SEC 13F Intelligence

SAILSAILPOINT INC

CUSIP 78781J109 · Yahoo Finance ↗ · Google Finance ↗

Sailpoint Inc (SAIL) has 9 institutional holders in Filings Flow’s 13F database, together reporting 554.83M shares worth $7.3B as of Q1 2026. The largest reported holders are Thoma Bravo, L.P., Norges Bank, and Dragoneer Investment Group, LLC.

Institutional Holders
9
Q1 2026
Reported Value
$575,394
Ticker
SAIL
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 197Q4 ’25Q1 ’26: 215Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $11.4BQ4 ’25Q1 ’26: $7.3BQ1 ’26Q2 ’26: $575,394Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
THOMA BRAVO, L.P.$6.7B AUM95.49%$6.4B479.84MQ1 2026OLDER
Lunate Capital Ltd$120M AUM33.00%$40M3.00MQ1 2026OLDER
Keenan Capital, LLC$474M AUM11.96%$57M4.28MQ1 2026OLDER
Dragoneer Investment Group, LLC$3.0B AUM3.53%$106M8.00MQ1 2026OLDER
TFJ Management, LLC$141M AUM2.75%$4M293.8KQ1 2026OLDER
Fortress Investment Group LLC$394M AUM2.20%$17M750.0KQ3 2025OLDER
CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM1.64%$7M527.2KQ1 2026OLDER
Aperture Investors, LLC$791M AUM1.33%$12M577.4KQ4 2025OLDER
NZS Capital, LLC$3.0B AUM1.02%$31M2.31MQ1 2026OLDER
Evergreen Quality Fund GP, Ltd.$4.4B AUM0.73%$33M1.50MQ3 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.59%$2M119.2KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.53%$38M2.90MQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.44%$7M500.0KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.44%$5M251.4KQ4 2025OLDER
OUTFITTERS FINANCIAL LLC$129M AUM0.40%$520,00139.3KQ1 2026OLDER
one8zero8, LLC$449M AUM0.30%$1M100.4KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.24%$2M126.1KQ1 2026OLDER
Renaissance Capital LLC$138M AUM0.24%$327,69728.7KQ1 2026OLDER
Altrafin AG$290M AUM0.24%$688,48052.0KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.23%$5M350.0KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.22%$16M905.7KQ4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.21%$20M966.0KQ4 2025OLDER
Disciplined Investors, L.L.C.$168M AUM0.15%$251,56019.0KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.14%$153,62311.6KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM0.14%$3M150.0KQ4 2025OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.13%$469,41135.5KQ1 2026OLDER
9823 Capital, L.P.$132M AUM0.12%$163,73912.4KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.12%$393,36029.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.11%$3M164.6KQ4 2025OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.11%$3M240.7KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.10%$9M425.0KQ4 2025OLDER
Buckland Partners Management Co LLC$165M AUM0.10%$158,88012.0KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.09%$6M294.1KQ3 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.09%$860,14839.0KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.09%$21M1.03MQ4 2025OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.08%$4M200.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.08%$2M71.4KQ3 2025OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.08%$323,05624.4KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.07%$346,79526.2KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.07%$330,13316.3KQ4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.06%$8M354.8KQ3 2025OLDER
Winslow Capital Management, LLC$25.6B AUM0.05%$17M754.0KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$7M505.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$41M3.06MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.05%$34M2.60MQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$27M1.41MQ4 2025OLDER
Siren, L.L.C.$3.6B AUM0.04%$1M50.0KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$605,84829.9KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$485,12022.0KQ3 2025OLDER
Artisan Partners Limited Partnership$62.3B AUM0.04%$23M1.71MQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$35M2.61MQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.03%$7M300.0KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$194,73414.7KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.02%$2M121.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.02%$16M793.1KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.02%$6M428.4KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$316,25615.6KQ4 2025OLDER
PALLADIEM, LLC$105M AUM0.02%$22,1202.0KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.02%$2M183.1KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M113.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$39M2.92MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$181,64013.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$7M544.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$4M198.9KQ4 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.01%$135,86810.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M695.2KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.01%$4M292.6KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.01%$26,4802.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$692,38752.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$316,43623.9KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$234,68811.6KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$67M5.08MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$419,43219.0KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$337,13025.5KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$614,23046.4KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$161,42212.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$776,39458.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M393.8KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M200.0KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M545.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M378.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M87.1KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$759,12257.3KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$280,93513.5KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$841,24838.1KQ3 2025OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$132,40010.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$413,72431.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$24M1.83MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M501.3KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$655,06249.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M251.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$1M78.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M759.9KQ1 2026OLDER
United Community Bank$300M AUM0.00%$13,2401.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$27M2.04MQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.00%$25,5301.3KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$240,65018.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$43,8323.0KQ2 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$79,5303.6KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M189.9KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M157.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$14M715.3KQ4 2025OLDER
Quarry LP$558M AUM0.00%$15,677710Q3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$449,10133.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$280,64821.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$669,01750.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$349,74826.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M161.8KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$200,3389.9KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$571,78425.9KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M127.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$560,74042.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M1.34MQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$201,49110.0KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$868,43865.6KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$246,39618.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$788,94559.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$202,4959.2KQ3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3M202.3KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$447,82720.3KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M107.9KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$23M1.76MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M676.2KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$339,56725.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$164,65312.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$10,542800Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$105M5.19MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M437.