UBSUBS GROUP AG
CUSIP H42097107 · Yahoo Finance ↗ · Google Finance ↗
Ubs Group AG (UBS) has 673 institutional holders in Filings Flow’s 13F database, together reporting 1.15B shares worth $44.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Norges Bank, and Ubs Group AG.
Institutional Holders
673
Q1 2026
Reported Value
$44.4B
Ticker
UBS
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANGUARD GROUP INC$6.90T AUM | 0.09% | $6.4B | 139.11M | Q4 2025OLDER |
| NORGES BANK$0 AUM | 0.52% | $4.9B | 104.98M | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.69% | $4.6B | 117.48M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.09% | $3.8B | 97.26M | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.87% | $2.6B | 65.54M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.88% | $2.6B | 66.07M | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 4.72% | $2.2B | 56.67M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.11% | $2.1B | 53.88M | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.36% | $1.9B | 49.92M | Q1 2026 |
| Cevian Capital II GP LTD$3.1B AUM | 60.29% | $1.9B | 48.12M | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 1.44% | $1.4B | 35.59M | Q1 2026 |
| DODGE & COX$182.0B AUM | 0.72% | $1.3B | 33.64M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.41% | $1.2B | 31.92M | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.27% | $1.1B | 27.51M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.06% | $1.0B | 27.43M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.12% | $913M | 23.50M | Q1 2026 |
| Amundi$367.1B AUM | 0.25% | $910M | 23.29M | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.21% | $895M | 23.40M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.10% | $874M | 22.37M | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 11.01% | $834M | 21.35M | Q1 2026 |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 2.65% | $816M | 26.54M | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.39% | $728M | 18.85M | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 2.00% | $581M | 15.13M | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.47% | $550M | 14.11M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.12% | $432M | 11.23M | Q1 2026 |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.13% | $426M | 9.13M | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.46% | $417M | 10.85M | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 1.12% | $417M | 4.22M | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $377M | 9.65M | Q1 2026 |
| Ninety One UK Ltd$44.7B AUM | 0.77% | $332M | 8.69M | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.20% | $306M | 7.96M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $303M | 7.76M | Q1 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 4.93% | $299M | 7.81M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.32% | $295M | 7.74M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.12% | $280M | 7.32M | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 10.28% | $273M | 7.14M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.05% | $254M | 6.50M | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.25% | $237M | 6.19M | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.71% | $236M | 6.11M | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.20% | $224M | 5.85M | Q1 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.49% | $215M | 5.85M | Q1 2026 |
| Compagnie Lombard Odier SCmA$8.1B AUM | 2.48% | $202M | 5.27M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.05% | $199M | 5.10M | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.09% | $199M | 5.19M | Q1 2026 |
| M&G Plc$19.4B AUM | 1.00% | $193M | 4.98M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.08% | $181M | 4.69M | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.21% | $178M | 4.64M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $170M | 4.36M | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.27% | $165M | 4.27M | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.22% | $161M | 4.13M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $157M | 4.01M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $154M | 3.94M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $150M | 3.85M | Q1 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.29% | $137M | 3.52M | Q1 2026 |
| AVIVA PLC$59.6B AUM | 0.23% | $137M | 3.57M | Q1 2026 |
| LGT Group Foundation$8.2B AUM | 1.61% | $132M | 3.44M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $128M | 3.52M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $128M | 3.27M | Q1 2026 |
| AXA S.A.$256M AUM | 0.35% | $122M | 3.61M | Q2 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.22% | $121M | 3.17M | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.16% | $114M | 2.97M | Q1 2026 |
| Liontrust Investment Partners LLP$5.9B AUM | 1.55% | $104M | 2.23M | Q4 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.31% | $101M | 2.54M | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.28% | $99M | 2.14M | Q4 2025OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.44% | $99M | 2.42M | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.08% | $98M | 2.55M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $95M | 2.43M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.04% | $95M | 2.46M | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.30% | $92M | 2.39M | Q1 2026 |
| Border to Coast Pensions Partnership Ltd$5.9B AUM | 1.49% | $88M | 2.31M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $87M | 2.24M | Q1 2026 |
| Korea Investment CORP$48.3B AUM | 0.18% | $87M | 2.28M | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.08% | $85M | 1.82M | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.14% | $82M | 2.10M | Q1 2026 |
| Generali Asset Management SPA SGR$4.8B AUM | 1.70% | $82M | 2.65M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.04% | $79M | 2.02M | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 1.59% | $78M | 2.04M | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.25% | $74M | 1.94M | Q1 2026 |
