USARUSA RARE EARTH INC
CUSIP 91733P107 · Yahoo Finance ↗ · Google Finance ↗
USA Rare Earth Inc (USAR) has 18 institutional holders in Filings Flow’s 13F database, together reporting 127.50M shares worth $1.9B as of Q1 2026. The largest reported holders are Alyeska Investment Group, L.P., Blackrock, Inc., and State Street Corp.
Institutional Holders
18
Q1 2026
Reported Value
$21M
Ticker
USAR
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bayshore Capital Advisors, LLC$237M AUM | 55.84% | $132M | 8.74M | Q1 2026OLDER |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA$297M AUM | 24.75% | $73M | 4.85M | Q1 2026OLDER |
| Extract Advisors LLC$287M AUM | 5.80% | $17M | 1.10M | Q1 2026OLDER |
| Newtyn Management, LLC$936M AUM | 3.78% | $35M | 2.34M | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 3.15% | $7M | 567.1K | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 1.89% | $18M | 1.17M | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.43% | $2M | 92.4K | Q2 2026 |
| Acasta Partners UK LLP$189M AUM | 1.11% | $2M | 97.9K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.93% | $12M | 456.9K | Q1 2026OLDER |
| Hood River Capital Management LLC$10.0B AUM | 0.80% | $79M | 4.24M | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.71% | $251M | 16.57M | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.70% | $6M | 389.6K | Q1 2026OLDER |
| UNICOM Systems, Inc.$1.5B AUM | 0.65% | $10M | 459.4K | Q2 2026 |
| REAVES W H & CO INC$6.0B AUM | 0.58% | $35M | 2.32M | Q1 2026OLDER |
| P SCHOENFELD ASSET MANAGEMENT LP$184M AUM | 0.58% | $1M | 70.0K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.57% | $794,588 | 52.5K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 0.44% | $592,144 | 49.8K | Q4 2025OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.42% | $17M | 1.15M | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.38% | $985,118 | 82.8K | Q4 2025OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.37% | $908,100 | 60.0K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.33% | $11M | 700.0K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.33% | $2M | 100.0K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.29% | $17M | 1.13M | Q1 2026OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.28% | $4M | 368.9K | Q4 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.28% | $530,889 | 24.6K | Q2 2026 |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.27% | $4M | 450.0K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.25% | $339,584 | 22.4K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.22% | $844,812 | 37.2K | Q4 2025OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.21% | $8M | 500.0K | Q1 2026OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.20% | $814,263 | 53.8K | Q1 2026OLDER |
| Encompass Capital Advisors LLC$3.3B AUM | 0.19% | $6M | 465.0K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.18% | $527,803 | 34.9K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.17% | $1M | 70.2K | Q3 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.16% | $490,190 | 28.5K | Q3 2025OLDER |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.16% | $2M | 136.5K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 0.15% | $983,775 | 65.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.14% | $22M | 1.45M | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.14% | $433,572 | 28.6K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.12% | $1M | 83.5K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.11% | $552,050 | 36.5K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.10% | $4M | 243.8K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.10% | $257,850 | 15.0K | Q3 2025OLDER |
| FORMULA GROWTH LTD$222M AUM | 0.10% | $227,025 | 15.0K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.10% | $266,255 | 15.5K | Q3 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.10% | $41M | 2.72M | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.10% | $603,038 | 39.8K | Q1 2026OLDER |
| Kultura Capital Management LP$638M AUM | 0.09% | $572,103 | 37.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 82.9K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.08% | $833,606 | 55.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.08% | $505,767 | 33.4K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.08% | $529,725 | 35.0K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.08% | $192,613 | 16.2K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.08% | $11M | 695.7K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.07% | $317,078 | 20.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.07% | $2M | 99.8K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.07% | $2M | 124.7K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.06% | $911,540 | 76.6K | Q4 2025OLDER |
| Warberg Asset Management LLC$600M AUM | 0.06% | $383,415 | 25.3K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.06% | $2M | 150.0K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.06% | $464,130 | 27.0K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.06% | $9M | 595.5K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.06% | $927,019 | 61.3K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.05% | $657,023 | 55.2K | Q4 2025OLDER |
| Vectors Research Management, LLC$342M AUM | 0.05% | $173,765 | 11.5K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.05% | $176,172 | 11.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $377,800 | 25.0K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.04% | $231,756 | 8.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $2M | 70.6K | Q2 2026 |
| PCM Encore, LLC$486M AUM | 0.04% | $208,167 | 13.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $5M | 342.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $765,988 | 50.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.04% | $23M | 1.49M | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.04% | $206,280 | 12.0K | Q3 2025OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.04% | $190,702 | 12.6K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.03% | $52,973 | 3.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $3M | 264.6K | Q4 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.03% | $645,433 | 37.5K | Q3 2025OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $259,672 | 15.1K | Q3 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $18M | 1.16M | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.03% | $743,431 | 49.1K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.03% | $559,995 | 37.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $230,990 | 15.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.03% | $6M | 428.8K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.03% | $579,544 | 33.7K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $768,585 | 64.6K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.03% | $11M | 753.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $450,218 | 30.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 89.6K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.02% | $612,983 | 40.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $14M | 955.4K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $605,400 | 40.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $261,306 | 17.3K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $814,290 | 47.4K | Q3 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $933,246 | 78.4K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $200,176 | 9.3K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $15M | 994.6K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.02% | $5M | 300.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 172.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $85,470 | 5.8K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $652,534 | 43.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $90,916 | 6.0K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $226,053 | 13.2K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $483,064 | 31.9K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $89,978 | 5.9K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.01% | $128,330 | 10.8K | Q4 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.01% | $618,840 | 36.0K | Q3 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $2M | 175.0K | Q4 2025OLDER |
