RJFRAYMOND JAMES FINL INC
CUSIP 754730109 · Yahoo Finance ↗ · Google Finance ↗
Raymond James Finl Inc (RJF) has 912 institutional holders in Filings Flow’s 13F database, together reporting 152.23M shares worth $21.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
912
Q1 2026
Reported Value
$21.2B
Ticker
RJF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Harfst & Associates, Inc.$560M AUM | 27.43% | $154M | 1.06M | Q1 2026OLDER |
| IAT REINSURANCE CO LTD.$310M AUM | 10.84% | $51M | 298.1K | Q3 2025OLDER |
| PhiloSmith Capital Corp$351M AUM | 5.48% | $19M | 132.8K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 3.09% | $6M | 43.8K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 2.83% | $7M | 46.8K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 2.21% | $9M | 61.9K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 2.18% | $7M | 49.9K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 2.09% | $6M | 40.3K | Q4 2025OLDER |
| Graphene Investments SAS$149M AUM | 1.99% | $3M | 20.5K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 1.94% | $3M | 18.2K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 1.81% | $4M | 27.2K | Q4 2025OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.70% | $69M | 478.4K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 1.68% | $3M | 19.3K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 1.58% | $52M | 359.3K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 1.57% | $47M | 326.4K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.44% | $4M | 26.4K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.41% | $3M | 22.4K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.39% | $30M | 203.9K | Q1 2026OLDER |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 1.39% | $6M | 38.3K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 1.33% | $322M | 2.22M | Q1 2026OLDER |
| Board of the Pension Protection Fund$109M AUM | 1.24% | $1M | 9.3K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 1.22% | $15M | 90.7K | Q4 2025OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 1.21% | $3M | 19.1K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 1.15% | $4M | 29.7K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 1.13% | $39M | 270.0K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 1.11% | $2M | 13.3K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 1.08% | $6M | 40.9K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 1.07% | $1.4B | 9.35M | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 1.05% | $1M | 8.2K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 1.03% | $4M | 27.6K | Q4 2025OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 1.03% | $3M | 21.2K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 1.01% | $3M | 16.0K | Q3 2025OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 1.01% | $16M | 103.7K | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.93% | $10M | 67.5K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 0.85% | $2M | 14.2K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.84% | $1M | 10.1K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 0.81% | $10M | 63.4K | Q4 2025OLDER |
| North Reef Capital Management LP$2.9B AUM | 0.79% | $23M | 159.2K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.79% | $1M | 7.4K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.78% | $933,896 | 6.5K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.78% | $2M | 11.7K | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.76% | $8M | 52.8K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.74% | $1M | 7.3K | Q2 2026 |
| Numerai GP LLC$997M AUM | 0.73% | $7M | 50.2K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.73% | $2M | 16.5K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.72% | $24M | 148.2K | Q4 2025OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.71% | $2M | 14.0K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 0.66% | $496M | 3.43M | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.64% | $34M | 234.4K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.63% | $25M | 174.3K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.62% | $1M | 11.6K | Q2 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.58% | $1M | 7.2K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.58% | $2M | 14.2K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.57% | $4M | 28.1K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.53% | $4M | 28.6K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.51% | $2M | 13.1K | Q4 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.48% | $3M | 17.0K | Q4 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.48% | $2M | 14.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.47% | $2M | 13.6K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.46% | $2M | 13.0K | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.45% | $7M | 50.1K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.45% | $2M | 11.2K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.44% | $14M | 96.5K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.44% | $4M | 24.0K | Q2 2026 |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.44% | $22M | 154.8K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.43% | $70M | 460.2K | Q2 2026 |
| Atlas Wealth LLC$334M AUM | 0.41% | $1M | 9.5K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.39% | $933,947 | 6.5K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.38% | $2M | 11.6K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.38% | $6M | 38.6K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.36% | $443,650 | 3.1K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.36% | $8M | 52.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.35% | $9M | 65.2K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.35% | $394,408 | 2.7K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.35% | $48M | 334.9K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.34% | $3M | 21.5K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.34% | $496,283 | 3.43M | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.33% | $544,989 | 3.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.31% | $5M | 32.9K | Q4 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.31% | $1M | 7.3K | Q4 2025OLDER |
| Tannin Capital LLC$138M AUM | 0.31% | $421,628 | 2.9K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.31% | $14M | 99.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.30% | $7M | 51.1K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.30% | $726,267 | 5.0K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.30% | $784,038 | 5.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.30% | $2M | 14.2K | Q2 2026 |
| Intellus Advisors LLC$732M AUM | 0.30% | $2M | 15.0K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.29% | $24M | 168.4K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.29% | $3M | 19.1K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.29% | $1M | 7.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.28% | $22M | 154.1K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.28% | $4M | 25.8K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.28% | $365,705 | 2.4K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.28% | $1M | 7.9K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.27% | $1M | 9.3K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 0.27% | $5M | 33.3K | Q4 2025OLDER |
