SONYSONY GROUP CORP
CUSIP 835699307 · Yahoo Finance ↗ · Google Finance ↗
Sony Group Corp (SONY) has 729 institutional holders in Filings Flow’s 13F database, together reporting 461.47M shares worth $9.4B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Primecap Management Co/Ca/, and Aristotle Capital Management, LLC.
Institutional Holders
729
Q1 2026
Reported Value
$9.4B
Ticker
SONY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Martin Investment Management, LLC$334M AUM | 5.52% | $18M | 891.2K | Q1 2026OLDER |
| Foresight Global Investors, Inc.$154M AUM | 5.47% | $8M | 407.0K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 3.76% | $251M | 11.98M | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 3.44% | $14M | 691.6K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 3.26% | $33M | 1.58M | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 2.89% | $11M | 515.5K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 2.87% | $10M | 489.0K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 2.61% | $5M | 228.1K | Q1 2026OLDER |
| Nixon Capital, LLC$293M AUM | 2.51% | $10M | 371.9K | Q4 2025OLDER |
| Humankind Investments LLC$175M AUM | 2.39% | $4M | 202.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.98% | $17M | 830.9K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.90% | $909M | 43.94M | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.84% | $6M | 306.9K | Q2 2026 |
| Barden Capital Management, Inc.$117M AUM | 1.62% | $2M | 91.7K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.58% | $143M | 5.60M | Q4 2025OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.52% | $3M | 154.8K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.45% | $1M | 71.9K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 1.43% | $6M | 270.4K | Q1 2026OLDER |
| HARDING LOEVNER LP$9.7B AUM | 1.41% | $137M | 6.64M | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 1.38% | $5M | 235.2K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 1.37% | $8M | 298.3K | Q4 2025OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.31% | $9M | 454.3K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 1.27% | $17M | 837.4K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 1.21% | $2M | 106.1K | Q1 2026OLDER |
| Ravenswood Partners LP$271M AUM | 1.08% | $3M | 140.8K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 1.07% | $1M | 68.5K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.04% | $4M | 206.8K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 1.02% | $2M | 92.9K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.95% | $1.2B | 58.53M | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.95% | $13M | 618.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.94% | $95M | 4.59M | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.84% | $7M | 339.6K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.83% | $3M | 131.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.78% | $2.3B | 110.63M | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.75% | $5M | 233.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.75% | $5M | 1.4K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.73% | $3M | 113.8K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.73% | $108M | 5.20M | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.70% | $1M | 66.1K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.70% | $4M | 207.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.70% | $4M | 142.0K | Q3 2025OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.67% | $1M | 47.2K | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.66% | $14M | 687.5K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.60% | $889,645 | 43.0K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.60% | $13M | 625.0K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.59% | $1M | 54.1K | Q2 2026 |
| FARLEY CAPITAL L.P.$123M AUM | 0.54% | $669,645 | 32.4K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.52% | $1M | 59.7K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.48% | $662,938 | 25.9K | Q4 2025OLDER |
| Aperture Investors, LLC$791M AUM | 0.47% | $4M | 179.7K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.45% | $7M | 290.7K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.45% | $965,227 | 46.6K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.42% | $2M | 107.5K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.42% | $21M | 833.2K | Q4 2025OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 0.41% | $2M | 85.6K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.40% | $2M | 102.6K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.36% | $493,323 | 23.1K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.36% | $520,088 | 25.1K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.36% | $2M | 75.8K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.35% | $860,463 | 41.6K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.34% | $3M | 132.0K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.33% | $24M | 1.16M | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.31% | $6M | 289.1K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.31% | $1M | 56.0K | Q4 2025OLDER |
| Future Fund LLC$284M AUM | 0.29% | $826,986 | 40.0K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.29% | $946,304 | 45.7K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.28% | $9M | 363.0K | Q4 2025OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.28% | $2M | 84.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.27% | $7M | 231.4K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.26% | $17M | 681.0K | Q4 2025OLDER |
| Five Oceans Advisors$276M AUM | 0.26% | $717,648 | 34.7K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.26% | $5M | 240.0K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.26% | $3M | 145.8K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.25% | $266,496 | 10.4K | Q4 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.25% | $41M | 1.99M | Q1 2026OLDER |
| LHM, INC.$254M AUM | 0.24% | $610,836 | 29.5K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.23% | $516,164 | 24.9K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.23% | $37M | 1.78M | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.22% | $5M | 256.3K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.22% | $3M | 154.2K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.22% | $256,163 | 12.4K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.21% | $2M | 8.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.21% | $2M | 72.0K | Q4 2025OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.21% | $255,642 | 10.0K | Q4 2025OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.21% | $585,709 | 28.3K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.21% | $1M | 39.4K | Q4 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.21% | $373,118 | 18.0K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 0.21% | $9M | 300.7K | Q3 2025OLDER |
| Steadtrust LLC$198M AUM | 0.21% | $406,215 | 20.3K | Q2 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.20% | $2M | 100.0K | Q2 2026 |