| Exane Asset Management$489M AUM | 13.62% | $67M | 1.88M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.05% | $65M | 1.67M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $65M | 1.66M | Q1 2026 |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.45% | $64M | 1.67M | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.18% | $62M | 1.58M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $59M | 1.50M | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $57M | 1.47M | Q1 2026 |
| ABN AMRO Bank N.V.$9.3B AUM | 0.61% | $57M | 1.47M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $56M | 1.67M | Q1 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.28% | $54M | 1.41M | Q1 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.38% | $53M | 1.37M | Q1 2026 |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.34% | $53M | 1.72M | Q1 2026 |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.59% | $50M | 1.32M | Q1 2026 |
| Crocodile Capital Partners GmbH$147M AUM | 35.45% | $50M | 1.17M | Q1 2026 |
| Patient Capital Management, LLC$2.7B AUM | 1.77% | $49M | 1.24M | Q1 2026 |
| GAM Holding AG$1.6B AUM | 3.04% | $48M | 1.02M | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $47M | 1.23M | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.03% | $47M | 1.21M | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.22% | $47M | 1.15M | Q3 2025OLDER |
| Rathbones Group PLC$48.4B AUM | 0.10% | $47M | 1.22M | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.10% | $45M | 1.16M | Q1 2026 |
| SEB Asset Management AB$23.4B AUM | 0.19% | $44M | 1.16M | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.71% | $41M | 1.09M | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.10% | $36M | 932.6K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.75% | $35M | 892.8K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.28% | $34M | 999.0K | Q2 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.06% | $33M | 865.8K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.14% | $33M | 800.1K | Q3 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.06% | $32M | 690.7K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $30M | 769.3K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.07% | $30M | 762.1K | Q1 2026 |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 1.15% | $30M | 727.3K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $29M | 616.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.03% | $27M | 714.9K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $27M | 687.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $27M | 686.0K | Q1 2026 |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 15.32% | $26M | 684.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 653.6K | Q1 2026 |
| Haven Global Partners, LLC$106M AUM | 23.69% | $25M | 658.6K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.36% | $25M | 652.8K | Q1 2026 |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 1.88% | $25M | 633.5K | Q1 2026 |
| Systrade AG$160M AUM | 16.45% | $25M | 627.3K | Q1 2026 |
| Gemsstock Ltd.$949M AUM | 2.55% | $24M | 630.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $24M | 618.7K | Q1 2026 |
| AMF Tjanstepension AB$15.1B AUM | 0.16% | $24M | 708.0K | Q2 2025OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 0.43% | $22M | 587.1K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.08% | $22M | 571.9K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.17% | $22M | 580.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 560.6K | Q1 2026 |
| Mediolanum International Funds Ltd$9.4B AUM | 0.23% | $22M | 588.3K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $21M | 531.9K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.05% | $20M | 533.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.03% | $20M | 518.3K | Q1 2026 |
| USS Investment Management Ltd$25.6B AUM | 0.08% | $20M | 521.9K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.45% | $20M | 509.6K | Q1 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.28% | $19M | 490.5K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.07% | $19M | 488.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.09% | $18M | 464.5K | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 1.92% | $18M | 527.6K | Q2 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.07% | $18M | 456.5K | Q1 2026 |
| Sienna Gestion$1.5B AUM | 1.22% | $18M | 577.9K | Q2 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.05% | $18M | 450.0K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $17M | 434.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $16M | 421.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $16M | 412.7K | Q1 2026 |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.69% | $16M | 415.5K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $15M | 401.6K | Q1 2026 |
| Gator Capital Management, LLC$489M AUM | 3.04% | $15M | 380.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $15M | 379.9K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.12% | $14M | 366.2K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $14M | 370.4K | Q1 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 3.08% | $14M | 363.5K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 1.40% | $14M | 369.9K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.01% | $14M | 342.4K | Q3 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.28% | $14M | 355.5K | Q1 2026 |
| Andra AP-fonden$8.4B AUM | 0.16% | $14M | 442.1K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.65% | $13M | 340.0K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.03% | $13M | 342.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $13M | 337.9K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.07% | $12M | 323.0K | Q1 2026 |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.97% | $12M | 321.8K | Q1 2026 |
