UMBFUMB FINL CORP
CUSIP 902788108 · Yahoo Finance ↗ · Google Finance ↗
Umb Finl Corp (UMBF) has 449 institutional holders in Filings Flow’s 13F database, together reporting 69.67M shares worth $7.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Umb Bank, N.a..
Institutional Holders
449
Q1 2026
Reported Value
$7.6B
Ticker
UMBF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| UMB Bank, n.a.$7.2B AUM | 7.44% | $533M | 4.72M | Q1 2026OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 7.18% | $19M | 170.4K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 5.69% | $6M | 50.9K | Q1 2026OLDER |
| Stieven Capital Advisors, L.P.$468M AUM | 5.51% | $26M | 228.8K | Q1 2026OLDER |
| Karl Kapital LLC$144M AUM | 4.87% | $7M | 62.3K | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 4.47% | $74M | 659.0K | Q1 2026OLDER |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 3.75% | $46M | 403.9K | Q1 2026OLDER |
| Petiole USA ltd$143M AUM | 3.36% | $5M | 42.6K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 3.35% | $16M | 145.4K | Q1 2026OLDER |
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 1.91% | $2M | 22.0K | Q1 2026OLDER |
| THIRD AVENUE MANAGEMENT LLC$616M AUM | 1.43% | $9M | 78.2K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 1.39% | $37M | 326.0K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 1.08% | $2M | 19.3K | Q1 2026OLDER |
| Friday Financial$373M AUM | 1.07% | $4M | 27.4K | Q2 2026 |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.95% | $30M | 267.4K | Q1 2026OLDER |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.92% | $7M | 43.6K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 0.91% | $2M | 21.0K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.90% | $39M | 346.4K | Q1 2026OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.87% | $18M | 158.6K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.86% | $4M | 38.9K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.71% | $6M | 56.0K | Q4 2025OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.67% | $2M | 12.8K | Q3 2025OLDER |
| Phocas Financial Corp.$637M AUM | 0.60% | $4M | 34.0K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.59% | $144M | 1.28M | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.56% | $5M | 43.7K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.54% | $13M | 115.1K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.52% | $3M | 26.1K | Q3 2025OLDER |
| Stembrook Asset Management, LLC$102M AUM | 0.47% | $481,501 | 4.3K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.47% | $15M | 131.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.44% | $54M | 482.9K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.39% | $7M | 60.8K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.38% | $2M | 19.7K | Q4 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.35% | $57M | 396.6K | Q2 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.33% | $33M | 294.9K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.27% | $548,385 | 4.9K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.26% | $358,672 | 3.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.26% | $156M | 1.36M | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.24% | $7M | 65.6K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.23% | $6M | 56.0K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.23% | $5M | 48.7K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.23% | $232,122 | 2.1K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.23% | $421,722 | 3.7K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.21% | $423,232 | 3.7K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.21% | $309,383 | 2.7K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 0.20% | $1M | 10.5K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.20% | $236,859 | 2.1K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.19% | $23M | 208.0K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.19% | $338,370 | 3.0K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.19% | $382,020 | 3.4K | Q1 2026OLDER |
| Whelan Financial$322M AUM | 0.18% | $564,870 | 5.0K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 0.17% | $411,684 | 3.6K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.17% | $2M | 17.9K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.15% | $22M | 182.8K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.15% | $1M | 11.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.15% | $192M | 1.70M | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.14% | $3M | 21.3K | Q3 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.12% | $11M | 97.3K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $704,862 | 6.4K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.12% | $324,722 | 2.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.12% | $3M | 28.6K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.12% | $6M | 49.1K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.11% | $207,677 | 1.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.10% | $834,872 | 7.4K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.10% | $217,402 | 1.8K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.10% | $256,297 | 2.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.09% | $50M | 446.4K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.09% | $406,382 | 3.6K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.08% | $7M | 61.3K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.08% | $1M | 10.4K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.08% | $152M | 1.35M | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.08% | $4M | 37.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.08% | $111,324 | 987 | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $316,125 | 2.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.07% | $101M | 899.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.07% | $110M | 979.1K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.07% | $1M | 9.2K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $328M | 2.91M | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.07% | $5M | 48.4K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.07% | $319,759 | 2.8K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.07% | $2M | 19.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.07% | $2M | 19.2K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.06% | $73M | 649.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.06% | $201,905 | 1.7K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.06% | $2M | 17.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $431,630 | 3.8K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.06% | $295,848 | 2.6K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.06% | $1M | 12.4K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $227,824 | 1.9K | Q3 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.06% | $277,689 | 2.5K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.06% | $305M | 2.71M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $5M | 44.1K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.06% | $939,520 | 7.9K | Q3 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 0.06% | $572,071 | 5.1K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.05% | $957,474 | 8.5K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.05% | $439,881 | 3.9K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.05% | $15M | 133.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.05% | $188,021 | 1.7K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 9.0K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.05% | $550,190 | 4.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $353,790 | 3.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.05% | $140M | 1.22M | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.05% | $218,587 | 1.9K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.04% | $307,240 | 2.7K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.04% | $20M | 178.5K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.04% | $2M | 15.0K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.04% | $451,386 | 4.0K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.04% | $4M | 31.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $267,538 | 2.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.04% | $11M | 96.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $80M | 712.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.04% | $8M | 73.4K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 20.7K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.04% | $423,132 | 3.8K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.04% | $4M | 38.3K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.04% | $6M | 50.2K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $706,517 | 6.3K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $3M | 22.9K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.04% | $3M | 30.1K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.04% | $73,354 | 650 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 16.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.04% | $24M | 215.4K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $560,052 | 5.0K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.03% | $2M | 18.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $30M | 266.7K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 87.5K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $838,315 | 7.4K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.03% | $8M | 69.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.03% | $73,396 | 638 | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.03% | $429,539 | 3.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 28.1K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.03% | $274,845 | 2.1K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.03% | $588,200 | 5.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.03% | $19M | 170.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 33.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.03% | $22M | 193.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $13M | 116.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $499,519 | 4.3K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 24.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.03% | $2M | 20.1K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $35M | 321.9K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.03% | $7M | 59.