SMASMARTSTOP SELF STORAG REIT I
CUSIP 83192D402 · Yahoo Finance ↗ · Google Finance ↗
Smartstop Self Storag Reit I (SMA) has 255 institutional holders in Filings Flow’s 13F database, together reporting 50.09M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Goldman Sachs Group Inc.
Institutional Holders
255
Q1 2026
Reported Value
$1.3B
Ticker
SMA
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Conversant Capital LLC$745M AUM | 3.49% | $26M | 857.7K | Q1 2026OLDER |
| GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM | 2.38% | $40M | 1.33M | Q1 2026OLDER |
| GSI Capital Advisors LLC$184M AUM | 2.16% | $4M | 124.9K | Q4 2025OLDER |
| Long Pond Capital, LP$1.0B AUM | 1.77% | $19M | 613.5K | Q1 2026OLDER |
| RUSH ISLAND MANAGEMENT, LP$1.5B AUM | 0.98% | $16M | 505.6K | Q4 2025OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.91% | $908,400 | 30.0K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.76% | $2M | 52.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.52% | $5M | 171.1K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.51% | $8M | 250.0K | Q4 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.47% | $2M | 64.6K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.44% | $18M | 600.0K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 0.27% | $317,758 | 10.5K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.26% | $25M | 831.8K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.26% | $735,704 | 21.5K | Q3 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.24% | $7M | 224.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.23% | $12M | 374.6K | Q2 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.20% | $482,389 | 15.9K | Q1 2026OLDER |
| DigitalBridge Group, Inc.$1.6B AUM | 0.18% | $2M | 68.4K | Q3 2025OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.18% | $5M | 158.0K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.17% | $12M | 371.8K | Q4 2025OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $362,234 | 11.2K | Q1 2026OLDER |
| Crossingbridge Advisors, LLC$553M AUM | 0.16% | $908,400 | 30.0K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.16% | $22M | 732.7K | Q1 2026OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 0.16% | $203,754 | 6.7K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.15% | $513,912 | 17.0K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.15% | $400,147 | 12.9K | Q4 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.15% | $290,385 | 9.6K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.15% | $647,953 | 19.9K | Q2 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 0.13% | $296,956 | 9.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.13% | $845,721 | 2.3K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.13% | $379,953 | 12.5K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.12% | $344,950 | 11.4K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.12% | $382,830 | 12.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.12% | $273,459 | 9.0K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.12% | $674,208 | 22.3K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.12% | $3M | 109.5K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.11% | $203,754 | 6.7K | Q1 2026OLDER |
| Hazelview Securities Inc.$537M AUM | 0.10% | $514,457 | 17.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.09% | $516,335 | 17.1K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.09% | $440,851 | 14.6K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.09% | $71M | 2.35M | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.09% | $361,101 | 11.7K | Q4 2025OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.09% | $3M | 104.3K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.08% | $298,046 | 9.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.08% | $157,244 | 5.2K | Q1 2026OLDER |
| Paralel Advisors LLC$2.4B AUM | 0.08% | $2M | 65.0K | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.08% | $802,420 | 26.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 55.0K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.07% | $200,756 | 6.6K | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 0.07% | $9M | 293.4K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.07% | $16M | 505.2K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.07% | $247,582 | 8.0K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.07% | $5M | 178.7K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.05% | $7M | 244.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $4M | 146.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.05% | $463,739 | 15.0K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $79M | 2.60M | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.04% | $249,598 | 8.2K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.04% | $2M | 50.0K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.04% | $201,481 | 6.5K | Q4 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.04% | $22M | 741.5K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $275,978 | 9.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $994,365 | 32.8K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.03% | $5M | 148.3K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.03% | $265,949 | 8.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $361,344 | 9.6K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $137,784 | 4.5K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.03% | $80,878 | 2.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 123.0K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $6M | 184.9K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.03% | $8M | 252.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $15M | 409.6K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $124,276 | 4.1K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.02% | $40,484 | 1.3K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $682,581 | 21.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 187.5K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $180,759 | 5.97M | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $741,860 | 24.5K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $7M | 197.9K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $363,514 | 11.7K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 48.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $3M | 99.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 35.7K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.02% | $7M | 185.6K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $333,908 | 11.0K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.02% | $6M | 199.7K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.02% | $24,282 | 801.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $214,806 | 7.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $956,330 | 31.6K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.02% | $19,046 | 629 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $13M | 414.4K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $901,042 | 29.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $209 | 6.8K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $3M | 104.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $104M | 3.43M | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.01% | $29,639 | 974 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $670,460 | 22.1K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $439,272 | 14.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 316.2K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $30M | 981.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 105.0K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $60,409 | 2.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 47.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $35M | 1.14M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $719,150 | 23.8K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $11M | 356.2K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $380,199 | 12.5K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.01% | $207,708 | 6.4K | Q2 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $683,813 | 22.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $44M | 1.41M | Q4 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.01% | $37,850 | 1.3K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $329,423 | 10.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 46.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $18M | 591.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $750,921 | 24.7K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $2M | 77.2K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.01% | $69,834 | 2.3K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $12,234 | 404 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $3M | 86.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 63.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $145,405 | 4.8K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $908,400 | 30.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $117,706 | 3.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $153,099 | 5.1K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $6M | 211.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $15,170 | 501 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 130.3K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.01% | $4M | 134.6K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $12,376 | 400 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 188.1K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.01% | $6M | 187.7K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $116,025 | 3.8K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 39.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $970,837 | 32.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $253,275 | 8.2K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 93.9K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $435,850 | 14.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $2M | 51.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $84M | 2.79M | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $274,821 | 9.