UNMUNUM GROUP
CUSIP 91529Y106 · Yahoo Finance ↗ · Google Finance ↗
Unum Group (UNM) has 683 institutional holders in Filings Flow’s 13F database, together reporting 126.12M shares worth $8.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Norges Bank.
Institutional Holders
683
Q1 2026
Reported Value
$8.8B
Ticker
UNM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| D. SCOTT NEAL, INC.$216M AUM | 9.26% | $20M | 257.4K | Q3 2025OLDER |
| Barnett & Company, Inc.$129M AUM | 6.93% | $9M | 122.1K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 6.30% | $36M | 488.2K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 4.98% | $69M | 944.3K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 2.13% | $5M | 73.6K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 1.75% | $14M | 188.6K | Q1 2026OLDER |
| DONALD SMITH & CO., INC.$5.6B AUM | 1.74% | $97M | 1.33M | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.58% | $2M | 22.7K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 1.52% | $2M | 25.2K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.37% | $3M | 38.4K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 1.20% | $2M | 29.6K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.97% | $3M | 35.9K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.95% | $10M | 124.6K | Q4 2025OLDER |
| Parrish Capital LLC$112M AUM | 0.93% | $1M | 14.3K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 0.84% | $4M | 45.6K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.80% | $30M | 417.0K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.76% | $2M | 27.7K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.73% | $2M | 20.9K | Q4 2025OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.68% | $34M | 458.9K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.68% | $1M | 17.4K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.64% | $3M | 34.8K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.60% | $901,248 | 11.6K | Q4 2025OLDER |
| DMC Group, LLC$148M AUM | 0.57% | $841,963 | 11.5K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.56% | $31M | 418.8K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.54% | $630,132 | 8.1K | Q4 2025OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.53% | $3M | 37.8K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.52% | $2M | 19.7K | Q3 2025OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.52% | $5M | 70.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.52% | $1M | 14.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.51% | $15M | 201.7K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.51% | $134M | 1.83M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.50% | $3M | 37.4K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.50% | $2M | 33.3K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.50% | $2M | 31.6K | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.50% | $6M | 78.3K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.50% | $7M | 100.2K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.49% | $4M | 58.2K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.48% | $10M | 127.4K | Q3 2025OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.43% | $583,729 | 8.0K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.41% | $3M | 34.5K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.37% | $548,893 | 7.5K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.37% | $4M | 50.3K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.35% | $2M | 29.4K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.35% | $29M | 393.7K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.35% | $1M | 16.0K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.34% | $1M | 15.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.33% | $364,419 | 5.0K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.33% | $2M | 23.4K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.32% | $41M | 565.6K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.31% | $2M | 28.6K | Q3 2025OLDER |
| JMN Financial LLC$102M AUM | 0.30% | $301,820 | 4.1K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.29% | $4M | 52.2K | Q4 2025OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.28% | $6M | 82.7K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.26% | $7M | 92.7K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.25% | $1M | 14.5K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.25% | $20M | 270.5K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.24% | $3M | 39.6K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.24% | $2M | 27.8K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 0.24% | $397,210 | 5.4K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.24% | $7M | 84.6K | Q4 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.24% | $7M | 89.5K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.23% | $1M | 18.2K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.23% | $146M | 2.00M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.22% | $356,810 | 4.6K | Q4 2025OLDER |
| NDVR, Inc.$121M AUM | 0.22% | $270,320 | 3.5K | Q4 2025OLDER |
| Sciencast Management LP$785M AUM | 0.22% | $2M | 20.8K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.22% | $395,092 | 5.4K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.22% | $2M | 26.3K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.21% | $344,422 | 4.4K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.21% | $4M | 48.8K | Q4 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.20% | $461,354 | 6.0K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.20% | $1M | 20.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.19% | $28M | 377.1K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.19% | $1M | 16.3K | Q4 2025OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.19% | $372,307 | 5.1K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.19% | $206,856 | 2.8K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.19% | $17M | 227.7K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.18% | $43M | 595.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.18% | $434,013 | 5.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.18% | $2M | 33.1K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.17% | $997,116 | 13.7K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.17% | $672,426 | 9.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.17% | $237M | 3.25M | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.17% | $7M | 95.9K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.17% | $682,904 | 9.4K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.16% | $1M | 18.1K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.16% | $360,995 | 4.7K | Q4 2025OLDER |
| Curat Global, LLC$102M AUM | 0.16% | $160,301 | 2.2K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.16% | $233,842 | 3.2K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.15% | $8M | 158.0K | Q3 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.15% | $2M | 28.1K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.15% | $637,479 | 8.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.15% | $112M | 1.54M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.14% | $5M | 63.5K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.14% | $24M | 308.6K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.14% | $20M | 271.9K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.14% | $2M | 21.5K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.14% | $208,000 | 2.7K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.13% | $1M | 15.9K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.13% | $2M | 21.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.13% | $2M | 23.1K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.13% | $3M | 42.0K | Q3 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.12% | $1M | 17.4K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.12% | $595,018 | 7.7K | Q4 2025OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.12% | $292,120 | 4.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.12% | $258,163 | 3.3K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.12% | $298,693 | 4.1K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.12% | $653,107 | 8.9K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.12% | $2M | 31.3K | Q3 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.11% | $260,498 | 3.6K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.11% | $26M | 358.8K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.11% | $16M | 211.3K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.11% | $84M | 1.15M | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.11% | $801,589 | 10.3K | Q4 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.11% | $37M | 512.9K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.10% | $219,666 | 3.0K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.10% | $13M | 164.2K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.10% | $3M | 38.3K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.10% | $657,503 | 8.5K | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.10% | $874,388 | 12.