TRYBARINGS BDC INC
CUSIP 06759L103 · Yahoo Finance ↗ · Google Finance ↗
Barings Bdc Inc (TRY) has 209 institutional holders in Filings Flow’s 13F database, together reporting 47.29M shares worth $369M as of Q1 2026. The largest reported holders are Barings LLC, Private Management Group Inc, and Ares Management LLC.
Institutional Holders
209
Q1 2026
Reported Value
$369M
Ticker
TRY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Muzinich & Co., Inc.$286M AUM | 2.02% | $6M | 700.5K | Q1 2026OLDER |
| ARES MANAGEMENT LLC$1.5B AUM | 1.97% | $30M | 3.63M | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 1.81% | $112M | 13.64M | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.59% | $2M | 268.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 1.14% | $8M | 985.2K | Q1 2026OLDER |
| Diameter Capital Partners LP$1.1B AUM | 1.13% | $12M | 1.47M | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 1.02% | $35M | 4.30M | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.87% | $2M | 202.1K | Q1 2026OLDER |
| Bulldog Investors, LLP$445M AUM | 0.62% | $3M | 334.9K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.35% | $2M | 240.3K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.35% | $7M | 806.1K | Q4 2025OLDER |
| Cliffwater LLC$377M AUM | 0.28% | $1M | 126.8K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.26% | $388,744 | 47.2K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.26% | $753,122 | 91.5K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.23% | $258,059 | 31.4K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.21% | $960,963 | 109.7K | Q3 2025OLDER |
| Callodine Capital Management, LP$1.4B AUM | 0.15% | $2M | 260.0K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.14% | $717,137 | 81.9K | Q3 2025OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.14% | $889,806 | 108.1K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.14% | $1M | 158.3K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.13% | $231,000 | 25.1K | Q4 2025OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.13% | $232,555 | 28.3K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.13% | $460,806 | 56.0K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.13% | $475,248 | 54.3K | Q3 2025OLDER |
| VARCOV Co.$268M AUM | 0.13% | $317,242 | 34.6K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.10% | $627,710 | 76.3K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.09% | $124,148 | 15.1K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.08% | $749,317 | 91.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.08% | $19M | 2.32M | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.07% | $111,483 | 13.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.07% | $663,750 | 80.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.07% | $821,158 | 89.5K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.06% | $185,636 | 22.6K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 251.4K | Q2 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.06% | $101,961 | 12.4K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.06% | $771,441 | 84.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.06% | $3M | 407.5K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.05% | $150,609 | 18.3K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.05% | $100,612 | 12.2K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.05% | $79,233 | 8.6K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.04% | $240,768 | 26.2K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.04% | $200,532 | 24.4K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.04% | $104,179 | 12.7K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $201,657 | 22.0K | Q4 2025OLDER |
| Register Financial Advisors LLC$271M AUM | 0.04% | $101,921 | 12.4K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $400,390 | 46.9K | Q2 2026 |
| Massar Capital Management, LP$934M AUM | 0.04% | $327,157 | 35.6K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $67,577 | 8.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $9M | 972.3K | Q3 2025OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.03% | $139,910 | 17.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 161.6K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.03% | $134,817 | 14.7K | Q4 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.03% | $97,029 | 10.6K | Q4 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.02% | $94,179 | 11.4K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.02% | $86,415 | 10.5K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $37,447 | 4.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $376 | 40.9K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $79,123 | 9.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.02% | $180,071 | 20.6K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $374,844 | 45.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.02% | $82,668 | 10.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $449,977 | 49.0K | Q4 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $114,232 | 13.9K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $34,895 | 4.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $392,772 | 47.7K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.02% | $88,061 | 10.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $190,813 | 23.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $318,620 | 38.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $56,699 | 6.2K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $189,833 | 23.1K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $223,700 | 27.2K | Q1 2026OLDER |
| De Lisle Partners LLP$836M AUM | 0.02% | $125,960 | 15.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $238,384 | 29.0K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $239,534 | 29.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.01% | $131,532 | 15.4K | Q2 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.01% | $142,275 | 16.7K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $244,829 | 29.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $437,372 | 47.6K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $374,874 | 40.8K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.01% | $100,713 | 12.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $180,947 | 19.7K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 136.8K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $266,052 | 32.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $15,019 | 1.82M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.01% | $93,568 | 10.2K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $246,102 | 29.9K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.01% | $149,661 | 18.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $265,428 | 32.3K | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $211,075 | 25.6K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.01% | $107,906 | 12.3K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $411,374 | 44.8K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $546,464 | 66.4K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $244,801 | 29.7K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $2M | 239.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $8M | 955.2K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $16,331 | 1.8K | Q4 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $117,858 | 13.5K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.01% | $84,613 | 10.3K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.01% | $2M | 185.2K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $122,631 | 14.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 847.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $8,470 | 1.0K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $120,246 | 13.2K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $620,262 | 75.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $65,104 | 7.9K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.01% | $12,229 | 1.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $122,815 | 14.7K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $30,179 | 3.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $8,230 | 1.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $239,211 | 29.1K | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.01% | $55,218 | 6.5K | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $16,114 | 2.0K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $135,465 | 15.5K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 979.3K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.01% | $85,702 | 10.3K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $250,373 | 30.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $102,065 | 12.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $426,631 | 46.5K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $140,599 | 17.1K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $90,695 | 11.0K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $30,186 | 3.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $81,473 | 9.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $270,167 | 32.