| BDCM CT, L.L.C.$172M AUM | 6.90% | $12M | 350.0K | Q2 2025OLDER |
| PDT Partners, LLC$1.7B AUM | 0.69% | $12M | 305.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 299.8K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.06% | $11M | 300.2K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $11M | 295.4K | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 2.33% | $11M | 290.5K | Q1 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.26% | $11M | 285.2K | Q1 2026 |
| Henry James International Management Inc.$334M AUM | 3.84% | $11M | 272.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 257.9K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.31% | $10M | 222.9K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 262.2K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $10M | 259.3K | Q1 2026 |
| Permanens Capital L.P.$776M AUM | 1.25% | $10M | 207.4K | Q4 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.02% | $10M | 249.3K | Q1 2026 |
| DJE Kapital AG$4.5B AUM | 0.26% | $9M | 203.1K | Q4 2025OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.72% | $9M | 240.1K | Q1 2026 |
| Black Diamond Capital Management I, LLLP$136M AUM | 6.16% | $9M | 200.0K | Q4 2025OLDER |
| Promethos Capital, LLC$372M AUM | 2.45% | $9M | 233.1K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $9M | 294.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 227.8K | Q1 2026 |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.13% | $9M | 288.1K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.13% | $9M | 226.1K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $9M | 222.2K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $9M | 219.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 214.4K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.08% | $8M | 218.4K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 1.71% | $8M | 209.5K | Q1 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.21% | $8M | 201.3K | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.27% | $8M | 193.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $7M | 185.5K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.07% | $7M | 176.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 176.3K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.02% | $7M | 173.0K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.07% | $7M | 168.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.15% | $6M | 166.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.14% | $6M | 166.0K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 155.8K | Q3 2025OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.97% | $6M | 160.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $6M | 154.3K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.11% | $6M | 155.2K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.34% | $6M | 151.3K | Q1 2026 |
| Triasima Portfolio Management inc.$661M AUM | 0.88% | $6M | 148.3K | Q1 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.28% | $6M | 150.6K | Q1 2026 |
| NatWest Group plc$462M AUM | 1.25% | $6M | 147.9K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.11% | $6M | 143.6K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.05% | $6M | 141.0K | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.03% | $5M | 142.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 139.5K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.12% | $5M | 139.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 138.0K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.22% | $5M | 130.2K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $5M | 134.3K | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $5M | 137.8K | Q1 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD$95M AUM | 5.50% | $5M | 136.0K | Q1 2026 |
| Ninety One North America, Inc.$2.2B AUM | 0.23% | $5M | 135.3K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 132.4K | Q1 2026 |
| Symmetry Investments LP$913M AUM | 0.45% | $5M | 111.4K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $5M | 151.5K | Q2 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.88% | $5M | 123.0K | Q3 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.33% | $5M | 121.9K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.20% | $5M | 127.9K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.08% | $5M | 127.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5M | 127.1K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5M | 122.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 116.8K | Q1 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 1.13% | $4M | 117.5K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $4M | 114.2K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $4M | 115.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.01% | $4M | 110.8K | Q1 2026 |
| Timber Creek Capital Management LLC$412M AUM | 1.03% | $4M | 109.2K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.13% | $4M | 108.9K | Q1 2026 |
| Plato Investment Management Ltd$1.5B AUM | 0.28% | $4M | 108.7K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 102.3K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 0.18% | $4M | 93.5K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.26% | $4M | 82.7K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 97.5K | Q1 2026 |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.08% | $4M | 98.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 94.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 110.1K | Q1 2026 |
| Karl Kapital LLC$144M AUM | 2.41% | $3M | 88.9K | Q1 2026 |
| CenterBook Partners LP$1.9B AUM | 0.18% | $3M | 86.5K | Q1 2026 |