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.10% | $3M | 44.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.10% | $888,160 | 11.5K | Q4 2025OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.10% | $2M | 27.5K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.10% | $401,300 | 5.5K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.09% | $620,974 | 8.5K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 0.09% | $1M | 20.0K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.09% | $418,900 | 5.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.09% | $55M | 754.3K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.09% | $414,956 | 5.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $111M | 1.52M | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.09% | $294,019 | 4.0K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.09% | $256,483 | 10.1K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.09% | $3M | 38.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.09% | $3M | 33.1K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.08% | $341,853 | 4.7K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.08% | $407,215 | 5.6K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.08% | $10M | 125.4K | Q4 2025OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.08% | $204,217 | 2.9K | Q4 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.08% | $25M | 344.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.08% | $1M | 13.8K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.08% | $306,361 | 4.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.08% | $18M | 247.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $335,250 | 3.8K | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.08% | $249,033 | 3.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.08% | $43M | 584.2K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.08% | $3M | 34.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.08% | $120M | 1.65M | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $466,370 | 6.4K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.08% | $434,988 | 6.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.07% | $4M | 53.9K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.07% | $79M | 1.08M | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.07% | $655,663 | 9.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.07% | $18M | 245.3K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $556,781 | 7.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.07% | $63M | 862.7K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.07% | $559,133 | 7.7K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.07% | $277,952 | 3.8K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.07% | $108,450 | 1.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 23.7K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $602,573 | 6.7K | Q2 2026 |
| Paulson Wealth Management Inc.$427M AUM | 0.07% | $281,677 | 3.9K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.07% | $2M | 28.9K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.07% | $109,560 | 1.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.06% | $139M | 1.91M | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.06% | $330,487 | 4.2K | Q3 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.06% | $222,229 | 3.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.06% | $5M | 67.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.06% | $84,423 | 1.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $298M | 4.08M | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.06% | $662,893 | 9.1K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.06% | $3M | 42.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $486,010 | 6.3K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.06% | $379,255 | 4.9K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $273,622 | 3.7K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.06% | $3M | 44.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.06% | $33M | 446.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.06% | $324,545 | 4.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $7M | 102.6K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.05% | $197,839 | 2.7K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.05% | $800,336 | 11.0K | Q2 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.05% | $3M | 44.3K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.05% | $1M | 20.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.05% | $123M | 1.68M | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.05% | $2M | 22.9K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.05% | $814,616 | 11.2K | Q2 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.05% | $12M | 158.8K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.05% | $487,256 | 6.7K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $261,959 | 3.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.05% | $808,953 | 11.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.05% | $4M | 48.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.05% | $4M | 58.4K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.05% | $38M | 427.4K | Q2 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.05% | $5M | 66.3K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.05% | $295,552 | 4.0K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $458,180 | 5.9K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 22.8K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.05% | $2M | 27.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $76M | 1.04M | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.05% | $547,725 | 7.5K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.04% | $249,470 | 3.4K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.04% | $201,000 | 2.6K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.04% | $5M | 71.6K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.04% | $103,286 | 1.4K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.04% | $3M | 34.9K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.04% | $9M | 117.3K | Q3 2025OLDER |
| Machina Capital S.A.S.$508M AUM | 0.04% | $222,522 | 3.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.04% | $4M | 280.0K | Q2 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.04% | $37M | 508.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.04% | $1M | 13.7K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.04% | $9M | 117.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $8M | 103.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $313,502 | 4.0K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.04% | $493,172 | 6.8K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.04% | $69,648 | 855 | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.04% | $373,914 | 5.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.04% | $44M | 608.6K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.04% | $3M | 47.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $43M | 561.2K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.04% | $61M | 840.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 66.6K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.04% | $11M | 152.3K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.04% | $2M | 32.2K | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.04% | $139,079 | 1.9K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.04% | $36M | 496.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.04% | $2M | 34.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $670,548 | 9.2K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $787,921 | 10.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 52.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.04% | $413,131 | 5.7K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.04% | $423,191 | 5.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.04% | $25M | 338.9K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.04% | $218,328 | 2.8K | Q3 2025OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.04% | $529,403 | 6.8K | Q4 2025OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.04% | $2M | 26.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.04% | $682M | 9.34M | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.04% | $2M | 22.5K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.04% | $945,338 | 12.2K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.04% | $34M | 460.