| Tranquility Partners, LLC$265M AUM | 0.26% | $701,797 | 4.8K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.26% | $8M | 53.7K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.26% | $1.4B | 9.70M | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.26% | $1M | 8.1K | Q2 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.26% | $655,754 | 4.5K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.26% | $7M | 50.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.25% | $356M | 2.46M | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.25% | $11M | 73.9K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.25% | $352,564 | 2.4K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.25% | $7M | 49.3K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.24% | $5M | 32.8K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.24% | $2M | 15.8K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.24% | $444,902 | 3.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.23% | $360M | 2.49M | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.23% | $7M | 50.4K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.23% | $1M | 7.1K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.22% | $1M | 9.0K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.22% | $1M | 7.6K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.21% | $2M | 11.8K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.21% | $231,664 | 1.6K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.20% | $11M | 70.7K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.20% | $706,703 | 4.4K | Q4 2025OLDER |
| EDMP, INC.$124M AUM | 0.19% | $240,641 | 1.7K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.19% | $49M | 338.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.19% | $15M | 103.3K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.19% | $311,223 | 1.9K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.19% | $8M | 54.8K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.19% | $2M | 16.4K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.19% | $1M | 7.6K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.19% | $3M | 17.4K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.19% | $869,609 | 6.0K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.18% | $1M | 7.9K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.18% | $962,737 | 6.0K | Q4 2025OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.18% | $1M | 9.6K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.18% | $271,047 | 1.9K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.18% | $553,243 | 3.8K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.18% | $3M | 21.8K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.18% | $257,357 | 1.8K | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 0.17% | $10M | 70.0K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.17% | $58M | 397.7K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.17% | $4M | 27.2K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.17% | $23M | 145.6K | Q4 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.17% | $468,318 | 3.1K | Q2 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.17% | $3M | 16.9K | Q4 2025OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 0.17% | $402,920 | 2.5K | Q4 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.17% | $2M | 13.8K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.16% | $12M | 70.0K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.16% | $106M | 731.8K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.15% | $1M | 7.3K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.15% | $301,961 | 1.9K | Q1 2026OLDER |
| TT International Asset Management LTD$783M AUM | 0.15% | $1M | 7.5K | Q2 2026 |
| Net Worth Advisory Group$482M AUM | 0.15% | $728,308 | 5.0K | Q1 2026OLDER |
| Horizon Advisory Services, Inc.$195M AUM | 0.15% | $293,924 | 2.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.15% | $671,391 | 4.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.15% | $9M | 58.9K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.14% | $217,439 | 1.4K | Q4 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.14% | $392,541 | 2.6K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.14% | $5M | 32.4K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.14% | $942,914 | 5.5K | Q3 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.14% | $635,848 | 4.2K | Q2 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.14% | $1M | 9.1K | Q4 2025OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.14% | $229,492 | 1.6K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.13% | $6M | 43.6K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.13% | $34M | 213.2K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.13% | $657,085 | 4.5K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.13% | $339,098 | 2.3K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.13% | $19M | 118.8K | Q4 2025OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 0.13% | $8M | 58.2K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 0.13% | $970,081 | 6.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.13% | $398,462 | 2.8K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.12% | $423,366 | 2.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.12% | $133M | 920.7K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.12% | $2M | 14.0K | Q4 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.12% | $340,317 | 2.4K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.12% | $396,725 | 2.7K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.12% | $538,764 | 3.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.12% | $13M | 83.8K | Q4 2025OLDER |
| Carson Advisory Inc.$193M AUM | 0.12% | $229,618 | 1.6K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.12% | $918,837 | 6.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.12% | $354,206 | 3.5K | Q3 2025OLDER |
| Clarus Group, Inc.$279M AUM | 0.12% | $328,752 | 2.3K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.12% | $2M | 13.4K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.11% | $1M | 8.1K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.11% | $1M | 6.9K | Q4 2025OLDER |