| South Shore Capital Advisors$137M AUM | 0.20% | $269,059 | 13.0K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.20% | $5M | 263.5K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.19% | $1M | 67.4K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.19% | $295,886 | 14.3K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.19% | $1M | 52.6K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.18% | $517,769 | 25.0K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.18% | $469,541 | 22.7K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.18% | $518,825 | 18.0K | Q3 2025OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.17% | $208,123 | 7.2K | Q3 2025OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.17% | $255,283 | 10.0K | Q4 2025OLDER |
| Rede Wealth, LLC$278M AUM | 0.17% | $221,468 | 7.7K | Q3 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.17% | $1,935 | 75.6K | Q4 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.17% | $441,242 | 17.2K | Q4 2025OLDER |
| ESL Trust Services, LLC$524M AUM | 0.17% | $890,100 | 43.0K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.16% | $730,803 | 28.5K | Q4 2025OLDER |
| Carter Financial Group, INC.$162M AUM | 0.16% | $271,231 | 9.4K | Q3 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.16% | $980,531 | 38.3K | Q4 2025OLDER |
| Livet Wealth, LLC$157M AUM | 0.16% | $255,210 | 12.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.16% | $10M | 496.6K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.16% | $604,590 | 21.0K | Q3 2025OLDER |
| BFI Infinity Ltd.$178M AUM | 0.16% | $256,000 | 10.0K | Q4 2025OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.16% | $525,820 | 25.4K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.16% | $636,090 | 30.7K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.16% | $1M | 54.7K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.16% | $240,000 | 9.4K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.16% | $466,561 | 5.7K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.16% | $731,187 | 28.6K | Q2 2026 |
| ANCHYRA PARTNERS LLC$330M AUM | 0.16% | $512,387 | 24.8K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.15% | $211,802 | 8.3K | Q4 2025OLDER |
| Accuvest Global Advisors$107M AUM | 0.15% | $248,000 | 8.6K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.15% | $566,195 | 22.1K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.15% | $536,648 | 25.9K | Q1 2026OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.15% | $843,432 | 29.3K | Q3 2025OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.15% | $1M | 37.8K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.15% | $10M | 487.7K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.15% | $708,106 | 34.2K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.14% | $1M | 72.2K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.14% | $14M | 669.1K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.14% | $405,709 | 14.1K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.14% | $605,025 | 23.6K | Q4 2025OLDER |
| PALLADIEM, LLC$105M AUM | 0.14% | $146,192 | 6.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.14% | $355,499 | 17.2K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.14% | $3M | 101.5K | Q4 2025OLDER |
| Beck Bode, LLC$591M AUM | 0.14% | $813,639 | 39.3K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 0.13% | $2M | 87.9K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.13% | $237,119 | 11.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.13% | $4M | 214.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.13% | $6M | 294.2K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 0.13% | $5M | 181.6K | Q3 2025OLDER |
| Atlatl Advisers LLC$135M AUM | 0.13% | $341,888 | 13.4K | Q4 2025OLDER |
| Center For Asset Management LLC$201M AUM | 0.13% | $249,137 | 9.7K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.13% | $4M | 200.6K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.13% | $234,317 | 9.2K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.13% | $4M | 213.5K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.13% | $337,664 | 13.2K | Q4 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.12% | $2M | 75.0K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.12% | $1M | 63.0K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.12% | $435,422 | 21.7K | Q2 2026 |
| New Republic Capital, LLC$297M AUM | 0.12% | $456,349 | 17.8K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.12% | $5M | 254.1K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.12% | $414,000 | 20.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.12% | $6M | 295.5K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.11% | $2M | 84.5K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.11% | $215,348 | 7.5K | Q3 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.11% | $137,034 | 6.6K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.11% | $284,791 | 13.8K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $602,939 | 30.3K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.11% | $3M | 114.1K | Q4 2025OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.11% | $272,083 | 13.6K | Q2 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.10% | $476,141 | 23.0K | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.10% | $705,146 | 34.1K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.10% | $2M | 95.0K | Q1 2026OLDER |
| MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM | 0.10% | $4M | 144.0K | Q4 2025OLDER |
| Harrington Investments, INC$190M AUM | 0.10% | $202,538 | 7.0K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.10% | $2M | 85.7K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.10% | $738,349 | 35.7K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.10% | $1M | 57.3K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.10% | $219,550 | 11.0K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.10% | $704,918 | 34.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.09% | $93M | 3.62M | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.09% | $502,348 | 24.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.09% | $942,918 | 45.6K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.09% | $654,111 | 31.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.09% | $514,747 | 24.9K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.09% | $105M | 5.06M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.09% | $8M | 382.4K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.09% | $8M | 272.9K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.09% | $438,895 | 20.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.09% | $2M | 93.0K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.09% | $39M | 1.95M | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.09% | $4M | 175.6K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.09% | $249,758 | 2.2K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.09% | $17M | 839.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.09% | $341,550 | 16.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $1M | 71.7K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.08% | $611,664 | 29.5K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $315,520 | 12.3K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.08% | $547,558 | 5.4K | Q2 2026 |
