UBSIUNITED BANKSHARES INC WEST V
CUSIP 909907107 · Yahoo Finance ↗ · Google Finance ↗
United Bankshares Inc West V (UBSI) has 415 institutional holders in Filings Flow’s 13F database, together reporting 585.9K shares worth $24M as of Q2 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.
Institutional Holders
415
Q2 2026
Reported Value
$4.1B
Ticker
UBSI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| UNITED BANK$781M AUM | 3.77% | $29M | 710.7K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 1.88% | $2M | 51.8K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.84% | $3M | 76.2K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.90% | $5M | 110.0K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.81% | $4M | 108.6K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.79% | $7M | 172.5K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.71% | $171M | 4.13M | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.59% | $960,861 | 23.2K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.58% | $5M | 111.9K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.54% | $1M | 31.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.52% | $1M | 29.8K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.50% | $69M | 1.66M | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.46% | $10M | 233.0K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.41% | $18M | 432.0K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.40% | $1M | 33.0K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.37% | $2M | 43.6K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.35% | $456,989 | 11.0K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.35% | $34M | 832.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.33% | $343,754 | 8.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.33% | $552,046 | 13.3K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.29% | $779,359 | 18.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.29% | $988,696 | 23.9K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.27% | $2M | 40.8K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.24% | $381,395 | 9.2K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.24% | $241,686 | 5.8K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.23% | $559,046 | 13.5K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.22% | $384,159 | 9.3K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.20% | $427,613 | 10.3K | Q1 2026OLDER |
| Teton Advisors, LLC$142M AUM | 0.20% | $289,940 | 7.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.20% | $241,934 | 5.8K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.19% | $55M | 1.33M | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.18% | $999,547 | 24.1K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.17% | $269,230 | 6.5K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.17% | $230,503 | 5.6K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.17% | $207,100 | 5.0K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.15% | $529,142 | 12.8K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.15% | $237,544 | 5.7K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.14% | $210,993 | 5.1K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.14% | $3M | 81.4K | Q4 2025OLDER |
| Trask Adam Roland$106M AUM | 0.14% | $146,792 | 3.5K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.12% | $552,653 | 14.4K | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.12% | $3M | 72.4K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.12% | $4M | 101.4K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.11% | $191,320 | 4.6K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $444,585 | 11.9K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $497,786 | 12.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.10% | $6M | 146.9K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.10% | $3M | 63.9K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.10% | $2M | 56.5K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.09% | $393,656 | 9.5K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.09% | $3M | 75.1K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.09% | $6M | 146.5K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.09% | $942,678 | 22.8K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.09% | $227,004 | 5.5K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.09% | $884,773 | 21.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.08% | $129M | 3.12M | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.08% | $325,327 | 8.7K | Q3 2025OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.08% | $116,282 | 3.1K | Q3 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.07% | $1M | 31.0K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.07% | $346,354 | 8.4K | Q2 2026 |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.07% | $1M | 30.3K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.07% | $435,159 | 10.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.07% | $3M | 70.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $317M | 7.66M | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.07% | $366,194 | 8.8K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.06% | $256,266 | 6.2K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.06% | $215,301 | 5.2K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.06% | $1M | 33.5K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.06% | $233,236 | 5.6K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.06% | $2M | 53.1K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.06% | $1M | 25.0K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.06% | $213,064 | 5.1K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.06% | $211,988 | 5.1K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.06% | $1M | 30.9K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.06% | $587,004 | 14.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $3M | 83.6K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $3M | 81.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.05% | $5M | 113.9K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $601,750 | 14.5K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.05% | $486,188 | 11.7K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $432,350 | 9.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.05% | $3M | 65.5K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.05% | $207,597 | 5.0K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.05% | $232,302 | 6.2K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 57.3K | Q2 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $656,198 | 17.6K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $523,052 | 12.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.05% | $383,372 | 9.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.05% | $32M | 778.7K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.05% | $41M | 984.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $2M | 37.0K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.05% | $232,090 | 6.0K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.05% | $294,404 | 8.1K | Q3 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.05% | $424,487 | 10.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.04% | $98M | 2.37M | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 53.1K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.04% | $290,426 | 7.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $513,152 | 12.4K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.04% | $221,721 | 5.4K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $240,000 | 6.4K | Q3 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.04% | $331,360 | 8.0K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.04% | $2M | 55.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 33.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $26M | 633.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $895,790 | 21.6K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.04% | $351,241 | 7.7K | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.04% | $9M | 217.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $115,575 | 3.0K | Q4 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.03% | $2M | 40.0K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $4M | 104.1K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.03% | $244,619 | 6.6K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $764,554 | 20.5K | Q3 2025OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.03% | $427,803 | 11.5K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $2M | 58.9K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $146,289 | 3.2K | Q2 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.03% | $5M | 117.5K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $6M | 142.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 40.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 90.3K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.03% | $336,118 | 9.0K | Q3 2025OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.03% | $207,100 | 5.0K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $286,758 | 6.3K | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.03% | $472,478 | 11.4K | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.03% | $2M | 58.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.03% | $2M | 53.5K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $648,387 | 15.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 34.2K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.02% | $7M | 171.1K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $32,081 | 700 | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.02% | $252,057 | 6.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 49.0K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.02% | $550,560 | 13.3K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $619,063 | 14.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 40.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $1M | 31.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $2M | 41.7K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.02% | $173,839 | 4.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 39.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $575,366 | 13.9K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $522,679 | 12.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 85.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $24,633 | 662 | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $50M | 1.21M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $595,584 | 15.5K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $24M | 571.0K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $4M | 114.0K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $699,204 | 18.8K | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $422,857 | 10.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $204,915 | 5.5K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 31.9K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.02% | $282,240 | 7.3K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $301M | 7.28M | Q1 2026OLDER |
