209 | 25.2K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.16% | $1M | 32.6K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.15% | $1M | 36.9K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.15% | $7M | 180.0K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.15% | $269,841 | 8.1K | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 0.15% | $236,861 | 5.9K | Q4 2025OLDER |
| Dempze Nancy E$182M AUM | 0.14% | $272,835 | 6.8K | Q4 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.14% | $317,587 | 9.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.13% | $824,208 | 24.9K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.13% | $2M | 48.8K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.13% | $837,949 | 17.5K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.12% | $3M | 63.9K | Q3 2025OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.12% | $770,487 | 23.2K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.12% | $3M | 85.6K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.11% | $260,095 | 7.8K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 0.11% | $233,830 | 5.8K | Q4 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.10% | $449,551 | 11.1K | Q4 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.10% | $10M | 296.1K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.10% | $466,277 | 14.7K | Q2 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.10% | $32M | 679.5K | Q3 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.10% | $1M | 26.0K | Q4 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.10% | $432,948 | 10.7K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.10% | $3M | 100.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.10% | $459,414 | 11.4K | Q2 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.10% | $206,562 | 4.3K | Q3 2025OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.10% | $8M | 252.8K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.09% | $681,630 | 20.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.09% | $822,452 | 24.8K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.09% | $2M | 62.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.09% | $236,197 | 7.1K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.09% | $8M | 161.2K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.09% | $3M | 86.2K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.09% | $215,398 | 5.3K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $344,661 | 10.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.09% | $7M | 215.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.09% | $914,664 | 22.6K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.08% | $6M | 169.7K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.08% | $518,466 | 15.6K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.08% | $1M | 44.9K | Q2 2026 |
| Abel Hall, LLC$469M AUM | 0.08% | $383,976 | 11.6K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.08% | $262,681 | 7.9K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.08% | $1M | 40.9K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.08% | $716,400 | 15.0K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 42.4K | Q3 2025OLDER |
| Martin Investment Management, LLC$334M AUM | 0.08% | $259,067 | 7.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.08% | $5M | 149.2K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.08% | $141M | 4.25M | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.08% | $213,635 | 6.4K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.08% | $99,549 | 3.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.08% | $215,827 | 4.5K | Q3 2025OLDER |
| Five Oceans Advisors$311M AUM | 0.07% | $232,806 | 7.4K | Q2 2026 |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.07% | $216,257 | 4.5K | Q3 2025OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.07% | $210,796 | 6.7K | Q2 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM | 0.07% | $1M | 37.9K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.07% | $4M | 125.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $3M | 66.6K | Q4 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.07% | $1M | 33.5K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.07% | $203,840 | 4.3K | Q3 2025OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.07% | $250,614 | 7.6K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.07% | $288M | 8.73M | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.07% | $257,617 | 5.4K | Q3 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.07% | $290,094 | 6.1K | Q3 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.06% | $2M | 54.3K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 0.06% | $265,458 | 6.6K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $1M | 41.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 47.5K | Q4 2025OLDER |
| Baker Chad R$530M AUM | 0.06% | $333,323 | 10.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $221,988 | 4.6K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.06% | $3M | 85.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $6M | 167.5K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.06% | $467,946 | 14.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.06% | $15M | 460.1K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.06% | $301,452 | 7.5K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.06% | $1M | 37.0K | Q2 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $5M | 157.0K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.06% | $5M | 152.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.06% | $15M | 446.9K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.06% | $200,060 | 6.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.06% | $441,293 | 13.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.05% | $2M | 72.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.05% | $68M | 1.68M | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.05% | $1M | 45.1K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.05% | $382,319 | 8.0K | Q3 2025OLDER |
| BSW Wealth Partners$819M AUM | 0.05% | $438,585 | 10.9K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.05% | $508,306 | 15.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $33M | 988.3K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.05% | $113,379 | 3.6K | Q2 2026 |
| Optas, LLC$661M AUM | 0.05% | $334,650 | 10.1K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.05% | $372,606 | 11.2K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.05% | $260,005 | 5.4K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.05% | $10M | 299.8K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.05% | $764,505 | 23.1K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.05% | $431,428 | 9.0K | Q3 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $228,781 | 4.8K | Q3 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.05% | $214,406 | 5.3K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.05% | $258,471 | 7.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.05% | $765,258 | 16.0K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.05% | $347,087 | 8.6K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.05% | $220,034 | 6.6K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.05% | $760,163 | 22.9K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.05% | $27M | 802.1K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.04% | $6M | 171.4K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $245,104 | 5.1K | Q3 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $216,290 | 5.4K | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.04% | $216,768 | 6.5K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.04% | $384,435 | 9.5K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 98.5K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.04% | $42M | 1.25M | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.04% | $5M | 105.5K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.04% | $12M | 373.3K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.04% | $214,024 | 5.3K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 45.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $397,268 | 12.5K | Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $253,187 | 7.6K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.04% | $273,819 | 8.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $44M | 1.32M | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $227,883 | 7.5K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.04% | $3M | 102.9K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $618,248 | 18.6K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.03% | $36,007 | 1.1K | Q1 2026OLDER |
| COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM | 0.03% | $2M | 39.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 116.6K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.03% | $883,724 | 26.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 42.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $32M | 784.9K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $3M | 97.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 37.8K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $249,520 | 5.2K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $377,777 | 11.4K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $548,135 | 16.5K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.03% | $2M | 74.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $16M | 491.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $293,669 | 7.3K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $127,164 | 3.8K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.03% | $57,726 | 1.7K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $42,299 | 1.3K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $279,967 | 6.9K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $242,990 | 7.3K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $201,372 | 5.0K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $724,954 | 22.1K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 161.7K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $2M | 37.5K | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $282,020 | 8.9K | Q2 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.02% | $464,332 | 14.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $733,103 | 17.6K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $457,901 | 13.