| Sunpointe, LLC$305M AUM | 0.08% | $242,022 | 9.5K | Q4 2025OLDER |
| Canopy Partners, LLC$291M AUM | 0.08% | $232,337 | 11.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.08% | $47M | 1.84M | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $683,141 | 33.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.08% | $305,532 | 14.8K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.08% | $222,771 | 8.7K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.08% | $93,150 | 4.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.08% | $7M | 361.7K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.08% | $446,892 | 21.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.08% | $313,958 | 12.3K | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.07% | $2M | 91.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $796,071 | 38.5K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.07% | $10M | 485.4K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.07% | $230,896 | 8.0K | Q3 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.07% | $579,517 | 28.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 62.8K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.07% | $16M | 763.5K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $234,407 | 11.3K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.07% | $2M | 79.6K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.07% | $34M | 1.66M | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.07% | $522,716 | 25.3K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.07% | $225,714 | 7.8K | Q3 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.07% | $2M | 91.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.07% | $4M | 185.2K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.07% | $541,883 | 26.2K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.06% | $6M | 314.0K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.06% | $244,260 | 11.8K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.06% | $307,085 | 14.8K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.06% | $284,522 | 13.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.06% | $16M | 753.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $2M | 98.2K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.06% | $10M | 371.2K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $6M | 270.9K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.06% | $203,978 | 9.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.06% | $202,829 | 7.9K | Q4 2025OLDER |
| Minneapolis Portfolio Management Group, LLC$942M AUM | 0.06% | $568,836 | 27.5K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.06% | $427,807 | 20.7K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.06% | $652,184 | 25.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.06% | $26M | 1.26M | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.06% | $91,204 | 4.4K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.06% | $200,551 | 7.0K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $278,146 | 13.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.06% | $2M | 86.5K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $698,342 | 27.3K | Q4 2025OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.06% | $7M | 335.0K | Q1 2026OLDER |
| Ovata Capital Management Ltd$715M AUM | 0.06% | $401,979 | 20.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.06% | $589,288 | 28.5K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $285,764 | 13.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $6M | 312.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.06% | $323,086 | 15.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.05% | $59M | 2.86M | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.05% | $40M | 1.95M | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.05% | $359,293 | 17.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.05% | $7M | 341.1K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.05% | $313,574 | 12.2K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $5M | 231.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.05% | $1M | 57.3K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.05% | $819,617 | 39.6K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.05% | $264,576 | 10.3K | Q4 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.05% | $213,065 | 10.3K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.05% | $258,534 | 12.9K | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.05% | $16M | 759.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $528,863 | 25.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 85.8K | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.05% | $69,909 | 3.5K | Q2 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.05% | $435,859 | 21.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $757,475 | 36.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 68.2K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $234,151 | 11.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 97.8K | Q1 2026OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.05% | $77,625 | 3.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $5M | 212.2K | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.05% | $835,584 | 32.6K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.05% | $294,207 | 10.2K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $3M | 148.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $522,744 | 26.1K | Q2 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 186.5K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.05% | $125,798 | 6.3K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.05% | $233,370 | 9.1K | Q4 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.05% | $3M | 147.4K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.05% | $234,550 | 9.2K | Q4 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $266,285 | 12.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $4M | 177.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $74M | 3.58M | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.04% | $1M | 68.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.04% | $91M | 4.59M | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.04% | $10M | 506.7K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.04% | $214,517 | 8.4K | Q4 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.04% | $2M | 99.3K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.04% | $86,402 | 4.2K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.04% | $203,771 | 9.8K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.04% | $2M | 61.8K | Q4 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.04% | $58,271 | 2.8K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.04% | $249,125 | 12.0K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.04% | $215,925 | 7.5K | Q3 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.04% | $586,338 | 28.3K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.04% | $244,284 | 7.8K | Q3 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $292,257 | 13.9K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.04% | $3M | 118.6K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $433,955 | 21.0K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.04% | $2M | 110.