| Calydon Capital$613M AUM | 0.11% | $680,234 | 4.7K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.11% | $328,384 | 2.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.11% | $353,510 | 2.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.11% | $5M | 35.3K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.11% | $1M | 8.0K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.11% | $4M | 25.0K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.11% | $293,774 | 2.0K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.11% | $207,322 | 1.3K | Q4 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.11% | $489,801 | 3.4K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.10% | $1M | 9.8K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.10% | $273,743 | 1.6K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.10% | $153,912 | 1.1K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.10% | $8M | 52.8K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.10% | $1M | 7.3K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.10% | $217,760 | 1.4K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.09% | $16M | 99.1K | Q4 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.09% | $4M | 28.5K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.09% | $309,416 | 2.1K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.09% | $7M | 53.1K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $568,590 | 3.9K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.09% | $273M | 1.88M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.09% | $26M | 176.3K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.09% | $415,802 | 2.7K | Q2 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.09% | $237,226 | 1.4K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.09% | $844,359 | 4.9K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.09% | $88M | 547.6K | Q4 2025OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.09% | $336,637 | 2.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.09% | $3M | 19.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.09% | $530,368 | 3.7K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.08% | $2M | 12.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.08% | $162M | 1.12M | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.08% | $256,278 | 1.8K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.08% | $327,225 | 2.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $1M | 9.9K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.08% | $437,584 | 2.9K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.08% | $341,415 | 2.4K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.08% | $959,957 | 6.6K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.08% | $204,358 | 1.2K | Q3 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.08% | $333,118 | 1.9K | Q3 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.08% | $468,398 | 3.2K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.08% | $209,570 | 1.3K | Q4 2025OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $548,320 | 3.8K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.08% | $14M | 94.3K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.07% | $2M | 13.2K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.07% | $141,894 | 980 | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.07% | $347,837 | 2.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $347M | 2.40M | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.07% | $5M | 35.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.07% | $4M | 30.8K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.07% | $682,311 | 4.5K | Q2 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.07% | $2M | 13.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.07% | $1.3B | 9.06M | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.07% | $78,366 | 541 | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.07% | $826,131 | 5.4K | Q2 2026 |
| RBA Wealth Management, LLC$278M AUM | 0.07% | $201,219 | 1.3K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.07% | $4M | 30.4K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.07% | $399,742 | 2.3K | Q3 2025OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.07% | $262,650 | 1.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.07% | $292,557 | 1.7K | Q3 2025OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.07% | $322,912 | 2.1K | Q2 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.07% | $1M | 9.5K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.07% | $206,326 | 1.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $23,767 | 148 | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.07% | $47M | 321.4K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.06% | $12M | 81.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $3M | 19.2K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.06% | $1M | 8.4K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.06% | $28M | 190.9K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $240,364 | 1.7K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 0.06% | $209,222 | 1.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.06% | $209,202 | 1.2K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.06% | $141M | 974.9K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.06% | $1M | 9.3K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.06% | $1M | 8.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.06% | $366,319 | 2.5K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.06% | $275,270 | 1.9K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $5M | 30.3K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.06% | $16M | 109.0K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.06% | $18M | 145.1K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.06% | $1M | 9.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $6M | 39.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.06% | $8M | 52.2K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $5M | 34.1K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.06% | $1M | 7.2K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.06% | $4M | 26.9K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.06% | $23M | 158.5K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.05% | $5M | 35.0K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $560,834 | 3.9K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $370,228 | 2.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 9.6K | Q2 2026 |
| Westerkirk Capital Inc.$929M AUM | 0.05% | $492,286 | 3.4K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.05% | $3 | 18 | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.05% | $43M | 296.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.05% | $216M | 1.49M | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.05% | $219,366 | 1.4K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.05% | $5M | 35.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.05% | $114M | 793.9K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.05% | $1M | 9.6K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.05% | $220,370 | 1.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 9.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.05% | $3.5B | 21.75M | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.05% | $43M | 300.0K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.05% | $1M | 7.1K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.05% | $326,731 | 1.9K | Q3 2025OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.05% | $225,463 | 1.6K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.05% | $2M | 10.4K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.05% | $31M | 210.9K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $477,435 | 3.0K | Q4 2025OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 0.05% | $551,975 | 3.2K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.05% | $311M | 2.15M | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $281,182 | 1.9K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.05% | $6M | 39.4K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.05% | $696,585 | 4.8K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.05% | $3M | 18.1K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.05% | $5M | 32.2K | Q2 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 0.05% | $399,937 | 2.