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $3M | 29.1K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.03% | $211,380 | 1.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $131,339 | 920 | Q2 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $18M | 160.7K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $2M | 20.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 16.0K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $481,582 | 4.3K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.03% | $312,787 | 2.2K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $4M | 34.4K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $467M | 4.14M | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.02% | $4M | 37.4K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $765,020 | 6.8K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.02% | $130,625 | 915 | Q2 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $593,614 | 5.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $749,603 | 6.6K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $41,189 | 365 | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 10.3K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $26M | 227.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $945,105 | 8.4K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.02% | $25,588 | 226 | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 14.6K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.02% | $31,249 | 277.1K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $28,198 | 250 | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $172,343 | 1.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $74M | 656.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $22M | 190.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $122M | 1.08M | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 17.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 15.4K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 41.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 19.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 21.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.02% | $2M | 20.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $976,423 | 8.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.1B | 9.34M | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $733,812 | 6.5K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.02% | $207,647 | 1.8K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $820,208 | 7.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $109M | 966.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $185,302 | 1.3K | Q2 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $302,164 | 2.7K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $2M | 19.5K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $3M | 29.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $451M | 3.98M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 33.6K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.02% | $2M | 13.9K | Q4 2025OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.02% | $117,920 | 826 | Q2 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.02% | $537,783 | 4.8K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $5M | 41.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $2M | 13.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $273M | 2.42M | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $390,930 | 3.5K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $227,523 | 2.0K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $43,025 | 374 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $403,450 | 3.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $271,609 | 2.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 34.2K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 20.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $220M | 1.95M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 12.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $52M | 463.1K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.01% | $897,093 | 7.6K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $99M | 880.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $38M | 339.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $884M | 7.68M | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $200,766 | 1.8K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.01% | $457,702 | 4.1K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $5M | 46.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $575,239 | 5.1K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $286,874 | 2.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 12.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $101M | 896.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $944,043 | 8.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $248,832 | 2.2K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $62M | 552.7K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 27.9K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $430,181 | 3.8K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $163,647 | 1.4K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $234,137 | 2.0K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $29,951 | 253 | Q3 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 28.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 23.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 59.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $10M | 87.2K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 17.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $9M | 77.2K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 17.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 285.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $22M | 192.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $6M | 53.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $17M | 150.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $254,541 | 1.8K | Q2 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $27M | 242.4K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $15M | 132.8K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $328,865 | 2.9K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 20.7K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $33,837 | 300 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $350M | 3.10M | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $35M | 314.1K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $238,551 | 2.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $701,328 | 6.2K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 10.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $156,778 | 1.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $12M | 105.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 48.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $68,500 | 607.3K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.01% | $16,283 | 144 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $322,354 | 2.9K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $324,039 | 2.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $18M | 159.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 16.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $167,155 | 1.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $479,470 | 4.3K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.01% | $75,569 | 670 | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $254,905 | 2.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 28.2K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $42,860 | 380 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $8M | 70.4K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.01% | $315,812 | 2.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $65,531 | 581 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $8M | 69.3K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.01% | $366,567 | 3.3K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $9M | 76.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 20.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $5M | 45.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 30.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $4M | 31.3K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $26,054 | 231 | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $272,275 | 2.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $78M | 695.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 10.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $7M | 61.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $94M | 816.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $294,692 | 2.5K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $7,811 | 66 | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 28.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 24.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 34.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $321,611 | 2.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $289,194 | 2.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 292.8K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $17,888 | 158 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $862,956 | 7.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $31M | 274.3K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $10,715 | 95 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 22.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $139,428 | 1.2K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 35.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $368,034 | 3.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $21M | 186.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 14.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 10.4K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $388,455 | 3.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $9M | 76.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $267,989 | 2.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 33.9K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $313,138 | 2.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $15M | 132.4K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $999,111 | 8.4K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $225,354 | 2.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 23.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $491,272 | 4.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $289,398 | 2.