| Nebula Research & Development LLC$0 AUM | 0.28% | $3M | 98.2K | Q2 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.08% | $3M | 86.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 84.7K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.17% | $3M | 84.0K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.05% | $3M | 80.5K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $3M | 80.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 80.2K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $3M | 79.9K | Q1 2026 |
| Governors Lane LP$1.6B AUM | 0.24% | $3M | 75.9K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 74.4K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $3M | 73.6K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 77.7K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.71% | $3M | 64.3K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.05% | $3M | 76.1K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $3M | 75.7K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $3M | 75.3K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $3M | 75.1K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.14% | $3M | 75.0K | Q1 2026 |
| ARGA Investment Management, LP$3.0B AUM | 0.10% | $3M | 75.3K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $3M | 72.8K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.19% | $3M | 72.6K | Q1 2026 |
| Permanent Capital Management, LP$643M AUM | 0.44% | $3M | 64.5K | Q1 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.91% | $3M | 72.1K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.88% | $3M | 60.4K | Q4 2025OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.43% | $3M | 70.4K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $3M | 59.1K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.03% | $3M | 70.0K | Q1 2026 |
| Alaethes Wealth, LLC$351M AUM | 0.78% | $3M | 69.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 69.7K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 69.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 69.3K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.06% | $3M | 70.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.03% | $3M | 69.1K | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.04% | $3M | 65.2K | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $3M | 67.6K | Q1 2026 |
| ODDO BHF ASSET MANAGEMENT SAS$2.5B AUM | 0.10% | $3M | 81.1K | Q3 2025OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.48% | $3M | 67.4K | Q1 2026 |
| Nekton Capital Ltd.$49M AUM | 5.32% | $3M | 77.5K | Q2 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.03% | $3M | 56.4K | Q4 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.03% | $3M | 66.5K | Q1 2026 |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.38% | $3M | 64.5K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.05% | $3M | 64.2K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 1.02% | $2M | 63.2K | Q1 2026 |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.38% | $2M | 61.0K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 60.8K | Q1 2026 |
| Orca Wealth Management, LLC$141M AUM | 1.66% | $2M | 59.8K | Q1 2026 |
| TrueMark Investments, LLC$514M AUM | 0.45% | $2M | 58.8K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.41% | $2M | 58.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 48.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 56.8K | Q1 2026 |
| Saba Capital Management, L.P.$3.6B AUM | 0.06% | $2M | 53.7K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 55.0K | Q1 2026 |
| South Shore Capital Advisors$137M AUM | 1.59% | $2M | 56.7K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 52.7K | Q3 2025OLDER |
| Bellecapital International Ltd.$554M AUM | 0.39% | $2M | 56.1K | Q1 2026 |
| CIGNA INVESTMENTS INC /NEW$650M AUM | 0.33% | $2M | 56.3K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $2M | 45.5K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 53.1K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.50% | $2M | 52.6K | Q1 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.81% | $2M | 51.2K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.03% | $2M | 51.0K | Q1 2026 |
| Capital International Sarl$6.1B AUM | 0.03% | $2M | 42.5K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 50.1K | Q1 2026 |
| CIM, LLC$692M AUM | 0.28% | $2M | 50.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 57.2K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 49.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 47.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 47.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $2M | 46.7K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $2M | 42.1K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 45.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 45.5K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 45.3K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 45.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 45.2K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.16% | $2M | 37.2K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 42.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 42.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 41.1K | Q1 2026 |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.13% | $2M | 40.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 40.1K | Q1 2026 |
| PITCAIRN CO$0 AUM | 0.12% | $2M | 37.8K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 39.6K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 39.3K | Q1 2026 |
