SAFESAFEHOLD INC
CUSIP 78646V107 · Yahoo Finance ↗ · Google Finance ↗
Safehold Inc (SAFE) has 8 institutional holders in Filings Flow’s 13F database, together reporting 48.27M shares worth $580M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Msd Capital, L.P..
Institutional Holders
8
Q1 2026
Reported Value
$1M
Ticker
SAFE
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Long Pond Capital, LP$1.0B AUM | 0.72% | $7M | 553.7K | Q1 2026OLDER |
| B&I Capital AG$294M AUM | 0.68% | $2M | 126.2K | Q3 2025OLDER |
| Addison Capital Co$562M AUM | 0.61% | $2M | 179.5K | Q4 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.52% | $2M | 164.6K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.47% | $4M | 309.6K | Q1 2026OLDER |
| Aristotle Capital Boston, LLC$1.6B AUM | 0.18% | $3M | 211.8K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.16% | $4M | 316.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.14% | $570,262 | 42.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.12% | $10M | 767.1K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.11% | $143,445 | 10.6K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $260,371 | 16.8K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.09% | $230,553 | 16.8K | Q4 2025OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.06% | $141,957 | 10.5K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.05% | $782,480 | 57.8K | Q1 2026OLDER |
| Paralel Advisors LLC$2.4B AUM | 0.05% | $1M | 82.8K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $806,956 | 59.6K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.04% | $194,169 | 14.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.04% | $702,511 | 51.3K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.04% | $52,755 | 3.90M | Q1 2026OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.04% | $510,035 | 37.3K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.03% | $257,084 | 19.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $236,353 | 15.1K | Q2 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $674,931 | 49.9K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $1M | 74.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $3M | 187.5K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.02% | $3M | 217.3K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.02% | $232,425 | 15.0K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $154,066 | 11.4K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.02% | $566,948 | 41.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 159.7K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 224.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $898,721 | 65.6K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 98.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $361,386 | 26.7K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $814,750 | 60.2K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $186,964 | 13.7K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $307,327 | 22.4K | Q4 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $2M | 164.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $170,345 | 10.8K | Q2 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $210,351 | 15.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $284,170 | 21.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 336.1K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $3M | 222.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $273,617 | 20.2K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $31,556 | 2.0K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $3M | 194.2K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $851,950 | 55.0K | Q3 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.00% | $276,012 | 20.4K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.00% | $348,830 | 25.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 244.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 168.8K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $167,637 | 12.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $42,249 | 2.7K | Q2 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $924,970 | 68.4K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $68M | 5.00M | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $45,075 | 3.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 1.01M | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $11,696 | 854 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 317.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $97,968 | 6.2K | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $866,935 | 64.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 446.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 219.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $275,741 | 20.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 180.4K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $6,426 | 413 | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $495,495 | 36.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $926,805 | 68.5K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $810,542 | 59.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $190,502 | 14.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $132M | 9.74M | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $376,391 | 27.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $311,557 | 22.8K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $84,887 | 6.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $426,249 | 31.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $4M | 289.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $168,246 | 12.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $63,496 | 4.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $644,813 | 47.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $141,646 | 10.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 98.5K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $6,765 | 500 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $185,483 | 13.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $209,850 | 15.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 149.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 108.7K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $11M | 798.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $406,966 | 29.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 81.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $273,103 | 20.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $103M | 7.54M | Q4 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $279,770 | 20.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $400,652 | 29.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $292,654 | 21.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $369,630 | 27.0K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $238,750 | 17.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $14,213 | 1.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $36M | 2.61M | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $202,612 | 14.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $6M | 419.3K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $143,391 | 10.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 1.36M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $8M | 615.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 308.7K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $121,811 | 9.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $173,333 | 12.8K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $6,210 | 459 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 396.0K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $148,830 | 11.0K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,451 | 255 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 304.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 165.4K | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,706 | 200 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,087 | 376 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $57,499 | 3.7K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $372,670 | 27.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $19,524 | 1.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $229,415 | 17.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $31M | 2.27M | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 102.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 92.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 814.8K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $242,241 | 17.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $431,025 | 31.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $666,999 | 43.1K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $168,387 | 12.3K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $163,157 | 11.9K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 783.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $587,202 | 43.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,679 | 198 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 258.4K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $572 | 39 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 222.3K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $945 | 61.0K | Q3 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $356,664 | 26.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 129.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $718,944 | 53.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $651 | 42 | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $276,102 | 20.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 279.7K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $269,139 | 19.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 96.9K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,194 | 236 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $193,392 | 14.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $168,435 | 12.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $146,236 | 10.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $532,588 | 34.2K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $24,949 | 1.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $396,477 | 29.0K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $204,209 | 15.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 78.8K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $502,802 | 37.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $386,282 | 28.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 337.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $402,612 | 29.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $90,299 | 6.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,408 | 104 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,285 | 95 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $175,755 | 13.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $171,100 | 12.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $215,695 | 15.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $260,097 | 19.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,092 | 135 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $15,817 | 1.2K | Q2 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $512,595 | 37.4K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 155.2K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $325 | 24 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $147,934 | 10.8K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $61,223 | 4.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 90.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 99.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $54,777 | 4.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $713 | 46 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $129,766 | 11.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $211,420 | 15.6K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $667,245 | 49.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,328 | 246 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,344 | 395 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 110.9K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $9,674 | 715 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $214 | 15.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $328,644 | 24.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $558 | 36 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $144,555 | 10.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,394 | 103 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $558 | 36 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,088 | 376 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $259,478 | 19.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $452,579 | 33.5K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $176 | 13 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $536,424 | 39.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,289 | 317 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $269,026 | 19.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $183,927 | 13.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $571,883 | 42.3K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $890 | 65.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $211,609 | 15.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,152 | 682 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $501 | 37 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $447 | 33 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $5,252 | 339 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $53,213 | 3.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $247,072 | 18.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $40,427 | 3.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,120 | 135 | Q2 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $137,505 | 10.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $82,451 | 6.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $3,396 | 251 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,828 | 118 | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $1,421 | 105 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $649 | 48 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $217 | 14 | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $352 | 26 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $493 | 36 | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $136 | 10 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,510 | 555 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $149 | 11 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,123 | 83 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $381,275 | 28.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,082 | 228 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $191 | 14 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $395 | 29 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $54 | 4 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $149 | 11 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $630 | 46 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $230 | 17 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $39 | 2 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,673 | 108 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $6,427 | 475 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2,828 | 209 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,434 | 106 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $13,002 | 961 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,015 | 75 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,425 | 92 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $879 | 65 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $151 | 11 | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $25 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.