SEC 13F Intelligence

TWOTWO HARBORS INVENTMENT CORPO

CUSIP 90187B804 · Yahoo Finance ↗ · Google Finance ↗

Two Harbors Inventment Corpo (TWO) has 228 institutional holders in Filings Flow’s 13F database, together reporting 79.72M shares worth $888M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
228
Q1 2026
Reported Value
$888M
Ticker
TWO
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 174Q4 ’22Q4 ’25: 212Q4 ’25Q1 ’26: 228Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $308MQ4 ’22Q4 ’25: $766MQ4 ’25Q1 ’26: $888MQ1 ’26Q2 ’26: $810,607Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sand Grove Capital Management LLP$444M AUM7.96%$35M3.09MQ1 2026OLDER
Karl Kapital LLC$144M AUM5.40%$6M579.7KQ4 2025OLDER
ALGEBRIS (UK) LTD$1.4B AUM1.99%$18M1.78MQ3 2025OLDER
GraniteShares Advisors LLC$139M AUM1.89%$3M229.7KQ1 2026OLDER
Clayton Partners LLC$138M AUM1.48%$2M195.0KQ4 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM1.11%$2M200.0KQ1 2026OLDER
Slotnik Capital, LLC$342M AUM1.09%$4M325.0KQ1 2026OLDER
Kintayl Capital LP$192M AUM1.04%$2M164.2KQ4 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM0.80%$12M1.04MQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM0.73%$16M1.37MQ1 2026OLDER
First Trust Capital Management L.P.$1.9B AUM0.65%$12M1.08MQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.54%$5M452.8KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.45%$8M664.3KQ1 2026OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM0.42%$4M377.0KQ1 2026OLDER
AQR Arbitrage LLC$6.1B AUM0.38%$23M2.02MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.37%$5M423.1KQ1 2026OLDER
APS Management Group, Inc.$117M AUM0.30%$351,52930.8KQ1 2026OLDER
Governors Lane LP$1.6B AUM0.24%$4M329.5KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.20%$1M119.4KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM0.17%$517,12549.3KQ4 2025OLDER
COMMONS CAPITAL, LLC$120M AUM0.15%$180,24115.8KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.15%$850,50081.0KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.15%$9M770.2KQ1 2026OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM0.13%$599,55052.5KQ1 2026OLDER
Rangeley Capital, LLC$103M AUM0.11%$114,20010.0KQ1 2026OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.11%$374,30232.8KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.11%$1M121.6KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.10%$212,87720.3KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.08%$1M93.0KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM0.08%$112,59611.4KQ3 2025OLDER
ABC ARBITRAGE SA$753M AUM0.08%$587,60551.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.07%$56M4.93MQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.07%$1M112.0KQ1 2026OLDER
AMERICAN FINANCIAL GROUP INC$270M AUM0.06%$158,70713.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.06%$4M372.5KQ1 2026OLDER
Odyssean, LLC$274M AUM0.05%$148,00313.0KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.04%$2M178.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$278,81924.4KQ1 2026OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.03%$255,34425.9KQ3 2025OLDER
Legacy Financial Strategies, LLC$554M AUM0.03%$171,87115.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$5M415.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.03%$19M1.76MQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.03%$192,00119.5KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.03%$4M351.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$21M1.84MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.03%$155,00015.7KQ3 2025OLDER
Murchinson Ltd.$791M AUM0.02%$194,14017.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$508,56744.5KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.02%$154,95915.7KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$1M91.7KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.02%$1M95.4KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$414,96839.5KQ4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.02%$3M260.6KQ3 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.02%$118,02510.3KQ1 2026OLDER
Secure Asset Management, LLC$632M AUM0.02%$118,01910.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$572,14250.1KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M235.9KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$658,04366.7KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$174,07717.6KQ3 2025OLDER
BALLAST ADVISORS LLC$344M AUM0.01%$50,2024.4KQ2 2026
Shay Capital LLC$1.2B AUM0.01%$171,30015.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M154.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$75,7836.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M375.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M1.20MQ4 2025OLDER
Camelot Portfolios, LLC$135M AUM0.01%$20,3391.9KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$8M700.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$23,9742.4KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M150.0KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.01%$111,72911.3KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$7M594.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M155.0KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$67,9466.5KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$24M2.13MQ1 2026OLDER
Simplify Asset Management Inc.$6.5B AUM0.01%$525,57853.3KQ3 2025OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$174,84015.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$12,5481.10MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$531,03046.5KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.01%$750,03671.4KQ4 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$114,20010.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$358,72234.2KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$120,02510.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$593,99656.6KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$941,49982.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$22M2.11MQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$946,84995.9KQ3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$148,63213.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$10M863.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$358,62231.4KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$36,81277Q3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M425.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$27,2482.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$424,45543.0KQ3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$45,8564.6KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$120,23010.5KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$10,188892Q1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$133,85412.7KQ4 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$7,994700Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$41,9833.4KQ2 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$317,93327.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$70M6.12MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$274,12624.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$173,09315.2KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$32,9373.3KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$22M1.96MQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$9,102797Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M189.3KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$88,8807.2KQ2 2026
BlackRock, Inc.$5.72T AUM0.00%$189M16.57MQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$10,5391.1KQ3 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.00%$3,938375Q4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M511.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$605,74053.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$99,6518.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M302.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$316,84827.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M139.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$269,87723.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$100,6448.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$17M1.47MQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$4,598375Q1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$113,12710.8KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M1.38MQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$612,99153.7KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$271,27425.8KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$9M763.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M100.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$8M702.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$17M1.50MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$327,04628.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$17M1.47MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M1.22MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$146,70314.0KQ4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$21,6531.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$129,90211.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$816,71371.