| Havemeyer Place LP$867M AUM | 0.18% | $2M | 39.2K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.14% | $2M | 32.6K | Q4 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.13% | $1M | 37.4K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 37.3K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.17% | $1M | 37.3K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $1M | 36.8K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.09% | $1M | 36.8K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.02% | $1M | 36.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 35.7K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $1M | 35.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 34.7K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 34.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 33.8K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.08% | $1M | 34.2K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 34.0K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 33.8K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 33.0K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $1M | 37.3K | Q2 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $1M | 32.0K | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.43% | $1M | 32.8K | Q1 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.47% | $1M | 31.8K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $1M | 31.5K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 31.0K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 30.3K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 25.0K | Q4 2025OLDER |
| Greenwich Wealth Management LLC$2.4B AUM | 0.05% | $1M | 24.8K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 29.1K | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.03% | $1M | 28.9K | Q1 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.28% | $1M | 41.7K | Q2 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $1M | 28.5K | Q1 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.06% | $1M | 28.9K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 26.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 27.5K | Q1 2026 |
| U S GLOBAL INVESTORS INC$858M AUM | 0.13% | $1M | 27.8K | Q1 2026 |
| Future Fund LLC$284M AUM | 0.38% | $1M | 27.4K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 27.3K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.08% | $1M | 22.9K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $1M | 27.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 26.2K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 25.9K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.18% | $1M | 27.5K | Q1 2026 |
| Henshaw Capital LLC$2.7B AUM | 0.04% | $1M | 25.8K | Q1 2026 |
| Themes Management Co LLC$162M AUM | 0.62% | $1M | 25.7K | Q1 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.15% | $1M | 25.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $999,819 | 25.6K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 0.10% | $982,337 | 25.1K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.05% | $959,989 | 24.6K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $956,355 | 24.5K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.04% | $933,310 | 23.9K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $932,132 | 23.9K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $921,740 | 23.6K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.05% | $904,000 | 26.7K | Q2 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.12% | $882,950 | 23.1K | Q1 2026 |
| Lingohr Asset Management GmbH$57M AUM | 1.54% | $880,000 | 21.5K | Q3 2025OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.14% | $872,705 | 22.3K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.36% | $870,415 | 22.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $868,721 | 22.2K | Q1 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.21% | $866,078 | 22.5K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.09% | $864,697 | 22.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $860,000 | 22.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $858,602 | 22.0K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.09% | $837,908 | 21.4K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $831,635 | 18.0K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $830,120 | 21.2K | Q1 2026 |
| Massachusetts Wealth Management$231M AUM | 0.36% | $823,596 | 21.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $818,565 | 21.0K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.09% | $808,827 | 20.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $779,271 | 19.9K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $777,565 | 19.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $766,005 | 19.6K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.27% | $762,893 | 19.9K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $761,944 | 19.5K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $760,392 | 19.5K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.15% | $760,194 | 16.1K | Q4 2025OLDER |
| SkyView Investment Advisors, LLC$743M AUM | 0.10% | $759,000 | 19.4K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $753,200 | 19.3K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.11% | $750,996 | 19.2K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.05% | $740,142 | 18.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $732,329 | 15.8K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $716,075 | 18.3K | Q1 2026 |
| CenterStar Asset Management, LLC$797M AUM | 0.09% | $714,277 | 18.3K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $706,659 | 18.1K | Q1 2026 |
| Clarius Group, LLC$1.8B AUM | 0.04% | $703,866 | 15.2K | Q4 2025OLDER |
| Winning Points Advisors, LLC$75M AUM | 0.74% | $695,000 | 39.8K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.14% | $682,332 | 17.5K | Q1 2026 |
| Climber Capital SA$153M AUM | 0.44% | $677,090 | 17.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $673,449 | 17.2K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $672,591 | 17.2K | Q1 2026 |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.07% | $664,190 | 17.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $663,625 | 17.0K | Q1 2026 |
| Impact Capital Partners LLC$367M AUM | 0.20% | $663,526 | 17.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $658,758 | 16.9K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $649,734 | 16.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $648,446 | 16.6K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $647,857 | 14.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $636,450 | 16.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $636,014 | 16.3K | Q1 2026 |
