SYMSYMBOTIC INC
CUSIP 87151X101 · Yahoo Finance ↗ · Google Finance ↗
Symbotic Inc (SYM) has 407 institutional holders in Filings Flow’s 13F database, together reporting 113.31M shares worth $6.0B as of Q1 2026. The largest reported holders are Softbank Group Corp., Walmart Inc., and Baillie Gifford & Co.
Institutional Holders
407
Q1 2026
Reported Value
$6.0B
Ticker
SYM
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SVF Sponsor III (DE) LLC$297M AUM | 100.00% | $297M | 5.59M | Q1 2026OLDER |
| Walmart Inc.$840M AUM | 94.96% | $798M | 15.00M | Q1 2026OLDER |
| SOFTBANK GROUP CORP.$11.4B AUM | 18.57% | $2.1B | 39.83M | Q1 2026OLDER |
| S SQUARED TECHNOLOGY, LLC$264M AUM | 7.43% | $20M | 369.1K | Q1 2026OLDER |
| Amanah Holdings Trust$908M AUM | 5.49% | $27M | 510.0K | Q3 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.81% | $4M | 66.8K | Q1 2026OLDER |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 1.71% | $5M | 87.5K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 1.25% | $25M | 475.0K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 1.22% | $2M | 40.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 1.18% | $3M | 60.0K | Q1 2026OLDER |
| Green Alpha Advisors, LLC$102M AUM | 0.91% | $921,850 | 17.3K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.84% | $6M | 121.5K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 0.77% | $2M | 35.1K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 0.71% | $2M | 45.9K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.68% | $664M | 12.48M | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.66% | $665,000 | 12.5K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.65% | $1M | 28.2K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 0.65% | $1M | 21.1K | Q3 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.64% | $2M | 44.7K | Q1 2026OLDER |
| Thematics Asset Management$2.2B AUM | 0.62% | $14M | 255.5K | Q3 2025OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 0.62% | $1M | 26.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.58% | $3M | 52.5K | Q1 2026OLDER |
| Once Capital Management, LLC$374M AUM | 0.57% | $2M | 40.0K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.55% | $1M | 22.8K | Q4 2025OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.53% | $2M | 28.6K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.52% | $1M | 19.8K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.50% | $3M | 53.6K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.46% | $2M | 38.9K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.46% | $6M | 114.5K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 0.46% | $607,783 | 11.4K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.41% | $2M | 41.3K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.41% | $10M | 189.6K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.37% | $941,350 | 15.8K | Q4 2025OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.37% | $916,157 | 17.2K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.37% | $13M | 250.0K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.35% | $687,078 | 12.9K | Q1 2026OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.32% | $42M | 782.2K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.29% | $39M | 731.2K | Q1 2026OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.28% | $28M | 524.4K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.28% | $3M | 61.7K | Q2 2026 |
| Barton Investment Management$797M AUM | 0.25% | $2M | 36.8K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.24% | $298,745 | 5.6K | Q1 2026OLDER |
| Freemont Management S.A.$661M AUM | 0.24% | $2M | 30.2K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.24% | $454,476 | 7.8K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.24% | $276,640 | 5.2K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.23% | $1M | 23.2K | Q4 2025OLDER |
| Woodson Capital Management, LP$636M AUM | 0.23% | $1M | 26.9K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.22% | $532,000 | 10.0K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.21% | $218,120 | 4.1K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.19% | $351,120 | 6.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.19% | $7M | 126.5K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $305,235 | 5.1K | Q4 2025OLDER |
| Tannin Capital LLC$138M AUM | 0.19% | $264,085 | 5.0K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.19% | $26M | 493.9K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.17% | $487,312 | 9.2K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.16% | $2M | 44.4K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 0.16% | $200,085 | 3.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.15% | $918,744 | 16.9K | Q4 2025OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.15% | $624,750 | 10.5K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $477,417 | 9.0K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 0.14% | $364,455 | 8.1K | Q2 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.14% | $344,204 | 6.5K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.13% | $243,633 | 4.5K | Q3 2025OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.13% | $13M | 245.1K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.13% | $2M | 37.5K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.13% | $725,382 | 13.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.12% | $17M | 324.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.12% | $26M | 480.9K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.12% | $1M | 23.5K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.11% | $995,000 | 18.7K | Q1 2026OLDER |
| Park West Asset Management LLC$1.2B AUM | 0.11% | $1M | 25.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.11% | $2M | 25.5K | Q4 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.10% | $5M | 88.9K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.09% | $333,844 | 7.4K | Q2 2026 |
| Palumbo Wealth Management LLC$410M AUM | 0.09% | $364,208 | 6.8K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.08% | $227,217 | 4.3K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.08% | $309,925 | 5.8K | Q3 2025OLDER |
| UNICOM Systems, Inc.$1.5B AUM | 0.08% | $1M | 27.1K | Q2 2026 |
| Patten Group, Inc.$575M AUM | 0.08% | $451,562 | 8.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.07% | $55M | 1.04M | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $478,251 | 9.0K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.07% | $171,251 | 3.2K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.07% | $392,350 | 7.4K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.07% | $247,940 | 4.6K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.07% | $40M | 725.0K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.07% | $215,390 | 3.6K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.06% | $4M | 81.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.06% | $4M | 72.2K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.06% | $426,824 | 8.0K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.06% | $212,800 | 4.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.06% | $583,072 | 11.0K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.06% | $203,257 | 3.8K | Q3 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.06% | $259,882 | 4.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $38M | 714.8K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.06% | $15M | 282.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $1M | 26.5K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.05% | $2M | 39.5K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.05% | $1M | 25.9K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.05% | $1M | 20.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.05% | $216,521 | 3.6K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.05% | $208,810 | 3.9K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.05% | $80,598 | 1.5K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $225,034 | 4.2K | Q3 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.05% | $750,652 | 12.6K | Q4 2025OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.05% | $598,287 | 11.