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $838,481 | 7.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $96,674 | 879 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $665,453 | 5.9K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $233,926 | 2.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $9M | 80.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $599,817 | 5.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 138.3K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $155,312 | 1.4K | Q2 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $553,686 | 4.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $477,553 | 4.2K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $553,457 | 4.8K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $269,906 | 2.4K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $770,130 | 6.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $11M | 97.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $259,438 | 2.3K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $32,822 | 291 | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 20.6K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $506,427 | 4.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 47.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $4M | 37.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 42.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34M | 310.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9M | 80.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,998 | 21 | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $571,957 | 5.1K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 9.9K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $330,142 | 2.9K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 14.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $146,401 | 1.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $243,175 | 2.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 72.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 13.7K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $489,221 | 4.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $349,198 | 3.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 33.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $7,802 | 66 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $33,047 | 293 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 24.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $232,009 | 2.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $245,495 | 2.1K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $2,143 | 19 | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $431,760 | 3.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $308,256 | 2.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $229,303 | 2.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 12.3K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 12.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $259,345 | 2.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $264,126 | 2.3K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $6,203 | 55 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 11.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $44,665 | 396 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $79,886 | 675 | Q3 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $214,332 | 1.8K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,306 | 55 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,369 | 21 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $698,057 | 6.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $368,259 | 3.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,106 | 63 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $913,035 | 8.1K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $11,505 | 102 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $16,806 | 149 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $23,686 | 210 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 35.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $790,320 | 7.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $513,102 | 4.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 71.5K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,956 | 17 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $5,640 | 50 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $878,466 | 7.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $229,189 | 2.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $46,607 | 405 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $144,124 | 1.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 63.4K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 13.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $27,747 | 246 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $277,518 | 2.5K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $2,071 | 18 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $6,443 | 56 | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $577,485 | 5.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,234 | 73 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,707 | 24 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $303,969 | 2.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $391,551 | 3.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $621,117 | 5.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $256,936 | 2.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $369,278 | 3.2K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $157,455 | 1.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $444,020 | 3.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $300,473 | 2.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,595 | 23 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $4,061 | 36 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,158 | 10 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $928,940 | 8.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $16,781 | 149 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $26,845 | 238 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $127,904 | 1.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $349,204 | 3.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,808 | 78 | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 0.00% | $12,407 | 110 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $17,702 | 124 | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,580 | 14 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $82,490 | 697 | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,482 | 22 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,630 | 14 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 18.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $12,520 | 111 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $4,060 | 36 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $4,026 | 35 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,245 | 11 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $856,908 | 7.6K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $262,913 | 2.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,354 | 12 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $68,924 | 599 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $270,696 | 2.4K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $411,684 | 3.6K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $4,737 | 42 | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $255,808 | 2.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,722 | 33 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $564 | 5 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $70,955 | 642 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $564 | 5 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $564 | 5 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $5,414 | 48 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $790 | 7 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,241 | 11 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,482 | 22 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $293,254 | 2.6K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $52 | 438 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,354 | 12 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $156,665 | 1.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,177 | 45 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $1,917 | 17 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,255 | 20 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $421 | 4 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,467 | 13 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $454,205 | 4.0K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,917 | 17 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,301 | 20 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,248 | 82 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $453 | 4 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,353 | 12 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $33,837 | 300 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $1,016 | 9 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $226 | 2 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $13,648 | 121 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $828 | 7 | Q3 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $115 | 1 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $1,805 | 16 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $97,225 | 862 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $5,918 | 50 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $10,151 | 90 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $230 | 2 | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $226 | 2 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $115 | 1 | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $12,407 | 110 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,353 | 12 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $30,002 | 266 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $29,550 | 262 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $113 | 1 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $115 | 1 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,128 | 10 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $25,491 | 226 | Q2 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $9 | 0 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.