SWSSMITH & WESSON BRANDS INC
CUSIP 831754106 · Yahoo Finance ↗ · Google Finance ↗
Smith & Wesson Brands Inc (SWS) has 188 institutional holders in Filings Flow’s 13F database, together reporting 25.26M shares worth $352M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Renaissance Technologies LLC.
Institutional Holders
188
Q1 2026
Reported Value
$352M
Ticker
SWS
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC$163M AUM | 0.80% | $1M | 91.3K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.27% | $626,149 | 43.7K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.20% | $2M | 120.7K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.16% | $579,701 | 39.2K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.08% | $29,827 | 3.0K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.08% | $195,470 | 19.9K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.07% | $389,480 | 27.1K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.07% | $276,340 | 19.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $467,989 | 32.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $323,013 | 22.5K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.05% | $870,447 | 60.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $31M | 2.15M | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.05% | $404,335 | 28.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $279,948 | 1.2K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 394.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 129.4K | Q2 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.04% | $648,469 | 41.7K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 0.03% | $352,673 | 35.4K | Q3 2025OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.02% | $217,902 | 22.2K | Q3 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $320,648 | 22.4K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $210,880 | 14.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $24M | 1.66M | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 97.5K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $229,223 | 16.0K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $268,960 | 18.8K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $66,047 | 4.6K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $478,626 | 48.5K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 87.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.01% | $172,163 | 17.5K | Q3 2025OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.01% | $12,023 | 839 | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $790,440 | 80.4K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $570,822 | 57.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $488,360 | 34.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $37M | 2.62M | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $216,383 | 15.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $590,927 | 41.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $601,596 | 61.2K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $213,962 | 21.7K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 445.5K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $238,322 | 16.6K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 426.0K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $829,968 | 84.1K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $754,030 | 52.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $507,244 | 35.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $276,225 | 19.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $184,016 | 18.6K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 77.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 163.3K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $268,750 | 27.2K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $142,186 | 15.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $896,089 | 62.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 229.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 441.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $20,470 | 2.1K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $149,290 | 10.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 483.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $101,708 | 10.3K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $5M | 365.0K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $706,756 | 49.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $414,395 | 28.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $313,574 | 21.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $17M | 1.21M | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $256,020 | 17.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 136.8K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $172,890 | 17.6K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $11,983 | 836 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 116.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $194,057 | 13.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $215,394 | 15.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $409,924 | 28.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $353,793 | 24.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 83.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $232,418 | 16.2K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.00% | $3,254 | 331 | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $53,121 | 3.7K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $7,018 | 467 | Q2 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $250,388 | 17.5K | Q2 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $9,658 | 674 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $928,318 | 64.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 141.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $108,908 | 7.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $53,250 | 3.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $158,289 | 11.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $2,361 | 165 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $40,869 | 2.9K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $3,941 | 275 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $34,450 | 2.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 681.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $3,009 | 210 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 417.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 472.1K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $4,667 | 326 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 287.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $496,936 | 34.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $16M | 1.11M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $56M | 3.93M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $250,708 | 25.4K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1,175 | 82 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 158.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 568.4K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 128.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 533.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $28,749 | 1.9K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $9,220 | 613 | Q2 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $333,602 | 23.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $2,150 | 150 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $14,066 | 982 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $417,003 | 29.1K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $1,882 | 131 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $3,177 | 222 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $9,870 | 1.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $456,532 | 31.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $781,809 | 54.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 351.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $27M | 1.86M | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $162,230 | 11.3K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $1,433 | 100 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $187,739 | 13.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $15,620 | 1.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 206.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $316,652 | 22.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,320 | 1.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 838.4K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $303,137 | 21.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $374,888 | 26.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $370,549 | 25.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $549,771 | 38.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $318,887 | 22.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 95.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $9,315 | 650 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $25M | 2.55M | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $278,059 | 19.4K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $187,866 | 13.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $237,212 | 16.6K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $573 | 40 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $6M | 428.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 137.8K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$191M AUM | 0.00% | $516 | 36 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 84.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 108.9K | Q2 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,433 | 100 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $492 | 50 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $746,244 | 52.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $159,778 | 11.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $354,023 | 24.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $227,776 | 15.9K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $495 | 50 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $35,026 | 2.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,793 | 474 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $174,944 | 12.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $57,535 | 4.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $556,706 | 38.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $6,592 | 460 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,812 | 266 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,016 | 350 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $341,928 | 23.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $29,864 | 2.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $935,000 | 65.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 276.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $609,451 | 42.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,091 | 272 | Q2 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $172,791 | 12.1K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $249 | 25 | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $245,416 | 17.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $255,223 | 17.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,452 | 166 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $358,626 | 36.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,433 | 100 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $57,678 | 4.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,720 | 189 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $805 | 56 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,421 | 1.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,150 | 117 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $532 | 35 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $163,276 | 11.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,500 | 314 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,299 | 300 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $1,720 | 120 | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.00% | $72 | 5 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $931,939 | 64.8K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $258 | 18 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $811,637 | 56.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $164,551 | 11.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $473 | 33 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $485 | 33.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $230,068 | 16.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $344 | 35 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $716 | 50 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $172 | 12 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $12,754 | 882 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $987 | 100 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,372 | 139 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,389 | 242 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $177,337 | 12.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,261 | 88 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $95 | 11 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $6,215 | 632 | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $127,580 | 8.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,404 | 98 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,357 | 138 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,299 | 300 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $983 | 100 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,894 | 272 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $23,587 | 1.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,161 | 81 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $21,250 | 2.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,137 | 77 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $177,594 | 12.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $129 | 9 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,861 | 409 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2,422 | 169 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,970 | 417 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $287 | 29 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $770 | 78 | Q4 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $983 | 100 | Q3 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $42 | 0 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $14 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,500 | 314 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2,895 | 202 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.