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $619,886 | 11.7K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.05% | $787,839 | 14.8K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.05% | $372,400 | 7.0K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.05% | $638,400 | 12.0K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.05% | $210,210 | 3.9K | Q3 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.05% | $106,400 | 2.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.04% | $100,555 | 1.7K | Q4 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.04% | $9M | 177.0K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.04% | $208,250 | 3.5K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $12M | 229.6K | Q3 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.04% | $244,720 | 4.6K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.04% | $756,344 | 14.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $884,397 | 16.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $777,669 | 14.4K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $50M | 940.0K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.04% | $1M | 28.7K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 38.6K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.04% | $39,847 | 749 | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $344,683 | 6.5K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $341,411 | 5.7K | Q4 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $210,214 | 3.5K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $237,941 | 4.0K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $8M | 143.7K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.03% | $14M | 262.1K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.03% | $4M | 83.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 20.2K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $12M | 220.9K | Q3 2025OLDER |
| Pingora Partners LLC$169M AUM | 0.03% | $53,200 | 1.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $489,600 | 9.2K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $231,218 | 3.9K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $260,095 | 4.9K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.03% | $193,016 | 3.6K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $278,698 | 4.7K | Q4 2025OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $240,464 | 4.5K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.03% | $202,300 | 3.4K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $20M | 379.6K | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.03% | $297,500 | 5.0K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $279,300 | 5.3K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $323,350 | 6.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.02% | $209,714 | 3.9K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $3M | 50.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 89.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $228,076 | 5.1K | Q2 2026 |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.02% | $943,250 | 17.5K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $320,368 | 5.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 25.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 19.1K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $373,224 | 7.0K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.02% | $252,875 | 4.3K | Q4 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 24.3K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $244,129 | 4.1K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 30.3K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.02% | $267,596 | 5.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $470,348 | 7.9K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $1M | 27.6K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $25M | 460.0K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $373,836 | 7.0K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $95,015 | 1.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 115.1K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $629,037 | 11.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $207,215 | 3.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $51M | 957.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $8M | 155.4K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $215,271 | 3.6K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $739,400 | 13.7K | Q3 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $375,000 | 7.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $1M | 20.6K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 0.01% | $58,574 | 1.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $298,393 | 5.0K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $220,452 | 3.7K | Q4 2025OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.01% | $202,586 | 3.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $21M | 396.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $822,206 | 15.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $238,815 | 4.5K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.01% | $16,184 | 272 | Q4 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.01% | $8M | 150.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $16M | 308.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $272,650 | 5.1K | Q1 2026OLDER |
| Regal Partners Ltd$1.8B AUM | 0.01% | $212,800 | 4.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 33.4K | Q2 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $11M | 212.9K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.01% | $633,612 | 11.9K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $292,972 | 5.5K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 30.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $201M | 3.77M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 38.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $336,969 | 6.3K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $6M | 105.3K | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $93,206 | 1.8K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $220,780 | 4.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $811,283 | 13.6K | Q4 2025OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.01% | $34,580 | 650 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $61M | 1.15M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $16M | 308.4K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $8M | 158.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $151M | 2.53M | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $15,960 | 300 | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $379,240 | 7.0K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 40.7K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $318,934 | 6.0K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $101,080 | 1.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 68.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $74M | 1.40M | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $5M | 95.2K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.01% | $496,904 | 9.2K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $20M | 376.9K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 71.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $189,605 | 3.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $16,386 | 308 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $295,428 | 5.6K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $12,715 | 239 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $332,145 | 5.6K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $599,006 | 11.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $16M | 301.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $631,431 | 11.9K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 35.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $65M | 1.23M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $112M | 2.36M | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $29M | 545.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $8M | 144.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $325,105 | 6.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $13,513 | 254 | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $682,228 | 11.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $531,681 | 10.0K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $614,992 | 11.6K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $43,120 | 800 | Q3 2025OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.01% | $446,614 | 8.4K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $266,500 | 5.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $859,498 | 16.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $126,855 | 2.1K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $412M | 6.93M | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $197,690 | 4.4K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 84.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $305,300 | 6.8K | Q2 2026 |