| Korea Investment CORP$48.3B AUM | 0.01% | $7M | 454.9K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.01% | $134,470 | 11.3K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $768,159 | 44.5K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $23,459 | 1.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $83M | 5.52M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $119M | 7.87M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $492,100 | 32.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $289,775 | 19.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $920,891 | 60.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $29M | 1.89M | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $3M | 191.0K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $3M | 174.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $493,571 | 41.5K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $766,330 | 50.6K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $15,135 | 1.0K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $18,162 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $59M | 3.88M | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $15,135 | 1.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $93,080 | 6.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $694,306 | 58.3K | Q4 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $21,598 | 1.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 100.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $171,917 | 10.0K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $56M | 3.68M | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $10,519 | 695 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $228,327 | 15.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 244.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $245,267 | 14.3K | Q3 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.01% | $32,963 | 2.8K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $754,525 | 49.9K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $10,035 | 663 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $351,964 | 23.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $183M | 12.07M | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.01% | $15,135 | 1.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $174,158 | 11.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $340,899 | 28.6K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $599,664 | 39.6K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $11,000 | 670 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $48,484 | 3.20M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $7,568 | 500 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $9M | 612.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 128.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $17M | 1.42M | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 86.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $14,378 | 950 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $4M | 250.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $184,401 | 8.5K | Q2 2026 |
| Activest Wealth Management$569M AUM | 0.01% | $30,270 | 2.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $190,065 | 12.6K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $168,756 | 11.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 118.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $18M | 1.18M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $37,974 | 2.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $280,680 | 18.6K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 148.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $177,140 | 11.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $232,372 | 10.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $65M | 4.32M | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 318.8K | Q3 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4 | 342 | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $37,883 | 2.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 276.8K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.00% | $258,809 | 17.1K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $529,452 | 30.8K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $213M | 14.09M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $177,972 | 11.8K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.00% | $9,081 | 600 | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.00% | $317,699 | 21.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 121.1K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $22M | 1.45M | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.00% | $175,739 | 14.8K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $1M | 55.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $83,348 | 5.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 262.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $130,484 | 11.0K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $127M | 8.36M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $173,791 | 10.1K | Q3 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $630,868 | 5.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $161,975 | 10.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $79,760 | 3.7K | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 466.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $159,924 | 13.4K | Q4 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $156,223 | 10.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 148.4K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 211.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $21M | 1.37M | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $4,162 | 275 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $140,765 | 11.8K | Q4 2025OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $19M | 1.45M | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $21,280 | 1.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $498,416 | 34.2K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $9,686 | 640 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $199,177 | 13.2K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $21,580 | 1.0K | Q2 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $5,395 | 250 | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $27,468 | 1.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 501.9K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $11,869 | 550 | Q2 2026 |
| Hurley Capital, LLC$187M AUM | 0.00% | $3,784 | 250 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 1.13M | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $485,834 | 32.1K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $4,707 | 311 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 116.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $317,093 | 21.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $328,657 | 21.7K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,043 | 135 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $251,438 | 16.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 86.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $187,768 | 12.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $206,124 | 13.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $223,241 | 14.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $213,222 | 14.1K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $2M | 162.0K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.00% | $23,388 | 10.2K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 71.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 1.42M | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $10M | 658.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $331,456 | 21.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 518.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $3,390 | 224 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $41,894 | 2.8K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $37,838 | 2.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 150.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 318.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 97.8K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $12,880 | 851 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $332,516 | 22.0K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $18,511 | 1.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $876,317 | 57.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $700,584 | 46.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $19,161 | 1.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $6,281 | 415 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,499 | 210 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $275,215 | 18.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $525,729 | 34.7K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $191,590 | 16.1K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $21M | 1.41M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,270 | 150 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $246,316 | 14.3K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $208,709 | 13.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $55,636 | 3.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $72M | 6.04M | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $551,943 | 36.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,332 | 280 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 285.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $252,755 | 16.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $3,027 | 200 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $7,931 | 524 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,697 | 125 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $694,390 | 45.9K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,800 | 185 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $2,467 | 163 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $2,740 | 181 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $717,106 | 60.3K | Q4 2025OLDER |