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $509,166 | 15.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 31.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $109M | 3.30M | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $412,543 | 12.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $5M | 125.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $72M | 2.17M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 382.9K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 42.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $892,796 | 26.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $360,594 | 11.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $22M | 535.3K | Q4 2025OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.02% | $388,650 | 11.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $678,578 | 20.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 37.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $1M | 31.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 358.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $854,375 | 25.8K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $293,175 | 7.2K | Q4 2025OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.02% | $221,177 | 4.6K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $546,409 | 16.5K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $22,409 | 676 | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $952,201 | 28.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $38M | 1.20M | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.02% | $389,292 | 8.2K | Q3 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.02% | $618,731 | 13.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $42M | 1.28M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 47.3K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $24,009 | 594 | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $477,360 | 14.4K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $223,689 | 6.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $263,940 | 8.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $503,152 | 10.5K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $295,106 | 7.3K | Q4 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $279,631 | 6.9K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $32,354 | 976 | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $275,861 | 6.8K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $246,106 | 7.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $18M | 528.9K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 41.9K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $21,536 | 680 | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $294,735 | 8.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $254M | 6.28M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 200.1K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $3M | 76.0K | Q4 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $26,520 | 800 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $1M | 36.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $54M | 1.62M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $124M | 3.75M | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $104,423 | 3.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $50,653 | 1.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $42M | 1.05M | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $37,725 | 1.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $100M | 3.03M | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $14,089 | 425 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $492,675 | 14.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 72.0K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $235,166 | 7.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $203 | 4.2K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $548,782 | 13.6K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $605,422 | 18.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $6M | 184.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $228,413 | 5.7K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $21M | 448.7K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $322,749 | 10.2K | Q2 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $23M | 699.0K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.01% | $6M | 139.8K | Q4 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $214,580 | 6.5K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $37,327 | 1.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 72.2K | Q4 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $113,410 | 3.6K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $909,648 | 27.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $14,586 | 440 | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $13,923 | 420 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $11M | 318.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $587,719 | 14.5K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $210,831 | 5.2K | Q4 2025OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $499,283 | 10.5K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $139M | 4.18M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $58M | 1.74M | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $499,092 | 10.4K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 35.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 60.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $210,386 | 5.2K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $210,727 | 4.4K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $534,024 | 14.9K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $678,150 | 20.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 50.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 45.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $918,354 | 27.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $554,388 | 13.7K | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $15,426 | 323 | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.01% | $107,970 | 3.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $39M | 1.18M | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $5M | 159.7K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $313,974 | 6.6K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $251,983 | 6.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $423,117 | 10.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $45M | 1.37M | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $544,257 | 16.4K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 62.2K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $68,356 | 2.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $584,799 | 17.6K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $663,431 | 20.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $268,375 | 8.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $9M | 283.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 31.0K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $83,106 | 2.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 65.9K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 183.6K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $660,547 | 19.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $302,321 | 6.3K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $230,823 | 7.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $691,979 | 20.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $19M | 586.6K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $204,966 | 6.2K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.01% | $8,221 | 248 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 32.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 73.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $894,334 | 27.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $202,789 | 4.2K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $275,477 | 8.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $25,857 | 780 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $61,725 | 1.9K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $9M | 257.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $115M | 3.46M | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $713,554 | 21.5K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $21,638 | 535 | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $358,318 | 10.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $361,042 | 7.6K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $626,124 | 18.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $590,703 | 17.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 124.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $8M | 246.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $542,028 | 11.3K | Q3 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.01% | $1M | 40.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $337,434 | 10.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $293,403 | 6.2K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $253,715 | 8.0K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $433,507 | 13.1K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.01% | $7,513 | 181 | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $16,128 | 399 | Q4 2025OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $243,935 | 6.0K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $395,793 | 9.8K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 33.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $411,435 | 12.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.00% | $230,492 | 7.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $393,888 | 11.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $400,400 | 9.9K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $428,861 | 12.9K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $33,747 | 1.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4M | 119.7K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $5,171 | 156 | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $44,355 | 1.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $207,274 | 5.1K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $28M | 856.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $4M | 89.3K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $248,876 | 6.