| Quarry LP$558M AUM | 0.01% | $35,700 | 600 | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 30.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $106,400 | 2.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $22,475 | 500 | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $444,486 | 8.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $97M | 1.82M | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $3M | 49.5K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.00% | $9,682 | 182 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $19M | 364.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $8M | 142.2K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 21.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 19.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $11M | 208.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $668,812 | 12.4K | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $68,628 | 1.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $35M | 664.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $530,829 | 10.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 45.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $19M | 362.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $732,032 | 13.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 302.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $164,282 | 3.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $113,316 | 2.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $55M | 1.04M | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 41.9K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $5,320 | 100 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 32.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,320 | 100 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $155M | 2.92M | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $922,382 | 17.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 49.2K | Q1 2026OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.00% | $264,936 | 5.0K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $106,187 | 2.0K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $5,373 | 101 | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $10,640 | 200 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $106,208 | 1.8K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $351,865 | 6.6K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $11,416 | 254 | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $249,008 | 4.2K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $293,877 | 5.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21M | 398.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $916,530 | 17.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 55.9K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $329,611 | 6.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $20M | 378.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 41.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 20.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 98.8K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $11,970 | 225 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $5,320 | 100 | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.00% | $207,427 | 3.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $352,300 | 5.9K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $155,236 | 2.6K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $44M | 822.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $284,790 | 5.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 57.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $695,803 | 13.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 46.2K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $253,044 | 4.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 52.6K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $2,679 | 51 | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $297,500 | 5.0K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $389,530 | 7.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $7,448 | 140 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $204,128 | 3.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $590,520 | 11.1K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $7,437 | 125 | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $235,676 | 4.4K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.00% | $4,682 | 88 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $29,970 | 563 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $28,516 | 536 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $22,835 | 508 | Q2 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $2M | 44.1K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $21,067 | 396 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $17,822 | 335 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 23.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $4,416 | 83 | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $642,124 | 12.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $252,913 | 4.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $643,082 | 12.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $7,182 | 135 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $513,540 | 9.7K | Q2 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $860,244 | 16.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $483,375 | 9.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $13,300 | 250 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $304,859 | 5.7K | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 44.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $6M | 108.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 156.5K | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $9,204 | 173 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $6,384 | 120 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $5,320 | 100 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $8,032 | 135 | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $640,634 | 12.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $343,882 | 6.4K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $77M | 1.44M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 20.9K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $3,257 | 50 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $490,983 | 9.2K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $2,660 | 50 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 181.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $42,560 | 800 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $718,997 | 13.5K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,965 | 56 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $6M | 109.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 48.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $208,324 | 3.5K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $225,408 | 4.2K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $255,731 | 4.3K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $604,671 | 11.