RTORENTOKIL INITIAL PLC
CUSIP 760125104 · Yahoo Finance ↗ · Google Finance ↗
Rentokil Initial PLC (RTO) has 280 institutional holders in Filings Flow’s 13F database, together reporting 73.38M shares worth $2.3B as of Q1 2026. The largest reported holders are Janus Henderson Group Ltd., Blackrock, Inc., and Bank Of America Corp /De/.
Institutional Holders
280
Q1 2026
Reported Value
$2.3B
Ticker
RTO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rivermont Capital Management LP$475M AUM | 5.26% | $25M | 793.5K | Q1 2026OLDER |
| Sunriver Management LLC$591M AUM | 5.24% | $50M | 1.70M | Q4 2025OLDER |
| Pacifica Capital Investments, LLC$294M AUM | 4.99% | $15M | 465.2K | Q1 2026OLDER |
| Robertson Opportunity Capital, LLC$260M AUM | 4.55% | $12M | 375.9K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 4.01% | $4M | 137.9K | Q1 2026OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 3.74% | $137M | 4.35M | Q1 2026OLDER |
| ELWOOD CAPITAL PARTNERS LP$197M AUM | 3.60% | $7M | 225.2K | Q1 2026OLDER |
| Stanley Capital Management, LLC$598M AUM | 3.28% | $20M | 623.3K | Q1 2026OLDER |
| Harvey Partners, LLC$1.3B AUM | 2.44% | $31M | 975.5K | Q1 2026OLDER |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 2.41% | $6M | 188.8K | Q1 2026OLDER |
| Rudius Management LP$358M AUM | 2.36% | $11M | 445.6K | Q3 2025OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 2.03% | $20M | 626.0K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 2.03% | $31M | 998.3K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 1.63% | $46M | 1.47M | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 1.43% | $6M | 200.0K | Q4 2025OLDER |
| Voss Capital, LP$1.9B AUM | 1.37% | $28M | 1.10M | Q3 2025OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 1.09% | $19M | 600.9K | Q1 2026OLDER |
| Two Creeks Capital Management, LP$974M AUM | 1.08% | $11M | 334.8K | Q1 2026OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 1.04% | $54M | 1.71M | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.95% | $2M | 68.8K | Q4 2025OLDER |
| III Capital Management$344M AUM | 0.89% | $3M | 97.2K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.77% | $2M | 48.5K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.76% | $1M | 43.5K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.68% | $60M | 1.91M | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.62% | $5M | 173.5K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.58% | $4M | 139.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.56% | $3M | 93.4K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.53% | $6M | 202.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.53% | $2M | 72.6K | Q4 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 0.51% | $343,282 | 11.7K | Q4 2025OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.40% | $1M | 36.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.34% | $2M | 73.7K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.32% | $426,334 | 13.5K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.29% | $48M | 1.65M | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.25% | $522M | 16.59M | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.24% | $417,236 | 13.3K | Q1 2026OLDER |
| Foresight Global Investors, Inc.$154M AUM | 0.22% | $332,177 | 10.6K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.18% | $218,629 | 6.9K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.15% | $2M | 58.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.15% | $553,278 | 21.9K | Q3 2025OLDER |
| Veracity Capital LLC$280M AUM | 0.14% | $492,575 | 16.7K | Q4 2025OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.14% | $3M | 102.7K | Q1 2026OLDER |
| Independent Franchise Partners LLP$14.3B AUM | 0.13% | $20M | 778.6K | Q3 2025OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.12% | $20M | 633.8K | Q1 2026OLDER |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 0.12% | $6M | 205.2K | Q4 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.12% | $57M | 1.80M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.11% | $703,377 | 24.6K | Q2 2026 |
| Keystone Financial Services$341M AUM | 0.11% | $390,195 | 12.4K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.11% | $209,814 | 6.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.10% | $194,956 | 6.2K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.10% | $8M | 238.7K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.09% | $944,401 | 30.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.09% | $2M | 50.7K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.09% | $228,433 | 7.8K | Q4 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.08% | $1M | 36.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.08% | $7M | 207.6K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.07% | $1M | 42.1K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.07% | $631,250 | 25.0K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $3M | 89.6K | Q4 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.06% | $2M | 58.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $26M | 837.0K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.05% | $64M | 2.11M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $6M | 180.7K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.05% | $40M | 16.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.05% | $80,148 | 2.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $25M | 800.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $734,416 | 23.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.04% | $2M | 78.6K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.04% | $787,000 | 25.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 81.2K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.03% | $266,302 | 9.3K | Q2 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $249,196 | 7.9K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.03% | $19M | 604.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $259,049 | 8.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $923,590 | 29.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $92,917 | 3.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 58.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 40.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 39.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $285,099 | 10.0K | Q2 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $858,774 | 27.3K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $83,549 | 2.8K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $450,794 | 14.3K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.02% | $43,002 | 1.4K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.02% | $11M | 371.6K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $76M | 2.42M | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.02% | $973,410 | 30.9K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 69.6K | Q3 2025OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.02% | $8M | 276.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 34.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $269,752 | 8.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $209M | 6.65M | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $252,973 | 8.6K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $201,661 | 6.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $8M | 268.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $519,451 | 16.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 57.0K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $65,636 | 2.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $1M | 34.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $877,756 | 27.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 106.5K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $403,290 | 12.8K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $216,590 | 7.4K | Q4 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $516,681 | 16.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $942,102 | 29.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $1M | 34.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $367,687 | 11.7K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $450,638 | 14.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $249,142 | 9.9K | Q3 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $20,399 | 648 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $54,744 | 1.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $21M | 682.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $9M | 283.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 109.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $848,512 | 27.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $260,915 | 8.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.01% | $57,703 | 12.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $206,856 | 6.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $754,593 | 24.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $396,932 | 12.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $876,907 | 27.9K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $234,777 | 7.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $14M | 439.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $528,986 | 16.8K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $482,998 | 15.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 294.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 111.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $663,295 | 21.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $597,900 | 19.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $19,770 | 628 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $254,836 | 7.8K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $687,051 | 21.8K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $275,607 | 8.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 38.8K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $11,679 | 396 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $360M | 11.43M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 186.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $267,454 | 8.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 207.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $8M | 251.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $498,265 | 15.8K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $8,154 | 285 | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 44.3K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $206,005 | 6.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $1M | 31.8K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $229,784 | 7.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3M | 95.4K | Q4 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $43,915 | 1.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 474.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $15,488 | 492 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $18,101 | 575 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $24M | 747.6K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $223,719 | 7.