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $29M | 867.4K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $221,380 | 5.5K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $667,800 | 20.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $236,250 | 5.8K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $230,493 | 7.0K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $425,017 | 12.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,691 | 232 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 134.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $228,185 | 6.3K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $273,255 | 8.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $424,784 | 12.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 56.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $92,721 | 2.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $388,197 | 11.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 98.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 33.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 158.4K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.00% | $308,494 | 9.3K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $382,176 | 8.0K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $339,512 | 10.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 74.8K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $4,740 | 143 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $26,723 | 739 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,018 | 1.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $191,750 | 5.8K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 97.3K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $12,531 | 378 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $682,724 | 20.6K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $6,000 | 170 | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $212,045 | 6.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $19,128 | 577 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $633,727 | 13.3K | Q3 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $69,637 | 1.7K | Q4 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $9M | 271.5K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $205,330 | 6.2K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $834,121 | 25.2K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $3,678 | 77 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 79.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $13,691 | 412 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $24,763 | 747 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $4,325 | 107 | Q4 2025OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $3,758 | 93 | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $3,050 | 92 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $713,392 | 21.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $99,716 | 3.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $478,144 | 14.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39M | 1.19M | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $46,845 | 1.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $301,412 | 7.5K | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $4,371 | 138 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $17,172 | 518 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $480,608 | 14.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $15,384 | 458 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $497,475 | 15.0K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $817,818 | 20.2K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $19,459 | 587 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 45.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7M | 200.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $162,050 | 4.9K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,713 | 112 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6M | 186.5K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $6,063 | 150 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 135.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $424,819 | 12.8K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $3,274 | 81 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $70,576 | 2.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $501,603 | 10.5K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $352,947 | 8.7K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $25,393 | 766 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 52.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $69,051 | 2.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $44,819 | 1.4K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $15,017 | 453 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $88,278 | 2.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $4,443 | 134 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $347,715 | 8.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 203.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 40.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $574,848 | 17.3K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $2,722 | 57 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $26,522 | 555 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 88.5K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1M | 35.5K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $303,992 | 9.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $44,620 | 1.3K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $12M | 299.2K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $864,948 | 21.4K | Q4 2025OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $3,348 | 101 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,802 | 175 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $10,277 | 310 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $8,215 | 172 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $76,040 | 2.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $10M | 307.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $3,779 | 114 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,917 | 88 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $411,690 | 12.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 292.5K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $383,752 | 8.0K | Q3 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,789 | 69 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $80M | 2.41M | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $3,017 | 91 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $441,046 | 13.3K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $12,859 | 406 | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 210.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $265,916 | 5.6K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $408,972 | 12.3K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $344,230 | 10.4K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $2,344 | 58 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 41.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,759 | 93 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $12,502 | 377 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $198,802 | 6.0K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $3,719 | 92 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $9,747 | 294 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $985,810 | 29.7K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,572 | 78 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,889 | 419 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 63.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $236,890 | 7.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,508 | 136 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $191,747 | 5.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $453,857 | 13.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $2,917 | 88 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $169,036 | 5.1K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $6,100 | 184 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $7,390 | 223 | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $232,580 | 7.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $25,142 | 622 | Q4 2025OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.00% | $289,532 | 8.7K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.00% | $1,496 | 37 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $589,070 | 17.8K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $4,012 | 84 | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $2,675 | 56 | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $1,989 | 60 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $8,752 | 264 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $14,553 | 439 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $202,653 | 6.1K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $16,393 | 343 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $538,961 | 16.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $3,678 | 91 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $55,012 | 1.4K | Q4 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $2,088 | 63 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $10,840 | 327 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $17,481 | 366 | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,621 | 79 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $11,338 | 342 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $225,445 | 5.6K | Q4 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $7,478 | 185 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $664,157 | 20.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,888 | 238 | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $11,006 | 332 | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,496 | 37 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $102,732 | 3.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,470 | 346 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $6,159 | 185 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,777 | 172 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $1,193 | 36 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.