UHALU HAUL HOLDING COMPANY
CUSIP 023586100 · Yahoo Finance ↗ · Google Finance ↗
U Haul Holding Company (UHAL) has 204 institutional holders in Filings Flow’s 13F database, together reporting 7.31M shares worth $342M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Norges Bank, and Dimensional Fund Advisors LP.
Institutional Holders
204
Q1 2026
Reported Value
$342M
Ticker
UHAL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Orvieto Partners, L.P.$117M AUM | 3.24% | $4M | 79.2K | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 2.33% | $8M | 133.9K | Q3 2025OLDER |
| Estuary Capital Management LP$598M AUM | 2.17% | $12M | 214.2K | Q3 2025OLDER |
| Bruce & Co., Inc.$350M AUM | 1.01% | $4M | 73.9K | Q1 2026OLDER |
| Deltroit Asset Management (UK) LLP$623M AUM | 0.65% | $4M | 84.4K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.53% | $1M | 29.9K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 0.47% | $15M | 322.0K | Q1 2026OLDER |
| Old West Investment Management, LLC$923M AUM | 0.41% | $4M | 79.3K | Q1 2026OLDER |
| Southpoint Capital Advisors LP$4.9B AUM | 0.36% | $17M | 362.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.29% | $2M | 35.0K | Q3 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.27% | $369,814 | 6.5K | Q3 2025OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.26% | $2M | 46.6K | Q1 2026OLDER |
| Diversified Investment Strategies, LLC$157M AUM | 0.25% | $383,960 | 8.0K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.23% | $9M | 183.8K | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.23% | $607,475 | 12.7K | Q1 2026OLDER |
| Tensile Capital Management LP$698M AUM | 0.23% | $1,764 | 35.0K | Q4 2025OLDER |
| YACKTMAN ASSET MANAGEMENT LP$7.5B AUM | 0.21% | $16M | 325.4K | Q1 2026OLDER |
| Oppenheimer & Close, LLC$159M AUM | 0.18% | $286,202 | 6.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.17% | $709,055 | 14.8K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.16% | $689,227 | 14.4K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.15% | $243,641 | 4.3K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.15% | $4M | 88.5K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.14% | $360,512 | 7.5K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $462,988 | 9.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.10% | $442,491 | 9.3K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.10% | $2M | 34.5K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.07% | $417,294 | 8.3K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.06% | $965,503 | 19.2K | Q4 2025OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.06% | $630,696 | 13.2K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.06% | $242,018 | 4.8K | Q4 2025OLDER |
| Intellectus Partners, LLC$490M AUM | 0.05% | $251,466 | 5.3K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $538,289 | 11.3K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.05% | $301,906 | 6.0K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.05% | $11M | 231.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $354,384 | 7.4K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.04% | $375,551 | 7.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $264,223 | 5.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.04% | $207,182 | 4.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.04% | $410,136 | 8.1K | Q4 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.04% | $403,280 | 8.0K | Q4 2025OLDER |
| ABRAMS CAPITAL MANAGEMENT, L.P.$4.6B AUM | 0.04% | $2M | 36.4K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.03% | $209,504 | 4.2K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 40.4K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $223,599 | 3.9K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $222,963 | 4.4K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 29.9K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $226,682 | 4.0K | Q3 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.02% | $20,545 | 430 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 244.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $2M | 46.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $394,354 | 6.9K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $842,314 | 17.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $2M | 41.4K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 0.01% | $97,710 | 2.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $1M | 3.9K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $50,552 | 1.1K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $496,052 | 10.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $417,899 | 8.3K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $56,004 | 981 | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $14M | 292.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $405,175 | 8.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 209.3K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $650,811 | 13.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $49,691 | 1.0K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $7M | 137.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 321.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 43.5K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $19,305 | 295 | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 29.2K | Q3 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $81,285 | 1.4K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $28,535 | 500 | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $410,430 | 8.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $649,230 | 12.9K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $24M | 510.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $380,942 | 6.7K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.00% | $515,171 | 9.0K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $350,705 | 7.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 78.2K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $5,041 | 100 | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $655,351 | 13.7K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $403,280 | 8.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,064 | 383 | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $80,223 | 1.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $7,024 | 147 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $297,287 | 6.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $28,535 | 500 | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $955,504 | 20.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $47,051 | 719 | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 33.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 27.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $21,883 | 458 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $5,351 | 112 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $490,060 | 8.6K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $12,328 | 258 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $266,618 | 5.3K | Q4 2025OLDER |
| Daytona Street Capital LLC$130M AUM | 0.00% | $1,920 | 40 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $172,629 | 3.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 182.8K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $234,935 | 4.9K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $4,539 | 95 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 93.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 26.9K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,806 | 104 | Q2 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $271,916 | 5.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 47.6K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 33.0K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $218,064 | 3.8K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $17M | 354.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $272,633 | 5.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $574,604 | 12.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 113.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $676,947 | 14.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $764,241 | 16.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $519,109 | 10.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $543,067 | 11.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 59.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 93.