TFSLTFS FINL CORP
CUSIP 87240R107 · Yahoo Finance ↗ · Google Finance ↗
Tfs Finl Corp (TFSL) has 215 institutional holders in Filings Flow’s 13F database, together reporting 37.86M shares worth $529M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Dimensional Fund Advisors LP.
Institutional Holders
215
Q1 2026
Reported Value
$529M
Ticker
TFSL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 2.52% | $40M | 2.84M | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 1.98% | $10M | 687.8K | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 1.21% | $17M | 1.18M | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.76% | $5M | 326.8K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.33% | $398,598 | 28.4K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.15% | $2M | 129.6K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.14% | $1M | 80.1K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.13% | $1M | 73.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.11% | $2M | 112.3K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 0.11% | $130,548 | 9.9K | Q3 2025OLDER |
| Harbor Advisors LLC$692M AUM | 0.09% | $593,753 | 42.3K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.09% | $2M | 104.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $543,941 | 38.7K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.06% | $145,788 | 10.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $36M | 2.55M | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.05% | $3M | 204.0K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.05% | $166,268 | 11.8K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $33M | 2.32M | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.04% | $281,000 | 20.0K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $661,291 | 47.1K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $514,118 | 36.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.04% | $247,350 | 17.6K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $180,262 | 12.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 277.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 242.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $331,777 | 23.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $4M | 273.4K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $464,549 | 33.1K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.02% | $153,271 | 10.9K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.02% | $139,821 | 10.4K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $740,379 | 52.7K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.02% | $191,485 | 10.8K | Q2 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $518,990 | 36.9K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $223,479 | 15.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 134.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.02% | $94,384 | 6.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $324,794 | 23.1K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $207,996 | 14.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $693,044 | 49.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $914,500 | 65.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 224.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $744,186 | 53.0K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $320,852 | 24.0K | Q4 2025OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.01% | $298,480 | 22.7K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $6M | 405.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $43M | 3.08M | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.01% | $154,831 | 11.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $301,346 | 17.0K | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $158,337 | 12.0K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $183,775 | 13.7K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $420,906 | 30.0K | Q2 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $6M | 448.7K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $816,601 | 58.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $283,712 | 20.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $26M | 1.87M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $501,593 | 35.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $414,292 | 29.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $108,916 | 7.8K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $1M | 78.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 76.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 161.3K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $11,053 | 787 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $21,421 | 1.6K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $141,933 | 10.1K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.00% | $338,689 | 24.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 322.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $638,126 | 45.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $120,691 | 6.8K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $192,696 | 13.7K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $227,115 | 17.0K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $87,962 | 5.0K | Q2 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $326,859 | 23.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $140,383 | 10.5K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $150,351 | 11.2K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $20,369 | 1.5K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $683,216 | 51.9K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $317,937 | 22.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $168,431 | 12.0K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.00% | $9,455 | 673 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $16,216 | 1.1K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $8,293 | 468 | Q2 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $198,147 | 14.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $347,536 | 24.7K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $299,743 | 21.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 105.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $278,757 | 20.8K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $22,150 | 1.7K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $25,070 | 1.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $32M | 2.29M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $272,823 | 19.4K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $10,169 | 760 | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $1,654 | 111 | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $224,800 | 16.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $7,115 | 500 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 685.8K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $18,504 | 1.3K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $59,558 | 4.2K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $216,511 | 15.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $913,967 | 65.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 323.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $38,021 | 2.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $33M | 2.36M | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $14,767 | 1.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $211,649 | 15.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 1.01M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $39,565 | 2.8K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $16M | 1.17M | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $276,841 | 19.7K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $7,025 | 500 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 100.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $67M | 5.00M | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,116 | 1.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $198,468 | 15.1K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $53M | 3.75M | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $251,665 | 17.9K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $4,215 | 300 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 110.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 93.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $33M | 2.36M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $765,851 | 54.5K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $6,202 | 350 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $531,863 | 37.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 125.6K | Q1 2026OLDER |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 0.00% | $1,271 | 95 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $655,826 | 46.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $488,922 | 34.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 313.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 83.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $659,335 | 46.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $214,263 | 15.3K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.00% | $29,112 | 2.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 112.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $4M | 310.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $167,195 | 11.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $755,357 | 53.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $746,308 | 53.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 166.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $7,053 | 502 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $360,635 | 25.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,810 | 200 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 710.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $194,255 | 13.8K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $142,608 | 10.2K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $134,965 | 10.2K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 124.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $17,970 | 1.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $10,439 | 743 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 164.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $219,068 | 15.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $24,742 | 1.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 248.4K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $12,775 | 909 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $105,796 | 7.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $12,982 | 924 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $3,667 | 261 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $713,796 | 50.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $259,110 | 18.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $175,277 | 12.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $11,985 | 853 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $279,048 | 19.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $297,963 | 22.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $736,895 | 52.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,489 | 106 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $3,615 | 204 | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $449,179 | 32.0K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $427,443 | 30.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,580 | 716 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $224,777 | 16.8K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 170.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $244,592 | 17.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $351 | 25 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $14,477 | 1.1K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 118.7K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,276 | 162 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $254,712 | 18.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 144.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $163,781 | 11.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,138 | 81 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $234,804 | 16.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $749,189 | 53.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $200,142 | 14.2K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $629 | 47 | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $348,986 | 24.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $154,114 | 11.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $292,746 | 20.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $27,370 | 1.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $53,831 | 3.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $547,458 | 39.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $32,714 | 2.4K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,855 | 274 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $448,990 | 32.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,787 | 203 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,197 | 1.2K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $211 | 15 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,738 | 1.5K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $488 | 37 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $534 | 38 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $548 | 37 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $264,137 | 18.8K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $17,605 | 1.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $266 | 19 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $562 | 40 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,167 | 83 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $171,972 | 12.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $12,055 | 858 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $17,570 | 1.3K | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $155 | 11 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $221,469 | 15.8K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.00% | $187 | 14 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,243 | 302 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $31,659 | 2.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $455 | 32.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $170,595 | 12.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $328,413 | 24.9K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $137,865 | 10.1K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $146 | 11 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $169 | 12 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,292 | 174 | Q3 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $310 | 22 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $84 | 6 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $296 | 21 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,264 | 90 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $136,000 | 9.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $366,797 | 26.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $47,194 | 3.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $107,882 | 7.7K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $379 | 27 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $422 | 30 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $58,715 | 4.2K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $9,259 | 659 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $42 | 3 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $253,507 | 18.0K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $4,094 | 306 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $67 | 5 | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $4,215 | 300 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $27 | 2 | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $597 | 40 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $15,475 | 1.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,301 | 662 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7,025 | 500 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $487 | 37 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $379 | 27 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.