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.03% | $8M | 112.7K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.03% | $233,260 | 3.2K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.03% | $4M | 47.7K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $238,077 | 3.3K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.03% | $561,719 | 7.2K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.03% | $203,084 | 2.6K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $19M | 255.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.03% | $819,324 | 11.2K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.03% | $326,444 | 4.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $859,134 | 9.6K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $24M | 321.9K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 18.8K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $329,146 | 4.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.03% | $1M | 20.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.03% | $18M | 251.2K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $2M | 31.3K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.03% | $11M | 139.2K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.03% | $2M | 26.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 23.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $16M | 205.9K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.03% | $908,369 | 11.7K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.03% | $315,855 | 4.3K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $6M | 81.4K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 25.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.03% | $41,700 | 571 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $5M | 75.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.03% | $526M | 7.21M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $975,880 | 12.6K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.03% | $1M | 17.5K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.03% | $387,448 | 5.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 26.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.03% | $45,279 | 620 | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $746,333 | 9.6K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.03% | $494,578 | 6.2K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.03% | $15M | 202.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.03% | $37,369 | 418 | Q2 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.03% | $220,130 | 3.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $31M | 427.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 15.0K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $418,753 | 5.7K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.03% | $595,706 | 8.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $218,789 | 3.0K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $433,277 | 5.4K | Q3 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $38,890 | 500 | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $212,736 | 2.9K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $116,483 | 1.6K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $504,564 | 6.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $6M | 81.9K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $46M | 631.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.02% | $252,784 | 3.3K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $447,966 | 6.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 16.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $266,948 | 3.0K | Q2 2026 |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $418,097 | 5.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $31M | 427.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $87M | 1.18M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.3B | 18.23M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $698,466 | 9.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $9M | 110.3K | Q3 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $549,295 | 7.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 23.6K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.02% | $213,613 | 2.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $215,373 | 2.8K | Q3 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.02% | $248,310 | 3.2K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $582,487 | 8.0K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $2M | 17.9K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $15M | 207.4K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.02% | $292,120 | 4.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $211,730 | 2.7K | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $96,720 | 1.2K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.02% | $186,888 | 2.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 18.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.4B | 18.17M | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 25.7K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.02% | $285,064 | 3.7K | Q3 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $204,467 | 2.6K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $11M | 146.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $876,249 | 11.3K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $675,953 | 7.6K | Q2 2026 |
| Atom Investors LP$1.4B AUM | 0.02% | $268,166 | 3.7K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.02% | $31M | 420.6K | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.02% | $77,780 | 1.0K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 19.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $3M | 43.7K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $282,735 | 3.9K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $1M | 14.6K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $247,535 | 3.2K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $547,804 | 7.0K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $4M | 61.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $69M | 949.5K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $316,279 | 4.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 27.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $95M | 1.30M | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.02% | $59,646 | 769 | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $379,642 | 5.2K | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.02% | $73,030 | 1.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 51.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $954,593 | 12.3K | Q4 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $234,134 | 3.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $126M | 1.72M | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.02% | $345,033 | 4.4K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $685,971 | 9.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $624,041 | 8.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $220,130 | 3.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $416,563 | 5.7K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $46,228 | 633 | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $360,914 | 4.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $373,037 | 5.1K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.02% | $5M | 63.5K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.02% | $130,870 | 1.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $10M | 142.8K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.02% | $238,808 | 3.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.02% | $4M | 53.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.02% | $232,678 | 3.0K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $538,111 | 7.2K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $403,272 | 5.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $448,193 | 6.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $243M | 3.32M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $253M | 3.26M | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $929,837 | 12.7K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $30,016 | 411 | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $221,418 | 2.9K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.01% | $15,961 | 214 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $14M | 193.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $3M | 35.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $335,885 | 4.3K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $14M | 188.