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$28M2.48MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$256,95022.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$16,7301.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M141.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$115M10.97MQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$136,97212.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$45M3.93MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M216.0KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M107.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$295,98425.9KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$5,185454Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$359,62336.4KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$2M205.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$278,65928.2KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M240.9KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$53M4.65MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$541,44547.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M552.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$274,56526.1KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$6,646582Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$252,54222.1KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$527,02853.4KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$135,26911.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$218,12219.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$250,92122.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$142,17812.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$266,33723.3KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$1,777180Q3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$8,351751Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$133,83011.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M295.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$786,23368.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M124.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$154,26213.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M207.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M240.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M343.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$35,6273.4KQ4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$66453Q1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$1,428125Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$109,89311.1KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$16,6321.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$10M949.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$317,16827.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M670.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$295,33225.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$534,94746.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M360.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$376,58633.0KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$1,750167Q4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$337,64629.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M177.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M91.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$23,2972.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$26,6812.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$381,07333.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$94,8089.0KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M97.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$23,9132.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$85,5367.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$92,9028.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,128975Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$7,034499Q4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$10,507920Q1 2026OLDER
City State Bank$385M AUM0.00%$1,142100Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$166,54914.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$605,45253.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$319,73728.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$185,65516.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$497,03343.5KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$3,997350Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$150,12315.2KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$249,21921.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$124,20011.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$14,0041.2KQ2 2026
Quarry LP$558M AUM0.00%$1,393122Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$223,38719.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$121,13911.5KQ4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$5,313506Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$150,50013.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$154,40413.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$196,91017.2KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,367207Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$258,09222.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$151,75115.4KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$94590Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$279,40124.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$122,25110.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,356469Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$178,82515.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$58,9845.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$165,31914.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,299113.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$11,123974Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,141275Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$51549Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$4,803387Q2 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$263,19723.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$77768Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$466,26640.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$69,5847.0KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$606,38153.1KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M141.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$31632Q3 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$1,026104Q3 2025OLDER
Community Financial Services Group, LLC$686M AUM0.00%$58047Q2 2026
Western Wealth Management, LLC$2.6B AUM0.00%$2,227195Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$3,119316Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,8781.3KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$209,86518.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,829228Q2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$20,3071.9KQ4 2025OLDER
Amundi$367.1B AUM0.00%$221,77619.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$102,3579.0KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$33634Q3 2025OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$16817Q3 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$575Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,186279Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,666413Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$82272Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$138,38612.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,517255Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$1,988174Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$28625Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$68,9136.1KQ1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$68269Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$179,00015.7KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$13812Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$9,248821Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$85775Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$29726Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$232Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$18,7231.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$52550Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$11,6711.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,220282Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$575Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1059Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$5,219457Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$252Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$111Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$111Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,336117Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$44,3143.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1039Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,003263Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,264432Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2,478217Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$10510Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$26325Q4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM$00Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.