| Mubadala Investment Co PJSC$20.5B AUM | 0.02% | $3M | 78.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $202,932 | 5.4K | Q3 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $1M | 28.6K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $4M | 91.3K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.02% | $30,296 | 731 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $18M | 431.4K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $1M | 35.6K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 45.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $559,872 | 14.6K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $835M | 20.17M | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 26.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $390,539 | 9.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 25.1K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $2M | 38.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $75,799 | 1.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 32.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $14M | 345.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 32.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $502,756 | 12.1K | Q1 2026OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.01% | $259,993 | 6.3K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.01% | $62,171 | 1.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 63.4K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 38.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $333M | 7.97M | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $310,401 | 7.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 33.1K | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.01% | $71,947 | 1.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 34.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $251,200 | 6.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $70M | 1.69M | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $4M | 105.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $56M | 1.36M | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $474,639 | 11.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $163M | 3.94M | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $37M | 902.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $469,496 | 11.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $37M | 904.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 40.8K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 58.6K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 38.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $257,940 | 6.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $261,982 | 6.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $629,357 | 15.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $7M | 162.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $68M | 1.65M | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $383,471 | 9.8K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 59.4K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $344,713 | 9.3K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $558M | 14.54M | Q4 2025OLDER |
| Tacita Capital Inc$169M AUM | 0.01% | $13,296 | 321 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 49.3K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $20,986 | 564 | Q3 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $12M | 293.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $65M | 1.57M | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 35.0K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 33.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $408,631 | 9.9K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $13M | 313.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $6M | 155.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $12M | 278.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $177,225 | 3.9K | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $263M | 6.34M | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $226,079 | 4.9K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $388,602 | 9.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $310,777 | 8.1K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $349,792 | 8.4K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $1M | 27.1K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.01% | $18,926 | 412 | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $10,455 | 252 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $822,063 | 19.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $934,435 | 22.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 73.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 27.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $263,475 | 6.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 121.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 77.0K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $34,254 | 827 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $3M | 79.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 36.0K | Q2 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $735,246 | 17.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $1M | 30.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $68M | 1.63M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $6M | 137.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $32M | 774.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $9M | 215.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $736,323 | 17.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $90,917 | 2.2K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $319,679 | 7.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $5M | 132.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $3M | 69.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $28M | 678.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $455,620 | 11.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $2M | 37.0K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $200,638 | 4.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $271,754 | 6.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $544,439 | 13.1K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $203,953 | 4.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 61.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 54.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $141,905 | 3.4K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $18,977 | 510 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $739,042 | 17.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 45.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $971,630 | 23.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 67.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 410.1K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $633,600 | 16.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 43.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 49.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $3,789 | 101.8K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $11M | 281.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $915,361 | 22.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $10,438 | 252 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 263.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 427.8K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $278,323 | 7.2K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $599,974 | 14.5K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $892,808 | 21.6K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $43,119 | 1.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $296,414 | 7.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $54M | 1.40M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $643,452 | 15.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $35,497 | 857 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $10M | 231.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 50.9K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $415,318 | 10.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $247,879 | 5.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 53.8K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $267,187 | 7.0K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $7,680 | 200 | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $704,140 | 17.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 71.5K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $213,389 | 5.6K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $696,109 | 16.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $217,075 | 5.2K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $472,819 | 12.3K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $178,829 | 3.9K | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $18,598 | 449 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12M | 297.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $253,251 | 6.8K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 217.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $70,695 | 1.8K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $10M | 229.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $878,767 | 21.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 370.