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $39,795 | 445 | Q2 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $17M | 229.6K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 0.01% | $229,943 | 3.0K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $3M | 38.2K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.01% | $256,700 | 3.5K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $3M | 36.7K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.01% | $246,140 | 3.2K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $10M | 126.1K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $644,470 | 8.8K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.01% | $25,265 | 326 | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $256,791 | 3.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $2M | 22.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 26.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $25M | 340.5K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $242,533 | 3.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $116M | 1.58M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $76M | 1.04M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $23M | 314.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.01% | $247,278 | 2.8K | Q2 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 46.5K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $605,740 | 7.8K | Q4 2025OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.01% | $84,277 | 1.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $3M | 36.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $376M | 5.15M | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $245,600 | 3.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $17,600 | 241 | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.01% | $13,291 | 182 | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $256,847 | 3.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $84M | 1.15M | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.01% | $2M | 25.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $507M | 6.94M | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $619,733 | 8.5K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $6M | 77.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $343,048 | 4.7K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 52.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 26.1K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $358,318 | 4.6K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $43,380 | 594 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $52,291 | 716 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $805,228 | 11.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $707,806 | 9.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $276,857 | 3.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $226,539 | 3.1K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.01% | $805,664 | 11.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 73.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.01% | $3M | 40.0K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 18.7K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.01% | $304,575 | 3.9K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $939,396 | 12.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $505,915 | 6.9K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $374,790 | 5.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $2M | 21.5K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $27,022 | 370 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $18,822 | 242 | Q3 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.01% | $76,682 | 1.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 96.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $75,002 | 1.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $10M | 137.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $6M | 80.8K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $21,909 | 300 | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.01% | $12,780 | 175 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $100,708 | 1.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $456,047 | 6.2K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $1M | 14.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 14.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $240,760 | 3.1K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $3M | 38.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $341,162 | 4.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 34.4K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $714,173 | 9.2K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $302,936 | 4.1K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.01% | $233,477 | 3.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $7M | 98.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 149.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $28,920 | 396 | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $413,330 | 5.3K | Q3 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $286,643 | 3.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $946,098 | 13.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $17,184 | 235 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $724,750 | 9.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 91.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $202,979 | 2.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $62M | 843.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $201,733 | 2.6K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $8M | 105.2K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $25,906 | 333 | Q3 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.01% | $170,890 | 2.3K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $6M | 77.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $10M | 143.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $388,832 | 5.3K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $86,030 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $59M | 811.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 52.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 110.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $3M | 39.7K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.01% | $8M | 104.4K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $34M | 468.1K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $5M | 66.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $40M | 544.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $46,009 | 630 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $21,909 | 300 | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $364,055 | 5.0K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.01% | $11,667 | 150 | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $408,895 | 5.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $14,241 | 195 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $11M | 154.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 16.1K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $236,387 | 3.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $210,430 | 2.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $68,721 | 941 | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $762,871 | 10.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 18.5K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $202,585 | 2.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $58M | 790.0K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $18,413 | 228 | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.01% | $68,064 | 932 | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $516,789 | 7.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $962,626 | 13.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 46.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $323,267 | 4.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $580,004 | 7.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $21M | 274.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $559,264 | 7.7K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $9,100 | 124.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $404,411 | 5.2K | Q4 2025OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $430,365 | 5.9K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.01% | $653,472 | 8.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $370,979 | 5.1K | Q2 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $28,658 | 392 | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $209,085 | 2.9K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 54.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $398,671 | 5.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $550,941 | 7.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $265,026 | 3.6K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $488,095 | 6.3K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.