SEDGSOLAREDGE TECHNOLOGIES INC
CUSIP 83417M104 · Yahoo Finance ↗ · Google Finance ↗
Solaredge Technologies Inc (SEDG) has 326 institutional holders in Filings Flow’s 13F database, together reporting 62.16M shares worth $2.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Susquehanna International Group, LLP, and Menora Mivtachim Holdings Ltd..
Institutional Holders
326
Q1 2026
Reported Value
$2.9B
Ticker
SEDG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ION Fund Management Ltd$707M AUM | 7.97% | $56M | 1.10M | Q1 2026OLDER |
| Anatole Investment Management Ltd$716M AUM | 6.67% | $48M | 936.2K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 2.75% | $22M | 425.0K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.27% | $11M | 224.3K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.20% | $34M | 656.8K | Q1 2026OLDER |
| Electron Capital Partners, LLC$2.6B AUM | 2.16% | $55M | 1.08M | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 1.63% | $2M | 42.6K | Q1 2026OLDER |
| Blue Grotto Capital, LLC$868M AUM | 1.49% | $13M | 254.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 1.01% | $26M | 503.1K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 0.92% | $7M | 255.0K | Q4 2025OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.70% | $3M | 63.0K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.68% | $3M | 82.0K | Q3 2025OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.67% | $142M | 2.77M | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.57% | $52M | 1.02M | Q1 2026OLDER |
| Slate Path Capital LP$6.7B AUM | 0.56% | $38M | 736.7K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.55% | $656,146 | 12.9K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.52% | $9M | 172.8K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 0.50% | $648,943 | 17.5K | Q3 2025OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.48% | $814,811 | 28.2K | Q4 2025OLDER |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.43% | $3M | 52.8K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.42% | $48M | 946.2K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.30% | $32M | 680.5K | Q1 2026OLDER |
| Sphera Management Technology Funds Ltd$178M AUM | 0.30% | $865,500 | 30.0K | Q4 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.29% | $114M | 2.23M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.23% | $8M | 159.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.23% | $2M | 39.8K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.23% | $17M | 333.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.22% | $2M | 40.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.22% | $22M | 440.3K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.22% | $1M | 28.0K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.21% | $2M | 36.0K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.21% | $1M | 21.8K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.19% | $18M | 225.1K | Q2 2026 |
| Miller Global Investments, LLC$121M AUM | 0.17% | $208,397 | 3.6K | Q2 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.17% | $8M | 154.7K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.16% | $430,384 | 11.6K | Q3 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.16% | $1M | 20.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.15% | $33M | 649.7K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.15% | $25M | 480.0K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.15% | $5M | 107.3K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.14% | $30M | 806.4K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.13% | $457,727 | 12.4K | Q3 2025OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.13% | $84M | 1.64M | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 0.13% | $2M | 43.1K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.12% | $276,464 | 7.5K | Q3 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.12% | $407,477 | 14.1K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.10% | $24M | 471.5K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.09% | $6M | 123.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $116M | 2.26M | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.08% | $20M | 390.1K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.08% | $4M | 71.1K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $795,790 | 15.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.07% | $53M | 1.04M | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.07% | $336,218 | 11.7K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.07% | $5M | 96.5K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.06% | $5M | 156.5K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.06% | $35M | 677.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $9M | 173.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $102,100 | 2.0K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.06% | $11M | 224.7K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $329,426 | 6.5K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.06% | $718,376 | 14.1K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.06% | $318,718 | 8.6K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $248,205 | 4.9K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.06% | $3M | 68.8K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $376,142 | 10.2K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.06% | $34M | 659.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $208,865 | 5.6K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 87.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 21.2K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.05% | $621,600 | 16.8K | Q3 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.05% | $444,135 | 8.7K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.05% | $2M | 30.3K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.04% | $8M | 150.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.04% | $20M | 382.2K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $397,293 | 13.8K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $24M | 476.6K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.04% | $29M | 493.8K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $587,415 | 20.4K | Q4 2025OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.03% | $270,157 | 5.3K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $11M | 214.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $47M | 916.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $808,785 | 15.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $25M | 499.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.03% | $8M | 153.3K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.03% | $2M | 36.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $215,710 | 5.8K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.03% | $204,536 | 5.5K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 47.1K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.03% | $3M | 49.5K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.03% | $702,754 | 13.8K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.02% | $1M | 47.6K | Q4 2025OLDER |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.02% | $296,000 | 8.0K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $5M | 140.3K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 60.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 26.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $22M | 766.8K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $200M | 3.92M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $1M | 22.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $141M | 2.77M | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $29M | 760.8K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $134M | 2.63M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $40M | 777.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 29.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $231,406 | 8.0K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $2M | 67.3K | Q4 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $349,182 | 6.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $116M | 2.27M | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $382,875 | 7.5K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $7M | 144.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $28M | 557.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $12M | 255.2K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $668,398 | 13.1K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.02% | $9M | 170.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 22.1K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.02% | $45,435 | 890 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $107M | 2.10M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $285,158 | 9.8K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $510,500 | 10.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $752,432 | 20.3K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $12M | 227.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $322,121 | 5.5K | Q2 2026 |