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $284,228 | 34.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $266,282 | 32.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.00% | $112,435 | 12.8K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $94,380 | 11.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $293,714 | 33.5K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.00% | $117,309 | 12.9K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $113,195 | 13.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $266,320 | 32.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $834,604 | 101.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.00% | $117,761 | 12.8K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $155,456 | 18.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $17,038 | 1.9K | Q3 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.00% | $95,085 | 10.9K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $150,422 | 18.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $390,357 | 47.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $146,107 | 17.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 279.8K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $5M | 577.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $293,906 | 35.7K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.00% | $118,133 | 14.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $114,678 | 13.1K | Q3 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.00% | $97,843 | 11.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $117,278 | 13.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $185,816 | 22.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $85,576 | 10.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $192,525 | 23.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $523,368 | 57.0K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $7,901 | 960 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $7,901 | 960 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $46,488 | 5.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $119,010 | 13.0K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $108,870 | 13.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $262,739 | 31.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $8M | 970.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 1.58M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $499,864 | 60.7K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $4,963 | 603 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $154,124 | 17.6K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,844 | 953 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $11,383 | 1.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $7M | 851.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 616.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $749,288 | 89.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 305.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 925.4K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 226.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $354,348 | 38.6K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $43,295 | 5.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $108,673 | 13.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $434,552 | 52.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 145.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $125,864 | 14.4K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $105,193 | 12.0K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $153,820 | 16.8K | Q4 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $7,234 | 879 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $45,775 | 5.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $37,546 | 4.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $481,537 | 58.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $213,499 | 23.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $346,321 | 42.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $30,344 | 3.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,571 | 1.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $20,505 | 2.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $648,129 | 78.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $136,360 | 14.9K | Q4 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $2,129 | 243 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $94,220 | 11.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $623,455 | 75.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 299.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $41,867 | 5.1K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $18,501 | 2.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $205,750 | 25.0K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $643,343 | 70.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $418,440 | 50.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $57,945 | 7.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 899.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $90,842 | 11.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $86,160 | 10.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $272,953 | 31.2K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $13,581 | 1.5K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $495,223 | 60.2K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $5,185 | 630 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $86,739 | 10.5K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $798 | 97 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $40,952 | 5.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $28,994 | 3.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $19,703 | 2.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $6,049 | 735 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $122,076 | 14.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $26,280 | 3.0K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $125,916 | 15.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $176,525 | 21.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $19,900 | 2.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $203,965 | 24.8K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $823 | 100 | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $102,875 | 12.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 447.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 189.4K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $151,844 | 18.4K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $108,636 | 13.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $410,084 | 49.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $138,190 | 16.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $241,196 | 29.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $911,299 | 110.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $355,419 | 40.6K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $88,768 | 10.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,938 | 843 | Q2 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $617 | 75 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $92,788 | 11.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $4,938 | 600 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,211 | 2.2K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,119 | 1.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 493.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $89,964 | 10.2K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $226,183 | 27.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $170,847 | 20.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $337,595 | 41.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $246,000 | 29.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,379 | 1.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $22,353 | 2.7K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $14,106 | 1.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $233,699 | 28.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $157,596 | 19.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $173 | 20.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $642 | 78 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $26,334 | 3.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $30,443 | 3.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $2,185 | 238 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $80,984 | 10.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6,649 | 759 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,959 | 238 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,675 | 460 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $839 | 102 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $220 | 24 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $107 | 13 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8 | 1 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $16 | 2 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $708 | 86 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.