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $252,848 | 8.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $122,200 | 4.1K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $282,564 | 9.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $314,989 | 10.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $128,943 | 4.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 70.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $14M | 457.6K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $235,344 | 7.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 1.06M | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $271,922 | 8.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 68.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $32,295 | 1.3K | Q3 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.00% | $8,043 | 273 | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $5,126 | 174 | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $364,444 | 11.6K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $456,460 | 14.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $100,485 | 3.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $605,272 | 19.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $231,189 | 7.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 60.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $690,548 | 21.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $496,702 | 15.8K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $16,402 | 521 | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $260,812 | 8.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 61.9K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $7,870 | 250 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $854,808 | 27.2K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $15,268 | 485 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $31,323 | 995 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $320,152 | 10.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $465,054 | 14.8K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $204,904 | 8.1K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $16M | 515.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $253,383 | 8.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 409.8K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $2,475 | 98 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $342,316 | 10.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $49,724 | 1.7K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 93.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $360,070 | 11.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $679,968 | 21.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $109,835 | 3.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 50.4K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 120.5K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.00% | $212,293 | 7.1K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 70.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $471,360 | 16.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 34.8K | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $9,917 | 315 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $5,069 | 161 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $61,292 | 1.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $231,976 | 7.4K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,676 | 85 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $928,125 | 29.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $66,345 | 2.1K | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,927 | 93 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $342,157 | 10.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $22,319 | 709 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $82,509 | 2.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $12,391 | 378 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 197.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 615.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $5M | 163.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $32,613 | 1.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $285,272 | 9.1K | Q2 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,102 | 35 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 85.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 34.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $213,967 | 6.8K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.00% | $332,775 | 10.6K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $1,983 | 63 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $46,087 | 1.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $806,431 | 25.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $27,074 | 919 | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $20,620 | 700 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,193 | 131 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,413 | 299 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $7,807 | 248 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $2,172 | 69 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 39.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $8,027 | 255 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $5,166 | 169 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $39,442 | 1.3K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 40.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $5,415 | 172 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,061 | 36 | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $405,870 | 13.8K | Q4 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $989,700 | 31.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,497 | 133 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $475,128 | 15.1K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2M | 51.1K | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $493,373 | 15.7K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $850 | 27 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,987 | 312 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 82.1K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $606 | 24 | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 96.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $47,191 | 1.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $4,910 | 156 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $1,885 | 64 | Q2 2026 |
| Capital World Investors$732.9B AUM | 0.00% | $3M | 95.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $253,356 | 8.6K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $939,096 | 31.9K | Q4 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $913 | 29 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $240,217 | 8.2K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 95.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $3,022 | 96 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $77,204 | 2.6K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $222,282 | 7.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6M | 189.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $208,467 | 6.6K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $630 | 20 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,102 | 35 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $287,716 | 9.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $21,249 | 675 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $567 | 18 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $10,609 | 337 | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $1,179 | 40 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 38.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,228 | 39 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $9,633 | 306 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $344 | 12 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $400,210 | 13.0K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,291 | 41 | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $1,489 | 45 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,291 | 41 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,771 | 88 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 78.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $212,128 | 6.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $82,855 | 2.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,857 | 59 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $441 | 14 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,488 | 52 | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $850 | 27 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,839 | 726 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $944 | 30 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $678 | 23 | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $225,775 | 7.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $349,050 | 11.1K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.00% | $3,122 | 106 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,581 | 82 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $24,869 | 790 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $497,384 | 15.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,414 | 48 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,120 | 385 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $818 | 26 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $89,175 | 3.0K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $4,376 | 139 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $756 | 24 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $7,713 | 245 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $854 | 29 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $756 | 24 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $504 | 16 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $1,956 | 64 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $94 | 3 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $189 | 6 | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 0.00% | $6,045 | 192 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $189 | 6 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2,928 | 93 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $3,409 | 107 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $4,848 | 154 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $505 | 20 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7,272 | 231 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $95 | 3 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $31 | 1 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1,857 | 59 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $31 | 1 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $63 | 2 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.