USLMUNITED STS LIME & MINERALS I
CUSIP 911922102 · Yahoo Finance ↗ · Google Finance ↗
United Sts Lime & Minerals I (USLM) has 236 institutional holders in Filings Flow’s 13F database, together reporting 8.75M shares worth $1.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.
Institutional Holders
236
Q1 2026
Reported Value
$1.1B
Ticker
USLM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Congruence Capital, LLC$298M AUM | 1.71% | $5M | 39.1K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 1.00% | $6M | 42.3K | Q1 2026OLDER |
| Estuary Capital Management LP$598M AUM | 0.91% | $5M | 42.7K | Q4 2025OLDER |
| Cardinal Capital Management$776M AUM | 0.75% | $6M | 44.5K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.69% | $26M | 199.9K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.68% | $813,047 | 6.2K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.51% | $5M | 40.3K | Q1 2026OLDER |
| Minerva Advisors LLC$155M AUM | 0.50% | $748,375 | 6.3K | Q4 2025OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.48% | $2M | 13.9K | Q3 2025OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.42% | $19M | 143.7K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.28% | $661,820 | 5.0K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.27% | $53M | 405.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.26% | $4M | 32.5K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 0.17% | $847,938 | 6.5K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.15% | $9M | 70.0K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.15% | $958,024 | 7.3K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.14% | $5M | 36.1K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.14% | $205,711 | 1.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.13% | $80M | 614.5K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.12% | $1M | 10.8K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.12% | $37M | 286.3K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.12% | $12M | 91.0K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.12% | $1M | 8.0K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.11% | $8M | 60.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $222,188 | 1.7K | Q3 2025OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.08% | $405,174 | 3.1K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.07% | $227,523 | 1.7K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.06% | $227,131 | 1.7K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.06% | $320,778 | 2.5K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.06% | $326,525 | 2.5K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $230,607 | 1.8K | Q3 2025OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.05% | $8M | 64.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.05% | $38M | 289.9K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $943,620 | 8.8K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.05% | $4M | 32.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.05% | $6M | 47.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $287,342 | 2.2K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.04% | $425,077 | 3.5K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $58M | 442.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.04% | $587,745 | 4.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $2M | 13.7K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.03% | $245,867 | 1.9K | Q3 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $428,663 | 3.3K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.03% | $42,705 | 327.0K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.03% | $730,502 | 5.6K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.03% | $758,553 | 6.3K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $742,648 | 5.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 24.4K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.02% | $209,772 | 1.8K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $98M | 747.6K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.02% | $7M | 56.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 16.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $384,255 | 2.9K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $205,115 | 1.7K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $248,905 | 1.9K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $857,324 | 6.6K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $294,656 | 2.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $215,532 | 1.8K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $833,683 | 6.4K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $28,782 | 275 | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $800,247 | 6.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $8M | 64.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $5M | 41.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $410,638 | 3.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $232,617 | 1.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $564,496 | 4.3K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 12.4K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $107,231 | 821 | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $258,496 | 2.0K | Q3 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.01% | $32,762 | 313 | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $217,448 | 1.8K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $3M | 23.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $326,525 | 2.5K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $26,310 | 200 | Q3 2025OLDER |
| City State Bank$385M AUM | 0.01% | $19,158 | 160 | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 9.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 21.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $40,097 | 307 | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $493,049 | 3.7K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $39M | 302.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $385,705 | 2.9K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $163,132 | 1.2K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $6,841 | 52 | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $778,827 | 6.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $118,202 | 905 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $368,190 | 2.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $895,685 | 6.9K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $394,965 | 3.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 55.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $783,660 | 6.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $331,227 | 2.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $32,657 | 312 | Q2 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $46M | 354.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 17.0K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $543,076 | 4.2K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $6,287 | 63 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $16M | 123.6K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $3M | 23.7K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $10M | 73.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $410,899 | 3.1K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $6,446 | 49 | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $43M | 330.6K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $8,098 | 62 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $214,434 | 1.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $15M | 116.4K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $652,658 | 5.0K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $335,272 | 2.8K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $113M | 863.2K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $464,971 | 3.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 8.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 17.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $1M | 9.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $233,661 | 1.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $328,615 | 2.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 12.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 8.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $11M | 88.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 22.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 12.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 30.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $252,861 | 1.9K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $235,229 | 1.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $111M | 927.2K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 63.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $60M | 456.6K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $2M | 17.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 45.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 18.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 19.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $18,024 | 138 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $503,240 | 3.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $229,290 | 1.7K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,987 | 50 | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $326,525 | 2.5K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 29.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $364,394 | 2.8K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 9.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 10.6K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 10.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 9.6K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 15.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $61,517 | 471 | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $291,842 | 2.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 28.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $371,847 | 2.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $31M | 235.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 18.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $771,210 | 6.4K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $504,150 | 3.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $220,340 | 1.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $19,592 | 150 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 11.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $415,698 | 3.2K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $657,361 | 5.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 13.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $237,684 | 2.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 9.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 24.3K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $503,893 | 3.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $22,399 | 214 | Q2 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $305,064 | 2.3K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $5,856 | 56 | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $5,029 | 42 | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $18,025 | 138 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 77.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $525,705 | 4.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $642,884 | 5.4K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 19.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 46.1K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $3,947 | 30 | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $469,805 | 3.6K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $346,639 | 2.7K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $921 | 7 | Q3 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $16,764 | 140 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $18,632 | 156 | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $717,833 | 5.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $502,587 | 3.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $29,097 | 243 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $10M | 74.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 70.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 25.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $37,226 | 285 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $583,304 | 4.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,591 | 127 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $393,342 | 3.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 56.8K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $9,796 | 75 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 25.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $13,191 | 101 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $11,974 | 100 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $819,839 | 6.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $99,025 | 827 | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $698,633 | 5.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $39,113 | 288 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $344,079 | 2.6K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,567 | 12 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,135 | 24 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 10.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 11.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,008 | 46 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $641,427 | 4.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $205,057 | 1.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 9.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 14.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $392 | 3 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $219,425 | 1.7K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $253,906 | 1.9K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $599 | 5 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $48,979 | 375 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $20,040 | 152 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 9.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,714 | 105 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $402,635 | 3.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $274,804 | 2.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $887,887 | 6.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $619 | 7 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $645,025 | 4.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $9,361 | 71 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,175 | 9 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $1,045 | 8 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $9,143 | 70 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $117,429 | 899 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $392 | 3 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $635,067 | 4.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $98,187 | 820 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $90,251 | 691 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,257 | 34 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,228 | 63 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $1,056 | 8 | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,005 | 7.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,404 | 72 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $261 | 2 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $534,906 | 4.1K | Q2 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $261 | 2 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $33,830 | 250 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $654 | 5 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,698 | 13 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,265 | 25 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,767 | 159 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,918 | 30 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $654 | 5 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $14,367 | 110 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,045 | 8 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $261 | 2 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $16,849 | 129 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $262 | 2 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,552 | 27 | Q3 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $523 | 4 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $97,051 | 743 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $105,639 | 852 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $654 | 5 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $3,815 | 29 | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $131 | 1 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $522 | 4 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $392 | 3 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $130 | 1 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $837 | 8 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $4,180 | 32 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $921 | 7 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $131 | 1 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $13,975 | 107 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $131 | 1 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $10,841 | 83 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,318 | 79 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $132 | 1 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,698 | 13 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $526 | 4 | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $131 | 1 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,090 | 16 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.