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $137,925 | 4.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 75.7K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $26M | 846.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $758,151 | 25.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $429,068 | 14.2K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $731,232 | 24.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $7M | 246.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $341,407 | 11.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 101.1K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $393,549 | 13.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 48.2K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $1M | 36.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $401,573 | 13.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $18,440 | 596 | Q4 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $744,571 | 24.1K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $373,926 | 12.1K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $11M | 352.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $156M | 5.14M | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $43M | 1.44M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $460,317 | 15.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $539,938 | 17.8K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $224,222 | 7.2K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $30,280 | 1.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 34.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 290.3K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $33,308 | 1.1K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $273,489 | 9.0K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.00% | $348,220 | 11.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $66M | 2.16M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $854,562 | 28.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 69.7K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $13,868 | 458 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $16M | 540.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $60,643 | 2.0K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 40.6K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 37.9K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $18,513 | 497 | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $401,447 | 13.0K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 109.5K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $48,448 | 1.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 55.9K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 71.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $69,523 | 2.3K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 55.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $10,524 | 346 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $281,543 | 9.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $296,109 | 9.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $66M | 2.18M | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $111M | 3.58M | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 55.8K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $315,752 | 11.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $25,110 | 829 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 95.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $370,825 | 12.2K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $25,742 | 832 | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 195.3K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.00% | $257,471 | 8.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $930,343 | 30.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 214.9K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $5,874 | 194 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $442,766 | 11.8K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 231.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $14,333 | 441 | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $354,975 | 11.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 271.5K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $2M | 61.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $39,293 | 1.2K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 159.7K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $688,501 | 22.4K | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $597,234 | 15.9K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $257,743 | 8.3K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $790,005 | 26.1K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $55,836 | 1.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 71.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $756,546 | 25.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $277,214 | 9.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 116.6K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $1M | 45.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 65.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 83.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $36,548 | 1.2K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $8,329 | 275 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $26,496 | 875 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $529,900 | 17.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $264,011 | 8.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $202,846 | 6.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 92.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $908 | 30 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 65.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $9,281 | 305 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $112,374 | 3.6K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $699,438 | 23.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $5,421 | 179 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 56.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 222.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $53,921 | 1.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $38,109 | 1.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,390 | 178 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $27,464 | 907 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 219.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $759,422 | 25.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 72.3K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $7,764 | 206 | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $101,074 | 3.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $267,154 | 8.4K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $244,268 | 8.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $664,555 | 21.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 75.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $272,792 | 9.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $273,379 | 6.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $211,385 | 7.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $276,971 | 9.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $80,376 | 2.7K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $203,270 | 6.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $237,900 | 7.7K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 48.2K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $594,608 | 19.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,181 | 39 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $330,052 | 10.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $6,825 | 210 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 135.0K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $14,413 | 476 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $214,261 | 7.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,267 | 240 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $319,212 | 10.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,510 | 372 | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $714,184 | 23.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 33.7K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,058 | 101 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $212,898 | 7.0K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $527 | 14 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $33,551 | 1.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $812,291 | 26.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $461,013 | 15.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $51,597 | 1.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $918,029 | 30.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $545 | 18 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,029 | 67 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,596 | 449 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $151,821 | 5.1K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $87,388 | 2.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $217 | 7 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $31,466 | 1.0K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $818 | 27 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,506 | 40 | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,852 | 61 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $6,480 | 214 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $757 | 25 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $848 | 28 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,857 | 623 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $34,519 | 1.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $130,629 | 4.3K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $10,204 | 337 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $376 | 10 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,538 | 150 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,998 | 165 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.