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 53.5K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.04% | $2M | 79.9K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.04% | $328,281 | 15.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.04% | $361,857 | 17.5K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $619,861 | 27.2K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.04% | $9M | 402.6K | Q2 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 80.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $116,685 | 4.6K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 232.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $21M | 1.04M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $711,397 | 34.4K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $227,412 | 7.9K | Q3 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.03% | $844,007 | 33.0K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $772,442 | 37.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $287,027 | 11.2K | Q4 2025OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.03% | $213,728 | 10.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $579M | 22.60M | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.03% | $147M | 7.38M | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.03% | $170,527 | 8.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.03% | $4M | 185.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $875,097 | 43.6K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $122M | 5.88M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $455,276 | 22.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.03% | $3M | 52.2K | Q2 2026 |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.03% | $530,313 | 25.6K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.03% | $204,582 | 7.1K | Q3 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.03% | $294,395 | 14.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 94.8K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $455,682 | 18.1K | Q4 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $605,910 | 29.3K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $215,361 | 7.5K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.03% | $728,226 | 35.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 117.3K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.03% | $206,959 | 10.0K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.03% | $348,381 | 17.4K | Q2 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $471,691 | 22.8K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.03% | $15M | 600.0K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 81.4K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $104,307 | 5.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $534,875 | 25.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 96.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $667,562 | 32.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.03% | $41,152 | 2.0K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.03% | $756,689 | 36.6K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $381,833 | 18.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 336.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $21M | 1.02M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $9M | 426.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.03% | $39M | 1.87M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 235.0K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.03% | $380,032 | 14.8K | Q4 2025OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.03% | $228,910 | 8.0K | Q3 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.03% | $217,868 | 10.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $352M | 16.99M | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 53.1K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $375,993 | 14.5K | Q4 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.03% | $2M | 107.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $474,542 | 22.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $296,321 | 14.3K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.02% | $2M | 91.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $919,701 | 44.4K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $356,993 | 17.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $14M | 661.1K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.02% | $227,079 | 11.0K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.02% | $255,339 | 8.9K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 52.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $136M | 6.57M | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.02% | $82,800 | 4.0K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $451,571 | 21.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $395,860 | 15.5K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $37,571 | 1.8K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.02% | $65,454 | 3.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $6M | 273.4K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $421,791 | 20.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 63.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $494,064 | 19.3K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 111.1K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.02% | $221,845 | 10.7K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.02% | $577,530 | 27.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $222,485 | 11.1K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $427,557 | 20.7K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 75.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $40M | 1.93M | Q1 2026OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 0.02% | $284,211 | 13.7K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $215,032 | 10.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $186M | 8.99M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $15M | 727.1K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.02% | $3M | 133.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $14M | 655.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $873,549 | 34.1K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 143.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 1.08M | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.02% | $2M | 79.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.02% | $95,807 | 4.8K | Q2 2026 |