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $354,638 | 8.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $225,684 | 5.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 46.6K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $8,284 | 200 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 36.4K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,361 | 57 | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $78,698 | 1.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $69,545 | 1.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $7,539 | 182 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $524,829 | 14.1K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 34.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 41.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 111.9K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.00% | $2,337 | 51 | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $18,680 | 451 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $22,450 | 542 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,414 | 179 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 65.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 189.8K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $370,212 | 8.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $69,570 | 1.5K | Q2 2026 |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $355,507 | 9.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $280,910 | 6.8K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $280,489 | 7.5K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 79.6K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $18,888 | 456 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $303,029 | 7.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $98,272 | 2.6K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $859,796 | 20.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $17,232 | 376 | Q2 2026 |
| NATIXIS$28.0B AUM | 0.00% | $426,240 | 11.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $853,326 | 20.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $32,556 | 786 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $8,989 | 217 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $3M | 63.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $268,112 | 6.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $221,017 | 5.3K | Q2 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $3,273 | 79 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $14,332 | 346 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $253,932 | 6.1K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $475,046 | 11.5K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $5,136 | 124 | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $562,525 | 13.6K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $2,460 | 58 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 24.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $32,142 | 776 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $3M | 61.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $446,746 | 11.6K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 112.2K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $312,680 | 7.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 64.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $807,931 | 19.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $734,485 | 17.7K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $439,880 | 10.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 24.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $4,350 | 105 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $971,672 | 23.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $203,712 | 4.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,349 | 105 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $175,989 | 4.2K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,494 | 91 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 368.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $68,674 | 1.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $278,135 | 6.7K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $886,264 | 21.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $750,530 | 18.1K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $538,916 | 13.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,264 | 102 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $760,243 | 19.8K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 35.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $118,834 | 2.9K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $474,011 | 11.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $881,901 | 21.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $6,801 | 164.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 38.9K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $7,414 | 179 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 70.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $27,420 | 662 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $217,911 | 5.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 96.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $250,936 | 6.1K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,348 | 35 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 147.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,225 | 102 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $632,342 | 15.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $595,723 | 14.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $41,669 | 1.0K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $5,427 | 131 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $20,942 | 501 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $53,432 | 1.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $984,843 | 23.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $16,317 | 401 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,834 | 68 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 49.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $379,542 | 10.2K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 35.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $272,712 | 7.3K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $1,000 | 25 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,356 | 81 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $7,333 | 160 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $356,298 | 8.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 95.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $2,227 | 58 | Q2 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $246,118 | 5.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $9M | 208.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $326,431 | 7.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $28,331 | 684 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $562,194 | 13.6K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $342,532 | 8.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,125 | 341 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $4,168 | 112 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $74,334 | 1.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $102,380 | 2.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $39,769 | 954 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,847 | 117 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $276,603 | 6.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,574 | 38 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $4,142 | 100 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $4,473 | 108 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $586,751 | 14.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $1,574 | 38 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,154 | 27 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $350,056 | 9.4K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $57,367 | 1.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,869 | 93 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $2,361 | 57 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $335,302 | 8.1K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $54 | 1.5K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,355 | 250 | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $5,012 | 121 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $456 | 11 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $668 | 16 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,160 | 28 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $61,302 | 1.5K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $5,053 | 122 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,998 | 54 | Q3 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $331 | 8 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $995 | 24 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,829 | 178 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $225,615 | 5.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $29,036 | 701 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,758 | 139 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,036 | 25 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,811 | 261 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $3,630 | 86 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $207 | 5 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $17,951 | 439 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $12,927 | 312 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $455 | 11 | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $92 | 2 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,118 | 27 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $12,426 | 300 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $10,852 | 262 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $11,597 | 302 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,450 | 35 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $275 | 6 | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $124 | 3 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,717 | 227 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.