UPWKUPWORK INC
CUSIP 91688F104 · Yahoo Finance ↗ · Google Finance ↗
Upwork Inc (UPWK) has 291 institutional holders in Filings Flow’s 13F database, together reporting 136.57M shares worth $1.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
291
Q1 2026
Reported Value
$1.2B
Ticker
UPWK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ancient Art, L.P.$459M AUM | 14.24% | $65M | 5.96M | Q1 2026OLDER |
| Kent Lake PR LLC$198M AUM | 4.69% | $9M | 500.0K | Q3 2025OLDER |
| KESTREL INVESTMENT MANAGEMENT CORP$167M AUM | 2.83% | $5M | 433.0K | Q1 2026OLDER |
| Invenomic Capital Management LP$2.2B AUM | 0.96% | $21M | 1.91M | Q1 2026OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.92% | $17M | 1.57M | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.85% | $380,643 | 19.2K | Q4 2025OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.83% | $40M | 2.02M | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.83% | $5M | 424.8K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.82% | $5M | 269.6K | Q4 2025OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.80% | $14M | 1.31M | Q1 2026OLDER |
| CDC Financial, Inc.$157M AUM | 0.66% | $1M | 94.0K | Q1 2026OLDER |
| Ares Systematic Credit Ltd$123M AUM | 0.60% | $741,823 | 37.4K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.50% | $2M | 210.0K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.47% | $4M | 224.6K | Q3 2025OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.35% | $434,058 | 21.9K | Q4 2025OLDER |
| G2 Investment Partners Management LLC$406M AUM | 0.32% | $1M | 120.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.30% | $1M | 54.3K | Q3 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.27% | $636,118 | 58.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.27% | $2M | 92.7K | Q3 2025OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.27% | $2M | 190.0K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.25% | $326,652 | 29.8K | Q1 2026OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.24% | $2M | 138.2K | Q1 2026OLDER |
| STRAIGHTLINE GROUP LLC$201M AUM | 0.23% | $466,032 | 42.5K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 0.22% | $304,447 | 27.8K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.21% | $340,983 | 17.2K | Q4 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.21% | $5M | 257.3K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.21% | $2M | 162.9K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.18% | $966,847 | 88.2K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.17% | $865,639 | 43.7K | Q4 2025OLDER |
| Ruffer LLP$2.4B AUM | 0.15% | $3M | 146.2K | Q3 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.15% | $6M | 502.5K | Q1 2026OLDER |
| Grandeur Peak Global Advisors, LLC$427M AUM | 0.13% | $549,469 | 50.1K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.13% | $3M | 158.1K | Q3 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.12% | $3M | 318.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.12% | $481,495 | 43.9K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.11% | $1M | 61.8K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.11% | $213,499 | 11.5K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.11% | $6M | 564.5K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.10% | $3M | 168.6K | Q4 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.09% | $764,263 | 69.7K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.08% | $16M | 1.43M | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.08% | $89,587 | 8.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.07% | $2M | 167.7K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.06% | $467,177 | 23.6K | Q4 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.05% | $675,169 | 61.6K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $553,348 | 50.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $5M | 267.3K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $210,330 | 10.6K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.05% | $3M | 141.9K | Q3 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.05% | $2M | 150.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $10M | 532.1K | Q3 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.05% | $14M | 1.23M | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.05% | $3M | 184.8K | Q3 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $201,906 | 10.2K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.04% | $261,567 | 14.1K | Q3 2025OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.04% | $149,100 | 13.6K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.04% | $11M | 541.1K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $4M | 204.0K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $683,926 | 62.4K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.04% | $35M | 3.15M | Q1 2026OLDER |
| Cache Advisors, LLC$866M AUM | 0.04% | $204,270 | 11.0K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $22M | 2.04M | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.03% | $272,763 | 13.8K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.03% | $478,039 | 24.1K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $170,866 | 15.6K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.03% | $13M | 1.23M | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $243,027 | 22.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.03% | $190,759 | 17.4K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.03% | $183,459 | 16.7K | Q1 2026OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 0.03% | $577,165 | 52.7K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $2M | 114.7K | Q4 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.03% | $2M | 155.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 255.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $234,160 | 21.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 99.2K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.03% | $287,251 | 26.2K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $369,326 | 18.6K | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.02% | $2M | 95.2K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $199,527 | 18.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $191,094 | 17.44M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 153.9K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $201,236 | 9.6K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $838,922 | 76.5K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $6M | 553.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.02% | $127,371 | 11.6K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.02% | $20M | 1.03M | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $10M | 519.0K | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.02% | $25,033 | 2.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $379,556 | 34.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $496,411 | 45.3K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.02% | $2M | 115.3K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $3M | 317.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $772,088 | 70.4K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $614,549 | 56.1K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.01% | $6M | 301.6K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $182,581 | 9.2K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $10M | 537.3K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 192.1K | Q2 2026 |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 208.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 115.4K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $52M | 4.72M | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $4M | 193.8K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 141.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $634,584 | 57.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $204,272 | 18.6K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.01% | $40,179 | 3.7K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $3M | 258.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $273,068 | 24.9K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $790,906 | 72.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $800,728 | 40.4K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $4M | 335.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $330,697 | 16.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 148.7K | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 0.01% | $625,608 | 57.1K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $205,664 | 18.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $41M | 3.72M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 328.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $254,788 | 23.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $14M | 1.31M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $226,642 | 11.4K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 766.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 198.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $83,922 | 7.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 1.10M | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $19M | 1.69M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 109.7K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $675,958 | 61.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $371,976 | 20.0K | Q3 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.01% | $4M | 359.4K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.01% | $2M | 111.8K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 271.9K | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $726,659 | 66.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $685,898 | 62.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $11M | 1.04M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $647,599 | 32.7K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 295.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 351.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $85M | 7.77M | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $383,315 | 35.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $244,393 | 13.2K | Q3 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $327,594 | 29.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $297M | 14.99M | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 215.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $208,865 | 19.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 369.3K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $314,903 | 28.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $341,349 | 31.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 117.2K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $20,868 | 1.9K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $243,905 | 12.3K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $4M | 387.9K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $722,801 | 65.9K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $854,460 | 43.1K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $8,440 | 770 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 191.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $207M | 18.86M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $112,691 | 10.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55M | 2.77M | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $31,316 | 1.6K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $28M | 2.55M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $31,050 | 2.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $767,310 | 70.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $373,276 | 34.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 334.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $5M | 444.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 216.7K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $249,315 | 12.6K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 50.8K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $98,192 | 9.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $157,473 | 14.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $114,598 | 10.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $111,310 | 10.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $32,825 | 3.