| Founders Capital Management$205M AUM | 0.02% | $41,504 | 2.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $152M | 7.36M | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 171.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $271,625 | 13.1K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.02% | $520,730 | 25.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 183.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 335.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $313,121 | 15.1K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.02% | $207,461 | 7.2K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 100.4K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $268,755 | 9.3K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $595,110 | 24.7K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $15M | 742.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.02% | $218,385 | 10.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.02% | $203,870 | 9.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $289,556 | 14.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $1M | 58.5K | Q2 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.02% | $424,267 | 20.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $595,765 | 28.8K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 100.0K | Q4 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.02% | $29,711 | 1.0K | Q3 2025OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.02% | $303,872 | 11.9K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $23M | 1.10M | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 56.4K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $259,521 | 12.5K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.02% | $221,971 | 7.7K | Q3 2025OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $218,171 | 7.6K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $885,153 | 42.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $10M | 461.6K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $32,085 | 1.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $952,203 | 47.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $13M | 622.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $225,900 | 10.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $341,636 | 13.3K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $63,839 | 3.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $262 | 10.3K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $3M | 141.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $29,444 | 1.4K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.02% | $555,029 | 26.8K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.02% | $443,392 | 21.4K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.02% | $26,393 | 1.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $372,580 | 18.0K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.02% | $285,887 | 13.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $328,926 | 11.4K | Q3 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $393,290 | 19.0K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.02% | $588,894 | 28.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $36M | 1.75M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 275.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $64M | 3.14M | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $225,216 | 10.9K | Q2 2026 |
| Advocate Investing Services LLC$118M AUM | 0.01% | $17,492 | 845 | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.01% | $45,540 | 2.2K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $246,784 | 9.6K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $27M | 1.33M | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.01% | $103M | 4.97M | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $158,148 | 7.6K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $584,651 | 28.2K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $41,267 | 1.6K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.01% | $207,288 | 7.2K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 2.14M | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $750,498 | 36.3K | Q2 2026 |
| General Partner, Inc.$186M AUM | 0.01% | $24,975 | 1.2K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $246,790 | 11.9K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.01% | $19,200 | 750 | Q4 2025OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.01% | $223,744 | 8.7K | Q4 2025OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $137,448 | 6.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $103,500 | 5.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $4M | 184.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $173,805 | 6.0K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $541,163 | 18.8K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $944,658 | 45.6K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $241,728 | 9.4K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $395,979 | 18.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 52.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $42,849 | 2.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $470,138 | 22.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $147,205 | 7.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $66M | 3.21M | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.01% | $337,327 | 16.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $286,208 | 11.2K | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $146,759 | 7.3K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $528,610 | 25.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $225,050 | 10.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $743,668 | 29.0K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $329,269 | 15.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 126.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 154.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $216,729 | 10.5K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $841,393 | 40.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 110.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $657,562 | 31.8K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.01% | $533,070 | 15.2K | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $15,836 | 765 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $492,743 | 23.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $42,104 | 2.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $8M | 394.1K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $546,844 | 26.4K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 54.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $299,608 | 14.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $252,416 | 9.9K | Q4 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $17M | 822.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $231,372 | 11.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $470,893 | 22.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $47,010 | 2.3K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $314,971 | 15.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $233,430 | 11.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 85.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $66M | 3.18M | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $310,605 | 12.1K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $644,617 | 31.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $626,672 | 30.3K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $11,157 | 539 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $266,575 | 12.9K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $71,312 | 3.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 135.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 50.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $579,787 | 28.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.