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.05% | $3M | 20.5K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.05% | $3M | 18.7K | Q4 2025OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.05% | $1M | 10.1K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.05% | $649,494 | 3.8K | Q3 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.05% | $270,292 | 1.6K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.05% | $14M | 97.8K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.05% | $28M | 195.7K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.05% | $22M | 151.0K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.05% | $702,811 | 4.9K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.04% | $69,422 | 484 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $847M | 5.85M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $5M | 31.3K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.04% | $660,483 | 4.6K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.04% | $7M | 51.0K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.04% | $9M | 60.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.04% | $23M | 158.7K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.04% | $4M | 29.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.04% | $206M | 1.42M | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $717,796 | 4.7K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.04% | $634,615 | 4.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.04% | $176M | 1.22M | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $79M | 548.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $25M | 170.5K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.04% | $899,580 | 6.2K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.04% | $552,229 | 3.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.04% | $49M | 340.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 26.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.04% | $669M | 4.64M | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.04% | $89,978 | 621 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $72M | 494.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.04% | $39M | 269.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.04% | $1.6B | 11.36M | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.04% | $315,787 | 2.2K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.04% | $8M | 49.4K | Q2 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.04% | $394,408 | 2.7K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.04% | $382,535 | 2.6K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.04% | $24M | 167.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $630M | 4.47M | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.04% | $71,816 | 496 | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.04% | $62M | 430.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.04% | $173M | 1.20M | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $2M | 11.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.04% | $10M | 70.3K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.04% | $59M | 410.6K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.04% | $19M | 131.4K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.04% | $256,278 | 1.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.04% | $1.1B | 7.85M | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.04% | $1M | 9.7K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.04% | $204,876 | 1.2K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 6.8K | Q2 2026 |
| Frec Markets, Inc.$587M AUM | 0.04% | $226,596 | 1.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.04% | $17M | 116.2K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.04% | $3M | 20.1K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.04% | $904,937 | 6.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.04% | $43M | 299.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $77M | 532.3K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.04% | $50,555 | 342 | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.04% | $111,771 | 696 | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $215,001 | 1.3K | Q4 2025OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.04% | $235,429 | 1.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.04% | $279M | 1.93M | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.04% | $7M | 47.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $20M | 135.7K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.04% | $257,238 | 1.5K | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.04% | $12M | 86.1K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.04% | $247,200 | 1.6K | Q2 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.04% | $1M | 7.0K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.04% | $2M | 10.6K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.04% | $13M | 86.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $239,279 | 1.5K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $22M | 148.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.04% | $140M | 967.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.04% | $2.0B | 14.12M | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.04% | $1M | 9.1K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.04% | $47M | 322.3K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.04% | $260,767 | 1.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.04% | $16M | 111.7K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.04% | $40M | 278.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $22M | 154.6K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.03% | $1M | 8.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $202,978 | 1.2K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.03% | $9M | 61.9K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 10.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.03% | $1M | 7.4K | Q2 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.03% | $42M | 291.1K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.03% | $12M | 79.9K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.03% | $6M | 44.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 27.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $482,126 | 3.3K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $211,132 | 1.3K | Q4 2025OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.03% | $6M | 42.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $180M | 1.24M | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.03% | $2M | 13.6K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.03% | $854,261 | 5.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 11.1K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.03% | $44,319 | 276 | Q4 2025OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.03% | $746,248 | 5.2K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.03% | $4M | 26.