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $39,323 | 823 | Q2 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $361,934 | 7.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $978,248 | 20.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $6,068 | 127 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 118.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $44M | 867.1K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $596,581 | 12.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,922 | 103 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 191.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,989 | 230 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $18,539 | 388 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $5,734 | 120 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $372,445 | 7.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $70,762 | 1.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $299,218 | 5.2K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $19M | 404.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,022 | 334 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $258,012 | 5.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $7M | 149.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $1,099 | 23 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $740,590 | 15.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $477,800 | 10.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $23M | 474.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $287 | 5.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $338,665 | 7.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $309,730 | 6.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $219,788 | 4.6K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $81,226 | 1.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $3,631 | 76 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $354,679 | 7.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $8M | 176.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 22.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 52.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 45.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 34.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,314 | 174 | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $571 | 10 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $63,358 | 1.3K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $7,311 | 153 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,143 | 296 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $94,509 | 2.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $46,490 | 973 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $365,469 | 7.6K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $1,720 | 36 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $984,139 | 20.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 51.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,890 | 90 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,631 | 76 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $8,696 | 182 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $334 | 7 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $80,701 | 1.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $621 | 13 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $583,107 | 12.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $756 | 15 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $34,784 | 728 | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.00% | $143 | 3 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $256,722 | 5.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $416,276 | 8.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $434,655 | 9.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,003 | 21 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,195 | 25 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $2,983 | 62 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $485,779 | 10.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $210,056 | 4.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $26,136 | 547 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $832 | 17 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $506 | 9 | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $383 | 8 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $957 | 20 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $182 | 3 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $234,647 | 4.9K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $287 | 6 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $382 | 8 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,897 | 41 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $12,279 | 257 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,195 | 25 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $143 | 3 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $143 | 3 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $19,351 | 405 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,325 | 113 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $282,858 | 5.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $187,154 | 3.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $32,920 | 689 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $239 | 5 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $571,990 | 12.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $310 | 6.5K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $65,984 | 1.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $8,792 | 184 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $622 | 13 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $17,791 | 373 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $287 | 6 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $33,588 | 704 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $60,859 | 1.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $153,429 | 3.2K | Q2 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $51 | 1 | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $114 | 2 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $151 | 3 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,433 | 30 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $31,405 | 623 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $3,253 | 57 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $958 | 19 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $96 | 2 | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.00% | $717 | 15 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $48 | 1 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $239 | 5 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $58 | 1 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $39,275 | 822 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,533 | 53 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $48 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20,306 | 425 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $47 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $228,146 | 4.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $18,013 | 377 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $28 | 0 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $5,343 | 106 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2,389 | 50 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $1,525 | 29 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $196 | 3 | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $12,948 | 271 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $10,894 | 228 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $1 | 14 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $504 | 10 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $526 | 11 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $96 | 2 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $143 | 3 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $96 | 2 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $151 | 3 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $114 | 2 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $403 | 8 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $96 | 2 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $5 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.