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 364.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $821,935 | 75.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $4M | 201.6K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 424.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $643,047 | 32.4K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 1.56M | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 221.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $10M | 896.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $635,680 | 58.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $87,559 | 8.0K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,975 | 251 | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $373,670 | 34.1K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $13,854 | 1.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $34M | 3.14M | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.00% | $2M | 210.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $444,570 | 40.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $14M | 1.23M | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $41,580 | 2.2K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 150.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 376.1K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $15,980 | 1.5K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.00% | $273,310 | 24.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $56M | 5.13M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $224,559 | 20.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $163,874 | 15.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 156.2K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $354,118 | 32.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $14M | 1.24M | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $10M | 871.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $34M | 3.07M | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $23,825 | 2.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 245.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $62M | 5.61M | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $1M | 118.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $673,196 | 61.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 725.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $38,247 | 4.6K | Q2 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 230.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 812.5K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $243,620 | 13.1K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 700.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 486.1K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $243,816 | 22.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 389.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $90,974 | 4.6K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,480 | 500 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,513 | 181 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 107.6K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $1M | 122.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $753,061 | 68.7K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 112.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $155,906 | 14.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 373.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $337,195 | 30.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $47,051 | 4.3K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $535,689 | 28.8K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $9,006 | 485 | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $999,918 | 91.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $531,407 | 48.5K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $124,429 | 11.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $952,331 | 48.0K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $632,721 | 57.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $623,120 | 31.4K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 156.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $417,773 | 38.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 300.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $309,678 | 15.6K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 928.7K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $441,151 | 40.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $425,522 | 38.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $346,763 | 31.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $380,312 | 34.7K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $421,252 | 37.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 101.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $201,193 | 10.2K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $143,741 | 13.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $488,246 | 44.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $322,518 | 29.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 256.4K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $828,532 | 75.6K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $324,372 | 29.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $363,784 | 33.2K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $789 | 72 | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $1M | 133.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $567,169 | 51.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $14,548 | 734 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 101.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,546 | 78 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $397,328 | 20.1K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $164,674 | 15.0K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $9,967 | 537 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 358.6K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,051 | 53 | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,634 | 149 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,491 | 136 | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $158,843 | 14.5K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $1,008 | 75 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $295,881 | 14.6K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,547 | 2.0K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 269.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $263,129 | 24.1K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $504 | 46 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $12,243 | 1.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $235,343 | 11.9K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,085 | 99 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $3,929 | 470 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,722 | 154 | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $465 | 1.3K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 178.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $483,270 | 44.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 111.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,650 | 333 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 156.3K | Q2 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $210,749 | 19.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $647,112 | 59.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $566,698 | 51.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $253,735 | 23.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 410.8K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $1,053 | 96 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 91.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $2,724 | 249 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $177,913 | 16.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $226,225 | 20.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $637,431 | 32.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $87,406 | 8.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $419,121 | 38.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $202,804 | 18.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $380,484 | 19.2K | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $740,370 | 67.6K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $238 | 12 | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $49,550 | 2.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $164,444 | 15.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $159,492 | 14.6K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $244,408 | 22.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,154 | 393 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $535 | 27 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $813 | 41 | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $241 | 22 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $7,661 | 699 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $366,645 | 33.5K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $619 | 74 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,744 | 961 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $482 | 44 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,786 | 163 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $20,638 | 1.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $49,586 | 4.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $494 | 45 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $294,900 | 26.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,192 | 200 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $4,525 | 262 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $136,759 | 12.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,008 | 162 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $2,740 | 250 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,767 | 156 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,626 | 240 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $238 | 12 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,246 | 149 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,705 | 86 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $416 | 21 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,096 | 100 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $42,755 | 3.9K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,096 | 100 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,601 | 511 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,217 | 476 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $449 | 41 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $77 | 7 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $34,534 | 3.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,233 | 295 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $132 | 12 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $548 | 50 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,786 | 150 | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $654 | 33 | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.00% | $22 | 1.1K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $3,747 | 342 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $836 | 100 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,192 | 200 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,908 | 174 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $66 | 6 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,852 | 169 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $317 | 16 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $293 | 35 | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $25 | 2 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,904 | 265 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $285 | 26 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,524 | 459 | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $991 | 50 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $614 | 31 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $966 | 52 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $22 | 2 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $164 | 15 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $745 | 68 | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.