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$28M2.10MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,136155Q4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$180,51413.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$21M1.62MQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$24,1891.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M102.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$469,75535.5KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$7,944600Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M343.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M77.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M105.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$297,64414.7KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$41,3623.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$42,7253.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$631,08547.7KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$167,64512.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M469.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$28,1612.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$35M2.67MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$595,77045.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$945,19071.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$49M3.69MQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.00%$940,46471.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$600,02029.7KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$4M285.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$578,19143.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M186.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$231,70017.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$363,62928.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$20,1251.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$253,78811.5KQ3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$4,462337Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,3421.6KQ1 2026OLDER
DB Fitzpatrick & Co, Inc$117M AUM0.00%$72855Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$17M1.30MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M348.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$636,24048.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,960148Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$279,08621.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$311,32523.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$717,58154.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$55642Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$26,7712.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M279.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$9,943751Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$16,7491.3KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,05252Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$303,42122.9KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$5,058250Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$7M334.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$1,31890Q2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$234,40117.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$300,20422.7KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$739,65062.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$192,33714.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$25,5001.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M93.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$4,541343Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$32,0912.4KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$215,40216.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$153,58411.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M183.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M114.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$777,80338.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$587,57844.4KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$12,790966Q1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$50338Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,039154Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$619,02346.8KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.00%$9,811741Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,24594Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$371,58128.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$53,6084.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$11,415517Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$9,016681Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$211,93316.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,31199Q1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$2,326115Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$41,9572.1KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$2,807212Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M83.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$146,60711.1KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$232,94517.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$3,762257Q2 2026
Creative Planning$147.4B AUM0.00%$204,65115.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$159,99212.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$202,36015.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$243,23218.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$103,8277.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$96472.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$6,620500Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$516,85039.0KQ2 2026
IMC-Chicago, LLC$278.4B AUM0.00%$266,29620.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$348,64926.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$24,5871.9KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$19,0391.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$217,32116.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M89.7KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$70253Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$13,041985Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$91,6346.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$14611Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,094143Q2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$2,860216Q2 2026
Principia Wealth Advisory, LLC$160M AUM0.00%$814Q4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$43,5463.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$37128Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$7,892596Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$23818Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$174,45013.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$23,6481.1KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$10,089762Q1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.00%$48624Q4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$34,0001.5KQ3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$98074Q1 2026OLDER
NFSG Corp$608M AUM0.00%$19915Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$18514Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$50338Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$27821Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$27821Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,634350Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$84,7446.5KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$20210Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$52626Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,725659Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$7,060349Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$66833Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$241,04718.2KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$3116Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,608197Q2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,330176Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$272Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$14,5641.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$46335Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,07281Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$21216Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$262Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$161Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,144106Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6,395483Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$534Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$131Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.