TFINTRIUMPH FINANCIAL INC
CUSIP 89679E300 · Yahoo Finance ↗ · Google Finance ↗
Triumph Financial Inc (TFIN) has 210 institutional holders in Filings Flow’s 13F database, together reporting 23.84M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Kayne Anderson Rudnick Investment Management LLC.
Institutional Holders
210
Q1 2026
Reported Value
$1.3B
Ticker
TFIN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AltraVue Capital, LLC$1.2B AUM | 7.36% | $85M | 1.43M | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 5.03% | $21M | 354.0K | Q1 2026OLDER |
| JACOBS ASSET MANAGEMENT, LLC$167M AUM | 4.20% | $7M | 117.5K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 3.23% | $5M | 89.5K | Q1 2026OLDER |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP$276M AUM | 2.40% | $7M | 110.7K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 2.27% | $3M | 51.8K | Q1 2026OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 2.26% | $31M | 523.3K | Q1 2026OLDER |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 1.91% | $7M | 110.5K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 1.75% | $2M | 39.7K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 1.30% | $7M | 117.1K | Q1 2026OLDER |
| Luxor Capital Group, LP$1.4B AUM | 0.97% | $14M | 232.3K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.44% | $2M | 41.6K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.41% | $490,704 | 8.2K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.40% | $11M | 179.9K | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.40% | $38M | 644.8K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.34% | $117M | 1.96M | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.34% | $4M | 69.0K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.32% | $846,754 | 14.2K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.23% | $1M | 17.6K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.20% | $32M | 538.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.20% | $9M | 151.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.19% | $52M | 873.6K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.17% | $6M | 107.8K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.15% | $46M | 763.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.13% | $60M | 998.9K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.12% | $1M | 20.2K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $420,636 | 8.4K | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.09% | $307,488 | 5.2K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.09% | $2M | 28.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.09% | $1M | 18.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.08% | $9M | 150.0K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.08% | $6M | 97.8K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $1M | 23.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $469,841 | 6.2K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.04% | $311,545 | 5.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $401,122 | 8.0K | Q3 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.04% | $9M | 154.3K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.04% | $537,656 | 9.0K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $839,493 | 13.4K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 19.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $332,266 | 6.6K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $203,297 | 3.2K | Q4 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.03% | $277,956 | 4.7K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.02% | $222,234 | 3.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.02% | $228,930 | 3.0K | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $6M | 93.6K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 18.3K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $822,958 | 16.4K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $255,204 | 5.1K | Q3 2025OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.02% | $7M | 117.5K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 80.9K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $29M | 478.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 53.8K | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.01% | $286,470 | 4.6K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $383,555 | 6.4K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $8M | 127.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $596,600 | 10.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $460,635 | 7.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 173.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $50M | 832.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 24.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 153.1K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $675,292 | 11.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $999,066 | 16.7K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $274,319 | 4.4K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $440,502 | 8.8K | Q3 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $2M | 29.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $540,873 | 8.6K | Q4 2025OLDER |
| TIGER GLOBAL MANAGEMENT LLC$22.8B AUM | 0.01% | $2M | 43.7K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $39M | 646.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $3M | 57.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $211,939 | 3.4K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 97.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 27.6K | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $1M | 24.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 58.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $4M | 58.0K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 40.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 40.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $41,106 | 689 | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $205,927 | 3.3K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $359,929 | 6.0K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $1M | 24.4K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $307,189 | 5.1K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.00% | $18,915 | 378 | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $219,012 | 3.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $733,221 | 12.3K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $7M | 110.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $312,022 | 5.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $113,175 | 1.9K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $6,265 | 105 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $197M | 3.31M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $685,553 | 11.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $469,582 | 7.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 63.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $370,250 | 6.2K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 30.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $87M | 1.45M | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $3M | 51.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $72,010 | 1.2K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 29.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $32,050 | 420 | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $6,388 | 102 | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $282,729 | 4.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $102,854 | 1.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 104.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $17M | 291.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 269.8K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $11,932 | 200 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $207,531 | 3.3K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 194.9K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $24,520 | 409 | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $370,190 | 6.2K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $1M | 20.3K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $33M | 546.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 460.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $14M | 238.2K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $817,819 | 13.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $472,481 | 7.5K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $127M | 2.03M | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $16M | 268.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $333,499 | 5.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 106.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $965,358 | 16.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $41,436 | 543 | Q2 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 44.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 103.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 25.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $2,506 | 42 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 122.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $372,875 | 6.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 21.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 35.2K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 88.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $286,368 | 4.8K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $322,880 | 5.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $308,622 | 5.2K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $383,733 | 6.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 250.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $860,476 | 14.4K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $636,453 | 10.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $11,932 | 200 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $91,459 | 1.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 49.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $206,304 | 3.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 44.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 50.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $369,474 | 6.2K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $474,715 | 8.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 71.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 61.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $625,500 | 12.5K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $451,447 | 7.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $28,696 | 481 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 25.9K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,969 | 33 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $238,521 | 4.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $17,004 | 285 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $6,264 | 105 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 39.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $553,704 | 9.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $664,552 | 11.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $774,983 | 13.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $276,136 | 4.4K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,653 | 78 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $737,876 | 12.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $259 | 5.2K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $424,958 | 7.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $16,228 | 272 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $210,719 | 3.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $613,111 | 10.3K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $531,540 | 9.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $3,521 | 59 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 39.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 32.8K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $238,103 | 4.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $26,088 | 433 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $163,348 | 2.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $299 | 5 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,497 | 243 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $13,361 | 267 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $315,959 | 5.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,713 | 28.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,429 | 96 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $657 | 11 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,074 | 18 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,409 | 208 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $1,402 | 28 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $88,297 | 1.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $299,135 | 5.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,858 | 182 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $220,563 | 3.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $330,311 | 5.3K | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $801 | 16 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,878 | 65 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,148 | 36 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $164,721 | 2.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,401 | 57 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,445 | 55 | Q4 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $1,127 | 18 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $44,745 | 750 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $2,747 | 36 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $26,728 | 448 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $202,148 | 4.2K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,313 | 22 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $243,412 | 4.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $100,587 | 1.7K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $18,037 | 288 | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $11,900 | 190 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $7,875 | 132 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $239 | 4 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $835 | 14 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $19,211 | 322 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $376 | 6 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,878 | 65 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,446 | 41 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $213,113 | 3.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8,651 | 145 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $814 | 13 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,963 | 161 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $651 | 13 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $51 | 1 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,633 | 58 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $239 | 4 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $313 | 5 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $298 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.