| MMCAP International Inc. SPC$1.2B AUM | 0.00% | $10,398 | 687 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $15M | 1.25M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $801,565 | 54.5K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.00% | $908 | 60 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,331 | 448 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $8,067 | 533 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $285,446 | 18.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 286.5K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $378,177 | 23.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 152.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $14M | 919.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 80.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $2,058 | 136 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $746,837 | 49.3K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $184,404 | 12.2K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $7,431 | 491 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $529,559 | 35.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $11,503 | 760 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $404,408 | 26.7K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $1,514 | 100 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,306 | 747 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $1,940 | 163 | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $2,271 | 150 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $429,910 | 28.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,663 | 311 | Q3 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $952 | 80 | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $2,906 | 192 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $476,147 | 31.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 66.6K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $1,719 | 100 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 104.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $693,695 | 45.8K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $238,000 | 20.0K | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 104.8K | Q4 2025OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $3,027 | 200 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $128,648 | 8.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $757 | 50 | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $6,054 | 400 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $444,431 | 29.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 127.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $40,032 | 2.6K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $1,514 | 100 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $733,922 | 48.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $10,140 | 670 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,865 | 850 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,741 | 115 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $201,008 | 13.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $93,035 | 6.1K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $11,352 | 750 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $3,027 | 200 | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $243,081 | 20.4K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $191,645 | 12.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,991 | 528 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $112,514 | 7.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $506,735 | 33.5K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $17,935 | 1.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $252,996 | 16.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $176,671 | 11.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 98.4K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $756 | 50 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $521,492 | 34.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $212,586 | 14.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $1,079 | 50 | Q2 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $981,914 | 64.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 239.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,800 | 185 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $202,057 | 13.4K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $1,679 | 111 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $12,623 | 834 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $87,783 | 5.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $43,741 | 2.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $99,739 | 6.6K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $164,033 | 10.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $697,679 | 46.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $8,688 | 574 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $742 | 49 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $1,514 | 100 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $7,568 | 500 | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $757 | 50 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $286 | 24 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,251 | 480 | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,834 | 224 | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $3,209 | 212 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $439 | 29 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $63,234 | 4.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,468 | 97 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $27,061 | 1.8K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $908 | 60 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $363 | 24 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $159,523 | 10.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $124,439 | 8.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $170,572 | 11.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $202,234 | 13.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $39,351 | 2.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $3,693 | 244 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,514 | 100 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $104,870 | 6.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $17,693 | 1.2K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $11,125 | 735 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $343 | 20 | Q3 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $1,090 | 72 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $1,923 | 127 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $201,336 | 16.9K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $785 | 66 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $756 | 35 | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $61 | 4 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $868 | 61 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $6,705 | 443 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $869 | 73 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $3,035 | 255 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1,840 | 100 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,650 | 109 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $166 | 11 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,933 | 392 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $45 | 3 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $15 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,321 | 111 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,358 | 90 | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | — | $0 | 0 | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B 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.