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $9,248 | 173.8K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $2,000 | 32 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,642 | 68 | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $2,873 | 54 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 93.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $339,947 | 6.3K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $215,923 | 4.0K | Q3 2025OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $6,743 | 150 | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $584,091 | 11.0K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.00% | $2,660 | 50 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $233,282 | 4.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,362 | 82 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $28M | 519.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $19,735 | 360 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $882,263 | 16.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,440 | 41 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $12,395 | 233 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 100.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $2,380 | 40 | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $2,660 | 50 | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $1,277 | 24 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $245,305 | 4.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $287,652 | 5.4K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $224,170 | 4.2K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $6,214 | 104 | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 26.1K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 58.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $40,568 | 762 | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $2,128 | 40 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $13,726 | 258 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $480,412 | 9.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 83.8K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $357,000 | 6.0K | Q4 2025OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $1,348 | 25 | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $945,843 | 17.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 25.0K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $397,189 | 7.4K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $148,216 | 2.8K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $2,128 | 40 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 47.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $232,750 | 4.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $232,526 | 3.9K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $262,047 | 4.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $286,272 | 5.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $11,900 | 200 | Q4 2025OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $1,652 | 25 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $567,218 | 10.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $53,200 | 1.0K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $1,488 | 25 | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $625 | 11.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $411,396 | 7.7K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $1,186 | 22 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $247,580 | 4.2K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $23,662 | 439 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $972,655 | 18.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,390 | 100 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $22,026 | 568 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $1,702 | 32 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $247,965 | 4.7K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $261,584 | 4.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $20,106 | 377 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $1,596 | 30 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $904,187 | 17.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $1,064 | 20 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 30.1K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $798 | 15 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,695 | 50 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,055 | 189 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $86,386 | 1.8K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $325,903 | 6.1K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $1,453 | 27 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $2,473 | 55 | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $59,120 | 994 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $201,391 | 3.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $315,301 | 5.9K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $400,383 | 7.5K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $270 | 1.4K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,224 | 23 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $249,759 | 4.1K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $327,659 | 6.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,756 | 33 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $266 | 5 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $30,271 | 569 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $140,075 | 2.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,798 | 40 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,128 | 40 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,810 | 128 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24,099 | 453 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $595 | 10 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $2,873 | 54 | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.00% | $106 | 2 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $305,687 | 5.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $94,110 | 1.8K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $135 | 3 | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $160 | 3 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $532 | 10 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $3,565 | 67 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $266 | 5 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $692 | 13 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $4,495 | 100 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $476 | 8 | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $266 | 5 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,528 | 34 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,170 | 22 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $82,247 | 1.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,543 | 29 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $266 | 5 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $106 | 2 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,924 | 147 | Q3 2025OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.00% | $54 | 1 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,011 | 19 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $4,879 | 82 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $532 | 10 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $106 | 2 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $213 | 4 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $6 | 120 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $22,715 | 427 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,078 | 20 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,474 | 100 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $117 | 2 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $55 | 1 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,012 | 17 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $237 | 5 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $54 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,383 | 26 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.