| Legal & General Group Plc$432.4B AUM | 0.01% | $48M | 935.4K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $432,826 | 11.7K | Q3 2025OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.01% | $991,289 | 19.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 64.8K | Q3 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.01% | $23,381 | 458 | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.01% | $581,562 | 11.4K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $698,160 | 13.7K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $781,882 | 15.3K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $447,657 | 8.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 20.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $6M | 126.5K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 48.3K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.01% | $448,985 | 8.8K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $271,637 | 5.3K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $510,755 | 10.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $15M | 288.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $75,656 | 1.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $66M | 1.30M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $431M | 8.44M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $63,149 | 1.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $17M | 341.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $984,039 | 19.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $14M | 253.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $411,514 | 8.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $6M | 114.8K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $144,300 | 3.9K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $489,774 | 9.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 295.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $447,556 | 8.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $116M | 2.27M | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $25M | 499.1K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $4M | 80.1K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.01% | $7,170 | 139 | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.01% | $89,440 | 1.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 52.2K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $85,433 | 2.3K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $365,058 | 7.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $2M | 47.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $299,664 | 5.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $838,547 | 16.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $1M | 20.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 40.4K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.00% | $8,934 | 175 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 64.3K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.00% | $86,274 | 1.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $960,761 | 18.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $230,542 | 4.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $27M | 531.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $16M | 316.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $408,298 | 8.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 22.8K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $349,386 | 6.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $754,927 | 14.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 87.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64M | 2.22M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $512,440 | 10.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $262,754 | 5.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 66.6K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $6,688 | 131 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $5M | 185.1K | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $10,210 | 200 | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $22,681 | 613 | Q3 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 118.2K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $3M | 90.0K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $10,566 | 653 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $16M | 314.1K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $521,527 | 10.2K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.00% | $370,000 | 10.0K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 51.6K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $21,528 | 582 | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 67.4K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $15,315 | 300 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $89M | 1.75M | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $12,967 | 254 | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $301,005 | 5.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $526,274 | 10.3K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $22,972 | 450 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $285,625 | 5.6K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $28,486 | 558 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $931,256 | 18.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 30.2K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $673,860 | 13.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $307,985 | 6.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $41M | 805.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $27,203 | 558 | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $340,340 | 6.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $107,205 | 2.1K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,980 | 58.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 45.5K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $5,157 | 101 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $656,708 | 12.9K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 43.2K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $741,603 | 14.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $8,576 | 168 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $33M | 698.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 111.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 35.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $7,472 | 259 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $147,906 | 2.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $15M | 291.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $63,864 | 1.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $10M | 199.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 39.6K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $436,393 | 11.6K | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 153.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 30.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $327,598 | 8.9K | Q3 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $41 | 1.1K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 404.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $377,663 | 13.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 125.2K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $559,866 | 11.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $985,020 | 19.3K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $724,135 | 25.1K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $97M | 3.37M | Q4 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $220,383 | 4.3K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $2,395 | 83 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $703,397 | 13.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $273,986 | 5.4K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $9,213 | 249 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $47,732 | 935 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $4M | 87.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 123.8K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $123,243 | 2.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $662,221 | 13.