| American Trust Investment Advisors, LLC$181M AUM | 0.35% | $635,278 | 16.3K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $634,106 | 16.2K | Q1 2026 |
| XY Capital Ltd$101M AUM | 0.63% | $630,980 | 16.1K | Q1 2026 |
| New Vernon Capital Holdings II LLC$136M AUM | 0.46% | $628,480 | 16.1K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.06% | $620,106 | 15.9K | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $595,223 | 14.5K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.14% | $589,818 | 12.7K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $588,000 | 15.1K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $587,599 | 15.0K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $585,778 | 15.0K | Q1 2026 |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.02% | $583,315 | 14.9K | Q1 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.07% | $581,225 | 18.4K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.11% | $580,893 | 14.9K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $572,748 | 14.0K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $556,869 | 12.0K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.10% | $556,513 | 14.2K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $556,491 | 14.2K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $555,665 | 14.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $543,995 | 13.9K | Q1 2026 |
| swisspartners Advisors Ltd$159M AUM | 0.34% | $535,267 | 14.0K | Q1 2026 |
| Limestone Investment Advisors LP$1.2B AUM | 0.04% | $535,259 | 13.7K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.05% | $532,834 | 13.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $527,692 | 13.5K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.03% | $526,000 | 13.5K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $519,358 | 13.3K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.05% | $509,121 | 13.0K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.08% | $506,151 | 13.0K | Q1 2026 |
| Northside Capital Management, LLC$1.1B AUM | 0.04% | $500,995 | 12.8K | Q1 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.40% | $496,189 | 12.7K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $494,887 | 10.7K | Q4 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.03% | $492,946 | 12.6K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $491,852 | 12.6K | Q1 2026 |
| Sciencast Management LP$785M AUM | 0.06% | $489,586 | 12.5K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $487,211 | 13.3K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.04% | $487,190 | 11.6K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $479,400 | 12.3K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $474,551 | 12.1K | Q1 2026 |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.06% | $473,280 | 12.1K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 0.15% | $470,000 | 12.0K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.05% | $468,176 | 12.0K | Q1 2026 |
| First National Bank of Hutchinson$157M AUM | 0.30% | $464,542 | 11.9K | Q1 2026 |
| Corient IA LLC$106M AUM | 0.44% | $464,542 | 11.9K | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 0.26% | $464,018 | 11.9K | Q1 2026 |
| OSSIAM$5.7B AUM | 0.01% | $461,208 | 12.1K | Q1 2026 |
| Covenant Partners, LLC$0 AUM | 0.13% | $458,840 | 9.9K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.20% | $457,822 | 11.7K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $456,979 | 11.1K | Q3 2025OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.31% | $456,924 | 11.7K | Q1 2026 |
| ICONIQ Capital, LLC$4.5B AUM | 0.01% | $456,164 | 13.5K | Q2 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $453,173 | 11.1K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $452,548 | 11.6K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.10% | $451,383 | 11.6K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.08% | $448,680 | 11.5K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $440,000 | 10.7K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $439,497 | 11.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $437,124 | 10.7K | Q3 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $435,361 | 11.1K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.02% | $434,302 | 11.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $433,863 | 9.2K | Q4 2025OLDER |
| Ninety One SA (PTY) Ltd$2.3B AUM | 0.02% | $431,073 | 11.3K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $430,683 | 9.3K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $426,332 | 10.9K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $424,915 | 12.6K | Q2 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $423,831 | 10.8K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $423,167 | 10.8K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 0.05% | $421,331 | 10.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $419,924 | 10.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $417,120 | 10.7K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $413,595 | 8.9K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $413,304 | 8.9K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $412,668 | 8.9K | Q4 2025OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.27% | $412,579 | 10.6K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.00% | $407,837 | 10.6K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.02% | $406,753 | 8.8K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $406,637 | 10.4K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.03% | $399,169 | 11.8K | Q2 2025OLDER |
| Optas, LLC$661M AUM | 0.06% | $398,396 | 10.2K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $395,791 | 10.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $395,644 | 10.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.