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 13.6K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $338,374 | 2.3K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.03% | $202,416 | 1.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $241,206 | 1.5K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 18.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $102M | 702.1K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.03% | $48M | 334.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.03% | $4M | 30.1K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.03% | $50M | 347.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 19.1K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $60M | 414.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.03% | $9M | 63.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.03% | $3M | 18.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $6M | 41.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.03% | $6M | 40.9K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.03% | $12M | 84.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.03% | $6M | 42.2K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.03% | $563,042 | 3.9K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.03% | $21M | 143.6K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.03% | $485,916 | 3.4K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.03% | $267,282 | 1.8K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.03% | $54M | 370.7K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.03% | $825,303 | 5.7K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.03% | $9M | 56.3K | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.03% | $6M | 37.1K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.03% | $105M | 724.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $596,240 | 4.1K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.03% | $3M | 24.0K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.03% | $44,703 | 259 | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $535,281 | 3.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 143.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $85M | 583.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $530,292 | 3.7K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $18M | 123.2K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $5M | 31.7K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.03% | $76,594 | 529 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 7.7K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.03% | $377,208 | 2.6K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.03% | $45,609 | 315 | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.03% | $1M | 7.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.03% | $677,617 | 4.7K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.03% | $133,207 | 920 | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 0.03% | $220,950 | 1.5K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.03% | $16M | 113.2K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.03% | $1M | 8.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $355M | 2.45M | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.03% | $284,078 | 2.0K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.03% | $456,089 | 3.1K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.03% | $649,094 | 4.5K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $209,663 | 1.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $224M | 1.55M | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.03% | $202,050 | 1.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.03% | $239,291 | 1.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $421M | 2.62M | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.03% | $4M | 26.5K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $6M | 42.6K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.03% | $2M | 16.9K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.03% | $2M | 13.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $164M | 1.13M | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $387,200 | 2.5K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.02% | $3M | 18.4K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 9.6K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $487,919 | 3.4K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.02% | $352,564 | 2.4K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.02% | $6M | 40.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $9M | 64.7K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.02% | $9M | 62.8K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $6M | 36.7K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 8.5K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.02% | $6M | 38.1K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $198,652 | 1.4K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $29M | 203.7K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.02% | $1M | 8.9K | Q4 2025OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.02% | $2M | 15.5K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $104,684 | 723 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.02% | $237,166 | 1.6K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.02% | $871,201 | 6.0K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.02% | $796,345 | 5.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 8.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $7M | 49.9K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.02% | $4M | 25.9K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.02% | $3M | 23.7K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.02% | $15M | 106.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 21.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 28.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 23.4K | Q2 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.02% | $4M | 29.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $23M | 145.7K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $2M | 10.1K | Q2 2026 |
| Saudi Central Bank$4.7B AUM | 0.02% | $1M | 6.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $20M | 136.8K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 0.02% | $295,372 | 2.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $309,127 | 2.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 17.1K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $12M | 84.6K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $6M | 38.7K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.02% | $493,590 | 3.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $5M | 36.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.02% | $261,926 | 1.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $200,824 | 1.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $467,190 | 3.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 12.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 9.6K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.02% | $6M | 39.6K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.02% | $399,620 | 2.8K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $3M | 21.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.