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $285,862 | 7.7K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 47.9K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $201,596 | 3.9K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $201,086 | 3.9K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.00% | $1,021 | 20 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $6,001 | 208 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 74.9K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $9,701 | 166 | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $229,317 | 4.5K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $3,468 | 170 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $3,012 | 59 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 62.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $34M | 667.9K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $50,846 | 996 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $291,412 | 7.9K | Q3 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $51,050 | 1.0K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.00% | $182,891 | 4.9K | Q3 2025OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.00% | $1,870 | 32 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 40.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $5,078 | 176 | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $298,132 | 5.8K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.00% | $12,136 | 328 | Q3 2025OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $1,940 | 38 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 27.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 24.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 28.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $691,104 | 13.5K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $254,331 | 5.0K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $58,464 | 1.4K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $291,760 | 10.1K | Q4 2025OLDER |
| Reflection Asset Management$141M AUM | 0.00% | $802 | 25 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $3M | 59.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $153,661 | 3.0K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $766 | 15 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $30,987 | 607 | Q2 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $641,954 | 12.6K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $766 | 15 | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $107,956 | 2.3K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,706 | 53 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $259,595 | 5.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $328,048 | 6.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 56.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $16,285 | 319 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $18,021 | 353 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $454,039 | 8.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $313,447 | 6.1K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $629 | 17 | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $262,207 | 5.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 31.4K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $1,020 | 50 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $208,846 | 4.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $460 | 9 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,093 | 41 | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $18,378 | 360 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $308,648 | 6.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $481,402 | 9.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $289,402 | 5.7K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $95,106 | 1.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,173 | 119 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $566,489 | 11.0K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $919 | 18 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $18,837 | 369 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $240,811 | 4.7K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $20,420 | 400 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $740,122 | 14.5K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,226 | 24 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $204,333 | 7.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $691,524 | 13.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,037 | 20 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $360,158 | 7.1K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $17,856 | 396 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $5,360 | 105 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $155,447 | 3.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $7,130 | 122 | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,036 | 28 | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $2,093 | 41 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $1,021 | 20 | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $2,298 | 45 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $7,658 | 150 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,235 | 24.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $51,930 | 1.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $73,308 | 1.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $31,475 | 1.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $49,263 | 965 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,270 | 162 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $256 | 5 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $464,300 | 9.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $766 | 15 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,567 | 207 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $353,297 | 12.2K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $34,608 | 727 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $3,145 | 85 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,147 | 31 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $925 | 25 | Q3 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $2,183 | 59 | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $1,021 | 20 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $27,870 | 3.0K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $15,520 | 304 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $817 | 16 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $643 | 11 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,753 | 30 | Q2 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,628 | 267 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $101,915 | 2.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,532 | 30 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $255 | 5 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $953 | 33 | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $256 | 5 | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $58 | 2 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,532 | 30 | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $144 | 5 | Q4 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $613 | 12 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $708,166 | 13.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $42,021 | 838 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,532 | 30 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $40,364 | 791 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $154 | 3 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $868 | 17 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $407 | 11 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $104 | 2 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $766 | 15 | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $51 | 1 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $370 | 10 | Q3 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $154 | 3 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,258 | 34 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $766 | 15 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $562 | 11 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $144 | 5 | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $103 | 2 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,885 | 100 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $204 | 4 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $5,078 | 176 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $102 | 2 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $142 | 3 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $814 | 22 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,583 | 31 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $511 | 10 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $58 | 2 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $613 | 12 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $51 | 1 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $37 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.